Katarzyna Rageb is a financial advisor with Edward Jones in Park Ridge, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. 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 with a range of investment advisory programs and affiliated products, managing approximately $1.01 trillion in assets under management.

John Corey is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entities. Outside of his advisory role, he serves on the board of the Jason George Memorial Foundation. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and emphasizes a range of affiliated brokerage and insurance solutions.

Peter Maffiola is a financial advisor with Ameriprise in Itasca, IL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Dearborn National and Bankers Life. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored retirement plans.

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.

Joseph Velez is a financial advisor with Ameriprise in Grayslake, IL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, Cambridge Investment Research, Sequoia Wealth Management, and LPL Financial. Outside of his advisory work, he is co-owner of a real estate business, JAJK LLC. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, primarily serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

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.

Ramon Lopez Jr. is a financial advisor with Edward Jones in Park Ridge, IL, holding the CFP® and ChFC® designations along with Series 65 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Jerome Papiernik is a financial advisor at Edward Jones in Libertyville, IL, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network, along with affiliated capabilities such as a trust company and securities-based lending.

Abdelkader El Metennani is a financial advisor with Edward Jones in Park Ridge, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Aniba Restaurants Inc for 18 years. He is also an owner and bookkeeping member of Aniba Properties 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 nationwide network of more than 23,700 financial advisors.

Zachary Baj is a financial advisor at Morgan Stanley in Glenview, IL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments and The Orvis Company, along with time spent as a student and a period of extended travel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Yulia Pavelko is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 credentials and six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2008. 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, utilizing structured discovery conversations and firm-approved tools to develop client plans.

Amy Kalas is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021 and previously held roles at Bank of America and Merrill from 2016 to 2021. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Ryan May is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. He serves on the boards of The Super Jake Foundation and a local organization in Chicago. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

Brendan Byrne is a financial advisor with LPL Financial based in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Bankers Bank, Cetera Advisors, Citigroup Global Markets, and JPMorgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and proprietary research to support discretionary and non-discretionary management.

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.

Gerald Mccabe is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Outside of his advisory role, he is the sole proprietor of a privately owned investment property. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market analyses.