ADVISOR BIO

Lisa Rodriguez is a financial advisor with Edward Jones. Lisa has been in the industry since 2006 and has experience with a wide range of clients, including individuals, businesses, and retirement plans. She is registered with the state of Illinois and holds Series 6, 7, 26, 63, and 66 licenses. She has a proven track record of providing personalized financial guidance to help her clients reach their goals. Prior to joining Edward Jones, Lisa was with PFS INVESTMENTS INC. Lisa is dedicated to helping her clients achieve their financial goals and is committed to providing them with the highest level of service.

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ADVISOR BIO

Lisa McCarthy is a financial advisor with Wintrust Investments LLC. Lisa has been in the financial services industry since 2013. Lisa's registration is currently active in 27 states. Lisa is licensed to provide financial advice to individuals, corporations, and other businesses. Lisa is also qualified to provide financial planning services.

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ADVISOR BIO

Lucas Jon Fotis is an investment advisor representative at First Trust Advisors LP. Lucas has been in the industry since 2021 and has passed Series 66, Series 7TO, and SIE exams. Lucas has a strong track record in portfolio management and is experienced in working with various client types, including individual and institutional investors.

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ADVISOR BIO

Lukas Vincent Volpe is a registered investment advisor representative with First Trust Advisors LP. Lukas has been in the securities industry since January 10, 2019. Lukas has passed the Series 63, Series 65, SIE, and Series 7TO exams. Lukas is currently registered in Florida and Illinois. Lukas specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Luke Burton Wynsma is a financial advisor at First Trust Advisors LP. Luke Wynsma has 9 years of experience in the financial services industry. Luke Wynsma is registered with FINRA and the state of Illinois and has a Series 3, Series 7 and Series 66 license. First Trust Advisors LP is a registered investment advisor with the SEC.

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ADVISOR BIO

Lynn Boyd Strong is an investment advisor representative at First Trust Advisors LP. Lynn has been in the industry since 2012 and has experience in a variety of roles, including portfolio management and financial planning. Lynn holds a Series 6, Series 7, Series 63, Series 65 and Series 66 licenses. Lynn specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Mallory Nicole Moore is a registered representative with First Trust Advisors LP. Mallory Moore is also registered as an investment advisor representative in Texas and Illinois. Mallory Moore has been in the industry since 2021 and previously worked at FOX CHASE CAPITAL PARTNERS, LLC and ASCENDANT ALTERNATIVE STRATEGIES, LLC. Mallory Moore has passed the Series 63, 66, 7TO, and SIE exams. Mallory Moore works primarily with investment companies, pooled investment vehicles, and individuals.

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ADVISOR BIO

Mara Lombardi is a financial advisor with Benjamin F. Edwards & Company, Inc., located in Wheaton, Illinois. Mara has been in the industry for over 10 years, holding a Series 7TO, SIE, and Series 66 license. Mara is registered to provide securities and investment advisory services in Illinois. Mara's firm provides financial planning, pension consulting, and portfolio management services for both individuals and businesses.

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ADVISOR BIO

Marc Horner is an investment advisor representative with Fairhaven Wealth Management, LLC. Marc has been in the industry since 2001 and is registered with the state of Illinois. Marc has a broad range of experience and specializes in portfolio management for individuals, as well as financial planning and pension consulting. Marc is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 9, 10, 31, and 66 securities licenses. Marc has previously worked with UBS Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and TRIAD ADVISORS, INC.

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ADVISOR BIO

Margaret James is a registered representative with First Trust Advisors LP in WHEATON, IL. Margaret has been in the financial services industry since May 2018. Margaret has passed the Series 66, Series 7 and SIE exams and is registered in Illinois and Oklahoma. Margaret's firm, First Trust Advisors LP, provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

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