ADVISOR BIO

Robert Gleeson is a financial advisor with J.P. Morgan Securities LLC. Robert is registered with the state of Illinois and Texas. Robert specializes in financial planning, pension consulting, and selection of other advisers. Robert has been in the industry since April 7, 2019.

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ADVISOR BIO

Robert Burns Rooney is a financial advisor with J.P. Morgan Securities LLC. Robert is licensed to sell securities in all 50 states and has been active in the industry since November 2019. Robert focuses on providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and high-net-worth clients. Robert also has experience selecting other advisors for clients.

SPECIALIZATIONS

ADVISOR BIO

Robert Nicholas Boeye is a financial advisor with William Blair, a firm that offers a wide range of investment and advisory services. Robert is registered with FINRA and the state of Georgia and has been in the industry since 2020. Robert holds the Series 7TO, Series 66 and SIE licenses and is dedicated to providing personalized financial guidance to individuals, families, and businesses.

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ADVISOR BIO

Robert David Mizaur is a registered Investment Advisor Representative with Morningstar Investment Services LLC. Robert has been in the industry since 2013 and is licensed in Illinois. Robert has worked for several firms in the past including Independent Financial Group LLC and Commonwealth Financial Network. Robert David Mizaur has Series 66, Series 7 and SIE licenses and is licensed in Illinois.

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ADVISOR BIO

Robert Pykosz is a financial advisor with over 10 years of experience in the industry. He has been registered with MML Investors Services, LLC since 2016 and previously worked with Northwestern Mutual Investment Services, LLC. Robert holds the Series 6, Series 63 and Series 65 licenses as well as the Securities Industry Essentials Examination (SIE). He specializes in providing financial planning, asset allocation, and portfolio management services for individuals, businesses and charitable organizations. Robert is committed to helping his clients reach their financial goals.

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ADVISOR BIO

Robert Ferron is a financial advisor with J.P. Morgan Securities LLC. Robert has been in the industry since May 16, 2019, and is registered in 53 states and territories. Robert's areas of specialization include investments, insurance, retirement planning, and estate planning.

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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 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 Volk is an Investment Advisor Representative with Plante Moran Financial Advisors in Chicago, Illinois. Robert has been in the industry since 2017 and specializes in providing financial planning, portfolio management, and other investment services. Robert holds the Series 65 license and is a Certified Financial Planner.

SPECIALIZATIONS

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.

SPECIALIZATIONS