Matthew Ramos is a Financial Consultant currently based in the Deer Park office. He partners with individuals and families to develop financial plans tailored to their personal definitions of success. With a career spanning over 20 years in the industry, Matthew collaborates with clients to co-create financial roadmaps that leverage a wide range of resources and services. Matthew's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2022, Financial Advisor at Tranel Financial Services in 2022, Senior Financial Consultant at TD Ameritrade from 2018 to 2021, Producing Branch Manager and Financial Consultant at Scottrade between 2014 and 2018, Financial Consultant at TD Ameritrade from 2006 to 2014, Personal Finance Specialist at Hewitt Associates from 2005 to 2006, and Licensed Sales Assistant at Comerica Securities from 1995 to 1996. Outside of his professional work, Matthew has interests in cars, cooking and baking, family activities, fitness, social events with friends, and motorcycles.

Darell Hughes James is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to help them pursue their financial goals through personalized wealth management strategies. Leveraging the resources of Merrill and Bank of America, he provides guidance in wealth planning, retirement strategies, investment management, and risk management. Darell holds a Bachelor's Degree from Northern Illinois University and holds the designation of Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and assisting them in making informed decisions with confidence. His client focus areas include family wealth management strategies, managing new wealth, and retirement income. Outside of his professional role, Darell enjoys dancing, music, and soccer.

Kathleen Wresch is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She previously worked at Homeside Financial and Perl Mortgage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Joseph Khasho is a financial advisor with Ameriprise in La Grange, IL, holding a Series 66 credential and having 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in developing budgeting software through his companies Allocations, Inc. and Pockkets, LLC, and participates on the board of the Near Death Experience Research Foundation, Inc. He also leads a nonprofit financial literacy outreach program that partners with community organizations to improve financial education. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support financial advisors in delivering these services.

Brandon Blazer is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services tailored to plan objectives and risk tolerances. The firm’s approach is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Sandeep Mangal is a financial advisor with J.P. Morgan Securities in St. Charles, IL, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Stat Trade Inc. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Anthony Bianchi Sr. is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member for Lake County Crime Stoppers, an anonymous crime tip line. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning on topics such as retirement, tax, estate, and special needs but does not include implementation of recommendations as part of the service.

Lauren Burge is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, she worked at Wintrust Investments, LLC for six years and has experience in home staging and furniture rental businesses. 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 broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining technology and extensive non-advisory financial services.

John Josten is a financial advisor at Cetera with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Lamb Little and VOYA Financial Advisors. Outside of his advisory work, he manages an agricultural business through John M. Hanson Enterprises LLC. 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 consulting services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Jock Cameron is a CFP® professional with 30 years of industry experience. He has worked at Osaic since 2024 and previously spent 14 years at Woodbury Financial Service, Inc. Cameron is the owner and director of JMC Financial Solutions, LLC, and serves as chairman of the finance committee for the Geneva Community Chest, a nonprofit that supports local charitable organizations. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools and multiple advisory platforms to manage portfolios incorporating various investment products on discretionary or non-discretionary bases.

Jason Sidell is a Series 66-credentialed financial advisor with 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Rumen Hristov is a financial advisor at Primerica Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of his advisory role, Hristov co-owns Rumen Consulting Corp., a business that provides tax preparation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.

Joseph Christopoulos is a financial advisor with LPL Financial in Arlington Heights, IL, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014. 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, third-party asset management, and institutional platforms.

Matthew Taylor is a financial advisor with LPL Financial in Wheaton, Illinois, holding a Series 66 designation and two years of industry experience. He is also president and business owner of Westward Media, a non-investment related company, and works as a camera assistant in film, television, and commercial productions through IATSE Local 600. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Timothy Drechsel is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Wintrust Wealth Management and J.P. Morgan. Outside of his advisory work, he owns The Picture Garden Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers various investment programs and utilizes advanced operational tools while maintaining a broad scope of financial services beyond advisory solutions.

Dennis Marach is a financial advisor with LPL Financial in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Citigroup Global Markets for six years before joining Linsco Private Ledger, now part of LPL Financial, in 2006. He is involved in outside insurance activities and operates Marach Financial Management, which includes non-variable life insurance writing and tax preparation services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Peter Schallmoser is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. He specializes in designing cost-effective corporate retirement plans—including 401(k), defined benefit, and non-qualified platforms—for businesses that prioritize employee economic empowerment. Since 1997, Peter and the Schallmoser Group have worked closely with corporate and high net worth individual clients to develop personalized financial strategies that align with their unique goals. His areas of expertise include corporate benefits, equity compensation services, investment consulting for defined contribution plans, personal retirement planning, tax minimization, and retirement income strategies. Peter holds a Bachelor’s Degree from Loyola University Chicago and a Master’s Degree from Pennsylvania State University. He holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional work, Peter serves as a Village Trustee for the Village of Lake Barrington, Illinois, and volunteers with the Crushers Club in Englewood, Chicago. His personal interests include adventure sports, baseball, and traveling.

Thomas Harty is a financial advisor with Charles Schwab in Wheaton, Illinois, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2015 and previously worked within Schwab Retirement Plan Services, Inc. Thomas serves as a council member and chairs the Stewardship committee at Faith Lutheran Church. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment options supported by multi-asset model portfolios and alternative investment research.

Erick De La Cruz is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation. He began his career at Morgan Stanley in 2025. Prior to this role, his work experience includes positions at Coro Enterprises LLC The Red Lion, Exmoor Country Club, and Target Corporation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Melanie Sheedy is a CFP®-certified financial advisor with 25 years of industry experience, currently with J.P. Morgan Securities. She has been with J.P. Morgan Securities since 2012 and also has a long tenure at JPMorgan Chase Bank, N.A. from 2001 to the present. Her prior experience includes managing The Sheedy Family Living Trust. 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 institutional advisory services with brokerage, distribution, and investment management capabilities.