Luis Gonzalez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Derek West is a Financial Consultant currently working at Fidelity Investments since 2023. He specializes in collaborating with clients and their families to develop unique financial plans that address their current and future needs. Prior to his current role, Derek gained experience as a Wealth Management Banker at U.S. Bank from 2017 to 2023. His professional background includes working directly with clients to help them pursue their financial goals. Outside of his professional career, Derek enjoys engaging in activities such as baseball, camping, football, golf, and spending time with friends at social events.

Steven Swanson is a CFP® professional with 26 years of industry experience. He has worked at LPL Financial since 2016, following roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he is involved with Exceptional Properties Unlimited, a real estate rental business. 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.

Luke Morris is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 11 years of industry experience. His career includes prior roles at Fidelity Brokerage Services, Strategic Advisers, and Mission Wealth Management. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers its services on a non-discretionary basis, allowing clients to retain final decision-making authority.

John Reyes is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates closely with clients to align financial and retirement goals, integrating various aspects of their personal and financial situations to support their life objectives. Prior to his current position, John held several roles at Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), and Workplace Planning Associate (2023-2024). His professional experience also includes working as an Equity Derivatives Trader from 2022 to 2023 and serving as a Bilingual Senior Benefits Consultant at GoHealth from 2021 to 2022. Outside of his professional career, John engages in family activities, fitness, golf, playing musical instruments, and outdoor adventures.

Nikolaos Doulas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior experience at Arthur J. Gallagher. He also has entrepreneurial experience through his involvement with NikMarr, Inc. and Four G's. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Manuel Ortiz is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JPMorgan Chase Bank, U.S. Bank, and BMO Harris Bank. Outside of his advisory work, he is involved in a real estate business that he has operated since 2013. 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, utilizing model portfolios, third-party subadvisors, and customized strategies through a broad and scalable platform.

Jack Frost is a financial advisor at Ameriprise with 44 years of industry experience. He has been with Ameriprise and its predecessor firm since 1982. Outside of his advisory work, he serves on the Board of Directors for the South Side Muskie Hawks, a local chapter of Muskies, Inc., acting as Treasurer and Membership Chair. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brian Sims is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2022 and has also been affiliated with Central Credit Union of Illinois and Cuna Brokerage Services, Inc. since 2007. Sims is a notary public and maintains ongoing involvement with financial services at Central Credit Union of Illinois. 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, model portfolio programs, and institutional platforms, supported by technology tools and a large network of advisors.

Richard Callaghan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Ginevra Basso Laha is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes roles at Cetera Wealth Services, Summit Financial Group, and Delco Financial Group. Outside of her advisory work, she volunteers as a Sunday school teacher at St. John's Church in Naperville, Illinois. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Marc Rutkowski is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services for 19 years before joining OSAIC in 2024. Rutkowski operates under the DBA The Lineage Group. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a broad selection of investment vehicles tailored to client needs.

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.

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.

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.

Adam Szubert is a financial advisor at Ameriprise with Series 63 and 66 credentials and one year of industry experience. Prior to joining Ameriprise, he held roles at Morgan Stanley and worked in various positions including youth hockey coaching. He serves as a skills coach for youth hockey teams in Orland Park, Illinois. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Nathaniel Albert is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his financial advisory role, he serves as an alderman for Ward 4 on the City of Crest Hill Council. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large nationwide network of advisors and branch offices.

Bruce Hodo is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with PFS Investment Inc. since 2007 and Primerica Financial Services since 2005. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a percentage-based wrap fee structure.

Oscar Ledesma is a financial advisor at Thrivent Investment Management, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Amazon and Trinity International University. Ledesma also has experience with Heavenly Adobes and Rentals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.