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Lauren B

Series 66

Arlington Heights, IL

LPL Financial

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.

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

ChFC®, Series 63, Series 65

Schaumburg, IL

Cetera

John Josten is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Lamb Little and VOYA Financial Advisors. Outside of his advisory work, he manages an agriculture-related business, John M. Hanson Enterprises LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

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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Jock C

CFP®, Series 63, Series 66

Geneva, IL

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Timothy D

CFP®, ChFC®, Series 63, Series 65

Rosemont, IL

LPL Enterprise

Timothy Den is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life. He occasionally offers Medicare Supplement insurance to clients through a separate brokerage activity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Tax-loss harvesting
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Rumen H

Series 63, Series 65

Rolling Meadows, IL

Primerica Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Joseph C

Series 66

Arlington Heights, IL

LPL Financial

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.

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

Series 66

Lake Forest, IL

Edward Jones

Vadim Tashlitsky is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2024 and has prior experience with HPAC and Lake Forest College. Outside of his advisory role, he coaches age group swimming for the Highland Park Aquatic Club. 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 nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Dennis M

Series 63, Series 65

Schaumburg, IL

LPL Financial

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.

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

Series 63, Series 65

Northbrook, IL

LPL Financial

Alona Komar is an advisor at LPL Financial with Series 63 and Series 65 credentials. She has been in the financial industry since 2022, including experience at BMO Bank N.A. before joining LPL Financial. 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.

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

Series 63, Series 66

Mount Prospect, IL

J.P. Morgan Securities

Yuliya Kuznetsova is a financial advisor with J.P. Morgan Securities in Mount Prospect, IL, holding Series 63 and Series 66 licenses and possessing five years of industry experience. Her career includes roles at J.P. Morgan Securities since 2020, JPMorgan Chase Bank since 2019, and Devon Bank from 2017 to 2019. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm provides non-discretionary advice delivered by a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Erick D

Series 66

Barrington, IL

Morgan Stanley

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.

General estate planning guidance
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Melanie S

CFP®, Series 63, Series 65

Lake Zurich, IL

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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Svitlana S

Series 66

Deer Park, IL

Merrill

Svitlana Sheppard is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been active in the financial services industry since 2003, beginning her career with Merrill in 2010. Svitlana works closely with high-net-worth clients as part of The Sheppard Group, contributing to the delivery of a broad range of wealth management services and strategies. She holds a Bachelor of Science degree in Finance with a minor in Economics from Northeastern Illinois University, graduating summa cum laude. Svitlana also possesses several professional designations, including Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Ukraine, Svitlana is fluent in Ukrainian, Russian, and English. She engages with the community through involvement with Better Money Habits in partnership with Khan Academy and the Chicago Public Library Foundation Associate Council. Outside of work, she resides in Chicago with her husband and enjoys biking, cooking, hiking, running, skiing, traveling, and yoga.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Financial Professional Women Professionals Women's Finance
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Andrew B

Series 63, Series 65

Arlington Heights, IL

Equitable Advisors

Andrew Beierwaltes is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors. Outside of his advisory role, he serves as a deacon at St. John Brebeuf Parish and is involved in local church leadership and fundraising activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and institutions, utilizing a range of advisory programs and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Brian M

CFP®, ChFC®, Series 63, Series 66

Schaumburg, IL

Edward Jones

Brian Magura is a financial advisor with Edward Jones in Schaumburg, IL, holding CFP® and ChFC® designations and 23 years of industry experience. He has been with Edward Jones since 2002. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Brandon N

Series 66

Schaumburg, IL

J.P. Morgan Securities

Brandon Nguyen is a financial advisor at J.P. Morgan Securities with a Series 66 license and four years of industry experience. His prior roles include positions at Fidelity Investments, M1 Finance, and Merrill Edge/Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Zachary H

Series 66

Lake Forest, IL

STIFEL

Zachary Harveth is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2014 to 2019. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Bruce A

Series 63, Series 65

Deerfield, IL

Cetera

Bruce Abrams is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2006. Abrams is also president of Abrams & Steinberg, P.C., a CPA firm, and serves as treasurer for the Briarcrest Homeowners Association in Buffalo Grove, 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 multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts.

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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Brian S

Series 63, Series 66

Barrington, IL

Morgan Stanley

Brian Schnell is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Northern Trust Bank, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader investment and brokerage capabilities.

General estate planning guidance
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Aira L

Series 63, Series 65

Saint Charles, IL

LPL Financial

Aira Lodygowski is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with BMO Harris since 2011, including roles at BMO HARRIS BANK from 2011 to 2018, and joined LPL Financial in 2018. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of strategic and customized investment approaches.

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