ADVISOR BIO

Benjamin Fonseca is a financial advisor at UBS Financial Services Inc. based in Chicago, IL. Benjamin is registered with the state of Illinois as both a broker and an investment advisor. Benjamin has been working in the financial services industry since October 2021. Benjamin holds the Series 7, Series 66, and SIE licenses. Benjamin has experience working with individuals, businesses, pension plans, charitable organizations, and insurance companies.

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ADVISOR BIO

Benn Lowell Feltheimer is a financial advisor at Osaic Wealth, Inc. based in Chicago, Illinois. Benn has been in the financial services industry since 1984. Benn holds Series 6, 7, 26, 63 and 65 licenses and has been registered with the Securities and Exchange Commission (SEC) since 1995. Benn has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans and pooled investment vehicles. Benn is a member of JCFS and Securities America Advisors, Inc. Benn also provides insurance broker services.

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ADVISOR BIO

Bernard Blayer is a financial professional with over 30 years of experience in the industry. Bernard has been registered with Cetera Investment Advisers LLC since February 1998. Prior to that, Bernard worked for Cetera Financial Specialists LLC for over 20 years. Bernard is also a Certified Public Accountant (CPA) and has been involved in various financial services roles for over 30 years. Bernard is currently registered as a Registered Representative in Illinois. Bernard provides a wide range of financial services to individuals and families including financial planning, pension consulting, and portfolio management. Bernard is a highly experienced professional with a strong commitment to helping clients achieve their financial goals.

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ADVISOR BIO

Bernard G. Allen is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Chicago, Illinois. He is licensed in both Illinois and Texas and has been active in the industry since 1986. Allen has a broad range of experience in the financial industry, including experience with commodities, options, and securities. He is also a registered investment advisor and offers a range of investment services.

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ADVISOR BIO

Bernardo Guillamon is a financial professional licensed to provide securities and investment advisory services in all 50 states. Bernardo is affiliated with Northern Trust Securities, Inc. Bernardo's career in the industry began on November 11, 2021. Bernardo has experience in providing investment advice and portfolio management services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Bertha Lydia Fernandez is a registered investment advisor representative with Morgan Stanley. Bertha Lydia Fernandez has been in the industry since May 16, 2009. Bertha Lydia Fernandez is licensed in 55 states and jurisdictions, including Alabama, Alaska, and Arizona. Bertha Lydia Fernandez's previous employers include CHASE INVESTMENT SERVICES CORP. and CHARLES SCHWAB & CO., INC. Bertha Lydia Fernandez holds Series 63, Series 65, Series 7 and SIE licenses. Bertha Lydia Fernandez specializes in working with individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities.

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Bertrand Gaudin is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Bertrand has been in the securities industry since August 26, 2013. Bertrand is licensed in 27 states and the District of Columbia. Bertrand holds the Series 6, 7, 63 and 66 securities licenses. Bertrand has passed the SIE exam. Bertrand is also registered as an investment advisor representative in Illinois and Texas. Bertrand has been employed by J.p. Morgan Securities LLC since March 2013.

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ADVISOR BIO

Besim Durmishi is an investment advisor representative with Fidelity Personal And Workplace Advisors in Chicago, Illinois. Besim has been in the securities industry since 2008. Besim has a Series 6, 7TO, 63 and 65. Nationwide Investment Services Corporation and Chase Investment Services Corp are previous employers. Besim provides financial planning, portfolio management for individuals and businesses, and educational seminars. Besim owns rental apartments.

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ADVISOR BIO

Beth Johanna pekol Porto is a registered representative at William Blair. Beth has been in the industry since August 10, 1997 and holds Series 63, Series 7 and Series 16 licenses. Beth specializes in portfolio management for individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Beth Griffith is a financial advisor with over 15 years of experience in the financial services industry. Beth is registered with William Blair and has a Series 7, Series 63 and Series 65 licenses. Beth is a Certified Financial Planner. Beth specializes in providing financial advice to individuals and families, businesses, and institutions. Beth has experience in providing financial planning, investment management, and retirement planning services. Before joining William Blair, Beth worked at UBS Financial Services Inc. and RBC Dain Rauscher Inc..

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