ADVISOR BIO

Shawn Kadalikattu Joseph is a financial advisor registered with J.p. Morgan Securities LLC. Shawn is licensed to provide investment advice in Illinois and Texas. Shawn has been in the financial services industry since 2019. Shawn holds the Series 63, Series 65, and Series 7TO licenses, in addition to the SIE exam. Shawn is a board member for the nonprofit organization Sail Chicago.

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ADVISOR BIO

Shawn Kirby is a financial professional with over 20 years of experience in the industry. Shawn is currently registered with Northern Trust Securities, Inc. Shawn previously worked with Goldman, Sachs & Co., BANC ONE SECURITIES CORPORATION, CHARLES SCHWAB & CO., INC., and OLDE DISCOUNT CORPORATION. Shawn is licensed in 51 states, and holds Series 63, 66, 7, and 52 licenses.

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ADVISOR BIO

Shawn Polk is an investment advisor representative with Nuveen Asset Management, LLC. Shawn has been in the financial services industry since 2014. Shawn has a Series 6, 7, 63, and 65 licenses. Shawn is registered to provide securities and investment advisory services in 53 states. Previously, Shawn was registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and J.P. MORGAN SECURITIES LLC.

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ADVISOR BIO

Shayne Matthis is a financial professional with over 6 years of experience in the industry. Shayne is currently registered with Nuveen Securities, LLC, and previously worked with J.P. Morgan Institutional Investments Inc. Shayne holds licenses for Series 3, 7, 34, and 63 examinations as well as the SIE and Series 65 examinations. Shayne provides portfolio management services to individuals, investment companies, businesses, and pooled investment vehicles. Shayne is also a Registered Investment Advisor, specializing in portfolio management and pension consulting.

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ADVISOR BIO

Sheila Padden is a Certified Financial Planner and Personal Financial Specialist with over 20 years of experience in the financial services industry. She is the owner of Padden Financial Planning LLC and is registered with the state of Illinois. Sheila provides a variety of financial services to individuals, including financial planning, portfolio management, and educational seminars. She is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Sheila Scott is an investment advisor representative with PFS Investments Inc. Sheila Scott has a Series 63 license as well as the Series 6TO and SIE licenses. She is registered with the state of Georgia and holds active registrations with both FINRA and the state. Sheila Scott has been in the industry since July 23, 2024.

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ADVISOR BIO

Sheldon Michael Fox is an Investment Advisor Representative at Curi RMB Capital, LLC. Sheldon is registered with the state of North Carolina and Texas. Sheldon holds a Series 65 license and has been in the industry since September 2004. Sheldon is also a Certified Financial Planner. In addition to Curi RMB Capital, LLC, Sheldon is an Executive Director for Altamira Foundation, a private charitable foundation.

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ADVISOR BIO

Sheldon Hollander is an investment advisor representative at Fund Concepts Group LLC. Sheldon is licensed in Illinois. Sheldon has been in the industry for over 10 years and has a Series 65 license. Sheldon provides financial planning, portfolio management for individuals, and consulting services.

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ADVISOR BIO

Shen Li is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Shen has been in the financial services industry since 2012 and has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2011. Shen is licensed to provide securities advice in 51 states and has a Series 7, Series 66, and SIE licenses. Shen provides financial services to individuals, corporations, and other businesses. Shen also provides financial planning and portfolio management services.

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ADVISOR BIO

Shequeta Rice is an investment advisor representative at The Mather Group, LLC. Shequeta is registered with the state of Illinois. Shequeta has been in the financial services industry since August 2023 and has experience working with individuals, charitable organizations, and pension and profit-sharing plans. The Mather Group, LLC is a financial advisory firm headquartered in Chicago, Illinois. The firm provides a variety of financial services, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS