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Christina S

Series 63, Series 65

Frankfort, IL

LPL Financial

Christina Suchorabski is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. She has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Paul M

Series 63, Series 66

Orland Park, IL

Ameriprise

Paul Muehlnickel is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. He is based in Orland Park, Illinois. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mandy R

Series 66

Oak Lawn, IL

Cetera

Mandy Ritzke is a Series 66 credentialed financial advisor with seven years of industry experience. She is affiliated with Cetera and is also a part owner of Disteldorf, Ltd, CPAs, where she has been involved in accounting and tax services since 1998. Additionally, she serves as a partner at Disteldorf Financial Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Marc R

Series 63, Series 65

Orland Park, IL

OSAIC

Marc Rutkowski is a financial advisor with OSAIC in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously spent 19 years with Woodbury Financial Services before joining OSAIC in 2024. Rutkowski operates a DBA under the name The Lineage Group. OSAIC Wealth serves a diverse client base, including retail, institutional, high-net-worth individuals, and retirement plan participants. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a complex network of affiliated broker-dealer, asset management, and insurance entities.

Annuities Private / alternative investments
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Joseph N

Series 66

Woodridge, IL

J.P. Morgan Securities

Joseph Nelson is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Woodridge, IL. He has 12 years of industry experience, including 11 years at J.P. Morgan Securities and JPMorgan Chase Bank. He has also been affiliated with Eastern Michigan University since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Founder/Business Owner
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Anthony M

Series 66

Palos Heights, IL

RBC Capital Markets

Anthony Markett is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Outside of finance, he is involved in personal training through a small private business called Spine Science. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Thomas T

CFP®, Series 65, Series 63

Downers Grove, IL

LPL Financial

Thomas Trost is a CFP® professional with 16 years of industry experience. He currently serves as a financial advisor at LPL Financial, where he has worked since 2019. His prior experience includes roles at Cuna Brokerage Services, Inc., Cuna Mutual Group, DFG Wealth Management, LLC, and Trustmont Advisory Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by investment adviser representatives using both discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ghaniyya L

Series 63, Series 65

Chicago, IL

Primerica Advisors

Ghaniyya Lutfi is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked with Primerica Financial Services since 2008 and previously spent 25 years with Chicago Public Schools. Outside of advisory services, she is involved in the sale of home security and automation products as part of a referral arrangement with Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Joe S

Series 63, Series 65

Chicago, IL

Cetera

Joe Sanchez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2018 and previously was with Invest Financial Corporation from 2014 to 2018. He is also associated with Marquette Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that supports a range of investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Grzegorz S

Series 63, Series 65

Hinsdale, IL

LPL Financial

Grzegorz Szymczak is a financial advisor with LPL Financial in Hinsdale, IL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes roles at BMO Bank NA, Fifth Third Securities, Fifth Third Bank, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across its broad advisory platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Todd G

CFP®, Series 63, Series 65

Tinley Park, IL

LPL Financial

Todd Gilleylen is a financial advisor with LPL Financial in Tinley Park, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, having previously worked at Harris Investor Services Inc., Harrisdirect LLC, and PRUCO Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brendan D

Series 65, Series 63

Orland Park, IL

Cetera

Brendan Day is a financial advisor at Cetera with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Megent Financial and Classic Touch Paint Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, with investment options including model portfolios, third-party managers, and customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bradley G

CFP®, Series 63

Lemont, IL

Edward Jones

Bradley Grcevic is a CFP® professional with 30 years of experience at Edward Jones, where he has worked since 1995. He serves as a board member of the Lemont Police Pension Board, overseeing pension activities and monitoring its investment accounts. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Erica K

Series 65, Series 63

Tinley Park, IL

Cetera

Erica Kowalczyk is a financial advisor at Cetera with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Edward Jones for four years. Her background also includes roles outside finance, such as positions in hospitality. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Patrick R

Series 63, Series 66

Frankfort, IL

Ameriprise

Patrick Rodgers is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and PNC Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jack D

CFP®, Series 66

Palos Heights, IL

OSAIC

Jack Duffner is a CFP® professional with five years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His work history includes roles at Woodbury Financial Services, Guggenheim Partners Investment Management, and the Federal Reserve Bank of Chicago. He is also involved with Duffner Financial Group, which operates as a separate business entity. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by technology and a variety of managed account strategies.

Annuities Private / alternative investments
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Andrew K

Series 63, Series 65

Orland Park, IL

LPL Financial

Andrew Koleno is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years and Chase Investment Services Corp. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brad F

CFP®, Series 66

Lisle, IL

LPL Financial

Brad Freitag is a CFP® professional with 17 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed, Edward Jones, and various insurance carriers. Outside of his advisory work, he is involved with Chicago Portable Power Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Julie H

Series 63, Series 66

Mokena, IL

Raymond James Financial

Julie Henry is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc. since 2003, BYFNLO Financial, and Apex3. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized municipal and public finance advisory capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christopher G

Series 66

Darien, IL

OSAIC

Christopher Gonzales is a financial advisor at OSAIC Wealth, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Brickwork Financial Planning, Ltd. and 4 Wealth Advisors, Inc., among other firms. Outside of his advisory role, Gonzales is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account options and access to alternative investments through third-party platforms.

Annuities Private / alternative investments
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