Jeffrey Lamb is a financial advisor with Ameriprise in Valparaiso, Indiana, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill. He serves on the boards of the City of Valparaiso Utility Board and the Valparaiso 21st Century School Building Corporation. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide clients with tailored, non-discretionary recommendations delivered through a centralized consulting team.

Nick Stavropoulos is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL in 2025, he worked at Wintrust Investments LLC for six years, U.S. Bancorp Investments, Inc. for five years, and held roles at several other firms including Citizens Securities, PNC Wealth Management, Chase Investment Services Corp., Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs supported by research-driven tools and a broad institutional platform.

Christian Apostolov is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked in environmental services and home care. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as a commodity pool operator with formal advisory roles for multiple registered investment companies.

Elizabeth Pedretti is a financial advisor at Edward Jones with Series 66 credentials. She joined Edward Jones in 2025 and has a prior ten-year career at Robert Half. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Melissa Vald is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She is a CERTIFIED FINANCIAL PLANNER™ with experience working with high net worth clients since 2005, providing comprehensive financial planning that includes retirement and income planning, tax-efficient investing, and estate plan considerations. Her career in financial services includes roles as a Financial Planning Associate at Wells Fargo from 2015 to 2019, and at Morgan Stanley from 2007 to 2015, as well as serving as a Financial Advisor at Morgan Stanley from 2005 to 2007. Melissa holds a California Insurance License. Outside of her professional work, Melissa enjoys family activities, theater, traveling, and volunteering.

Aaron Wauters is the Resident Director at Merrill, where he leads a team dedicated to providing comprehensive financial services that encompass investments, liabilities, and cash management. His office is located in the Naperville/Lisle branch of Merrill. Aaron has been with Merrill since 2001, serving a diverse client base including corporate executives, pre-retirees, and retirees with a focus on 401(k) plans. He holds several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Aaron earned his Bachelor's degree from the University of Dubuque, where he also played football for four years. Prior to his career in finance, he served in the U.S. Marine Corps from 1997 to 2003 on both active and reserve duty. He has expertise in areas such as retirement income, family wealth management, small business strategies, and tax minimization. He takes a personal and proactive approach to assist clients in achieving their financial goals and maintaining customized retirement plan strategies. Outside of his professional work, Aaron is involved in his community as a board member of the Fox Valley Patriotic Organization and as the commissioner of the Geneva Baseball Organization. He resides in Geneva with his wife Mandy and their three sons. Aaron enjoys playing racquetball and golf, and he shares his home with the family’s Black Labrador, Maddux.

Adam Bukowski is a financial advisor with MassMutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance since 2014. Outside of his advisory role, he serves as Treasurer for the DuPage Senior Citizens Council, a nonprofit organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Matthew Lenerville is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of his advisory work, he is involved in ecommerce as the owner of Net Brands, LLC, and participates in marketing and sales for Fae Forest Fungi, LLC, a gourmet and medicinal mushroom business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies and long-term asset allocation benchmarks.

Jamie Morrow is a financial advisor at Stifel with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets, Raymond James & Associates, and Midland States Bank. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analytical support for asset allocation and financial planning.

Brandon Gongorek is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked at Globaltranz for eight years and AFN for five years. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that delivers tailored retirement planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Michael Chatterton is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at CUNA Mutual, Andigo Credit Union, and Cuna Brokerage Services, Inc. He is based in Streamwood, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Peter Wilmot is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. His prior experience includes roles at Opus Wealth Partners, LLC, MSI Financial Services, Inc., and Waterstone Financial Group, Inc. Outside of his advisory role, he is involved with PWA Tax Services, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with various investment approaches including proprietary and third-party model portfolios, and offers a broad suite of financial and non-advisory services.

Nicholas Tagliere is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2016. He holds the Series 63 and Series 66 registrations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Jean Lacour is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. He previously worked at Wayne Hummer Investments for 17 years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning and investment consulting primarily on a non-discretionary basis.

Michael Furness is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for five years and has over a decade of experience with LFK Group LLC. In addition to his advisory role, he assists as a portfolio manager for Horse Cove Partners, providing back-office support for daily trading processes. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and has over $256 billion in assets under management.

Andrew Minehart is a financial advisor with Edward Jones in Elgin, IL, holding CFP® and ChFC® designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Minehart is president of Minehart Enterprises LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies with affiliated capabilities such as trust services and securities-based lending.

Patrick Naughton is a financial advisor with Cetera, holding a Series 63 designation and 38 years of industry experience. He has been with Cetera and its affiliates since 1988 and founded Naughton Financial Services in 2012. Outside of his advisory work, Naughton serves on the Board of Lay Trustees for Marmion Academy, a private high school, and is a board member of the John Paul II Renewal Center, a religious organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Ashar Khan Mohamed Khan is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and freelance finance consulting. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, with portfolio implementation supported by internal and third-party managers.

Kamlesh Thakrar is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Cetera and its related entities since 2025 and previously worked with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns Kris Kumar & Associates, a tax preparation, accounting, and bookkeeping business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a variety of program structures and custodial relationships.

Joel Billings is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2008, with prior roles at Natcity Investments, Inc. and Invest Financial Corporation. Outside of his advisory work, Billings serves as a substitute teacher in the Geneva School District 304. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional programs.