Robert Gattuso is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 1998 and currently serves as a director for The Lambs, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by proprietary tools and models.

Burdette Martin IV is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill for seven years and holds the CERTIFIED FINANCIAL PLANNER® certification, obtained in 2022, as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Illinois at Urbana-Champaign. In his role, Burdette focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. He works with individuals and families to understand their financial situations, risk tolerance, time horizon, and liquidity needs. Burdette helps clients articulate their short- and long-term objectives and recommends financial strategies aligned with these aims. His approach combines personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America. Burdette maintains an active role in his community, volunteering with Big Brothers Big Sisters. He is also a member of the Zeta Beta Tau Fraternity.

Mitchell Weiss is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Ameriprise since 2009, working in various capacities within the firm. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with recommendations on income sources, withdrawal strategies, and Social Security options. The firm’s approach integrates proprietary research, third-party data, and managed account solutions within a defined investment framework.

Barbara Charal is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Cetera since 2004 and operates her own business, Barbara E. Charal & Associates, Inc., which provides public accounting and tax return services alongside investment advisory. Additionally, she owns Genova Wealth, a financial services firm she started in 2024, and is licensed to sell health insurance under a fixed insurance business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, leveraging both affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

Sheri Rovner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes prior roles at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. She is associated with Women's Financial Centre Ltd., an entity related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Era Doce is a financial advisor at Morgan Stanley Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Merrill Lynch prior to joining Morgan Stanley. Doce also spent several years working at Ulta Beauty and Dominican University. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning processes supported by advanced modeling tools.

Danny Conti Mica is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes 26 years at MetLife Securities Inc. and a decade at Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage activities through Comprehensive Financial Concepts, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Jason Weissman is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley since 2021 and has prior experience with firms including GreenBridge Wealth Management and One Team Financial Group. Weissman is also affiliated with the University of South Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market analysis.

Nisa Salins is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 credential and 13 years of industry experience. She has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves on the Deerfield Chamber of Commerce Community Relations Committee. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and supports a range of investment programs alongside estate planning and corporate financial planning agreements.

James Donenberg is a financial advisor at LPL Financial in Deerfield, IL, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2023, following more than two decades with Securities America Advisors, Inc. and Securities America, Inc. Outside of advising, he is also a licensed notary public and has experience in tax preparation and accounting through Warady & Davis LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

John Boyle is a CFP® with over 31 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2002. Based in Gurnee, IL, Boyle holds Series 63 and Series 65 registrations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research and may include ESG considerations.

Nicole Simmons is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and has prior experience at Emils Restaurant, Loft, and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Celestina Mc Laughlin is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery methods and proprietary tools, offering a range of investment and planning solutions without individual security recommendations in standalone plans.

Harrison Brandt is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent 11 years at Bank of America Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Beck is a financial advisor at Cetera with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Merrill, Bank of America, and Money Concepts Capital Corp. In addition to his advisory work, he sells fixed insurance products and manages an expense management LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary strategies.

Karen Finerman is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019, including prior roles at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory work, she serves as a power of attorney, trustee, and executor for family investment matters. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, serving clients with a variety of planning needs through a network of more than 4,000 advisors.

Emily Figueroa is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2023. Prior to that, she spent four years with Wealth Enhancement Brokerage Services and related firms. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Stevens is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Bank of America, N.A., Merrill, and City National Bank. RBC Wealth Management serves a broad client base including individual investors, institutional clients, and charitable organizations, offering advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Joseph Mckenna is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Johnson Financial Group, LPL Financial, and The Mather Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights as part of its advisory offerings.

John Strotman is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory work, he sells sports trading cards and memorabilia from his personal collection. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.