ADVISOR BIO

Dean Charles Turner is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Dean has been working in the securities industry since October 14, 2012 and has prior experience with UBS Financial Services Inc. and Midwestern Securities Trading Company, LLC. Dean holds a Series 66, Series 7 and SIE license and is registered in 33 states, including Florida, Illinois and Texas. The advisor's specializations include retirement planning, college savings, insurance and estate planning.

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ADVISOR BIO

Dean Jackson is an investment advisor representative who has been working in the financial services industry for over 28 years. He is currently registered with Cresset Asset Management, LLC and previously held positions at First Republic Securities Company, LLC, Constellation Wealth Advisors LLC, EXOS Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Olde Discount Corporation. Dean Jackson has a broad range of experience in the financial services industry, including investment advisory, securities sales, and principal supervision. He is also qualified to provide financial planning and investment management services. Dean Jackson's expertise extends to serving a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.

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ADVISOR BIO

Dean Moya is a financial advisor with Morgan Stanley. Dean has been in the financial industry since 1986. Dean specializes in investment advisory services for individuals, businesses, investment companies, and charitable organizations. Dean has a wide range of experience in the financial services industry, including investment banking, securities, futures, and options. Dean is also a registered investment advisor in Illinois and Texas. Dean holds Series 3, 7, 9, 10, 31, 63, 65, 79, and SIE licenses.

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ADVISOR BIO

Dean Nicholas Gatsis is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Dean is registered with the state of Illinois and Texas. Dean's firm has over $1 trillion in regulatory assets under management and offers advisory services such as financial planning, educational seminars, and portfolio management for businesses and individuals.

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ADVISOR BIO

Deanna Lewis is a financial advisor at Curi RMB Capital, LLC. She has been in the industry since 2015. She holds Series 63, Series 66, Series 7 and SIE licenses. Deanna is a Chartered Financial Consultant and specializes in providing investment advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, insurance companies, investment companies, pooled investment vehicles, and pension and profit-sharing plans. Deanna has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC.

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ADVISOR BIO

Deb Hazra is an investment advisor representative associated with J.P. Morgan Securities LLC. Deb has been in the industry since December 2015. Deb holds Series 6, 7, 63, and 66 licenses as well as the SIE designation. Deb also holds a state registration for investment advisor in Illinois. The firm is based in New York, NY. Deb’s current location is Chicago, Illinois. The firm is a large company with more than $50 billion in regulatory assets under management. The firm is registered with FINRA and also has a state registration for investment advisor in Illinois.

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ADVISOR BIO

Debbie Lynn Tarr is a registered Investment Advisor Representative (IAR) with The Mather Group, LLC. Debbie has been in the industry for over 30 years and is a highly experienced financial professional with a strong understanding of investment management and financial planning. Debbie holds the Series 65 license and is registered in Illinois and Ohio. She specializes in helping individuals, families, and small businesses achieve their financial goals.

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ADVISOR BIO

Debbie Bogaert is a financial advisor registered with Thrivent Investment Management Inc. Debbie has been in the financial industry since 2017 and has a history of working with Lincoln Financial Advisors. Debbie has earned the CERTIFIED FINANCIAL PLANNER™ designation and specializes in retirement and estate planning.

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ADVISOR BIO

Deborah Hopkins is a financial advisor with Kovitz Investment Group Partners, LLC. Deborah has been in the industry for over 20 years and has a strong track record of success. Deborah is a Certified Financial Planner and holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Deborah specializes in working with high-net-worth individuals, families, corporations, and non-profit organizations. Deborah provides a wide range of financial services, including financial planning, investment management, and retirement planning. Deborah is committed to providing her clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Deborah Errath is a financial advisor with over 14 years of experience in the financial services industry. Deborah currently works at Morgan Stanley in Chicago, Illinois. Deborah is licensed to provide investment advice in Arizona, Illinois, and Texas. Previously, Deborah was registered with CITIGROUP GLOBAL MARKETS INC. Deborah holds the Series 66, Series 7, and SIE securities licenses.

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