ADVISOR BIO

James Farrar is a financial advisor with over 20 years of experience in the industry. James currently works at Nuveen Asset Management, LLC and specializes in Portfolio Management for Individuals, Businesses, Investment Companies and Pooled Investment Vehicles. James also works with Pension Consulting and Selection of Other Advisors.

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ADVISOR BIO

James Robbins is an investment advisor representative at Cresset Asset Management, LLC. James has been in the industry for over 25 years and has a strong track record of success in providing financial advice to individuals, families, and institutions. James is a Series 65, Series 63, and Series 7 licensed professional. James is also a Series 24 General Securities Principal. James has a long history of experience in this industry with positions at a number of firms including M Holdings Securities, Inc., NFP Securities, Inc., FSC Securities Corporation, The Lincoln National Life Insurance Company, and Lincoln Financial Advisors Corporation. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

James Rapp is a financial advisor with over 30 years of experience in the financial services industry. James has held registrations with several firms throughout their career, including J.P. Morgan Securities LLC, BANC One Securities Corporation, and Chase Investment Services Corp. Currently, James is an active registered representative of Arkadios Wealth Advisors, based in Lakewood Ranch, FL. James specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. James's approach to financial planning is tailored to meet each client's unique needs and goals.

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James Oddo is a financial advisor with J.p. Morgan Securities LLC. James has been in the industry for over 10 years and is registered to offer investment advice in 53 states. James specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. James has a diverse client base, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

James Langer is a Chartered Financial Analyst and has been in the industry since September 1998. James is currently registered with Redmont Wealth as a Registered Investment Advisor in California and Illinois. James has a history of working in the financial services industry, including experience at Advisory Research and Redmont Wealth Advisors. James is currently providing financial planning, selection of other advisers, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

James Murphy is a financial advisor currently registered with Oppenheimer & Co. Inc. with a focus on portfolio management for individuals, businesses, and pooled investment vehicles. James also provides financial planning and selection of other advisors services to clients. James has been in the industry since 1996 and previously held positions with B. RILEY WEALTH MANAGEMENT and MESIROW FINANCIAL, INC.

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ADVISOR BIO

James Allyn Franke is a registered investment advisor representative with Rothschild Investment LLC. James Franke has been in the industry since January 18, 2004. James Franke is registered with FINRA and holds the Series 7, Series 24, Series 63, and Series 65 licenses. James Franke's current registrations are: * Approved RA in California * Approved RA in Florida * Approved RA in Illinois * Approved RA in Texas Prior to Rothschild Investment LLC, James Franke worked at Robert W. Baird & Co. Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.

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ADVISOR BIO

James R. Escobar is an investment advisor representative at Corient. James has been in the securities industry since June 2006, and currently holds registrations in 53 states. James is a Certified Financial Planner and holds the Series 6, 7, 63, 65, 66, 7TO and SIE licenses. James has experience working at several financial institutions, including HSBC Securities (USA) Inc., Nuveen Investments, LLC, and Chase Investment Services Corp. James is also registered with Geneva Advisors - CIBC World Markets Corporation. Corient provides a wide range of investment advisory services, including portfolio management, financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

James Whelihan is an active investment advisor representative at William Blair. James has been in the industry since 1976, and has held previous positions at Brown Advisory Securities, LLC, Deutsche Bank Securities Inc. and Alex. Brown & Sons Incorporated.

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ADVISOR BIO

James Alverson is a financial advisor with William Blair, a firm headquartered in Chicago, Illinois. James has been a financial advisor since 2003 and is a Series 7, Series 66, and Series 7TO licensed financial advisor. James has worked in the financial services industry since 2013. Prior to working with William Blair, James worked at TIAA in Saint Louis, Missouri. William Blair provides a wide range of advisory services including, but not limited to, portfolio management, financial planning and selection of other advisors. William Blair specializes in providing investment advice to corporations, high net worth individuals, individuals, other investment advisers, and pooled investment vehicles.

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