Charles Lazzara is a financial advisor with UBS Financial Services in Plainfield, IL, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including 18 years with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Adam Underhill is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and is based in Shorewood, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and other investment services under a fiduciary standard.

Christopher Scholtes is a financial advisor with Edward Jones in Wilmington, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at MetLife for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Michelle Denoyer is a financial advisor with Edward Jones in Channahon, IL, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Darlene Roepoundstone is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with LPL Financial since 2009 and previously worked at PRUCO Securities, LLC for seven years. Roepoundstone also has involvement in insurance-related activities in Morris, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools.

Thomas Klover is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and is also a part owner and CPA at Klover & Co. CPAs PC, where he has provided accounting and tax preparation services since 1994. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that provides access to various portfolio management strategies and financial planning services through a nationwide network of independent advisors.

Alfredo Lopez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has worked at Merrill and Bank of America since 2025 and previously spent ten years at Autozone. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Hartwell is a financial advisor with OSAIC in Plainfield, IL, holding the ChFC® designation and Series 63 license. He has 51 years of industry experience, including prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Hartwell is also the owner of Hartwell Financial & Insurance Services, a sole proprietorship engaged in life products sales and insurance brokerage. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple third-party solutions to construct diversified portfolios.

Warren Lindsay is a financial advisor with Edward Jones in Plainfield, IL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Spoken Simply LLC and Infor (US) Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michelle Mitchell is a financial advisor at Thrivent Investment Management with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Citigroup Global Markets for 13 years before joining Thrivent in 2022. 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 financial analyses and planning on topics such as retirement, tax, estate, and special needs, with the option to combine planning with managed account services under a consolidated billing arrangement.

James Tromp is a financial advisor with Cetera in Manhattan, Illinois, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Cetera and its affiliated entities since 1992 and also owns an accounting and tax practice, James E Tromp PC CPAs, which he has operated since 1981. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program and custodial options, managing over $256 billion in assets across more than 10,000 advisors.

Patricia Paulik is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 35 years of industry experience. Her prior roles include positions at Heartland Bank, Sanctuary Securities, Merrill, Banc of America Investment Services, and LaSalle Financial Services. She is involved in managing a strategic planning services business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Christopher Jackson is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fifth Third Securities, FifthThird Bank, and Lincoln Investment Planning, Inc. His other business activities include fixed and life insurance through Financial Identity Advisors and JBC Companies. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a multi-manager platform with various portfolio management options and financial planning services.

Nicholas Tyrell is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. 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. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Paul Kalafut is a CFP® and ChFC® with 19 years of experience in the financial services industry, all with Edward Jones since 2007. He is based in Shorewood, IL. In addition to his advisory role, he serves on the Holy Family Catholic School Board, where he helps establish policy and oversee the operating budget. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Tromp is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He serves as a senior financial analyst at Navistar Inc., where he has worked since 2017, and he is involved with BMA Management, Ltd. since 2008. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, catering to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with various program structures and access to multiple managers.

Seth Cooper is a CFP® and ChFC® with 11 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2015. He is based in Joliet, IL. Outside of his advisory role, he owns residential rental properties, including one held for his daughter’s college housing. Edward Jones is a full-service wealth management firm that supports over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and services, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

David Marquez is a Series 63 and Series 65 licensed financial advisor with Primerica Advisors in Joliet, IL, bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily via model-driven strategies created by unaffiliated asset managers.

Jeanette Gruber is a CFP® with 29 years of industry experience, currently affiliated with Cetera. She has held positions at Cetera Advisors LLC since 2013 and operates Gruber Financial, Ltd., Gruber CPA Services, Ltd., and Gruber Law Office, all of which she has managed for over two decades. She serves on the board of trustees for the Universalist Unitarian Church of Peoria, IL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Michael Klover is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and Cetera Financial Specialists LLC since 2023 and 2024, respectively. Outside of financial advising, he manages Klover & Co, a CPA firm providing tax return preparation and bookkeeping services. He has also been involved with the Channahon Park District since 2013. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment platforms, operating a multi-manager structure with over $256 billion in assets under management and a nationwide network of over 10,000 advisors.