ADVISOR BIO

Joseph David Stock is a financial advisor with over 10 years of experience in the industry. Joseph has been registered with FINRA since 2013 and is currently employed by Lake Street, a firm specializing in providing financial services to individuals and businesses. Joseph is a Certified Financial Planner and has a broad range of experience serving clients with a variety of financial needs, including retirement planning, investment management, and insurance. Joseph has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Joseph Sindelar is an investment advisor representative at Rothschild Investment LLC. Joseph has been in the industry since 1998. Joseph is registered with the state of Illinois. Joseph has a Series 65 license. Joseph specializes in providing investment advice to individuals, families, and businesses. Joseph also works with charitable organizations and pension and profit-sharing plans. Joseph is a trusted advisor who is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Joseph Michael Scanlon is a registered investment advisor representative with Mesirow Financial Investment Management, Inc.. Joseph has been in the industry since May 1967. Joseph holds the following licenses and certifications: Series 7TO, SIE, Series 5, PC, and Series 1. Joseph has been registered in the state of Illinois since 1994, and is also registered in Arizona, Arkansas, California, Colorado, Florida, Indiana, Iowa, Michigan, Minnesota, North Carolina, Texas, and Wisconsin. Joseph has been with Mesirow Financial, Inc. since December 1993.

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ADVISOR BIO

Joseph Arnold is a financial professional with experience in the industry since August 14, 2022. Joseph is currently registered with Valley Financial Management, Inc. based in Chicago, IL. Joseph has a Series 63, Series 79TO and a SIE license and is a registered representative with FINRA. Prior to joining Valley Financial Management, Inc., Joseph was employed at BNP PARIBAS SECURITIES CORP. in New York, NY.

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ADVISOR BIO

Joseph Bernard Peck is a financial advisor registered with Zacks Investment Management, Inc. based in Chicago, IL. He is also registered with the state of Maryland and the District of Columbia. Joseph is currently employed at Zacks Investment Management, Inc. He has a long history of experience in the financial industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC, and Legg Mason Wood Walker, Incorporated in Baltimore, MD. His expertise lies in providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. In addition to the investment advisory services he provides, Joseph also assists in creating and managing quantitative investment models that are licensed to sponsors of UITS and ETFs.

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ADVISOR BIO

Joseph Buenz Tabet is an investment advisor representative with William Blair, a firm that offers a variety of financial services including portfolio management, financial planning, and equity research. Joseph is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and holds several licenses including the Series 66, Series 7, and Series 63 exams. Joseph is an active investment advisor representative in Illinois.

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ADVISOR BIO

Joseph Byron Polakoff is a financial advisor with Keebeck Wealth Management LLC. Joseph Polakoff has been working in the financial services industry since December 2001 and has passed a number of industry exams, including the Series 7, Series 9, Series 10, and Series 66 exams. Joseph Polakoff is registered to provide investment advice in Illinois and Texas. Joseph Polakoff is also the founder and general partner of HIFS SPV, LLC. Prior to joining Keebeck Wealth Management LLC, Joseph Polakoff worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Joseph Krasucki is an Investment Advisor Representative with Fidelity Institutional Wealth Adviser LLC. Joseph has been in the financial services industry since 2000. Joseph has a total of 10 approved SRO registrations, 1 approved FINRA registration, 3 approved state registrations, and 2 approved IA state registrations. Joseph is registered in Illinois, Massachusetts and Texas.

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ADVISOR BIO

Joseph Bunta is an investment advisor representative at J.p. Morgan Securities LLC, with over 16 years of experience in the industry. Joseph is licensed in 29 states and the District of Columbia. Joseph is a registered representative with FINRA and an investment advisor representative in Texas. Joseph holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) Exam.

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ADVISOR BIO

Joseph McMullen is a financial advisor at William Blair, an investment firm in Chicago, IL. Joseph has been in the financial industry for over 30 years and has a strong track record of helping clients achieve their financial goals. Joseph holds the Series 7, Series 31, and Series 63 licenses, as well as the Uniform Investment Adviser Law Examination. Joseph provides financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, businesses, and families. In addition to Joseph's work with William Blair, he is a partner in Copperhead Management LLC, a holding company for the purchase and sale of domains.

SPECIALIZATIONS