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. 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.

James Mcnamara is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes a three-year tenure at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets with over 14,000 financial advisors.

Eric Yum is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Equitable Financial Life Insurance Co. Outside of finance, he has experience in the restaurant industry, having worked at Oozu Ramen and Potbelly Sandwich Company. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to create model asset allocations and incorporates an ESG eligibility framework.

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 at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and Aon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, combining planning with managed accounts under a consolidated billing option called WealthPlan.

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.

Ashleen Davey is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2018, following two years at BMO Harris Bank. She serves as a successor trustee for a family trust outside of her advisory role. 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Dennis Riley is a financial advisor with Primerica Advisors in Bensenville, IL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with Primerica Advisors since 2000 and previously worked at H&R Block for one year. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and acts as a representative for United Health Care. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of its investment models.

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.

Sean Grady is a financial advisor at Edward Jones in Arlington Heights, IL, with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, Sean is the owner and CEO of KSG Hospitality Consulting, providing expertise in culinary and restaurant management. He also serves as a judge for a high school investment competition hosted by District 214 High Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

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.