David Lammers

Michael Parris is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients and their families to understand their financial situations and develop comprehensive plans aimed at growing and protecting their wealth while working toward their financial goals. He emphasizes open communication and building strong, enduring relationships with his clients. Prior to his current role, Michael served as a Financial Consultant at Fidelity Investments from 2022 to 2026. Before joining Fidelity, he held positions at JP Morgan Chase Bank, N.A., including Private Client Advisor from 2017 to 2022 and Private Client Banker from 2011 to 2017. His experience spans various aspects of financial planning and client advisory services.

Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]

David Perrine is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since the beginning of his career in 1986 and works closely with high-net-worth families, business executives, and business owners. David helps clients define priorities and pursue both short-range and long-range financial goals by designing strategies tailored to their objectives, time horizons, liquidity needs, and risk tolerance. His approach emphasizes asset allocation and diversification. David holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also designated as a Personal Investment Advisor (PIA). He earned a Bachelor's degree in Finance from Illinois State University in 1986. In addition to his professional work, David participates in community volunteering and enjoys activities such as biking, music, photography, reading, spending time with his family, and watching movies. He lives in Lake Barrington with his wife Meredith, their son Eric, and their two dogs.

William Eaton is a Wealth Management Advisor based in Crystal Lake, Illinois, with over 30 years of experience assisting families, entrepreneurs, and corporate executives in navigating their financial affairs. He specializes in family wealth management strategies, liquidity management, tax minimization, retirement income, wealth transfer, philanthropic planning, and long-term care. William and his team provide a personalized, goal-centered approach that integrates all aspects of a client's financial life to help prioritize and pursue their most important objectives. William holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Middlebury College. His offices in Illinois and New York provide full accessibility to resources from Merrill Lynch Wealth Management and Bank of America to tailor strategies that adapt to changing market conditions and client needs. Beyond his professional work, William is actively involved in community organizations such as Crystal Lake Youth Rugby, where he coaches, the Foundation for Wellspring, and serves as a trustee on the Sailors' Snug Harbor Board of Trustees. His personal interests include adventure sports, cooking, rugby, and spending time with his family. He divides his time between Crystal Lake, Illinois, and Hull, Massachusetts, sharing his passion for rugby and philanthropy.