ADVISOR BIO

Isabella Kolodziejczyk is a financial advisor with Fidelity Personal And Workplace Advisors. Isabella has been working in the financial services industry since April 2024. Isabella is registered with the state of Illinois as a broker-dealer and investment advisor representative. Isabella holds the Series 66, Series 7, and SIE licenses. Isabella specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Isabella has a strong background in working with clients from various backgrounds and industries.

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ADVISOR BIO

Isabelle Kuzmich is a financial advisor with Rockefeller Financial LLC. Isabelle is licensed to provide investment advice and is a registered representative. Isabelle holds the Series 7TO and the SIE licenses. Isabelle has been active in the industry since June 2024 and is a specialist in investment services for individuals, businesses, and pension plans.

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ADVISOR BIO

Isaiah Aponte is a registered representative and investment advisor with Arete Wealth Advisors, LLC. Isaiah has been in the financial services industry since June 2020. Prior to joining Arete Wealth Advisors, LLC, Isaiah was a registered representative with National Securities Corporation. Isaiah holds the Series 7TO, Series 63, and Series 65 licenses. Isaiah specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and high-net-worth individuals. Isaiah is also registered as an investment advisor in the states of California, Connecticut, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, Texas, and Washington.

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ADVISOR BIO

Isaiah Wiggins is a financial advisor who works with PFS Investments Inc., a company with a strong focus on serving individuals and corporations. Isaiah's work centers around providing investment advice and portfolio management. They have a broad understanding of the financial market, demonstrating their expertise through passing multiple exams, including the Series 63, Series 6TO, and the SIE. This ensures Isaiah has the knowledge and skillset to advise on a variety of investment strategies. With a solid foundation in the industry, Isaiah Wiggins is well-equipped to help clients reach their financial goals.

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ADVISOR BIO

Ishraqa Magdi Bashir is a financial professional licensed in Illinois. Ishraqa is associated with J.p. Morgan Securities LLC, a broker-dealer registered with FINRA and SIPC. Ishraqa holds the Series 6, SIE, and Series 63 licenses. Ishraqa joined the financial services industry on February 4, 2018.

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ADVISOR BIO

Isidora Lagos is an investment advisor representative with William Blair & Co., L.L.C.. Isidora Lagos is registered with FINRA and has been in the industry since 2002. Isidora Lagos is registered in Illinois and Wisconsin. Isidora Lagos provides financial planning, portfolio management for individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Ivan Truss is a financial advisor with over 10 years of experience in the financial services industry. Ivan is a registered representative and investment advisor representative in Alabama and the District of Columbia, and has a Series 66, Series 7TO, and SIE license. Ivan has a strong background in financial planning, portfolio management, and pension consulting. Ivan specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Ivan is currently affiliated with Arete Wealth Advisors, LLC, a firm with over $1 billion in assets under management. Arete Wealth Advisors is a registered investment advisor that provides a range of financial services, including financial planning, portfolio management, and pension consulting. The firm has a strong commitment to providing personalized and comprehensive financial advice to its clients.

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ADVISOR BIO

Ivette Saldana is a registered representative with J.p. Morgan Securities LLC. Ivette holds the Series 63, SIE and Series 6TO licenses, and is registered in Illinois. Ivette has been in the industry since December 05, 2023. Ivette offers a variety of services, including financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Ivo Vassilev Ivanov is a registered investment advisor representative currently affiliated with Geowealth Management LLC. Ivo Ivanov has 20 years of experience in the industry. He is a Registered Representative in Missouri and Texas and is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Ivo Ivanov has a wide range of experience in the financial services industry. His prior experience includes working at TD Ameritrade, Inc., Ameritrade, Inc., and Bear, Stearns & Co. Inc. Ivo Ivanov has also passed several professional examinations, including the Series 66, Series 24, and Series 7 exams. Ivo Ivanov provides a variety of investment advisory services to his clients. These services include portfolio management for individuals and businesses, as well as educational seminars and the publication of periodicals. Ivo Ivanov specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. Ivo Ivanov's firm, Geowealth Management LLC, is a registered investment advisor with the SEC. The firm manages over $12 billion in assets for its clients. Ivo Ivanov has a strong track record of success in the financial services industry. He is a highly qualified and experienced investment advisor representative.

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ADVISOR BIO

Ivory Stewart is a financial advisor at Valic Financial Advisors, Inc., based in Chicago, Illinois. Ivory has been working in the financial industry since 2015 and is licensed in Illinois. Ivory has experience in providing financial planning, portfolio management, and selecting other advisors for clients. Ivory's focus is on high-net-worth individuals and corporations, and she has worked with a variety of clients including Prudential Insurance Company of America and AXA Advisors.

SPECIALIZATIONS