ADVISOR BIO

John Bozett is a financial advisor with Edward Jones. John has been working in the financial services industry since 1998 and has a broad range of experience in the field. He specializes in financial planning, portfolio management, and retirement planning. John is committed to providing personalized financial advice and helping his clients achieve their financial goals.

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ADVISOR BIO

John-marc Berthoud is a registered investment advisor representative with Cornerstone Asset Management, Inc. John-marc has been in the securities industry since 1998, and has been with Cornerstone Asset Management since 2001. John-marc specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. John-marc is also a licensed insurance agent, and provides insurance services to his clients. John-marc holds a Series 6, 7, 24, 63, and 65 licenses.

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ADVISOR BIO

Jon Adams is a financial advisor with Calamos Wealth Management LLC. Jon is a registered representative with the firm in the state of Illinois. Jon has been in the financial services industry since 2003 and has a strong background in asset management. Jon holds the Series 31, Series 7TO, and Series 63 licenses, as well as the SIE designation. Jon is a Chartered Financial Analyst (CFA). Jon's experience includes working with Citigroup, BMO Global Asset Management, and UBS Asset Management. Jon provides financial planning and investment advisory services to individual clients, pension plans, charitable organizations, and corporations.

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ADVISOR BIO

Jonathan Vance is a financial advisor registered with J.p. Morgan Securities LLC. Jonathan has been in the financial industry since September 27, 2004. Jonathan is registered in 39 states and has the Series 6, 7, 63, and 66 securities licenses. Jonathan is a Certified Financial Planner and specializes in retirement planning, insurance, and investment strategies.

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ADVISOR BIO

Jonathan Bippert is an investment advisor representative at Fidelity Personal And Workplace Advisors. Jonathan has been in the industry since 2008 and holds Series 66, Series 63, Series 10, Series 9, Series 7 and SIE licenses. Jonathan specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Jonathan is registered in Illinois, Massachusetts, Texas and Utah.

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ADVISOR BIO

Jonathan David Brunscheen is a financial advisor at U.S. Bancorp Investments, Inc. located in Naperville, Illinois. Jonathan has been in the financial services industry since 2000 and holds the Series 7, Series 6, Series 63, and SIE licenses. Jonathan has worked at several firms during his career, including Edward Jones, Charles Schwab, and Chase Investment Services Corp. Jonathan is a highly experienced financial advisor with a broad range of expertise in the financial services industry.

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ADVISOR BIO

Jordan Allen Twidell is a financial advisor with Fidelity Personal AND Workplace Advisors. Jordan has been in the financial services industry since October 2016. Jordan is registered with the Securities and Exchange Commission as a registered investment advisor representative in Illinois. Jordan is also registered with the Financial Industry Regulatory Authority as a registered representative in Illinois and Texas. Jordan holds the Series 6, 7TO, 63 and 66 licenses.

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ADVISOR BIO

Jorge Palacios is a financial advisor with over 10 years of experience in the industry. Jorge is currently registered with Wells Fargo Clearing Services, LLC and has been with them since January 2018. Before that, Jorge was with J.P. Morgan Securities LLC for four years. Jorge specializes in providing financial advice to individuals, corporations, and businesses. Jorge also provides portfolio management services and has experience in financial planning, pension consulting, and investment consulting services to institutional clients. Jorge holds Series 6, 7, 63, and 66 securities licenses and has a strong track record of success in the financial services industry.

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ADVISOR BIO

Jose Fernando Gallego is an investment advisor representative with Osaic Wealth, Inc. Jose has been in the industry since 1988. Osaic Wealth, Inc. provides financial planning, pension consulting, and portfolio management for individuals and businesses. Jose is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Jose A. Lopez maldonado is an Investment Advisor Representative with LPL Financial LLC, and has been in the industry since January 19, 2017. Jose is registered with 53 state securities authorities as an Investment Advisor Representative and is also registered with the State of Illinois as an Investment Advisor. Jose has held previous positions with BMO HARRIS FINANCIAL ADVISORS, INC., and has a total of 1 state exam, 2 product exams, and 1 principal exam. Jose specializes in Retirement Planning, College Savings, Estate Planning, Insurance and Annuities, and Mutual Funds.

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