Top financial advisors working with military members and veterans in Chicago, IL

Edgar Giron Ramos is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan-related entities since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Charisma Lariosa is a financial advisor with Transamerica Financial Advisors in Chicago, IL, holding Series 65 and Series 63 licenses with five years of industry experience. She has worked at Transamerica Financial Advisors since 2020 and concurrently with World Financial Group, Inc. since 2018. Outside of advisory work, she is a physical therapist providing therapy staffing services through Select Rehabilitation. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including a range of proprietary and third-party investment models, with both discretionary and non-discretionary program options.

Johnel Mayberry is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and two years of industry experience. His background includes roles at PFS Investments Inc. and self-employment, along with prior experience in healthcare and academic settings. He also receives compensation for referrals related to home security, automation products, and loan services through affiliates of his firm. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model-driven strategies and operates at scale with thousands of advisors and billions in assets under management.

Mario Bear is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Prudential Insurance Company of America, PNC Bank, FIFTH THIRD SECURITIES, and JPMorgan Chase Bank. Outside of his advisory role, Bear is involved with FinBe USA, where he promotes the company’s services to automotive dealerships. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform combining advisory programs with brokerage and insurance product sales.

Nahal Sabbagh Kermani is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Goldman Sachs and JPMorgan Chase Bank. Nahal is based in Chicago, IL. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers financial planning, portfolio management, and consulting services, utilizing a combination of centrally managed strategies and locally managed portfolios across various investment vehicles.

Craig Schwegman is a financial advisor with Edward Jones in Erie, PA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Jonathan Pollack is a Financial Consultant currently serving clients at Fidelity. He has held several roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial Services LLC from 2022 to 2023. His professional background is complemented by his service as a U.S. Army Special Forces Green Beret, which has contributed to his strategic approach to financial planning. Jonathan holds a California Insurance License, supporting his work in financial consulting. Born and raised in Northern Nevada, Jonathan is committed to serving his community. His personal interests include family activities, fitness, football, military service, pets, and volunteering.

Quintina Wallace is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in small business retirement plans, partnering with business owners to design, implement, and service retirement plans that support workforce and business objectives. Quintina assists plan sponsors in evaluating plan design, navigating fiduciary responsibilities, and improving participant outcomes by coordinating with recordkeepers, third-party administrators, accountants, and other service providers. Additionally, she serves as a qualified plan educator, providing retirement plan participants with education and personalized guidance to help them make informed financial decisions through life transitions such as retirement and career changes. Quintina holds a Bachelor's Degree from Albany State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is affiliated with organizations such as the Alzheimer's Association, COVA Christian Chamber of Commerce, and the National Association of Plan Advisors. Outside of her professional work, Quintina's personal interests include camping, hiking, and spending time with her family. Her mission is to help people build wealth with clarity and confidence through disciplined, data-driven strategies while supporting the healthcare, military, and nonprofit communities important to her.

WHAT I DO: I help Locum Tenens physicians and advanced practice providers gain clarity about their finances, identify opportunities and pitfalls, and stay on track with a trusted accountability partner. WHY IT MATTERS: Three recurring concerns stand out in my conversations with Active Duty Military and Civilian physicians and advanced practice providers: Skill Atrophy – Concerns about staying clinically sharp and staying competitive due to limited patient volume or exposure to diverse clinical settings. Financial Catch-Up – After years of training, many feel the pressure to fast-track savings and build long-term financial security. Time Flexibility – A deep desire for greater control over one’s schedule to prioritize family, entrepreneurship, or personal goals. These pressures often lead physicians to pursue Locum Tenens work—part-time or full-time—for its higher earning potential and flexible structure. But with that flexibility comes greater financial complexity, making a clear strategy and support system more important than ever. HOW I DO IT: Together, we assess your strengths and gaps across the six pillars of financial planning: Cash Flow Management, Risk Management, Estate Planning, Tax Strategy, Retirement Planning, and Investment Management. Then, we develop action items over 3 months to strengthen your financial foundation. Clients are empowered to self implement recommendations or collaborate with us for efficiency and accountability. NEXT STEPS: Ready to take control of your financial future? Connect with me on LinkedIn or reach out directly at [email protected]—I’d love to learn more about your goals and how I can help. MORE ABOUT ME: I rediscovered my love for running three years ago thanks to one of my sons, starting with local 5Ks around the San Francisco Bay Area. Since then, I’ve become especially fond of the half-marathon distance, with races like the Oakland and San Francisco Half under my belt. Marathon training is next on the horizon, and I’m looking forward to the challenge. I also love exploring new places—favorites so far include Ilocos Sur (Philippines), Tokyo, Seoul, Busan, Barcelona, Lisbon, and London.

Scott Cadieux is a CFP® with 27 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services, Strategic Advisers LLC, and Fidelity Personal and Workplace Advisors before founding Echelon Private Wealth LLC, where he has been since 2020. Outside of his advisory work, he owns and operates a vending machine business and works as an independent insurance agent. Echelon Private Wealth provides discretionary portfolio management, asset allocation advice, and goal-based financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering customized investment strategies including options programs managed on a discretionary basis.