Kinga Frick is a financial advisor with J.P. Morgan Securities in St. Charles, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various J.P. Morgan entities since 2009. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Joshua Resch is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Joshua Cohen is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with RBC Capital Markets LLC since 2013. Outside of his advisory role, he serves on the board of Maot Chitim, a charitable organization focused on church missions and fundraising in the Chicago area. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, with options for portfolio customization, tax management, and responsible investing.

Sean Dwyer is a CFP®-designated financial advisor with Edward Jones, based in Lake Zurich, IL, and has 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his financial advisory role, he is involved in managing rental properties and serves as a manager of a real estate business entity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor and branch network, as well as affiliated capabilities beyond advisory services.

Ryan Brannigan is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include a brief tenure at Calamos Investments and several positions outside the financial industry, interspersed with extended periods of full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool operations and fund governance.

Karen Punda is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her career includes roles at several firms, including VSR Financial Services, Inc., J.P. Turner & Company, L.L.C., and First Allied Securities, Inc. She is based in Schaumburg, IL. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of independent advisors, employing multiple program structures and manager options.

Eric Laughlin is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets dating back to 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to model potential outcomes.

Laura Di Vietro is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 14 years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank N.A. before joining Thrivent Financial and Thrivent Investment Management in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering retirement, tax, estate, and other topics, with options to combine planning with managed accounts under a consolidated billing structure.

Brandon Yates is a financial advisor with LPL Enterprise in Rosemont, IL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he has been involved with Chicago Athletic Clubs for over 20 years, working on departmental restructuring and business process implementation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm’s integrated platform combines adviser programs with active sales of financial products and leverages third-party portfolio managers and LPL’s model portfolios for investment implementation.

Daniel Mesch is a financial advisor with Edward Jones in Bartlett, IL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at the Village of Palatine Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Micaela Williams is a CFP® and holds a Series 66 license, with 10 years of experience at Edward Jones in Addison, IL. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Switt is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. Prior to joining Cetera in 2025, Switt worked at Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he serves as treasurer for parent associations at his sons’ middle and high schools in Illinois. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Nick Georgalas is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In this role, he assists clients and their families in building and maintaining financial plans tailored to their specific goals and situations. Prior to his current position, Nick served as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative from 2020 to 2021. Nick's professional experience at Fidelity Investments spans several years, during which he has developed expertise in financial planning and investment consulting. He partners with clients to analyze their financial situations and implement customized plans to meet their objectives.

Amber Luczak is a financial advisor with Edward Jones in Fox River Grove, IL. She holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Bianca Machi is the Vice President and Branch Leader at Fidelity Investments. In her current role, she works with associates to help ensure they have the skills needed to assist clients with developing retirement income plans and building and monitoring investment strategies to work toward their financial goals. She has been with Fidelity Investments since 2016, holding various positions including Team Leader for Workplace Planning and Advice from 2016 to 2018, Product Owner for the Digital Workplace from 2018 to 2021, and Branch Leader from 2021 to the present.

Derick Enos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously spent nearly two decades at Scottrade and TD Ameritrade. 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 broker-dealer and investment adviser registrations, delivering its services through Wealth Advisors while clients retain final decision authority.

Jeremy Eckert is a financial advisor with LPL Financial, holding a Series 66 designation. He has experience in accounting and tax services, having worked at Trail CPA Corporation and GPL Tax & Accounting prior to joining LPL Financial. Outside of advisory work, he has a background in agricultural business through his role at Integrated Ag LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm offers a wide range of advisory programs and financial planning services, using both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Kathleen De Pasion is a financial advisor with LPL Financial in Arlington Heights, IL, holding a Series 66 credential and 15 years of industry experience. She previously worked at Wayne Hummer Investments for eight years and J.P. Morgan Securities for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting with access to model portfolios, third-party research, and technology-driven solutions.

Frank Petroczky is a Series 66-licensed financial advisor with Edward Jones in West Dundee, IL, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a director for the Shabbona Lake Sportsmans Club in Shabbona, IL, where he volunteers for club outings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Roy Mason is a financial advisor with Edward Jones, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Mason has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.