Downers Grove, IL Office

Brett Sherpan is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has previously worked at Chicago Oakbrook Financial Group, Commonwealth Financial Network, and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he is the owner of BSWM, Inc., a private entity established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools that illustrate potential outcomes and supports implementation through various advisory programs.

Cynthia Hermosillo is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley for seven years before joining Raymond James in 2018. Outside of her advisory role, she serves as Vice President at Loftus Group Wealth Partners, where she manages administrative and client support functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling and supports its recommendations through various advisory programs and partnerships, including municipal and public finance services.

Joshua Schachner is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has 15 years of industry experience, including 15 years at Edward Jones before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and operates a broad advisor network with specialized offerings including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Kelly Eagan is a financial advisor at Raymond James Financial with 11 years of industry experience. She has worked at Raymond James since 2018 and previously spent three years at Morgan Stanley. Outside of her advisory role, she is an associate employee at Loftus & Preusser Wealth Partners, where she assists clients and advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a wide network of advisors and affiliated firms.

David Kane is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for nine years before joining Raymond James in 2021. Kane is also the president and sole partner of Kane Wealth Group, a support company based in Downers Grove, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses various analytical tools to assist client decision-making, supporting implementation through its advisory programs and other providers.

Mark Pomeroy is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Bank of America, Merrill Lynch, and JPMorgan Chase. Outside of his advisory role, he owns and manages hololedger llc, a business focused on collectible trading card and hobby merchandise resale. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling to support client goals.

Jeffrey Preusser is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at Morgan Stanley for nine years. He is involved in several entrepreneurial ventures including ownership roles in multiple wealth management support companies such as Loftus & Preusser Wealth Partners and Independent Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports institutional consulting, portfolio management, and specialized municipal and public finance advisory services.

Jessica Deibert Lopez is a financial advisor with Raymond James Financial, holding a Series 66 license and two years of industry experience. Prior to joining Raymond James, she worked at Edward Jones for five years. Outside of her advisory role, she works occasionally as a hairstylist at Salon D'Amore. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary advisory services tailored to client goals and supports a broad network of advisors with tools including risk profiling and probability modeling.