ADVISOR BIO

Phoebe Claire Hayes is a financial advisor at Doyenne Wealth Advisors. Phoebe has been in the industry since September 2018. Phoebe currently holds registrations with the state of Illinois. Phoebe holds the Series 66, Series 7, and SIE exams. Phoebe's areas of expertise include Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisors. Phoebe's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Brownson, Rehmus & Foxworth, Inc.

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ADVISOR BIO

Phyllis Tabachnick is a financial advisor at J.P. Morgan Securities LLC. Phyllis is licensed to provide investment advice in Illinois, Indiana, Ohio, and Texas. Phyllis has been in the securities industry since 1987 and has experience with a variety of investment products and services. Phyllis also has experience working with a wide range of clients, including individuals, families, businesses, and non-profit organizations. Phyllis is committed to providing her clients with personalized financial advice and helping them reach their financial goals. Phyllis has a deep understanding of the financial markets and a proven track record of success. Phyllis is also a member of several professional organizations, including the Financial Industry Regulatory Authority (FINRA). Phyllis is a highly qualified and experienced financial advisor who is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Pietro Luzarreta Leal Mendes is an investment advisor representative with Citigroup Global Markets Inc. Pietro is licensed to offer investment advice and securities products in New York. Pietro has been in the industry since 2010 and joined Citigroup in 2022. Pietro has a strong track record of providing investment advice and services to a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Pietro is dedicated to providing clients with personalized investment advice and strategies that are tailored to their individual needs.

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ADVISOR BIO

Polly P. Ip is a financial advisor at U.S. Bancorp Investments, Inc. based in Chicago, IL. Polly has over 20 years of experience in the financial services industry, specializing in investments, financial planning, and portfolio management. Polly earned her Series 7, Series 63, and SIE licenses. She is also registered with the state of Illinois. Previously, Polly has worked at LaSalle Financial Services, Inc. and ABN AMRO Incorporated.

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ADVISOR BIO

Po-ting Lin is an investment advisor representative at Morgan Stanley. Po-ting has been in the financial services industry for over 10 years. Po-ting has passed the Series 7TO, SIE, and Series 66 exams and is licensed in 47 states and the District of Columbia. Po-ting specializes in providing investment advice for individuals, businesses, and investment companies.

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ADVISOR BIO

Pouran Esrafily is a licensed investment advisor representative registered with Bankers Life Advisory Services, Inc. Pouran has been in the financial industry since 2018 and has experience in both insurance and investment advisory. Pouran holds a Series 65 license and specializes in providing financial planning, investment advice, and educational seminars. Pouran works with individuals, high-net-worth individuals, and pension and profit-sharing plans.

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ADVISOR BIO

Pratik Kalaria is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., licensed in Illinois. Pratik Kalaria has been in the industry since April 2024. Pratik Kalaria has passed the Series 7TO, SIE, and Series 66 exams. The firm, Merrill Lynch, Pierce, Fenner & Smith Inc., provides a wide range of advisory services, including portfolio management for individuals and businesses, as well as pension consulting and educational seminars.

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ADVISOR BIO

Preston Neill is a financial advisor with J.P. Morgan Securities LLC. Preston has been in the industry since 2019. Preston is registered with the state of Illinois and has passed the Series 63, Series 10, Series 9, Series 7TO and SIE exams. Preston's specializations include financial planning, pension consulting, selection of other advisors and portfolio management for individuals and businesses.

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ADVISOR BIO

Pretty H. Sheth is a financial advisor at J.P. Morgan Securities LLC. Pretty has been working in the financial services industry since March 25, 2017. Pretty has experience with individuals, corporations, insurance companies and charitable organizations. Pretty holds the Series 6, Series 63 and SIE licenses.

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ADVISOR BIO

Prince Judah Coakley is a financial professional with PFS Investments Inc. Prince has been in the industry since March 2021. Prince is registered with FINRA, holds a Series 63 license, and is Series 6TO and SIE qualified. Prince is currently licensed in Florida and Illinois.

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