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Mark Stofan

Advisor at Stifel Independent Advisors, LLC

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Stifel Independent Advisors, LLC logo

Firm

Stifel Independent Advisors, LLC

Location

Joliet, IL 60435

Credentials

CFP®, Series 63

Industry experience

39 years

Work history

Stifel Independent Advisors, LLC

2024 - Present (2 years)

LPL Financial LLC

2018 - 2024 (6 years)

Wayne Hummer Investments

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Mark K

CFP®, Series 63, Series 66

Joliet, IL

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management LGBTQIA

Edward P

Series 66

Joliet, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner

Kevin G

Series 63, Series 65

Oswego, IL

Fidelity

Kevin Gelso is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients work towards their financial goals through planning and guidance, utilizing the full resources of Fidelity to support their objectives. Prior to joining Fidelity, he served as a Financial Advisor at Northwestern Mutual from 2019 to 2021. With experience in financial consulting and advising, Kevin is committed to earning client trust as an essential part of the advisor-client relationship. His professional background centers on providing financial planning services and support to individuals seeking to reach their financial aspirations. Outside of his professional work, Kevin has interests in baseball, cars, food, golf, puzzles, and running.

General retirement planning Income planning Cash flow / budgeting

Nathan M

CFP®, Series 66

Lockport, IL

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General estate planning guidance

Dylan W

Series 63, Series 66

Oak Brook, IL

Fidelity

Dylan Webb is an Investment Consultant at Fidelity Investments, where he works to understand clients' financial goals and develop clear plans to help achieve them. He provides guidance and support, partnering with clients to create strategies aligned with Fidelity's principles. Dylan has been with Fidelity Investments since 2023, initially serving as a Financial Representative before advancing to his current role in 2025. Prior to joining Fidelity, he gained experience at JPMorgan Chase Bank as an Associate Banker from 2020 to 2023 and briefly as a Relationship Banker in 2023. Outside of his professional work, Dylan enjoys bowling, cars, golf, spending time with friends at social events, and caring for pets.

Wealth management Passive / index investing Active portfolio management ESG / Sustainable investing Financial Professional

Scott S

CFP®, ChFC®, Series 66

Joliet, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner
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