Our Associates Philip A. Sgariglia, CFP® President 815-485-5200 815-485-5206 firstname.lastname@example.org Eric M. O'Neill, CFP® LPL Financial Advisor, LPL Investment Adviser Representative 815-485-5200 815-485-5206 email@example.com David Polimeros, MBA LPL Financial Advisor, LPL Investment Adviser Representative 815-485-5200 815-485-5206 firstname.lastname@example.org Charlene Harris Administrative Assistant 815-485-5200 815-485-5206 email@example.com George Lullo Administrative Assistant 815-485-5200 815-485-5206 firstname.lastname@example.org ToniLynn Gibson Administrative Assistant 815-485-5200 815-485-5206 email@example.com James Erickson, LUTC Insurance Specialist 815-485-5200 x111 firstname.lastname@example.org Our Approach We create strategies that are tailored to your needs and goals. Learn more Who We Are--What We Do Years of experience have prepared us to guide you through your life transitions. Learn more Our Methodology Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Learn more Our Resources Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources. Learn more Have a Question Name Email Phone Question Thank you! Oops!