ADVISOR BIO

David Robert Neumann is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., in Chicago, Illinois. David has been in the financial industry since March 14, 2002. David is registered with the state of Illinois as an Investment Advisor Representative and is also licensed to sell securities.

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ADVISOR BIO

David Morris is a financial advisor with The Mather Group, LLC. David has been in the financial services industry since 2014 and holds the Series 65 license. David is also a Certified Financial Planner™ professional. David specializes in financial planning and investment management for individuals and businesses. The Mather Group, LLC is a Registered Investment Advisor with over $10 billion in assets under management. The firm provides financial planning, investment management, and other advisory services to individuals, families, and businesses.

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ADVISOR BIO

David Stephen Kinnear is a financial advisor with over 25 years of experience in the industry. David Kinnear is currently registered with Wells Fargo Clearing Services, LLC and is based in Chicago, Illinois. David Kinnear has a strong background in financial services, having previously worked at UBS Financial Services Inc. and Morgan Stanley & Co., Incorporated. David Kinnear holds Series 3, 7 and 66 licenses and is also registered in numerous states including California, Florida, Illinois, Texas and others. David Kinnear specializes in providing financial planning, investment consulting and portfolio management services to a wide range of clients, including individuals, businesses, and institutional investors.

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ADVISOR BIO

David Furlin is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. David is a licensed investment advisor representative in Illinois and Texas, and is also registered with the Securities and Exchange Commission. David has been in the industry since October 27, 2006. David is a licensed investment advisor representative in Illinois and Texas. David’s previous employment includes BANC OF AMERICA INVESTMENT SERVICES, INC..

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ADVISOR BIO

David Sanchez is an investment advisor representative currently registered with IHT Wealth Management LLC, based in Chicago, Illinois. Sanchez holds Series 66, 7TO and SIE licenses. David provides administrative support to IHT Wealth Management LLC and also works with NexAnnuity. In addition to working with IHT Wealth Management LLC, David has worked with LPL Financial LLC and Nidy Sports Construction. David has been in the industry since August 2022.

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ADVISOR BIO

David C Eidell is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the industry since 2003 and has a combined 43 years of experience in the securities and investment advisory industries. David is licensed to provide advisory services in 46 states, including Illinois, Florida, and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., David worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.. David is a holder of the Series 31, Series 7, and SIE securities licenses.

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ADVISOR BIO

David Lee Roberts is an investment advisor representative with Arete Wealth Advisors, LLC. David Lee Roberts is registered with the state of Arizona. David Lee Roberts has been in the financial services industry since 2010. David Lee Roberts has passed the Series 65 exam. David Lee Roberts provides financial planning, pension consulting and other advisory services. David Lee Roberts is also affiliated with Roberts Tax and Retirement Planning, LLC.

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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 Joseph Chase is a financial advisor with over 15 years of experience in the industry. He has a Series 66, Series 31 and Series 7 license. David is currently registered with Wells Fargo Clearing Services, LLC in Illinois and Texas. David has also previously worked for Credit Suisse Securities (USA) LLC and Sanford C. Bernstein & Co., LLC. David's experience includes providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses. David is a board member of the Hinsdale Community House and is involved in its investment related activities. He is committed to helping clients achieve their financial goals.

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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.

SPECIALIZATIONS