ADVISOR BIO

Jeffrey C. Oskin is a financial advisor at J.P. Morgan Securities LLC. Jeffrey has been in the financial industry since 2005. Jeffrey is a Certified Financial Planner and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jeffrey has a broad range of experience in financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Jeffrey Collins is a financial advisor with Robert W. Baird & Co. Inc. Jeffrey has been in the industry since August 24, 2014. He specializes in a number of areas including financial planning, pension consulting, and portfolio management. Jeffrey holds Series 63, 66, 7, 79 and SIE licenses. Jeffrey has been registered with the state of Illinois since January 5, 2016 and also holds registrations with the state of Florida and Texas. Jeffrey has previously worked with H2C Securities INC. and Hammon Hanlon Camp LLC.

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ADVISOR BIO

Jeffrey Garbaciak is an investment advisor representative with Valic Financial Advisors, Inc. located in Chicago, Illinois. Jeffrey is licensed in Illinois and Iowa, with a background in insurance and retail sales. Jeffrey has been in the industry since October 2017 and is associated with Valic Financial Advisors since July 2024.

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ADVISOR BIO

Jeffrey Walker is a registered investment advisor representative with Morgan Stanley, based in Chicago, IL. Jeffrey is licensed to offer securities advice in Illinois and Texas. Jeffrey also holds the Series 7TO, Series 66 and SIE licenses. Jeffrey has over 15 years of experience in the financial services industry. Jeffrey also owns a separate business, Advanced Geological Exploration, based in Reno, Nevada. This business provides geologic and geospatial services and interpreting different geological data for mineral exploration companies.

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ADVISOR BIO

Jeffrey Titus is an active investment advisor representative at Rockefeller Financial LLC. Jeffrey has been in the industry since May 2005, and has a broad range of experience working with a diverse group of clients. Jeffrey has held previous positions with J.P. Morgan Securities LLC, First Republic Securities Company, LLC, Credit Suisse Securities (USA) LLC, and Sanford C. Bernstein & Co., LLC. Jeffrey's background includes various roles in the financial industry, including investment management, financial planning, and portfolio management. Jeffrey's current registrations include Series 66, Series 31, and Series 7 exams.

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ADVISOR BIO

Jeffrey Sophian is a financial advisor with MML Investors Services, LLC. He has been in the industry since 1993. Jeffrey Sophian is registered with the state of Illinois to provide investment advice.

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ADVISOR BIO

Jeffrey J. Morse is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey has been in the industry since October 10, 2000. Jeffrey holds Series 66, SIE, and Series 7 licenses and is registered in 37 states for broker-dealer activities and 2 states for investment advisor activities. Jeffrey has been with Merrill Lynch since October 2009. Prior to that, Jeffrey worked at UBS Financial Services Inc. and Lehman Brothers Inc.

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ADVISOR BIO

Jeffrey R. Todd is a financial advisor with Grove Point Advisors, LLC, a registered investment advisor. Jeffrey has been in the industry since 2002 and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jeffrey R. Todd has offices in Chicago, IL and Rockville, MD.

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ADVISOR BIO

Jeffrey Toner is a financial advisor with over 30 years of experience in the industry. Currently registered with Hightower Advisors, LLC, Jeffrey provides comprehensive financial planning services to a wide range of clients, including individuals, families, businesses, and institutions. He is committed to helping clients achieve their financial goals through a personalized and collaborative approach. Previously, Jeffrey held positions at Comprehensive Asset Management and Servicing, Inc., Raymond James Financial Services, Inc., Lincoln Financial Advisors Corporation and Cigna Financial Advisors, Inc.

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ADVISOR BIO

Jeffrey Robert Moster is an investment advisor representative associated with UBS Financial Services Inc. Jeffrey has over 25 years of experience in the financial industry. Jeffrey is registered with both the state of Texas and Illinois. His professional experience includes roles at CREDIT SUISSE SECURITIES (USA) LLC and LEHMAN BROTHERS INC.

SPECIALIZATIONS