ADVISOR BIO

David Piro is a financial advisor with over 20 years of experience in the industry. David is currently registered with J.P. Morgan Securities LLC and holds Series 6, 7, 24, 63 and 65 licenses. David has previously worked with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America Investment Services.

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ADVISOR BIO

David Gaffney is a financial advisor with over 25 years of experience in the industry. David is currently registered with LPL Financial LLC in Illinois and Texas. David has previously worked for RBC Capital Markets, LLC, A.G. Edwards & Sons, Inc. and Gelber Securities Inc. David holds the Series 7, Series 63 and Series 66 licenses and is a registered investment advisor. He offers a range of services, including financial planning, portfolio management and other non-discretionary advisory services.

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ADVISOR BIO

David Glicker is a financial advisor in Chicago, IL, associated with Fidelity Personal and Workplace Advisors. David has been in the financial industry for over 10 years and offers financial planning, portfolio management for individuals and businesses, and educational seminars. David is a licensed financial advisor in 52 states, and a registered Investment Advisor in Illinois and Texas. Prior to joining Fidelity Personal and Workplace Advisors, David worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashville, TN.

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ADVISOR BIO

David William Snyder is an Investment Advisor Representative at Vivaldi Capital Management LP. David has been in the industry since 2006 and has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses. David is registered with the state of Illinois as an Investment Advisor Representative and holds the Series 65 license. Prior to joining Vivaldi Capital Management LP, David was a licensed professional at Cassandra Trading Group, LLC. In addition to his investment advisory work, David is a partner in CityWide SuperSlow, a fitness training business.

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ADVISOR BIO

David Ponsot is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 27 years of experience in the financial services industry. David holds the Series 7, Series 31, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) designation. David's current registration is active in multiple states, including Illinois, Texas, and others. David has experience providing portfolio management services to individuals, corporations, and other businesses. David also has experience providing pension consulting and educational seminars.

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ADVISOR BIO

David Rosenblatt is a financial advisor at Amplio Wealth LLC. David is a Chartered Financial Analyst and is registered in Illinois. David has been a financial advisor since 2012 and has experience at several firms including BMO Global Asset Management and Columbia Threadneedle Investments. Amplio Wealth LLC is a registered investment advisor based in Chicago, Illinois. They specialize in providing portfolio management for individuals.

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ADVISOR BIO

David Charles Heger is a financial advisor with over 18 years of experience in the industry. David currently works with Morgan Stanley and has a strong history of experience in the financial services industry. David has worked with a variety of clients, including individuals, corporations, investment clubs, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. He is also registered as a broker-dealer in 27 states and holds several professional licenses, including Series 6, 7, 63, 65, and 66.

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ADVISOR BIO

David James Winekoff is a registered representative of Ameriprise Financial Services, LLC, a firm with a long history of financial services. David has been in the financial services industry since 2006 and holds both Series 7 and Series 66 licenses as well as a Securities Industry Essentials (SIE) designation. David specializes in financial planning, portfolio management, and asset allocation services for both individuals and businesses. David is registered to provide investment advisory services in Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, and Wisconsin.

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ADVISOR BIO

David Fitch is a financial advisor with over 20 years of experience in the industry, primarily focused on providing investment advice to individuals, businesses, and institutions. David has a strong track record of success in helping clients achieve their financial goals. David has been registered with UBS Financial Services Inc. since June 2001 and holds a wide range of licenses and certifications, including the Series 3, 7, 31, and 66, as well as the SIE exam. David's expertise encompasses various financial products and services, including portfolio management, financial planning, and pension consulting. David specializes in working with high-net-worth individuals, corporations, and charitable organizations, helping them navigate complex financial situations. David's deep understanding of the financial markets and commitment to providing personalized service make him a valuable resource for clients seeking expert financial guidance.

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ADVISOR BIO

David Thomas Parker is a registered investment advisor with Morgan Stanley. David has over 20 years of experience in the financial services industry. David is a Series 7 and Series 66 licensed professional. David holds registrations in over 30 states. David previously worked at Northern Trust Securities, Inc. and Vision Investment Services, Inc.

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