John Goblet Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at J.P. Morgan Securities for nine years before joining LPL Financial in 2021. Outside of his advisory role, he is involved with several business entities, including HeadUnit LLC and Partnerland LLC, which serve tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third parties.

Timothy Luby is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Naperville/Lisle branch. He works as part of the Fair, Wauters Group, collaborating with a team to provide tailored financial guidance and wealth management strategies for individuals, families, and small business owners. His approach emphasizes transparency, accountability, risk management, and proactive education to help clients make informed financial decisions. Since entering the financial industry in 2015, Timothy has focused on investment management, client service, and comprehensive wealth planning, including corporate benefits, executive and equity compensation, family wealth management, personal retirement planning, tax minimization, and socially responsible investing. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, is a Certified Plan Fiduciary Advisor (CPFA), and a Personal Investment Advisor (PIA). Timothy earned his bachelor's degree from Illinois Wesleyan University. Outside of his professional responsibilities, Timothy is involved with the Midwest Shelter for Homeless Veterans. He enjoys adventure sports, biking, running marathons, cooking, and spending time with his family. He lives in Wheaton with his wife Elise, their children, and their black Labrador.

Michael Flores is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kevin Senechalle is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked for nine years at Infinex Investments Inc. at Allied First Bank. He holds Series 63 and Series 66 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

John Muldoon is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in managing business operations for several entities, including JAG Holdings, LLC and Davis Parkway Group LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm integrates investment research, third-party data, and algorithmic tools to support its planning process, with a product ecosystem that includes Columbia and RiverSource sub-advised options.

Jacob Strater is a financial advisor at Ameriprise in Schaumburg, IL, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior work experience that includes roles at TPC Deere Run, Aurora Country Club, and St. Ambrose University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Dustin Husarik is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding a Series 66 designation and bringing nine years of industry experience. His career includes multiple roles within Wells Fargo entities as well as a position at DeVry University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across various specialized planning areas.

John Gedwill is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Fifth Third Securities and Fifth Third Bank for 13 years. He is also involved with Highpoint Planning Partners, LLC, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, and retirement plan consulting services.

Clay Terry is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Raymond James and its affiliated entities since 2018 and was previously employed at Covenant Surgical Partners and Vail Resorts. Terry is also involved with Terry Investment Group, Inc., where he supports business operations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers customized advisory solutions, including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses, and has capabilities overlapping municipal advisory and public finance.

Maxwell Mc Callum is a financial advisor at Ameriprise in Naperville, IL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Amazon and in education within Indian Prairie School District 204. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Anthony Crespo is a financial advisor at Edward Jones with a Series 66 designation and less than one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles across several school districts from 2015 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Draper is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Draper serves as vice president of Western Catholic Union Branch 100, assisting with fundraising and organizational activities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services and employs asset-allocation tools and third-party platforms to manage portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.

Michael Alaimo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2009. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and methodologies to support its advisory services.

Joseph Mchugh Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at FSC Securities and Accenture, LLP. He is also involved in tax preparation and accounting through McHugh & Riley Limited. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Wesley Shipe is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to that, he had roles at Western Courier, Western Illinois University, and was involved with Shipe Construction. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.

Frank Grote is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has worked at LPL Financial since 2021 and concurrently at BMO Bank NA since 2015. 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 offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

Paul Stabrowski is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Financial Specialists LLC since 2012. In addition to his advisory role, he is a partner at Stabrowski & Associates Ltd, a CPA firm based in Naperville, IL. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and custodial relationships.

Margaret Remlinger is a CFP® with 33 years of experience in the financial services industry. She has worked at Osaic since 2024 and previously spent 11 years with Woodbury Financial Services Inc. She is involved in a family-owned corporation related to Medicare supplement insurance, with plans to obtain her Medicare license. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Colette Beaumont is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Assetmark Financial, Millennium Trust Company, and First Trust Portfolios. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Michelle Jennings is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Jennings also serves as a trustee and co-trustee for investment-related trusts in Illinois and Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.