ADVISOR BIO

Terry Phillips is a financial professional with over 40 years of experience in the industry. Terry is currently registered with Wells Fargo Clearing Services, LLC, and previously held positions at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Terry is also a registered Investment Advisor Representative in the state of Illinois and holds various professional certifications. Terry specializes in working with individuals, businesses, and institutions to provide comprehensive financial planning and investment management services. Terry has a long and successful career in the financial industry and is committed to providing clients with the highest level of service and expertise.

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ADVISOR BIO

Terry Jeanne Hayn is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Terry has been in the industry since November 1981, and has an extensive background in financial services. Terry specializes in offering investment advice to individuals, corporations, and retirement plans. Terry is a registered representative and investment advisor in several states, including Illinois and Texas. Terry's qualifications include holding the Series 7, Series 63, and Series 65 licenses.

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ADVISOR BIO

Terry Galespic Jones is an active investment advisor representative and registered representative. Terry Galespic Jones has been in the securities industry since December 1, 2013. Terry Galespic Jones is currently registered with Nuveen Asset Management, LLC in Illinois and has been registered with the firm since January 5, 2021. Prior to Nuveen Asset Management, LLC, Terry Galespic Jones was registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Vanguard Marketing Corporation.

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Terry McCaffrey is a registered investment advisor representative with Optimum Investment Advisors, LLC. Terry has been in the industry since 2004 and is registered with the state of Illinois. Terry's previous employers include Banc of America Investment Services, Inc. and LaSalle Financial Services, Inc. The firm, Optimum Investment Advisors, LLC, specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. The firm has over 287 million dollars in assets under management.

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Tesa Brooke Williamson is an investment advisor representative with Doyenne Wealth Advisors. Tesa has been in the financial services industry since 2003. Tesa specializes in financial planning, portfolio management for individuals, and the selection of other advisors. Tesa is registered with the state of Illinois and Ohio.

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ADVISOR BIO

Tess Olivia Segal is a financial advisor with UBS Financial Services Inc. with over 8 years of experience in the financial services industry. Tess has been registered with UBS Financial Services Inc. since 2014. Prior to joining UBS Financial Services Inc., Tess worked at UBS Asset Management (US) Inc. Tess holds Series 3, 7, 9, 10, 66 licenses. Tess is registered with the state of Illinois and New Jersey, and has a FINRA registration. Tess is also registered as an Investment Advisor Representative in the state of Illinois and New Jersey. Tess is a Series 66 and SIE certified advisor. Tess currently works out of the Chicago, Illinois office of UBS Financial Services Inc. Tess's previous employment history includes positions at UBS Financial Services Inc. and UBS Asset Management. Tess offers services to clients in a variety of areas including portfolio management, financial planning, and educational seminars.

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Tessa Schiffers is a registered investment advisor representative with J.P. Morgan Securities LLC. Tessa is licensed to provide investment advice in Illinois and Texas. Tessa has been working in the financial services industry since 2018. Tessa previously worked for CHARLES SCHWAB & CO., INC. Tessa is a registered representative and has a series 3, 7, 9, 63, and 66 license.

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ADVISOR BIO

Thai-thomas Tran Hoa is a financial advisor with over 4 years of experience in the industry. Thai-thomas has worked with Ameriprise Financial and currently is with Fortuna Wealth Management. Thai-thomas is registered to offer investment advice in California, Illinois, Minnesota and Texas. Thai-thomas provides financial planning and portfolio management services for individuals and publishes financial education materials. Thai-thomas is a Certified Financial Planner. Thai-thomas also owns Fortuna Foundation LLC, which offers non-investment related financial education services.

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ADVISOR BIO

Theodore Brelsford Martin is a financial advisor registered with Robert W. Baird & Co. Inc. Theodore Martin has been in the securities industry since October 11, 2016. Theodore Martin has passed the Series 66, Series 7 and SIE exams. Theodore Martin is currently registered with the state of Florida, Illinois and Texas. Theodore Martin was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Theodore Martin has specialized in investment management for individuals, businesses, investment companies and pooled investment vehicles.

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Theodore Augustyniak is a financial advisor with Creative Resources Investment Advisors LLC. Theodore has been working in the industry for over 15 years. Theodore specializes in providing financial planning, pension consulting and selection of other advisers services for individuals and businesses. Theodore is registered with the states of Florida, Illinois, Massachusetts, New Hampshire, Rhode Island and Texas.

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