ADVISOR BIO

Allison Mead is a financial advisor with over 20 years of experience in the industry. Allison is currently registered with Morgan Stanley in Illinois and Texas. Previously, Allison was registered with CITIGROUP GLOBAL MARKETS INC. for almost 10 years, before moving to Morgan Stanley. Allison holds the Series 63, Series 66 and Series 7 licenses and has earned the Securities Industry Essentials Examination. Allison is also a licensed Investment Advisor Representative. Allison specializes in a wide range of investment strategies, including asset allocation, portfolio management, and financial planning. Allison serves clients in a variety of capacities, including individuals, families, and businesses.

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ADVISOR BIO

Allison Gottelt is a financial advisor at Valic Financial Advisors, Inc., in Chicago, Illinois. Allison has been working in the financial services industry since 2023. Allison is registered with the state of Illinois, Series 63, Series 7TO, Series 6TO, and the SIE. Allison specializes in Financial Planning and Portfolio Management for Individuals. Allison also provides selection of other advisors to clients. Allison holds an Agent Appointment with AGIA for Non-Securities Insurance products.

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ADVISOR BIO

Allison Frame Patella is a financial advisor with Hightower Advisors, LLC. Allison has been in the industry since February 2017 and is registered with the state of Texas. Allison has a Series 66, Series 7, and SIE license. Allison specializes in working with individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Allison is a Certified Financial Planner (CFP®).

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ADVISOR BIO

Allison Johnson is a financial advisor registered with UBS Financial Services Inc. in Chicago, IL. Allison has been active in the financial industry since June 10, 2017, and holds a Series 7, Series 63, and Series 66 license. Allison specializes in providing financial advice to individuals and businesses.

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ADVISOR BIO

Allyson Baker is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Allyson has been in the industry since February 1, 2019 and holds Series 63, 66, 7TO and SIE licenses. Allyson is registered to provide investment advice in 53 states and is also registered as an investment advisor representative in Illinois, Ohio and Texas. In addition to her work at Merrill Lynch, Allyson is also the owner of Allyson B Photography.

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ADVISOR BIO

Alon Fishbach is an investment advisor representative associated with Statecon Capital Management, LLC. Alon is registered in Illinois and Ohio. Alon is a Series 65 holder. Alon has been in the industry since June of 2008. Statecon Capital Management, LLC manages assets for individuals, including high-net-worth individuals. They also manage assets for their own accounts. Their services include portfolio management for individuals. The firm's compensation arrangements include percentage of assets and performance-based fees.

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ADVISOR BIO

Alondra Clarissa Althaus is a financial advisor currently registered with J.P. Morgan Securities LLC. Alondra has been in the financial services industry since 2019. Alondra holds licenses for Series 66, Series 7TO, and SIE exams. Alondra currently holds licenses in both Illinois and Texas. Alondra has been working for J.P. Morgan Securities LLC since 2022. Alondra has a history of working in the financial services industry, including previous roles with Charles Schwab, Allianz Global Investors and The Law Office of William Csabi.

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ADVISOR BIO

Alphonse Gray is a financial advisor at Morgan Stanley with over 15 years of experience in the financial services industry. Gray is registered in 53 states and has a wide range of experience in providing investment advice to individuals, businesses, and institutions. Gray is also a licensed investment advisor representative in Texas and Illinois. Gray has a strong track record of success in helping clients achieve their financial goals. Gray is committed to providing personalized financial advice and building long-term relationships with clients.

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ADVISOR BIO

Altan Oriqilang Wuliji is a financial advisor who has been in the industry since 2009. Altan Wuliji is registered as an investment advisor in Illinois and Texas. Altan Wuliji is associated with Fiducient Advisors LLC, a firm headquartered in Chicago, Illinois. Fiducient Advisors LLC provides investment consulting for individuals and non-profit organizations. The firm specializes in financial planning, pension consulting, educational seminars, and publication of periodicals.

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ADVISOR BIO

Alton Theodore Davis is a financial advisor with over 30 years of experience in the industry. Alton has been with Morgan Stanley since October 2016. Previously, Alton was a financial advisor at UBS Financial Services Inc. for 16 years. Alton has a strong background in providing financial advice to individuals, businesses, and institutions. Alton is registered to provide financial advice in 47 states and the District of Columbia. Alton has a Series 7, Series 63 and Series 65 licenses. Alton is a dedicated professional who is committed to helping clients achieve their financial goals.

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