Rosemont, IL Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

26

Of 3,118 advisors across 855 offices

Location

10275 W Higgins Road, Suite 200

Rosemont IL 60018

Advisors at this office

26

Advisors at this office

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Walter C

Series 63, Series 65

Rosemont, IL

LPL Enterprise

Walter Cosmo is a financial advisor at LPL Enterprise with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities. Cosmo is also involved in insurance-related business activities through several agencies in Illinois. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products. The firm’s integrated platform combines adviser programs with active sales of financial products and collaborates with third-party asset managers and trust custodians.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Maria G

Series 63, Series 65

Rosemont, IL

LPL Enterprise

Maria Garcia is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 32 years of industry experience. She previously worked at Pruco Securities, LLC for 30 years and has been with Willis Corroon Inc. for 36 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, and access to third-party asset management while combining advisory programs with the sale of various financial products such as insurance.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Artur S

Series 66

Rosemont, IL

LPL Enterprise

Artur Stypula is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Farmers Insurance, and Sagepoint Financial. Outside of his advisory work, he is active as a musician with NBC Universal. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Anton A

Series 66

Rosemont, IL

LPL Enterprise

Anton Atkinson is a Series 66 licensed financial advisor with LPL Enterprise in Rosemont, IL, bringing two years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities LLC and NinjaTrader LLC among other firms. He is also involved on a limited basis with Hunken Ewing Financial Group, a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines LPL’s proprietary model portfolios, third-party asset management, and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brandon Y

Series 66

Rosemont, IL

LPL Enterprise

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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Maja S

Series 66

Rosemont, IL

LPL Enterprise

Maja Sobolewska is a financial advisor with LPL Enterprise, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Equitable Advisors, Axa Advisors LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. She also sells health insurance through Blue Cross Blue Shield on a part-time basis. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset managers through an integrated platform that combines adviser programs with insurance and lending solutions.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Lucy L

Series 66

Rosemont, IL

LPL Enterprise

Lucy Lu is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, she worked at Standard Chartered Bank Singapore from 2022 to 2024 and has been associated with Brightrock LLC and Alinks LLC since 2015 and 2014, respectively. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, as well as access to model portfolios and third-party asset management through an integrated platform that combines adviser programs with other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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John B

Series 66

Rosemont, IL

LPL Enterprise

John Barrett is a financial advisor with LPL Enterprise LLC, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he has held positions at various companies including Varsity Tutors, where he continues to work outside investment advisory, and he operates a separate business named Dolor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Agam J

Series 66

Rosemont, IL

LPL Enterprise

Agam Jayantara is a Series 66-credentialed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise in 2025, Jayantara worked at Dillon Caplinger Shelter Insurance Agency and has been involved with Eternal Buzz Community in a non-investment capacity. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mark Y

Series 66

Rosemont, IL

LPL Enterprise

Mark Yeary is a Series 66-credentialed financial advisor with one year of industry experience, currently with LPL Enterprise. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. He serves as a board member for the Towne Place Condominium Association, a nonprofit organization. LPL Enterprise, LLC provides services to individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Perry C

Series 66

Rosemont, IL

LPL Enterprise

Perry Crawford IV is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience as an independent S&P futures trader and worked at Prairie State Gaming and DefendEdge before joining LPL Enterprise. Outside of financial advising, he has been involved with Uber Technologies in a rideshare capacity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Robert A

Series 63, Series 66

Rosemont, IL

LPL Enterprise

Robert Amos is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Pruco Securities LLC and Efinancial. Outside of his advisory work, he is also an author and publisher in the arts and entertainment field. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and corporations. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that includes brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew C

Series 66

Rosemont, IL

LPL Enterprise

Matthew Caballes is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Discover Bank, UIC Residential Housing, Century 21 S.G.R, and MAT Holdings Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory services with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Linda M

Series 63, Series 65

Rosemont, IL

LPL Enterprise

Linda Moore is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Moore established Moore & Reid Financial Services, LLC, a registered investment advisor DBA, though she did not open the outside private office. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, and third-party asset management, combining adviser programs with the sale of financial products and insurance.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrew V

Series 63, Series 65

Rosemont, IL

LPL Enterprise

Andrew Vokt is a financial advisor with LPL Enterprise in Rosemont, IL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Vokt serves on the board of NAIFA Chicagoland, a nonprofit focused on education for financial advisors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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