ADVISOR BIO

Renate Knippen is an investment advisor representative with Eagle Strategies LLC, with an office in Chicago, IL. Renate has been in the financial industry since 2003 and holds Series 63, 65, and 7TO licenses. Renate specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, charitable organizations, and high-net-worth individuals. Renate's firm, Eagle Strategies LLC, is headquartered in New York, NY, and has over 1500 employees.

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ADVISOR BIO

Renato Manese Tosoc is a financial professional with over 13 years of experience in the financial services industry. Renato has been registered with J.P. Morgan Securities LLC since October 2012. Previously, Renato was registered with CHASE INVESTMENT SERVICES CORP. for nearly four years. Renato holds multiple licenses and certifications including Series 6, 7, 9, 10, 63, and 66. Renato specializes in providing financial planning, portfolio management, pension consulting, and selection of other advisers services for individuals and businesses.

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Rene Manuel Galvan is a registered investment advisor representative at William Blair. Rene has been in the industry since 2018 and has been registered with the firm since August 2018. Rene Galvan is registered in 35 states and has licenses in Series 7, SIE, and Series 66. Rene Galvan's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Equity Research Services, and Selection of Other Advisers.

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ADVISOR BIO

Renee M. Metcalf is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Chicago, Illinois. Renee holds Series 7, 63, 66, and 24 licenses. She is a registered representative of both Merrill Lynch, Pierce, Fenner & Smith Inc. and BOFA Securities, Inc. Renee has over 16 years of experience in the financial services industry. She specializes in providing investment advice to high-net-worth individuals, corporations, and institutions. Renee has a strong understanding of the financial markets and a proven track record of success. She provides a wide range of services, including financial planning, investment management, and retirement planning. Renee is committed to providing her clients with personalized advice and exceptional service.

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ADVISOR BIO

Renee Gagliardo is an investment advisor representative at William Blair. Renee has been in the financial services industry since October 20, 2022 and has been associated with William Blair since July 2021. Renee is registered to provide investment advice in Illinois and has passed the Series 66, Series 7TO, and SIE examinations. Renee is a licensed agent and has been licensed for over 20 years. Renee is also a registered investment advisor and has been registered for over 15 years. Renee provides portfolio management for individuals and businesses, as well as financial planning and selection of other advisors.

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ADVISOR BIO

Rezso L. Spruch is a financial advisor with over 8 years of experience in the financial services industry. Rezso is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Rezso was employed at Interactive Brokers LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rezso specializes in providing financial advice to individuals, corporations, and other institutions. Rezso holds Series 7, Series 66, and SIE licenses. Rezso is dedicated to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Rhianna Hubbard is a registered representative with PFS Investments Inc. Rhianna is based in Chicago, Illinois and has been in the industry since 2021. Rhianna has passed the Series 63, Series 65, Series 6TO, and SIE exams. Rhianna currently holds registrations in Arkansas, Illinois, Minnesota, Mississippi, Missouri, New York, and Texas. Rhianna has a strong background in sales and customer service. Rhianna is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Rhonda Bryl is a financial advisor with LPL Financial LLC. Rhonda is registered with FINRA as a registered representative. Rhonda is also registered with the state of Illinois and California. Rhonda has been in the industry since May 2014. Rhonda has passed the Securities Industry Essentials Exam, Series 6 and Series 63 exams. Rhonda specializes in providing financial planning, portfolio management and consulting services to individuals, businesses, and charitable organizations. Rhonda is committed to helping clients achieve their financial goals.

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Rhyan Khawar Young is an investment advisor representative at Hightower Advisors, LLC, where Rhyan has been with the firm since September 2020. Rhyan has also worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Rhyan is licensed to provide financial services in California and Texas. Rhyan holds a Series 6, Series 7, and Series 66 license.

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ADVISOR BIO

Ricardo Bekin is an investment advisor representative at Ativo Capital Management, LLC. Ricardo has been with Ativo Capital Management, LLC since August 2002. Ricardo is registered with the state of Illinois. Ricardo holds Series 65 and 66 licenses.

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