ADVISOR BIO

Matthew L Gennuso is an investment advisor representative at Osaic Wealth, Inc. in Oakbrook Terrace, IL. Matthew has been in the financial services industry since August 2004. Matthew is registered with FINRA as an Investment Company Products/Variable Contracts Representative (Series 6) and a Securities Industry Essentials Exam (SIE) in Illinois. Matthew is also registered with the State of Illinois as an Investment Advisor Representative (Series 65) and a Uniform Securities Agent State Law Examination (Series 63). Matthew's previous experience includes positions at Woodbury Financial Services, Inc., and 1717 Capital Management Company.

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ADVISOR BIO

Maxwell Addison Rinn is an investment advisor representative with Stride Investments, LLC. Maxwell has been in the financial services industry for over 7 years. Maxwell has Series 7, 66, and 65 licenses and the SIE exam. Maxwell is registered in Illinois. Prior to joining Stride Investments, LLC, Maxwell was an investment advisor representative with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Megan Wells Berning is a financial advisor with Raymond James & Associates, Inc. in Oakbrook Terrace, Illinois. Megan has been in the financial industry since 2012. Megan holds the Series 7, Series 66, and SIE licenses. Megan also has a current registration with the state of Illinois. Megan is also a notary public. Megan has experience working with individuals, corporations, and other businesses.

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ADVISOR BIO

Melissa Wilczak is a registered investment advisor representative for Dillow Wealth Management LLC. Melissa has been in the financial services industry since 1997 and holds both Series 63 and 66 licenses. Melissa has a strong background in financial services, having previously worked at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co., Incorporated, and Salomon Smith Barney Inc. Melissa is a Director of Operations for Cypress Holdings Group, a boutique family office, and has held this role since March 2022.

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ADVISOR BIO

Melodie Joy Ericksen is a registered representative with PFS Investments Inc. based in OAKBROOK TERRACE, IL. Melodie has been in the industry for over a year and is registered to sell securities in Illinois. Melodie is licensed to sell Investment Company Products/Variable Contracts and holds the Series 63 and SIE licenses. Melodie is dedicated to providing excellent customer service and helping clients reach their financial goals.

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ADVISOR BIO

Mia Tagum-rosal is a financial advisor in Oakbrook Terrace, Illinois. Mia has over 13 years of experience in the financial services industry. Mia has a Series 6 and Series 63 license. Mia is registered with Transamerica Financial Advisors, Inc.. Mia has previously worked with Transamerica Financial Advisors, Inc. and World Group Securities, Inc. Mia's specializations are in fixed annuities and variable annuities.

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ADVISOR BIO

Michael Truett McIntyre is a financial advisor at B. Riley Wealth Advisors, Inc., with over 25 years of experience in the financial industry. Michael has been registered with the state of Illinois since 1997, and holds a Series 6, 7, 26, 63 and 65 license. Michael has also held previous positions at National Securities Corporation, U.S. Bancorp Investments, Inc., Fifth Third Securities, Inc., and PFS Investments Inc. Michael's primary area of expertise is financial planning, and he specializes in working with high-net-worth individuals and families.

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ADVISOR BIO

Michael Smith is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Mariner Wealth Advisors and provides financial planning and portfolio management services to individuals, families, businesses, and institutions. Michael holds Series 7, 6, 63, and 65 licenses and is a Certified Financial Planner. Michael has a long history of working with clients across a variety of financial needs, including investment management, retirement planning, estate planning, and insurance. Michael is committed to providing personalized advice and working with clients to help them achieve their financial goals.

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ADVISOR BIO

Michael J Dastice is a financial advisor registered with UBS Financial Services Inc. Michael has been in the financial industry since May 2007. Michael has held previous positions at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Michael has licenses in 33 states and has Series 3, 7, and 66 licenses. Michael also has a SIE license. Michael's expertise includes portfolio management for individuals and businesses.

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ADVISOR BIO

Michael Marley is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the financial industry since 1999. Michael is registered with the state of Florida as an Investment Advisor and is also registered with the state of Texas as a Registered Representative. Michael has a history of working in the industry with previous roles at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wachovia Securities, LLC.

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