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Michael H

Series 63, Series 65

Joliet, IL

LPL Financial

Michael Hullinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at BMO Bank NA, JP Morgan Chase Bank NA, and Capital One Auto Finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools and a broad platform that includes both advisory and 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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Lawrence L

PFS™, Series 65, Series 63

Lemont, IL

Cetera

Lawrence Lehman is a financial advisor with Cetera, holding the PFS™ designation and Series 65 and 63 licenses, and has 20 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services, among other roles. He serves as a board member for his homeowners association and for The Daniel Strada Foundation, a nonprofit established in memory of a family member. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

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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Carolyn H

Series 66

Homer Glen, IL

Edward Jones

Carolyn Hartnett is a Series 66-licensed financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Steven S

Series 63, Series 66

Orland Park, IL

J.P. Morgan Securities

Steven Samson is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 1993. Between 2014 and 2017, he was involved with the Steven Samson Living Trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates a range of investment strategies, including ESG criteria.

Founder/Business Owner
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Adam S

Series 63, Series 66

Orland Park, IL

LPL Financial

Adam Skotnicki is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms through a large network of advisors using a range of investment strategies.

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

Series 63, Series 65

Orland Park, IL

J.P. Morgan Securities

Chelsea Wagers is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and U.S. Bancorp Investments, Inc. prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, offering a range of Eligible Strategies that may include ESG criteria.

Founder/Business Owner
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William H

Series 63, Series 65, Series 66

Orland Park, IL

Wave & Breakout L.L.C.

William Hackett is a financial advisor at Wave & Breakout L.L.C. in Orland Park, Illinois, with 27 years of industry experience. He previously worked at Waddell & Reed Inc. from 2014 to 2018. Hackett serves as the Finance Committee Chair for St. Julies Billiart Church in Tinley Park, Illinois. Wave & Breakout L.L.C. is an independent firm with a single advisor that offers personalized financial advisory services.

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