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.

Jeffrey Martinath is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He has worked at Prudential Insurance Company of America since 1998 and transitioned to LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and offers brokerage and insurance products through an integrated platform.

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.

William Kehoe is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Pruco Securities, LLC for 35 years. LPL Enterprise, LLC serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutions. The firm offers financial planning, consulting, and access to model wealth portfolios, along with brokerage and insurance products through an integrated platform.

Peter Babich is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is a commissioned notary public and occasionally provides notary services to clients. 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 brokerage services, with investment management supported by proprietary research and third-party subadvisors.

Steven Grutzius is a financial advisor with LPL Financial in Lombard, IL, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary portfolio management supported by research and technology solutions.

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.

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.

Ryan Knudsen is a financial advisor with Edward Jones in Downers Grove, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he participates as a member of the Center Of Influence in Darien, IL. 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 broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Karen French is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and over 38 years of industry experience. She has worked with Prudential Insurance Company of America since 1987 and joined LPL Enterprise in 2024. Her other business activities include brokerage of health and Medicare insurance and sales of fixed insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios and third-party asset managers, and integrates insurance product sales through its affiliated agency.

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.

Jason Decarlo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes positions at Coldwell Banker, Berkshire Hathaway Home Service, and Wheatland Commercial. 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, and operates under a fiduciary standard.

Marcellus Hollendoner is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at LPL Financial, Waddell & Reed, Fifth Third Securities, and various insurance agencies. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party strategies.

Lynn Kaufman is a financial advisor with Ameriprise in Naperville, Illinois, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining Ameriprise in 2021, Kaufman worked for Berthel Fisher & Co Financial Services, Inc. for ten years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Clay Terry is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018. He is also involved as an associate with Terry Investment Group, Inc., where he provides non-investment-related support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary investment consulting and supports a wide network of advisors and affiliated firms.

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.