William Kraus is a Series 66-licensed financial advisor at LPL Financial with five years of industry experience. He previously worked at Wintrust Investments, LLC, and held multiple positions at Indiana University and in education. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Angelo Imbrogno is a financial advisor with LPL Financial in Darien, Illinois, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Waterstone Financial Group, Inc. and Wells Fargo Clearing. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Berenice Tapia Vertiz is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2021. Prior to that, she was employed at JPMorgan Chase Bank, N.A. starting in 2016. 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 advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and combines quantitative and qualitative research.

Michael Rubin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked with The Prudential Insurance Company of America and Pruco Securities, LLC. Rubin is also involved in the sale of fixed life insurance products through a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is model-driven, using portfolios developed by internal and third-party strategists, and offers a range of financial planning, consulting, and insurance services.

Mary Galvin is a financial advisor at Osaic with 25 years of industry experience. She holds the Series 63 and Series 66 licenses. Before joining Osaic in 2024, she worked at Woodbury Financial Services for 17 years and had prior roles at Equitable Advisors and Mony Securities Corporation. Outside of advising, she prepares tax returns using TurboTax software and provides referrals for property and casualty and health insurance. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services with an emphasis on model-based asset allocation and portfolio optimization, supported by various account management options and third-party platforms.

Kathleen Cimonetti is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Fidelity Investments. 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 model portfolio programs, supported by a large network of investment adviser representatives.

Teresa Soppet is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with RBC Capital Markets since 2009 and with City National Bank since 2019. Teresa serves on the board of directors for Women Employed, a nonprofit organization focused on improving the economic status of women and removing barriers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

George Curtin is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience with JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he managed a rental property business from 2013 to 2021. 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 offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a combination of quantitative and qualitative due diligence.

Colin Vorreyer is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has prior experience at Northpoint Financial Group and roles at academic institutions including the University of Wisconsin - Whitewater. OSAIC Wealth serves a diverse client base including retail and institutional investors, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering various programs such as comprehensive financial planning and retirement plan consulting.

Kathryn Humecki is a CFP®-certified financial advisor with 15 years of experience, currently affiliated with Cetera. She previously worked with Avantax Advisory Services and Avantax Investment Services, and operates her own tax preparation and accounting practice. Humecki is also involved as treasurer of SoCoMCM, a nonprofit supporting the preservation of Chicago Southlands Mid-Century Modern Architecture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and financial planning options. The firm supports independent advisors through discretionary and non-discretionary programs and provides access to affiliated and unaffiliated third-party managers.

Eric Crane is a CFP® and Series 66-registered advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Thermo Fisher Scientific, ECC Insurance Brokers, and Brown & Brown Insurance. Outside of his advisory work, he is a member of Lighthouse Investments, LLC, a real estate business based in Savannah, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bryan Schneider is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corporation, and Banc One Securities Corporation. 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, and institutional platforms, with an emphasis on various investment strategies implemented by its network of advisors.

David Beveridge Jr. is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and previously worked at City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Anastasia Kilias is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked in educational roles within Summit Hill and New Lenox school districts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

James Cotter is a financial professional with 26 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2023, with prior roles at Woodbury Financial Services and Farmers Financial Solutions. In addition to his financial advisory work, Cotter serves as a fire engineer and emergency medical technician with the Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and consulting services.

Brett Spears is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include work with the Heels4Life NIL Collective and various athletic and academic programs at UNC Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Francis Guillen Diaz is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he worked at Fidelity Investments as a Relationship Manager from 2024 to 2026 and as a Client Relationship Advocate from 2022 to 2024. His earlier experience includes roles as a Retirement Planning Associate at Zenith Retirement Planning and as a Retirement Planning Intern at Oxley Capital Management, both in 2021. Francis focuses on partnering with clients to understand their goals and develop financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, aiming to maintain a deep level of trust. Outside of his professional work, Francis has interests in gardening, reading, running, sailing, singing, and traveling.

Jonathan Licea is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Fifth Third Bank and several educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Andrew Perry is a Financial Consultant currently working with Fidelity Investments since 2024. He has a background in providing financial planning, coaching, and education to help clients achieve their financial goals. His experience includes roles at Fidelity Investments as a Planning Consultant from 2022 to 2024 and a Client Management Representative from 2021 to 2022. Prior to that, he worked at Bank of America Merrill as a Financial Solutions Advisor from 2019 to 2021 and as a Life Services Relationship Consultant from 2017 to 2019. Outside of his professional career, Andrew has interests in board games, comedy, cooking and baking, fitness, and hiking.

Joshua Powell is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in technology and software roles at companies including InRule Technology, Inc. and Pegasystems Inc. Powell also owns a technology and software business, Solutions Connect Group LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.