William Paton is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas Buckley is a financial advisor with LPL Financial in Itasca, Illinois. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 16 years at LPL Financial. Outside of his advisory role, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Jonathan Zulauf is a financial advisor with LPL Financial in Itasca, Illinois, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2005. In addition to his advisory work, he coaches basketball at Tom Izzo’s summer basketball camp, working with young athletes each June. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research and technology.

Ashley Zulauf is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, she was involved with Zulauf Financial Services and has a background in education from middle and high school teaching roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

William Meyer is a financial advisor with LPL Financial in Itasca, IL, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with LPL Financial since 2009. Meyer has a minority interest in an LLC established for office expense sharing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, model portfolios, retirement plan consulting, and brokerage services, utilizing research from LPL Research and third-party subadvisors.