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 Shaughnessy is a registered investment advisor representative with The Mosaic Financial Group, LLC. Ryan has been in the industry since 2001. Ryan is registered with the state of Illinois and holds the Series 7 and 66 licenses. The Mosaic Financial Group, LLC, provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and tax preparation.

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ADVISOR BIO

Ryan Villanueva is a registered investment advisor representative for William Blair. Ryan is registered with Financial Industry Regulatory Authority (FINRA) and licensed in multiple states, including Illinois. He is associated with William Blair, located in Chicago, Illinois. Ryan specializes in providing financial planning, portfolio management, and equity research services.

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ADVISOR BIO

Ryan Wayne Weyrauch is an Investment Advisor Representative at IHT Wealth Management LLC and has been in the industry since 2006. Ryan is licensed in 18 states and has a strong background in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Ryan is also a licensed Real Estate Broker in Florida.

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ADVISOR BIO

Ryan Watt is a financial advisor with over 17 years of experience. Ryan has been registered with the Securities and Exchange Commission (SEC) since 2005 and holds Series 7, 63, and 66 licenses. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and has been a part of Objective Capital Management, LLC and OCM Private Wealth, LLC since 2021. Ryan has experience working with individuals, high-net-worth individuals, and other institutions. Ryan focuses on helping individuals and families achieve their financial goals through financial planning and investment management.

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ADVISOR BIO

Ryan Konsler is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been working in the financial industry since 2014. Ryan holds Series 7, 9, 10, 66 and SIE licenses. Ryan is registered in 20 states and has a broad range of experience in helping clients with their financial needs. Ryan is committed to providing personalized financial advice and helping clients reach their financial goals.

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ADVISOR BIO

Ryan Safko is a financial advisor with Altman Advisors, a firm located in Chicago, IL. Ryan has been working in the financial industry since 2016 and has a variety of experience in investment advisory and financial planning. Ryan holds the Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. Ryan is a licensed investment advisor representative in Texas and South Carolina. Ryan has previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ryan has experience providing financial advice to high-net-worth individuals and individuals other than high-net-worth, including those who are interested in financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS