Kevin Kelly is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Investment Services and LPL Financial. Kelly also leads Legacy Tax & Accounting, LLC, where he manages tax preparation, accounting, and payroll services. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform combining affiliated and third-party investment strategies.

Kerry Wiberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he is involved in selling life, health, and long-term care insurance through general agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Gattuso is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a director of The Lambs, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes in its financial planning services.

Anum Melwani is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Melwani worked at First Security Trust and Savings and JP Morgan Chase. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Burdette Martin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals and families connect all aspects of their financial lives to prioritize and pursue goals through personalized wealth management strategies. Burdette leverages the investment insights of Merrill and the banking services of Bank of America to create flexible strategies aligned with clients’ financial situations, risk tolerances, and long-term objectives. His expertise includes institutional and corporate benefit services, retirement income planning, portfolio management, and employee financial health. Burdette earned a Bachelor's Degree from the University of Illinois at Urbana-Champaign and holds the CERTIFIED FINANCIAL PLANNER® certification, obtained in 2022, as well as the Personal Investment Advisor (PIA) designation. He is a member of the Zeta Beta Tau Fraternity and contributes to his community through volunteering with Big Brothers Big Sisters. Burdette resides in the northern suburbs with his family and dog, Louie, where they enjoy exploring local preserves and trying new restaurants. Personal interests include chess, football, golfing, hiking, ice hockey, and traveling.

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 25 years of industry experience. He has been with Raymond James and affiliated entities since 2016. Outside of his advisory role, he is a partner and 50% investor in an LLC that owns a commercial building. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and supports clients through brokerage, advisory accounts, and outside managers.

Jeremy Wynes is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities in Evanston, IL, and previously worked at UBS Financial Services. Outside of finance, he has experience with the Park District of Highland Park and was involved in political activities, including a congressional campaign and work with the Republican Jewish Coalition. J.P. Morgan Securities 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 at Ameriprise Financial Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise in various capacities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income and tax-aware withdrawal strategies.

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.

James Mcnamara is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.

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.

Bradley Verber is a financial advisor at Edward Jones in Evanston, IL, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in managing a commercial rental property in Evanston. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Ashleen Davey is a financial advisor with Merrill in Schaumburg, IL, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America since 2018, following two years at BMO Harris Bank. Outside of her advisory role, she serves as a successor trustee for a family trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.