ADVISOR BIO

Christian Sosnowski is a registered representative with J.P. Morgan Securities LLC. Christian has been in the industry since May 6, 2021, and is registered in Illinois. Christian specializes in working with high-net-worth individuals, corporations and businesses, pension and profit sharing plans, insurance companies, and charitable organizations. Christian offers a range of financial planning services, including portfolio management, selection of other advisors, and pension consulting. Christian has passed the Series 63, Series 6TO and SIE exams.

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ADVISOR BIO

Claudia Lesny is a registered representative with J.P. Morgan Securities LLC. Claudia is licensed in Illinois and has a Series 63, Series 6TO, and SIE license. Claudia has been in the financial services industry for 2 years and is currently working out of the firm's Norridge, Illinois branch office. Claudia specializes in providing financial planning and investment management services to individual and corporate clients.

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ADVISOR BIO

Daniel Dopp is a registered representative with the Huntington Investment Co. Daniel has over 30 years of experience in the financial services industry. He is registered in 10 states and holds several industry licenses and certifications including Series 6, 7, 24, 53, and 63.

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ADVISOR BIO

Goran Tomic is an investment advisor representative who has been in the industry since 2010. Goran currently works for PNC Investments where they offer a range of investment services, including portfolio management for individuals and businesses. Goran has previously held roles with CUNA Brokerage Services, Inc., BMO Harris Financial Advisors, Inc., PNC Investments, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Harris Investor Services, Inc., NatCity Investments, Inc., Banc of America Investment Services, Inc., LaSalle Financial Services, Inc. and Banc One Securities Corporation.

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ADVISOR BIO

Jacqueline Cervantes is a registered representative with J.p. Morgan Securities LLC. Jacqueline is licensed to conduct business in Illinois and is a Series 63, Series 6TO, and SIE licensed professional. Jacqueline has been in the securities industry since August 4, 2023.

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ADVISOR BIO

Jose Interiano is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jose has been in the industry since July 2014 and is registered in 21 states and the District of Columbia. Jose specializes in providing a range of financial services, including portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, and performance measurement reports.

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ADVISOR BIO

Jose Adrian Munoz is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jose Adrian Munoz has been in the industry since January 25, 2022. Jose Adrian Munoz has passed the Series 66, Series 7TO, and SIE exams. Jose Adrian Munoz is registered in Arizona, Florida, Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, Missouri, Nevada, Texas, and Wisconsin. Jose Adrian Munoz has previously been employed by Bank of America N.A., Enterprise Holdings, Valle Security, Red Lobster, Ridgewood Highschool, Triton Community College, Northern Illinois University, Target, and Calabrese & Sons Inc.

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Kevin McCarthy is a financial advisor with Edward Jones and has been in the industry since April 29, 2003. Kevin is currently registered with the state of Texas and Illinois as a registered representative and investment advisor. Kevin has a wide range of experience, including financial planning, pension consulting, and portfolio management. He is dedicated to providing his clients with personalized financial advice and guidance to help them reach their goals.

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ADVISOR BIO

Krzysztof Madej is a registered representative with J.p. Morgan Securities LLC. Krzysztof has been in the industry since November 2012. Krzysztof holds the Series 6, Series 63 and SIE licenses. Krzysztof's office is located in NORRIDGE, IL.

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ADVISOR BIO

Magda Skowron is a financial professional with over five years of experience in the industry. Magda currently works as a Registered Representative at Cuso Financial Services, LP located in Norridge, IL. Previously, Magda has also held positions at LPL FINANCIAL LLC, J.P. MORGAN SECURITIES LLC, and TRANSAMERICA FINANCIAL ADVISORS, INC. Magda holds the Series 6, Series 63, and SIE licenses.

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