ADVISOR BIO

Mauricio Currea is a registered investment advisor representative with Wintrust Investments LLC. Mauricio has been in the securities industry since 2008. Mauricio holds the Series 6, 7, 63, and 66 licenses, and the SIE. Mauricio is registered with the state of Illinois for both broker-dealer and investment advisor activities. Mauricio has prior experience with Essex National Securities, LLC and Chase Investment Services Corp.

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ADVISOR BIO

Mauricio Alejandro Castro is a financial advisor at J.P. Morgan Securities LLC in Chicago, Illinois. Mauricio holds the Series 63, Series 6TO, and SIE licenses, and has been in the industry since 2024. Mauricio specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services.

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ADVISOR BIO

Mauricio Guadarrama is a financial advisor at LPL Financial LLC, a firm with a history of offering services to a variety of clients including corporations, high net worth individuals and pension and profit-sharing plans. Mauricio has been in the industry since 1999 and has been associated with LPL Financial LLC since August 2014. Previously, Mauricio has worked with ESSEX NATIONAL SECURITIES, LLC, LPL FINANCIAL CORPORATION, IFMG SECURITIES, INC., ABN AMRO FINANCIAL SERVICES, INC., CITICORP INVESTMENT SERVICES and INVEST FINANCIAL CORPORATION. Mauricio holds FINRA Series 66, SIE and Series 7 licenses and is registered with the states of Florida, Illinois, Indiana, Minnesota, North Carolina and Puerto Rico.

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Max Salk is an investment advisor representative at PT Asset Management, LLC, a firm based in Chicago, Illinois. Max has been in the industry since 2012 and has experience working at Blackstone and PPM America. Max holds the Chartered Financial Analyst designation and is registered with the state of Illinois. PT Asset Management, LLC provides portfolio management services for individuals, businesses and investment companies.

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ADVISOR BIO

Max Nutkowitz is a financial advisor registered with J.P. Morgan Securities LLC and has been working in the financial industry since July 1997. Max has earned the Certified Financial Planner designation. Max holds licenses to offer securities and investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Max specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors. Max is also an employee of JPMorgan Chase Bank NA, which offers a broad range of products and services nationwide.

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ADVISOR BIO

Max Donald Miller is a financial advisor currently registered with Northern Trust Securities, Inc., in Chicago, Illinois. Max has been in the financial services industry since 2021 and has a total of 51 state registrations. Max has experience at Charles Schwab & Co., Inc., and Hightower Securities, LLC. Prior to entering the financial services industry Max worked in landscaping, and held a variety of hospitality and customer service roles.

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ADVISOR BIO

Max Waller Montgomery is a financial advisor registered with UBS Financial Services Inc. Max has over 2 years of experience in the industry. Max's office is located in Chicago, Illinois at 1 NORTH WACKER DRIVE, 32ND & 33RD. Max can be reached at 201-352-3000. Max has successfully passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. Max is registered in 53 states and the District of Columbia. Max specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Max also provides educational seminars and publishes periodicals. UBS Financial Services Inc. is an investment advisor with more than $50 billion in assets under management. The firm has over 9,000 employees and has a physical address at 1200 HARBOR BOULEVARD in Weehawken, NJ.

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ADVISOR BIO

Max B. Kaplan is a financial advisor based in CHICAGO, IL. Max has been in the financial industry since September 2009. Max is currently registered with William Blair, and has previously been registered with MSI Financial Services, INC., New England Securities and Ameriprise Financial Services, INC.. Max is licensed to sell securities in 35 states. Max's current firm, William Blair, is a registered investment adviser with the Securities and Exchange Commission. William Blair provides a range of financial services to individual and institutional clients, including investment management, financial planning, and equity research.

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ADVISOR BIO

Maximillian Murphy-sanchez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Maximillian is licensed in Texas and Illinois and is a registered investment advisor in Texas and Illinois. They have been in the industry since December 2022 and have experience in the financial services industry. Maximillian specializes in providing investment advice to individuals, businesses, and institutions.

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ADVISOR BIO

Maxwell J. Tuozzolo is a registered investment advisor representative with Morgan Stanley. Maxwell J. Tuozzolo has been in the financial services industry for 5 years. Maxwell J. Tuozzolo is registered to offer securities and investment advisory services in 53 states and the District of Columbia. Maxwell J. Tuozzolo holds the Series 7TO, Series 63, and Series 66 licenses. Maxwell J. Tuozzolo's firm, Morgan Stanley, provides a variety of financial services, including investment management, financial planning, and educational seminars. Morgan Stanley's client base includes individuals, corporations, and institutions.

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