ADVISOR BIO

Mark Wallace Johnson is a financial advisor with Optimum Investment Advisors, LLC in Chicago, Illinois. Mark has been in the financial services industry since 1981 and has a wide range of experience in the field. Mark is a registered investment advisor in Illinois.

SPECIALIZATIONS

ADVISOR BIO

Mark James Cassell is a financial advisor registered with CIBC Private Wealth Advisors, Inc. and has been in the industry since August 6, 1996. Mark is located in Chicago, IL, and has been registered in Alabama, Illinois, Michigan, North Carolina, Pennsylvania and Wisconsin. Mark holds Series 3, 6, 7, and 66 licenses. Mark is a Chartered Financial Analyst and has experience working at various financial institutions such as Geneva Investment Management of Chicago, LLC, GNV ADVISORS, LLC, Atlantic Trust Investment Advisors, Inc., and Morgan Stanley. Mark specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Mark is also an index provider, providing clients with access to various market indices.

SPECIALIZATIONS

ADVISOR BIO

Mark Edward Lefevre is a financial advisor with over 40 years of experience in the industry. Mark is currently registered with B. Riley Wealth Advisors, Inc. as a Registered Representative and Investment Advisor Representative. Mark is also registered with the states of Illinois and Texas as an Investment Advisor Representative. Prior to joining B. Riley Wealth Advisors, Inc., Mark was employed by Wachovia Securities, LLC, Blunt Ellis & Loewi Incorporated, and A. G. Edwards & Sons, Inc. Mark has a strong background in financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is dedicated to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Mark Psaltis is a financial advisor with over 40 years of experience in the industry. Mark has a strong track record of providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Mark currently works at Morgan Stanley, but has previously worked at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Goldman Sachs & Co. LLC, UBS Securities LLC, and E. F. Hutton & Company Inc. Mark is registered with FINRA and the SEC and holds Series 7, Series 63 and Series 65 licenses.

SPECIALIZATIONS

ADVISOR BIO

Mark Conmy is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Mark is a veteran financial professional with over 15 years of experience in the industry. Mark holds Series 6, 7, 24 and 66 licenses and has held positions with ProEquities, Inc. and UVEST Financial Services Group, Inc. in the past. Mark focuses on offering financial planning and portfolio management services for individuals, including high net worth individuals, and pension and profit-sharing plans.

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ADVISOR BIO

Mark-john William Ennis is a financial advisor with over 17 years of experience in the financial services industry. Mark-john is currently registered with Northern Trust Securities, Inc. and previously held positions at MIZUHO SECURITIES USA LLC, OPTIONSHOUSE, LLC, E*TRADE SECURITIES LLC, E*TRADE CAPITAL MARKETS LLC, WUNDERLICH SECURITIES, INC., BANC ONE SECURITIES CORPORATION, ABN AMRO FINANCIAL SERVICES, INC., and FIRST INVESTORS CORPORATION. Mark-john specializes in portfolio management for businesses and individuals, as well as selection of other advisors and portfolio management for pooled investment vehicles. Mark-john has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Marla Denise Bernard is a registered representative and investment advisor representative with Mesirow Financial Investment Management, Inc. Marla has been in the financial services industry since 2005. She has a Series 7, Series 66, and Series 99TO. Marla specializes in financial planning, pension consulting, and selection of other advisors. She has experience working with clients such as corporations, high net worth individuals, and pooled investment vehicles.

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ADVISOR BIO

Marlene Patricia Valero is an investment advisor representative with Ameriprise Financial Services, LLC. Marlene has been in the financial industry since 1995 and holds Series 65, 66, and 7 licenses, as well as the SIE exam. Marlene's experience includes working with individuals, businesses, trusts, estates, pension and profit-sharing plans, and insurance companies. Marlene is registered in Illinois and Texas as an investment advisor representative. She is also registered as a broker-dealer in Florida, Georgia, Illinois, Indiana, Michigan, Ohio, Pennsylvania, Texas, and West Virginia. Marlene has a strong commitment to providing her clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Marleny Tello is a licensed securities agent and investment company products representative registered with J.p. Morgan Securities LLC. Marleny is currently located in Chicago, Illinois and has been in the industry since October 18, 2023. Marleny has passed the Series 63, Series 6TO and SIE exams. Marleny is registered in Illinois.

SPECIALIZATIONS

ADVISOR BIO

Marlon Boyle is a financial advisor with J.p. Morgan Securities LLC. Marlon is licensed in Illinois and holds Series 63, Series 6TO and SIE licenses. Marlon's specialties include retirement planning, mutual funds and ETFs. Marlon Boyle has been active in the financial services industry since February 2023.

SPECIALIZATIONS