Lisa Lahner is a financial advisor with Ameriprise in Elburn, Illinois, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she is involved with CS Counseling Limited, providing counseling services. Ameriprise offers a retirement-income planning service tailored for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Karlo Colak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Metropolitan Capital Bank and has an educational background from Illinois Wesleyan University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Adyna Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She has worked with Primerica Advisors since 2018 and also has experience with Chicago Public Schools and UCSN. Outside of her advisory role, she serves as a session facilitator for Math Circles of Chicago. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies managed by third-party asset managers.

Kelley Hare is a Series 66-credentialed financial advisor with 13 years of industry experience. She is currently with Cetera Wealth Services, LLC, having joined in 2025, and previously worked with Avantax and 1st Global Advisors. In addition to her advisory roles, she is a partner and investor in real estate ventures through Oakton Building Group and Shamrock Building Group. Cetera Investment Advisers LLC is a large nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets across over 10,000 advisors.

Brett Meyer is a financial advisor with Ameriprise in St. Charles, IL, holding Series 63 and Series 66 designations and nine years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Genevra Knight is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Avantax Investment Services and 1st Global Advisors, and she has been involved with Porte Brown LLC since 1997. Outside of her advisory work, she serves on the board of Women Entrepreneurs Grow Global, a nonprofit focused on educating women business owners internationally. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting various investment strategies and program structures.

Marta Skowronska is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and having two years of industry experience. She has also worked with PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, she has experience as a self-employed nanny. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages assets through model-delivery strategies developed by third-party managers and supports trade execution and account custody via BNY Mellon Advisors and Pershing.

Ronald Zweig is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory role, he is involved with Warady & Davis LLP, a tax preparation and accounting firm. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and other institutions through a national network of investment adviser representatives, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Gregory Hjelm is a financial advisor with Merrill in Geneva, IL, holding Series 63, 65, and 66 licenses and totaling 14 years of industry experience. His prior work includes positions at Bank of America, N.A., PNC Investments LLC, PNC Bank, and Waddell & Reed. He serves as the financial secretary at Batavia Covenant Church, managing tithes, deposits, and volunteer coordination. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Keith Mitsch is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he spent ten years at SKTY Trading, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Joshua Newes is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cetera and CETERA Financial Specialists LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Bulman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and E*Trade Securities. Outside the financial sector, he has worked with several small businesses, including Vape Market LLC and Made Men Distributors, LLC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives.

Eric Larson is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Larson is involved in several business ventures including ownership of a sports training academy and multiple real estate and retail enterprises in Illinois and Wisconsin. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kimberly Betke is a financial advisor with Primerica Advisors in Grayslake, Illinois, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Primerica Financial Services and PFS Investments Inc. since 2005. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Leonard Metzl is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has been associated with Cetera and related entities since 1988 and operates Metzl Financial Services since 2017. Outside of his advisory work, he serves as director and treasurer of the Go Club Foundation, a nonprofit educational organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via multiple program structures and a multi-manager platform.

Rauf Noorie is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in financial consulting and has previously served as a Private Client Advisor at JPMorgan in 2022, as well as a Private Client Banker at JPMorgan Chase and Company from 2018 to 2022. He focuses on collaborating with clients to understand their motivations and build financial plans that align with their goals, values, and life situations. His approach includes providing clarity, perspective, and guidance to clients whether they are planning for the future or navigating changes. Noorie is committed to working with clients toward achieving a confident financial future.

Erin Wambangco is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2022, Erin worked with the Girl Scouts of America and Shirley Ryan AbilityLab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Robert La Gesse is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Emergent Safety Supply and Cox Enterprises. La Gesse serves on the Board of Directors for Elburn Youth Baseball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes annual written recommendation reports and tax-aware withdrawal strategies.

Catherine Cornille is a financial advisor with LPL Financial in St. Charles, IL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Bank before joining LPL Financial. 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 advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Margaret Mc Mahon is a Series 66 licensed financial advisor with Edward Jones, based in Schaumburg, IL, with two years of industry experience. Prior to joining Edward Jones, she worked for eight years at School District 69. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory strategies and affiliated investment products, supported by a nationwide network of thousands of advisors and branch offices.