ADVISOR BIO

Abby Anne Stancik is a financial advisor with over 20 years of experience in the financial services industry. Abby has been registered with Wells Fargo Clearing Services, LLC since 2009, and has previously worked with Prudential Securities Incorporated. Abby holds a number of licenses, including Series 3, 7, 9, 10, 63, and 65. Abby's expertise includes financial planning, portfolio management, and investment consulting for individual and institutional clients.

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ADVISOR BIO

Adam Jonathan Price is a financial advisor with Kovitz Investment Group Partners, LLC. Adam has been in the industry for 7 years and is registered to provide investment advice in Illinois. Adam is a Certified Financial Planner™ and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Adam also provides financial planning, pension consulting, and educational seminars. Adam's previous experience includes working at Creative Planning, Grant Thornton LLP, and Strategic Wealth Partners.

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ADVISOR BIO

Adam Rudolph Shemaria is a financial advisor at Kovitz Investment Group Partners, LLC. Adam is registered as an Investment Advisor Representative in Illinois. Adam has a Series 65 license and is a Certified Financial Planner.

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ADVISOR BIO

Alan Alfonso Banuelos is an Investment Advisor Representative for Morgan Stanley. Alan has been in the securities industry for over 6 years and has a Series 7, Series 6, Series 63 and Series 66 licenses. Alan specializes in portfolio management for individuals, investment companies, and businesses. Alan is also an investment advisor representative for PNC Investments. Alan holds a Series 66 and Series 63 licenses. Alan has been registered in 53 states, including Illinois, Texas, and Alabama. Alan is also registered as an Investment Advisor Representative in Illinois. Alan has worked in various financial roles at several institutions, including J.P. Morgan Securities LLC and Fidelity Brokerage Services LLC. Alan has experience working with high-net-worth individuals, insurance companies, charitable organizations, and pension plans. Alan is dedicated to providing comprehensive financial advice and guidance to his clients.

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ADVISOR BIO

Alan Robert Chambers is a financial advisor with Nadler Financial Group, Inc.. Alan is registered with the state of Illinois and Texas, and has been in the industry since 2021. Alan has Series 7TO and SIE certifications, and focuses on the needs of high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. The firm Nadler Financial Group, Inc., specializes in retirement plan consulting, financial planning, and portfolio management for individuals.

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ADVISOR BIO

Alan Dubrow is a financial advisor with Wells Fargo Advisors Financial Network, LLC, specializing in retirement planning, college savings, and estate planning. Alan has been in the industry since 1989. Alan currently operates out of the Chicago branch office of Wells Fargo Advisors Financial Network, LLC and the Deerfield satellite office.

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ADVISOR BIO

Alan Nerad is a financial professional with over 20 years of experience in the industry. Alan provides investment management, financial planning, and retirement planning services to individuals, families, and businesses. Alan is registered as an investment advisor representative with Alera Investment Advisors, LLC and a Registered Representative with Triad Advisors, Inc. Prior to joining Alera, Alan worked with Securian Financial Services, Inc. and GCG Financial, Inc.

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ADVISOR BIO

Alec D. Johnson is a financial advisor at Morgan Stanley, with over 13 years of experience in the financial industry. Alec has a Series 7, 31 and 66 licenses and has earned the SIE designation. Alec is registered as an investment advisor in Illinois and Texas. Alec works primarily with high-net-worth individuals, corporations, investment companies, charitable organizations, insurance companies, and investment clubs.

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ADVISOR BIO

Alexa Holzwarth is a financial advisor with Osaic Wealth, Inc. Alexa has been in the financial industry since 2024 and is registered with FINRA as a general securities representative. Alexa holds the Series 7TO and SIE licenses. Alexa is located in Deerfield, Illinois.

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ADVISOR BIO

Alexander Horwitz is a financial advisor at Edward Jones. Alexander is a registered representative with both the state of Illinois and Texas. Alexander has been in the financial industry since August 27, 2017 and is currently licensed to offer securities in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Michigan, Missouri, Nevada, Ohio, Pennsylvania, Texas, and Wisconsin. Alexander is a Series 66, Series 7, and SIE licensed representative.

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