ADVISOR BIO

Robert Naselli is an investment advisor representative with LPL Financial LLC. Robert is licensed in Illinois, Texas, and Colorado. Robert has a Series 65 license and is registered with the states of Colorado and Illinois.

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ADVISOR BIO

Robert Castelli is an active broker and investment advisor representative with Goldman Sachs & Co. LLC, located in Chicago, Illinois. Robert has over 19 years of experience in the financial industry. He is registered with the Securities and Exchange Commission (SEC) and with the Financial Industry Regulatory Authority (FINRA). Robert has a strong track record of success in helping clients achieve their financial goals. He has a wide range of experience in providing investment advice, including portfolio management, financial planning, and retirement planning. Robert has a Series 7, Series 31, Series 66, and Series 24 license, allowing him to advise on a wide variety of investments, including stocks, bonds, mutual funds, and futures contracts. Robert is also a Registered Principal at Goldman Sachs. His previous experience includes working with Morgan Stanley DW Inc. in Purchase, New York.

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ADVISOR BIO

Robert Anthony D'angelo is an Investment Advisor Representative with Cresset Asset Management, LLC based in Chicago, Illinois. Robert has over 10 years of experience in the financial services industry. He has a broad range of experience working with high-net-worth individuals, corporations, and charitable organizations. Robert has specialized expertise in portfolio management for businesses, individuals, and pooled investment vehicles. He also provides financial planning, pension consulting, and educational seminars. Robert holds the Series 7, 9, 10, 63, and 66 securities licenses and the SIE. He is also a Chartered Financial Analyst. Robert's previous employers include GAM Services, Inc. and Sanford C. Bernstein & Co., LLC.

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ADVISOR BIO

Robert Michael Baughard is a financial professional with over 15 years of experience in the securities industry. Robert is currently registered with Northern Trust Securities, Inc. as a Registered Representative. Robert is also registered with the State of Illinois and is registered in 52 other states. Robert holds the Series 7 and Series 63 licenses as well as the SIE. Robert is a specialist in retirement planning, investment management, and financial planning.

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ADVISOR BIO

Robert Charles Haynes is an active investment advisor representative registered in 24 states and the District of Columbia. Haynes has been in the industry since August 19, 2015, and is currently employed by J.P. Morgan Securities LLC. Haynes holds the Series 6, 7, 63, and 66 securities licenses, and the SIE exam. Haynes's specializations include investment management for individuals, corporations, and businesses, as well as pension consulting and selection of other advisors. Haynes is registered to offer investment advice in the following states: Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Massachusetts, Michigan, Minnesota, New Jersey, New York, Ohio, Oklahoma, South Carolina, Texas, Virginia, Washington, and Wisconsin.

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ADVISOR BIO

Robert O'Neill is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the industry since 2014 and has a Series 7, Series 66 and SIE. Robert provides financial advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. Robert is registered to provide investment advisory services in 19 states and is also an active member of the Lincoln Park Zoo Auxiliary Board.

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ADVISOR BIO

Robert Gerwing is a financial advisor in Chicago, Illinois, who has been in the financial industry since May 24, 2000. Robert is currently registered with Morgan Stanley and is licensed in Illinois and Texas. Robert previously worked at Citigroup Global Markets Inc. Prior to working at Morgan Stanley, Robert was a registered representative for Citigroup Global Markets Inc. from May 25, 2000, until June 1, 2009. Robert is a Series 7, Series 63 and Series 65 licensed professional. Robert has been with Morgan Stanley since June 1, 2009 and is currently a Registered Representative, Investment Advisor Representative.

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ADVISOR BIO

Robert Steiner is a financial advisor with over 13 years of experience in the industry. Robert is currently registered with U.S. Bancorp Investments, Inc. in Illinois and Texas and holds Series 7, Series 66 and SIE licenses. Robert has previously worked for Rothschild Investment Corporation in Chicago. Robert specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Robert Steiner's firm is a large firm with over $1 billion to $10 billion in assets under management.

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ADVISOR BIO

Robert Morris Parise is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Northern Trust Securities, Inc. and has previously worked at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., BANC ONE SECURITIES CORPORATION, and FIRST CHICAGO NBD INVESTMENT SERVICES, INC. Robert holds multiple licenses including Series 3, 6, 7, 24, 63, and 65. Robert specializes in working with individuals, corporations, and pooled investment vehicles.

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ADVISOR BIO

Robert Bridges is a financial advisor with over 30 years of experience in the industry. Robert has been registered with CIBC Private Wealth Advisors, Inc. since 2017. Prior to that, Robert worked at GNV Advisors, LLC and Uhlmann Price Securities, LLC. Robert has a wide range of experience working with a diverse clientele including individuals, corporations, and investment companies. Robert specializes in providing financial planning and investment management services.

SPECIALIZATIONS