ADVISOR BIO

Mark Bendinelli is a financial advisor with Cresset Asset Management, LLC, and is registered to provide investment advisory services in Georgia. Mark has been in the financial services industry since 2006. Previously, Mark was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lincoln Financial Advisors Corporation. Mark is a Chartered Financial Analyst. Mark is able to provide financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Mark Wiktor is a financial advisor with over 25 years of experience in the industry. Mark has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2017. Prior to joining Merrill Lynch, Mark was a financial advisor with UBS Financial Services Inc. from October 2007 to June 2017, and previously with Lehman Brothers Inc. from December 1993 to August 2007. Mark is licensed to provide investment advice in 38 states and is a registered representative with FINRA. Mark has a deep understanding of the financial markets and is committed to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Mark Edward Zahorik is an investment advisor representative with Keeley-Teton Advisors, LLC. Mark Zahorik has been in the industry since February 1985 and has extensive experience working with a wide range of clients. Mark Zahorik's previous experience includes roles at KEELEY INVESTMENT CORP. and DOMINICK & DOMINICK, INCORPORATED. Mark Zahorik holds Series 7, Series 55, Series 63, and SIE licenses.

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ADVISOR BIO

Mark Howard Prince is a registered representative of Morgan Stanley. Mark is a veteran advisor with over 30 years of experience in the industry. Mark is currently registered in 41 states as a Broker and 2 states as an Investment Advisor Representative. Mark's experience at UBS Financial Services Inc. and Morgan Stanley, in addition to his experience in other business endeavors, gives him a solid understanding of the industry. Mark also holds several professional licenses, including Series 3, 7, and 63. Mark is dedicated to helping clients achieve their financial goals, and he is committed to providing them with the highest level of service.

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ADVISOR BIO

Mark Francis Magajne is a financial advisor with over 25 years of experience in the industry. Mark is registered with LPL Financial LLC, and holds licenses in various states, including Illinois, Indiana, and Texas. Mark has a diverse background, having worked with various firms throughout his career. Mark offers a range of financial planning services to individuals, businesses, and institutional clients, including portfolio management, retirement planning, and insurance planning.

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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.

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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.

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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