ADVISOR BIO

Scott Havens Newhall is a financial advisor with CIBC Private Wealth Advisors, Inc., based in Chicago, Illinois. Scott has been in the financial industry since 1992 and has a broad range of experience. Scott holds the Series 3, Series 7 and Series 63 licenses. Scott also holds the Certified Financial Planner and Chartered Financial Analyst designations.

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ADVISOR BIO

Scott David Sorensen is a financial advisor at Hightower Advisors, LLC. Scott has over 30 years of experience in the financial services industry. Scott provides financial planning and investment management services to individuals, families, businesses and institutions. Scott is a Chartered Financial Consultant and a Chartered Financial Analyst. He holds Series 6, 7, and 63 securities licenses. Scott is also a member of the National Association of Personal Financial Advisors (NAPFA). Scott is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Scott Alan Richter is an investment advisor representative with Fidelity Personal And Workplace Advisors. Scott has been in the financial services industry since January 21, 2009. Scott holds licenses in a variety of states and has experience working with a wide range of clients, including individuals, families, and businesses. Scott specializes in financial planning, portfolio management, and retirement planning. Scott is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Scott Joseph Schwartz is an investment advisor representative with Plante Moran Financial Advisors, a firm that serves individuals, corporations, charitable organizations, and family foundations. Scott has been in the financial services industry since 2014 and holds the Series 65 license. He is a Certified Financial Planner and provides services such as financial planning, portfolio management for businesses and individuals. Scott has experience working for both Plante Moran Financial Advisors and the Michigan Export Growth Program.

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ADVISOR BIO

Scott Tasch is a financial advisor with Hightower Advisors, LLC in Chicago, IL. Scott has been in the financial industry since 2003. Scott has a Series 7, Series 6, and Series 63 license and holds a Uniform Investment Adviser Law Examination certification. Scott has previous experience with Park Avenue Securities LLC and Mass Mutual Insurance Co. in Purchase, NY. Scott works with high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and other entities. He is also a member of Hightower Advisors' Altium Wealth Management LLC.

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ADVISOR BIO

Scott Skie is a financial advisor with over 16 years of experience in the financial services industry. Scott is currently registered with Robert W. Baird & Co. Inc. and has been with the firm since 2005. Scott holds a Series 7, Series 9, Series 24 and Series 66 license. Scott is registered in Illinois and Ohio.

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ADVISOR BIO

Scott Bradford is an investment advisor representative with Equity Services, Inc. Scott has been in the industry since 2018. Scott has a Series 63, Series 65, Series 6TO, and SIE licenses. Scott works with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Scott provides financial planning, pension consulting, and portfolio management services. Scott also offers educational seminars and selection of other advisors. Scott is registered to offer investment advisory services in Colorado, Minnesota, Utah, and Wisconsin.

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ADVISOR BIO

Scott Burbank is a financial advisor with Retirement Plan Advisors, LLC. Scott Burbank has been in the financial services industry since January 11, 1989. He is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Scott Burbank holds a Series 7 and Series 63 license, as well as a Series 26 license. He is also a Chartered Financial Consultant. Scott Burbank's current employment is with Retirement Plan Advisors, LLC. Prior to that, Scott Burbank was employed with Hartford Securities Distribution Company, Inc., Hartford Equity Sales Company Inc., and Penn Mutual Equity Services, Inc. Scott Burbank's primary office is located in Chicago, Illinois.

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ADVISOR BIO

Scott Adam Fox is a financial advisor with over 23 years of experience in the industry. Scott is currently registered with UBS Financial Services Inc., and previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in NEW YORK, NY. Scott holds Series 66, Series 7, and SIE licenses and has earned the following designations. Scott specializes in the following areas.

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ADVISOR BIO

Scott Milford is a financial advisor who has been in the industry since December 2015. Scott is currently registered with Hightower Advisors, LLC. Scott is also a Certified Financial Planner. Scott is licensed to provide financial advice in Connecticut, Colorado and Massachusetts. Scott's experience includes working with a variety of clients, including individuals, businesses, and charitable organizations. Scott has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice.

SPECIALIZATIONS