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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Emily Harris is a financial advisor with Cetera Investment Advisers LLC. Emily has been in the financial services industry since 2016. Emily is registered with the state of Illinois as an Investment Advisor Representative and a Broker. Emily is also registered with the state of Kentucky as a Broker. Emily specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Emily has also worked with Cetera Investment Services LLC, Allstate Financial Services, LLC, and Foresters Financial Services, Inc. Emily is currently working for Cetera Investment Advisers LLC in Chicago, Illinois.

SPECIALIZATIONS

ADVISOR BIO

Emily Ferrero is an Investment Advisor Representative and Registered Representative with The Ayco Company, LP, a firm that provides investment advisory and financial planning services to individuals, families, and institutions. Emily has been in the financial industry since 2020, and her experience includes a variety of roles in the financial services industry. She specializes in financial planning and investment management for individuals and families. Emily is licensed to sell securities and investment advisory services in several states, including Illinois.

SPECIALIZATIONS

ADVISOR BIO

Emily Berkheimer is a registered representative at Oppenheimer & Co. Inc., a firm with over 1,700 registered representatives. Emily has been in the industry for a short period of time and is currently working in the Chicago branch office of Oppenheimer & Co. Inc. She is a Series 99TO and SIE licensed professional. Emily can offer investment advisory services including financial planning, pension consulting and portfolio management for businesses, individuals and pooled investment vehicles.

SPECIALIZATIONS

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.

SPECIALIZATIONS