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George E

Series 63, Series 65

Burr Ridge, IL

J.P. Morgan Securities

George Eleftheropoulos is a financial advisor with J.P. Morgan Securities in Burr Ridge, IL, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has been with JPMorgan Securities LLC since 2013 and previously worked at Chase Investment Services Corp. in 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes ESG considerations.

Founder/Business Owner
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Brian H

Series 66

Downers Grove, IL

LPL Financial

Brian Hacker is a financial advisor with LPL Financial based in Downers Grove, IL. He holds a Series 66 designation and has 15 years of industry experience. His prior roles include positions at Cetera, Megent Financial, Fidelity Investments, Edward Jones, and Wells Fargo Clearing. He also operates a business entity, Brian Hacker LLC, for non-investment-related purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as LPL Research model portfolios and various strategic allocation options.

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

Series 66

Flossmoor, IL

Edward Jones

Kevin Kaminski is a financial advisor at Edward Jones in Flossmoor, Illinois, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Cynthia A

Series 63, Series 65

Lisle, IL

Primerica Advisors

Cynthia Aber is a financial advisor at Primerica Advisors with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1998. Outside of her advisory role, she owns Beanies & Booties, a business based in Lisle, Illinois. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Cristy R

Series 63, Series 66

Orland Park, IL

J.P. Morgan Securities

Cristy Ryan is a financial advisor with J.P. Morgan Securities in Orland Park, IL. She holds Series 63 and Series 66 designations and has 11 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and has a longer tenure with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
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Ryan M

Series 66

Lockport, IL

Thrivent Investment Management

Ryan Mitchell is a Series 66-credentialed advisor with Thrivent Investment Management, where he has worked since 2020. He has five years of industry experience and previously spent seven years with Buona Beef LLC. Mitchell serves as a board member of the Tinley Park Chamber of Commerce and chairs a committee for the Boy Scouts of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based planning on topics such as retirement, income tax, estate, and special needs planning, with reviews typically conducted annually and financial advisors responsible for plan delivery and updates.

Business ownership considerations
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Karolina S

Series 66, Series 63

Naperville, IL

J.P. Morgan Securities

Karolina Szkaradek is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Eye Level and Custom Creative Remodeling. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework.

Founder/Business Owner
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Christina V

Series 66

Orland Park, IL

Morgan Stanley

Christina Valtierra is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 credential with 1 year of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Ewa K

Series 63, Series 66

Frankfort, IL

J.P. Morgan Securities

Ewa Karim is a financial advisor with J.P. Morgan Securities in Frankfort, IL, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA, since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating a quantitative and qualitative research approach.

Founder/Business Owner
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Michael E

Series 66

Frankfort, IL

LPL Financial

Michael Edmonds is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2022, he worked at CGO Wealth Management and Edward Jones. Outside the industry, Edmonds is involved with MCE Capital, LLC, a non-investment-related business entity. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Burr Ridge, IL

OSAIC

Eric Nelson is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and The Pension Specialists. Nelson serves in the US Army Reserves and is involved in processing life insurance applications as part of an insurance practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a variety of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and support for discretionary and advisor-managed strategies.

Annuities Private / alternative investments
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Dina S

Series 66

Orland Park, IL

Fidelity

Dina Sarlas is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Nick's Embroidery and held teaching positions at Moraine Valley Community College, Saint Xavier University, and Carl Sandburg High School. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, including model portfolios for intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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Robert P

Series 66

Frankfort, IL

Edward Jones

Robert Pomorski is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Verax Biomedical for six years and Fresenius-Kabi (Fenwal) for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

CFP®, Series 66

Bolingbrook, IL

Edward Jones

Billy Hearth is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Gulio G

Series 66

Orland Park, IL

Morgan Stanley

Gulio Giometti is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

General estate planning guidance
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Joseph N

CFP®, Series 63

Lemont, IL

OSAIC

Joseph Nawrocki is a CFP® with 38 years of industry experience, currently serving at OSAIC since 2021. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and has operated his own firm, Joseph A. Nawrocki, Inc., since 1988. Outside of advising, he is president and owner of Joseph A. Nawrocki, Inc., where he integrates fixed life insurance and annuity products into financial planning strategies. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with a variety of managed portfolio options and third-party manager programs.

Annuities Private / alternative investments
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Zachary P

Series 66

Naperville, IL

Cetera

Zachary Porter is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including Securities America, Inc. and Cetera Investment Services LLC. He serves as co-trustee of the Janice S. Anderson Trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various 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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Louis M

Series 63, Series 65

Lemont, IL

OSAIC

Louis Miller is a financial advisor at OSAIC with 49 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services for 23 years. Miller is also president of Financial Vistas, a sole proprietorship engaged in selling traditional fixed life insurance, fixed annuities, group health insurance, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Annuities Private / alternative investments
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Kosta T

Series 63, Series 66

Downers Grove, IL

LPL Financial

Kosta Tanglis is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He previously worked at JP Morgan Chase for nine years before joining LPL Financial in 2021. 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 and brokerage services, including financial planning and access to model portfolios and third-party asset management.

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

Series 63, Series 66

Orland Park, IL

Merrill

Michael Wollbrink is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families and business owners across the country to help them pursue their investment and financial goals through personalized wealth management strategies. As a Personal Investment Advisor (PIA), Michael focuses on aligning financial plans with clients' life priorities. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, individual and corporate investment strategy, and retirement income. Michael emphasizes understanding what matters most to his clients to create flexible strategies tailored to their goals and aspirations. Michael holds a Bachelor's Degree from Western Illinois University. Outside of his professional practice, he enjoys football, golfing, swimming, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Founder/Business Owner Parents
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