ADVISOR BIO

Robert O'Brien has been in the financial services industry since March 1983. Currently, Robert O'Brien is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Robert O'Brien is licensed in 29 states and has a Series 3, 7, 63, and 65. Robert O'Brien has worked at other firms including Smith Barney Inc. and Blunt Ellis & Loewi Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Robert Krebs has been in the financial services industry since 1983. Currently, Robert Krebs is an Investment Advisor Representative registered with Wells Fargo Clearing Services, LLC. Robert Krebs is also a Registered Representative with Wells Fargo Clearing Services, LLC and holds licenses in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Washington, and Wisconsin. Robert Krebs is an experienced advisor with the ability to provide advice for individuals, corporations and business owners, as well as investment companies, charitable organizations, and pension and profit-sharing plans. Robert Krebs' previous experience includes a role at Blunt Ellis & Loewi Incorporated, where he was registered from March 23, 1983 to September 4, 1990.

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ADVISOR BIO

Robert Wray is a financial advisor with Morgan Stanley. Robert has been in the industry since 2018 and is licensed in 53 states and the District of Columbia. Robert has a variety of licenses including Series 7, 9, 10 and 66. Morgan Stanley provides a wide range of financial services to clients, including financial planning, portfolio management, and investment advice. Robert is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

Robert Allen Paneral is a financial advisor at LPL Financial LLC. Robert has over 30 years of experience in the financial industry and holds licenses to provide advisory services in multiple states including Arizona, California, Florida, Illinois, Indiana, Ohio, South Carolina, Tennessee, Texas, and Wisconsin. Robert has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Robert Sanfilippo is a financial advisor registered with LPL Financial LLC. Robert has been in the industry since June 9, 2010. Robert has a Series 7, 7A, and SIE license. Robert holds current registrations for RA, as well as state registrations in Arizona, Colorado, Illinois, Indiana, Michigan, Missouri, North Carolina, Tennessee, and Wisconsin. Robert has previously worked for Dougall & Associates Inc., Wayne Hummer Investments LLC and was previously retired. Robert is also involved in other business activities including 55 Skyhigh LLC- Real Estate Rental- INV Related- At Illinois- Start date 01/01/2010 and Wintrust Investments- DBA for LPL Business (entity for LPL business)- INV Related- At NEW LENOX, IL- Start date 09/03/2024- 160 Hours Per Month- 160 Hours During Trading.

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ADVISOR BIO

Robert Zabel is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the financial industry since April 1996, and is currently licensed in Illinois and Texas. Robert is registered with the Securities Industry and Financial Markets Association (FINRA) and is a member of the Financial Industry Regulatory Authority (FINRA). Robert has also held positions with Goldman, Sachs & Co., J.P. Morgan Securities Inc., and Bank of America Investment Services, Inc. Robert specializes in providing financial advice to individuals, businesses, corporations, insurance companies, and pension plans.

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ADVISOR BIO

Robert Walmsley is a financial advisor with Valic Financial Advisors, Inc. and has been in the industry since April 1978. Robert is registered with the Securities and Exchange Commission as an investment advisor representative and is also registered with the state of Illinois as an investment advisor representative. Robert has a Certified Financial Planner designation. Robert's experience and expertise make him a valuable resource for clients seeking financial advice.

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ADVISOR BIO

Robert Bradford Rowe is an Investment Advisor Representative with Enhanced Investment Partners, LLC and Rowe Consulting Group, LLC. Robert has been in the industry for over 40 years and specializes in providing investment advisory services to individuals, businesses, and institutional investors. Robert is the Founder and Managing Partner of Enhanced Investment Partners, LLC, a firm that offers a proprietary domestic equity investment rotation methodology and strategy to Mid-Market and Institutional level investment portfolios. Robert is also the Founder, sole shareholder and owner of Rowpyn Investment Partners LLC, the owner of the intellectual property and formulations of the Enhanced Dynamic® domestic equity investment rotation asset allocation methodology and strategy. Robert's expertise includes equity sub advisory services, pension consulting, market timing services, and portfolio management.

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ADVISOR BIO

Robert Anthony Westropp is a registered investment advisor representative with Alliancebernstein LP. Robert has been in the financial services industry since 1975. Robert holds the Series 3, 7, 63, and 65 licenses, and the SIE exam certification. Robert is also registered with the following states: Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Robert has previously worked at Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., INC.

SPECIALIZATIONS

ADVISOR BIO

Robert Victor Grasso is a registered representative with Morgan Stanley. Robert has been in the financial services industry since 2005. Robert has passed the Series 31, Series 7, and Series 63 securities exams and the Series 65 investment advisor exam. Robert also holds a current registration with the state of Georgia and the state of Texas and is currently registered with FINRA.

SPECIALIZATIONS