ADVISOR BIO

Joseph Knecht is a financial advisor with BMO Family Office, LLC, based in Chicago, IL. Joseph holds the designations of Certified Financial Planner and Chartered Financial Analyst and specializes in Asset Allocation, Performance Measurement, Non-Discretionary Investment Advisory, and Subadvisory Services. Joseph has been in the financial services industry since 1992. Joseph has a current registration with the state of Illinois.

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ADVISOR BIO

Joseph L Karam is a registered representative with Wells Fargo Clearing Services, LLC. Joseph Karam has been in the financial services industry since April 2004. Joseph Karam has passed the Series 7, Series 31, and Series 66 exams. In addition to Wells Fargo Clearing Services, LLC, Joseph Karam has previously been registered with Citigroup Global Markets Inc. and Morgan Stanley. Joseph Karam is registered with the following states: Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Wisconsin. Joseph Karam specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Joseph Anthony Kartheiser is an investment advisor representative and registered representative with Morgan Stanley. Joseph has been in the industry since October 6, 2002. Joseph is licensed in multiple states to provide investment advice and broker-dealer services, including Illinois and Texas. In addition to his current role at Morgan Stanley, Joseph has previous experience at CITIGROUP GLOBAL MARKETS INC., TRANSMARKET GROUP L.L.C. and MORGAN STANLEY & CO., INCORPORATED.

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ADVISOR BIO

Joseph M. Scandariato is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the industry for 33 years and holds a variety of licenses and registrations. Joseph's expertise includes portfolio management for individuals and businesses, pension consulting and providing educational seminars. Joseph also provides performance measurement reports, allocation modeling, IPS, research reports and services.

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ADVISOR BIO

Joseph Kleinwachter is a financial professional with over 18 years of experience in the industry. Joseph is currently registered with Associated Investment Services, Inc. in Illinois and 23 other states. Joseph has previously worked at RBS SECURITIES INC., ABN AMRO INCORPORATED, and LASALLE FINANCIAL SERVICES, INC. Joseph is a Series 7, Series 24, Series 63, and SIE licensed professional. Joseph specializes in Mutual Fund Wrap, Financial Planning, and Portfolio Management for Individuals.

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ADVISOR BIO

Joseph Hanley Sayers is a registered investment advisor representative with Cresset Asset Management, LLC, a firm based in Chicago. Joseph has been in the industry since June 2011. Before joining Cresset Asset Management, LLC, Joseph worked at Goldman Sachs & Co. LLC in Houston. Joseph is licensed to provide investment advice in Texas. Joseph has Series 7, Series 3, Series 66, and Series 57TO securities licenses and has a SIE license. Joseph is also a member of the General's Redoubt, a Washington and Lee University Alumni Group, where he serves on the Advisory Board.

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ADVISOR BIO

Joseph Flamer is a financial advisor with Fidelity Personal and Workplace Advisors. Joseph has been in the financial industry since 2008. Joseph is registered in 28 states as a broker-dealer and in 2 states as an investment advisor representative. Joseph has a Series 66, Series 63, Series 10, Series 9 and Series 7 license, and is a Registered Representative of Fidelity Brokerage Services. Prior to joining Fidelity Personal and Workplace Advisors, Joseph worked as a Financial Advisor for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc.. Joseph has a demonstrated track record of providing financial guidance to individuals, high net worth individuals, corporations, and other businesses. Joseph is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Joseph Hoffman is a financial advisor with over 20 years of experience in the industry. Joseph is a Chartered Financial Analyst and has held various positions at prominent financial institutions like Russell Investments and Dean Witter Reynolds. Joseph is currently a registered investment advisor representative with Mesirow Financial Investment Management, Inc. and is registered in both Illinois and Washington. Joseph serves a diverse range of clients including individuals, corporations, and institutions. He provides a variety of financial services including financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Joseph Blane Shea is an Investment Advisor Representative at Horizon Family Wealth, Inc. Joseph is based in Chicago, Illinois. Joseph has been in the industry since 1996. Joseph has experience in the investment industry. Joseph is a licensed Investment Advisor Representative in Illinois.

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ADVISOR BIO

Joseph Rayfield Level is a registered investment advisor representative with Nuveen Asset Management, LLC. Joseph has been in the financial services industry since 2016. Joseph is registered with the state of Illinois. Joseph holds FINRA Series 7 and Series 66 licenses. Joseph has a background in the technology industry and has experience working with various financial institutions. Joseph is a Board Member of the Smile For Josh Foundation, a non-profit organization that transforms the lives of inner-city youth through community events, athletics, and mentorship.

SPECIALIZATIONS