ADVISOR BIO

Suada Mehmeti is an investment advisor representative with Greenrock Research, Inc. based in Chicago, Illinois. Suada has been in the industry since August 2008 and holds a Series 65 license. Her registration is active and has been approved in Illinois. Greenrock Research, Inc. provides investment advice and research through advisor consultations, pension consulting, publication of periodicals, selection of other advisors, and portfolio management services for businesses and individuals. The firm manages approximately $1 billion to $10 billion in assets.

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ADVISOR BIO

Sudhicha Vasavanont is a financial professional with over 20 years of experience in the industry. Sudhicha is currently registered with UBS Financial Services Inc. as a Registered Representative and Investment Advisor Representative in Illinois and Wisconsin. Previously, Sudhicha has held positions at Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Sudhicha has a broad range of experience in the financial industry, including experience in portfolio management, financial planning, and securities trading.

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ADVISOR BIO

Sukaina Ukani is a registered representative with J.P. Morgan Securities LLC, a firm headquartered in New York, NY. Sukaina is licensed to provide financial services in both California and Illinois. Sukaina has been in the financial services industry since September 2022.

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ADVISOR BIO

Suleiman Thomas is a financial professional with PFS Investments Inc. Suleiman has been in the industry since September 2021 and holds licenses to offer securities and investment advice. Suleiman is registered with FINRA and is licensed to provide securities and investment advisory services in Illinois, Indiana, Ohio, and Texas. Suleiman is a Series 6TO, Series 26, and Series 63 licensed representative. Suleiman has experience in portfolio management for individuals.

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ADVISOR BIO

Sultana Megalos is a registered representative and investment advisor representative with Nuveen Asset Management, LLC, based in Chicago, IL. Sultana has been in the financial services industry since 2013 and holds the Series 7, Series 66, and Series 65 licenses. Prior to joining Nuveen, Sultana Megalos worked at PIMCO Investments LLC and Morgan Stanley. Sultana Megalos's experience includes portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Sumit Lalit Desai is an investment advisor representative at Mesirow Financial Investment Management, Inc. in Chicago, Illinois. Sumit has been in the industry since April 24, 2017. Sumit has experience at both Mesirow Financial, Inc. and Morgan Stanley. Sumit Desai is licensed with FINRA and Series 66. Sumit Lalit Desai specializes in portfolio management for individuals, businesses, and investment companies. Sumit is also experienced in pension consulting, financial planning, and selection of other advisors.

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ADVISOR BIO

Suneel Jaitly is an investment advisor representative at Bankers Life Advisory Services, Inc. Suneel has been in the financial services industry since 2017 and holds both Series 63 and Series 65 licenses. Suneil previously worked at Principal Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fifth Third Securities, Inc., NYLIFE Securities LLC, and Pruco Securities, LLC. Suneel is registered with the state of North Carolina.

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Sunica Tyler Edelstein is a registered Investment Advisor Representative with Ocean Endowment Partners, LLC. Sunica Tyler Edelstein is licensed to provide investment advice in California and Illinois. Sunica Tyler Edelstein has been in the industry since January 2007. Sunica Tyler Edelstein has passed the Uniform Investment Adviser Law Examination. Sunica Tyler Edelstein works with individual and institutional investors and focuses on managing portfolios for businesses, pooled investment vehicles and individuals.

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ADVISOR BIO

Supriya Batra is an investment advisor representative with Hightower Advisors, LLC. Supriya has been in the industry for over 20 years and has experience with a variety of financial services firms, including Goldman, Sachs & Co. and J.P. Morgan Securities LLC. Supriya specializes in financial planning, portfolio management, and treasury management for corporate clients. Supriya is registered with the state of California and holds the Series 7, Series 9, Series 10, Series 66, and SIE licenses.

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ADVISOR BIO

Susan E. Thomas is a financial advisor with over 15 years of experience in the industry. Susan is currently registered as an Investment Advisor Representative with Bankers Life Advisory Services, Inc. Susan E. Thomas also works with Bankers Life & Casualty, Inc. She is a Series 63 and 65 licensed professional and has passed the Series 6TO and SIE exams. Susan has held prior positions at Northwestern Mutual Investment Services, LLC and Grant Winn. Susan is located in Missoula, MT.

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