ADVISOR BIO

Ethan Krumwiede is an Investment Advisor Representative at Mariner Wealth. Ethan has been in the financial services industry since 2021 and holds the Series 65 license. Ethan is a dedicated professional and has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Floyd Davis is a financial advisor with over 20 years of experience in the industry. He is currently registered with Harvest Investment Services, LLC, and is also a Registered Investment Advisor (IAR). He is based in the Oakbrook Terrace, IL office. Floyd's previous experience includes positions at ProEquities, Inc. and Waddell & Reed, Inc. His professional designations include Series 7, Series 63, and Series 66. Floyd specializes in providing financial planning services, investment review, and portfolio management for both individuals and businesses.

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ADVISOR BIO

Frances Cinardi is a financial advisor with over 23 years of experience in the financial services industry. Frances is currently registered with Transamerica Financial Advisors, Inc. in Oakbrook Terrace, Illinois. Frances has also held previous positions with World Group Securities, Inc. and WMA Securities, Inc. Frances holds Series 6, 26, and 63 licenses. Frances specializes in providing financial advice to individuals and families.

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ADVISOR BIO

Francisco Javier Nunez is a financial advisor with Transamerica Financial Advisors, Inc. located in Oakbrook Terrace, IL. Francisco has been in the financial services industry since 2012 and is registered to provide investment advice in Illinois, Indiana, and Virginia. Francisco specializes in providing financial planning and portfolio management services to individuals.

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ADVISOR BIO

Frank F. Peard is a financial advisor with over 20 years of experience in the industry. Frank is a Registered Representative and Investment Advisor Representative for UBS Financial Services Inc. Prior to joining UBS, Frank was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Frank has experience providing investment advice to individuals, businesses, and retirement plans. Frank holds Series 7, 31, 63, and 65 licenses and is registered to provide investment advice in 28 states.

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ADVISOR BIO

Galo Baca is an investment advisor representative with Goldstone Financial Group, LLC. Galo is registered with the state of Illinois and has a Series 65 license. Galo has been in the industry since 2022. The advisor's firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They are located in Oakbrook Terrace, Illinois.

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ADVISOR BIO

Geoffrey Scott Brown is a financial advisor in Oakbrook Terrace, Illinois. He has been in the industry since 2000 and currently works for Mariner Wealth. Geoffrey is also a Certified Financial Planner.

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ADVISOR BIO

George Tolbert is a financial advisor at Robert W. Baird & Co. Inc. based in Oakbrook Terrace, IL. George is a licensed and registered advisor with 5 years of experience in the financial services industry. George has a strong background in portfolio management for individuals, investment companies, and pooled investment vehicles. George has also specialized in financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Gerald Smith is a financial advisor with UBS Financial Services Inc. Gerald has over 37 years of experience in the financial services industry. Gerald is licensed to offer securities in Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Utah, and Wisconsin. Gerald holds the following licenses: Series 7, Series 31, Series 63, Series 65 and SIE. Gerald has a special focus on individuals, other investment advisers, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

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ADVISOR BIO

Giancarlo Ornelas is an investment advisor representative with Mariner Wealth. Giancarlo is registered with the state of Illinois. Giancarlo has been in the industry since 2013 and has worked for several firms including Shankland Financial Advisors and Mariner Wealth Advisors.

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