ADVISOR BIO

Emily Agosto is an investment advisor representative for Propel Financial Advisors, LLC and is registered with the state of Illinois and New York. Emily is a Series 65 licensed professional with over 10 years of experience in the financial services industry. She is an expert in financial planning and tax preparation and has a strong understanding of the investment industry.

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ADVISOR BIO

Emily Barnwell Meyer is an investment advisor representative who has been working in the financial industry since 2006. Emily is registered with Northern Trust Investments, Inc. in Chicago, IL and East Greenwich, RI. Emily has also held previous roles with Race Rock Capital LLC, Foreside Fund Services, LLC, Fidelity Investments Institutional Services Company, Inc., and American Express Financial Advisors Inc. Emily holds Series 63, 65, 66 and 7 licenses.

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ADVISOR BIO

Emily Lynn Combs is a financial advisor with Bankers Life Advisory Services, Inc. Emily has been in the financial services industry since November 2011. Emily is registered with the state of North Carolina and holds Series 6, 7, 63, and 66 securities licenses. Emily provides financial planning, portfolio management for individuals, educational seminars and selection of other advisors. Emily is also a Unit Field Trainer with Bankers Life & Casualty.

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ADVISOR BIO

Emily Hofbauer is a financial professional with over 2 years of experience in the industry. Emily currently works as a Registered Representative for Northern Trust Securities, Inc. Previously, Emily held similar positions at LPL FINANCIAL LLC and TD AMERITRADE, INC.. Emily holds a Series 7TO, Series 63, and Series 65 license.

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ADVISOR BIO

Emily Faith Whooley is a financial advisor at Rockefeller Financial LLC with over 2 years of experience in the financial services industry. Emily is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 66, and SIE licenses. Emily has a background in finance and has worked for a number of financial institutions, including First Republic Securities Company, LLC and FactSet Research Systems. Emily specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Emily Cooper is an Investment Advisor Representative with Curi RMB Capital, LLC, registered with the state of Illinois. Emily has been in the industry since 2016 and holds the Series 65 designation. Emily specializes in providing financial planning, portfolio management and investment advisory services to individuals, families, businesses, institutions and pooled investment vehicles.

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ADVISOR BIO

Emily Duffy is a registered investment advisor representative with Nuveen Asset Management, LLC. Emily Duffy is registered with the state of Illinois. Emily Duffy has 2 product exams: General Securities Representative Examination and Securities Industry Essentials Examination. Emily Duffy has 1 state exam: Uniform Combined State Law Examination.

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ADVISOR BIO

Emily Schaefer is a registered representative with The Huntington Investment Co. Emily has been in the financial industry for over 2 years. Emily is licensed in Illinois. Emily specializes in Portfolio Management for Individuals and Businesses. Emily also specializes in Selection of Other Advisers. Emily is currently located at the The Huntington Investment Co.'s Chicago branch office. The branch office is located at 4930 N Milwaukee Ave, Chicago, Illinois.

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ADVISOR BIO

Emily Grace Rakow is a registered representative with J.p. Morgan Securities LLC. Emily is a securities professional with experience in both investment banking and wealth management. She holds the Series 7TO, Series 66 and SIE licenses. Emily is licensed in multiple states. In addition to investment advisory services, Emily also provides financial planning, pension consulting, and selection of other advisers.

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ADVISOR BIO

Emily Guglielmo is a financial advisor with William Blair. Emily has been in the industry since October 2017. Emily has been a registered representative in Illinois since May 2019 and is also a registered investment advisor. She has passed the Series 7, Series 9, Series 10 and Series 66 exams. Emily specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Emily also offers portfolio management services for pooled investment vehicles.

SPECIALIZATIONS