ADVISOR BIO

Matthew Dial is an investment advisor representative at Benjamin F. Edwards & Company, Inc. Matthew has been in the financial services industry since 2021. Matthew is registered with the state of Illinois as an investment advisor representative and has passed the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

Mazin Ahmed Qureshi is a financial advisor in Naperville, IL. Mazin is registered with Edelman Financial Engines and has been in the industry since August 2011. Mazin is licensed in Illinois.

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ADVISOR BIO

Meghan Martin is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., serving clients in the Naperville area. Meghan has been working in the financial services industry since 2014. Meghan offers a wide range of financial services, including portfolio management, financial planning, and pension consulting. Meghan is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Melissa Vald is a financial advisor with Fidelity Personal And Workplace Advisors, located in Naperville, IL. Melissa has been in the financial services industry since January 2, 2006 and has a Series 7, Series 31, Series 63, and Series 65 licenses. Melissa has been registered with Fidelity Personal And Workplace Advisors since April 2019. Prior to joining Fidelity Personal And Workplace Advisors, Melissa was a registered representative with Wells Fargo Advisors LLC. Melissa has a strong background in financial planning and portfolio management, and is committed to providing personalized financial advice to her clients.

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ADVISOR BIO

Michael Rzepka is a financial advisor with over 30 years of experience in the industry. Michael is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Michael has also previously worked with a number of other financial institutions, including Broker Dealer Financial Services Corp., The Concord Equity Group, LLC, Securities & Investment Planning Co., Clayton, Dunning & Company Inc., Winthrop Financial Services, Inc., Tucker Anthony Incorporated, Rodman & Renshaw Inc., Gruntal & Co. Incorporated, Kemper Securities Group, Inc., Prescott, Ball & Turben, Inc., and Bear, Stearns & Co. Inc. Michael specializes in financial planning, pension consulting, educational seminars, and market timing services. He is also a Registered Options Principal and has passed the Series 3, 4, 8, 9, 10, 15, 63, and 65 exams.

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ADVISOR BIO

Michael James Pine is a financial advisor registered with Edward Jones. Michael has been in the industry since March 4, 2018. He is licensed in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and Wisconsin. Michael is also a Certified Financial Planner.

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ADVISOR BIO

Michael McAlister is an investment advisor representative at Stone Island Financial Planning. Michael has been in the financial industry since 2002 and has experience providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Michael has passed the Series 3, 7, 31, 63, and 65 exams. Prior to joining Stone Island Financial Planning, Michael was an investment advisor representative at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

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ADVISOR BIO

Michael Mousheh is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Michael has been in the industry for a few years and has a strong track record of providing financial advice to clients. Michael is passionate about helping clients achieve their financial goals. Michael is registered in Illinois and Texas and is licensed to sell securities in Illinois. Michael holds the Series 66, Series 7TO and SIE licenses.

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ADVISOR BIO

Michael Laurich is a financial advisor at Raymond James & Associates, Inc. in Naperville, Illinois. Michael has been in the industry since December 2023. Michael has a Series 7TO, Series 66, and SIE license. Michael is also registered with the state of Illinois.

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ADVISOR BIO

Michael Joseph Fry is an active investment advisor representative. Michael is currently registered with RWC For Life in Illinois, Texas and Florida. Michael has also been registered as an investment advisor representative with Ausdal Financial Partners, INC., QA3 FINANCIAL CORP. and FREEDOM FINANCIAL, INC. Michael has over 20 years of experience in the industry. Michael provides a range of services, including financial planning, selection of other advisors and portfolio management for individuals. Michael is a licensed insurance agent and owns Steward Financial Services, INC., an insurance, education and consulting firm. Michael also owns Dashing Upward which focuses on providing financial courses.

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