Ronald Dales Jr. is a financial advisor with Raymond James Financial Services Advisors Inc. in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James and affiliated firms since 2016. Outside of advising, he is a partner and owner in a rental real estate LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Joseph Mazzocchi is a financial advisor with Edward Jones in Schaumburg, IL, holding a Series 66 designation and possessing one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Community Trust Credit Union and Gold Coast Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Timothy Sattley is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2010. Outside of his advisory role, he is a science fiction author and the sole proprietor of High Dive Games, a recreation and art-related business in Arlington Heights, Illinois. He is also employed by Harper Community College in Palatine, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

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. She has been with LPL Financial since 2011. Rovner is also associated with Women's Financial Centre Ltd., a business activity related to her work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies across its services.

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.

Eric Yum is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Financial Life Insurance Co. and JPMORGAN Chase Bank, N.A. Outside of finance, he has experience in the food service industry, including a role at Oozu Ramen. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures functions.

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.

Kristen Graham is a financial advisor with Thrivent Investment Management in Crystal Lake, IL. She holds Series 65 and Series 63 credentials and has two years of industry experience. Prior to joining Thrivent, she worked at Northwestern Mutual Wealth Management Company and Aon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a wide range of topics. The firm offers these services as either one-time or ongoing engagements and allows clients to integrate planning with managed-account programs through a consolidated billing option.

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 with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades. Outside of advising, he is a notary public and has involvement in tax preparation and accounting through Warady & Davis LLP. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Troy Ackman is a financial advisor at Fidelity with nine years of industry experience. He has worked with Fidelity Investments since 2021 and previously spent four years at Edward Jones. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with additional roles in advisory services for registered investment companies and fund-of-funds.

John Boyle is a CFP® professional with over 31 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and is also affiliated with Jpmorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Ashleen Davey is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2018, following prior experience with BMO Harris Bank. Outside of her advisory role, she serves as a successor trustee for a private trust. Merrill, along 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.

Nicole Simmons is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Her prior work includes roles at Loft, Emils Restaurant, and Black Lung. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset‑allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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 with Cetera in Northbrook, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at Merrill, Bank of America, and Money Concepts Capital Corp. Outside of advising, he sells fixed insurance products and manages an expense management LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, institutional, corporate, and charitable clients. The firm offers a range of portfolio management and retirement services through multiple program structures and managers.