ADVISOR BIO

Salahuddin Abbasi is an Investment Advisor Representative with The Ambrus Group LLC. Salahuddin has been in the financial industry for 8 years and has been associated with The Ambrus Group LLC since August 2021. Salahuddin is registered with the state of Florida as an Investment Advisor Representative. The Ambrus Group LLC specializes in Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Sam Valeo is a financial advisor who has been working in the industry since 1992. Sam currently works at Morgan Stanley, where Sam is registered as a Registered Representative (RA) in both Illinois and Texas. Sam also holds a Series 63, Series 66, Series 7, and SIE licenses. Sam has experience working in the financial services industry with Citigroup Global Markets Inc. and Morgan Stanley Smith Barney in Illinois and Morgan Stanley Private Bank, National Association in New York. Sam is currently registered with the following states: California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Wisconsin.

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ADVISOR BIO

Samantha Haley Janisse is a financial advisor at Morgan Stanley with over five years of experience in the industry. Samantha has a broad range of experience in the financial services industry. Samantha has worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Samantha holds Series 6, 7, 63 and 66 licenses. Samantha has registered to provide investment advice in over 40 states. Samantha specializes in working with individuals, high-net-worth individuals, pension plans, charitable organizations, insurance companies, corporations, and investment clubs.

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Sarah Elizabeth Pierce is an Investment Advisor Representative. Sarah is registered in the state of Illinois and has been active in the industry since August 2011. Sarah is currently employed by Watershed Private Wealth LLC. Previously, Sarah was employed by Northwestern Mutual Investment Services, LLC and Portfolio Brokerage Services, INC. Sarah is also Series 7 and Series 66 licensed.

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Scott Wickman is a financial advisor with Wells Fargo Clearing Services, LLC in Oak Brook, Illinois. Scott has been in the financial industry since March 1984. Prior to joining Wells Fargo, Scott was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oak Brook, Illinois. Scott is registered to provide investment advice in several states including Florida, Illinois, Indiana, Iowa, Oregon, Washington and Wisconsin. Scott holds the Series 63, Series 65, Series 7 and SIE licenses. Scott specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for individuals and businesses.

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ADVISOR BIO

Scott Magnesen is a financial advisor with Morgan Stanley, located in Oak Brook, IL. Scott has been a registered financial advisor since 1982. Scott holds Series 3, 7, 63, and 65 licenses. Scott has worked in the financial industry for over 40 years, and specializes in investment management services. Scott is a licensed advisor in numerous states.

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Sean Christopher Graft is an active registered representative with Morgan Stanley. Sean has been in the securities industry since 2016 and is registered in 46 states. Sean is a Series 7, Series 66, and SIE licensed representative. The firm has a large client base with an estimated $10 billion to $50 billion in assets under management. Morgan Stanley provides a range of services including financial planning, pension consulting, asset allocation advice, educational seminars, and portfolio management. The firm specializes in serving high-net-worth individuals, charitable organizations, corporations, and institutional clients.

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ADVISOR BIO

Sebastian Arpino is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Oak Brook, Illinois. Sebastian has been in the securities industry since June 2015 and is registered with the Securities and Exchange Commission (SEC) and in several states including Illinois and Texas. Sebastian provides portfolio management services to individuals and businesses, as well as pension consulting and educational seminars. Sebastian also serves on the leadership council of Haymarket Investment.

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ADVISOR BIO

Selma Karic is an investment advisor representative with Morgan Stanley. Selma has been in the financial services industry since December 31, 2015. Selma holds a Series 6, Series 7TO, Series 63 and Series 66 license. Selma is registered in 55 states and holds the following licenses: Investment Advisor Representative, Investment Company Products/Variable Contracts Representative, General Securities Representative, Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination. Selma specializes in various services including asset allocation advice, financial planning, pension consulting, educational seminars and selection of other advisers. Selma has been with Morgan Stanley since May 2024. Before that, Selma worked with J.P. MORGAN SECURITIES LLC. Selma is registered with FINRA and the SEC.

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Shannon Druley is an Investment Advisor Representative with Morgan Stanley, a firm headquartered in Purchase, New York. Shannon has been in the financial industry since June 2009 and is currently licensed to provide investment advice in Illinois and Texas. Shannon is registered with the Securities and Exchange Commission (SEC) and has passed the Series 66, Series 7TO and SIE exams. Shannon has a range of specialties, including financial planning, pension consulting, and portfolio management. Shannon has been recognized as a leader in the financial services industry, and is committed to providing clients with personalized investment advice.

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