ADVISOR BIO

Ryan Whalen is an investment advisor representative with Envestnet PMC. Ryan is registered in Illinois and North Carolina. Ryan has been in the industry since October 2021. Ryan has a Series 7TO, Series 66 and SIE. Ryan previously worked at Robinhood Financial, LLC and Wells Fargo Clearing Services, LLC.

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ADVISOR BIO

Ryan Ortiz is a registered investment advisor representative with Cresset Asset Management, LLC. Ryan has been in the industry since 2016 and previously worked at First Republic Securities Company, LLC and J.P. MORGAN SECURITIES LLC. Ryan holds the Series 66, Series 7TO, and SIE licenses. Ryan's areas of expertise include portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. Ryan is also a specialist in tax services, bookkeeping, financial reporting, and clerical assistance in other financial matters.

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ADVISOR BIO

Ryan McEvily is an investment advisor representative at Plante Moran Financial Advisors in Chicago, Illinois. Ryan has been in the industry since August 2019. Ryan holds the Series 65 license and is registered with the state of Illinois. Ryan specializes in providing financial planning, portfolio management for businesses and individuals.

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ADVISOR BIO

Ryan Casperson is a financial advisor with Osaic Wealth, Inc. Ryan has been in the industry since July 2019 and holds a Series 7, Series 66, and SIE license. Ryan is registered to provide investment advice in 17 states and has a strong track record of helping individuals and families achieve their financial goals.

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ADVISOR BIO

Ryan Lawrence Taylor is an investment advisor representative at The Ayco Company, LP. Ryan has been in the industry since 2021 and holds a Series 63, Series 65, and Series 3 licenses, and has passed the Series 7TO and SIE exams. Ryan is registered to provide investment advisory services in all 50 states and the District of Columbia. Ryan is also a guest appearance at Green Bay Packers Inc., a National Football League football team.

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ADVISOR BIO

Ryan Austin Breger is an investment advisor representative with UBS Financial Services Inc. Ryan has been in the financial industry for 1 year. He is registered with the state of Illinois and has been licensed since 2023. Ryan holds the Series 66, Series 7TO, and SIE licenses. He specializes in providing financial advice to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Ryan Grunewald is a financial professional with Northern Trust Securities, Inc. Ryan has been in the industry since 2022. Ryan has licenses in all states. Ryan is a Series 7TO and Series 63 licensed professional. Ryan has experience working at Goldman Sachs & Co. LLC. Ryan specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles and Selection of Other Advisers.

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ADVISOR BIO

Ryan Churchill is an investment advisor representative with Bankers Life Advisory Services, Inc. Ryan has been in the financial services industry since February 2019. Ryan has passed the Series 66, Series 7TO and SIE exams and is licensed to sell securities in Indiana and Kentucky. Ryan is also registered as an investment advisor representative in Kentucky. Ryan focuses on providing financial planning and portfolio management services to individuals and businesses.

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ADVISOR BIO

Ryan Allessio is a financial advisor with Assetmark, Inc., based in Chicago, IL. Ryan has been in the industry since 2008 and holds licenses in Series 6, Series 7, Series 63, and Series 65. Ryan's previous experience includes roles at Brinker Capital Securities, LLC, MML Investors Services, LLC, MML Distributors, LLC, and First Investors Corporation. Ryan specializes in providing financial planning, portfolio management, and investment advisory services for individuals, corporations, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Ryan Potrikus is a financial advisor who joined J.P. Morgan Securities LLC in February 2022. Ryan has over 2 years of experience in the financial services industry. He is a licensed Series 63, Series 6TO, and SIE holder. Ryan is registered with FINRA and the state of Illinois, and specializes in portfolio management for individuals and businesses.

SPECIALIZATIONS