ADVISOR BIO

Aalap Patel is a financial advisor with J.p. Morgan Securities LLC. Aalap has been in the industry since 2019 and is licensed in Illinois and the District of Columbia. Aalap specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Aalap holds Series 63, Series 6TO, and SIE licenses. Aalap is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Aaron Heltsley is a financial advisor with Mesirow Financial Investment Management, Inc., located in Chicago, IL. Aaron is a registered representative and investment advisor representative. Aaron has been in the securities industry since 2018. Aaron has passed the Series 66, Series 7, and SIE examinations. Aaron is active in the state of Illinois. Aaron has experience with working with high-net-worth individuals, corporations, and institutions. Aaron is a founding investor in In-Game Action LLC, a sports media app designed to improve fans experience by showing richer live in game statistics and visualizations.

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ADVISOR BIO

Aaron Harkavy is an Investment Advisor Representative at Osaic Wealth, Inc. Aaron has been in the financial services industry since 1989. Aaron is licensed in 21 states and registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Aaron holds the Series 6, Series 7, and Series 63 securities licenses and the SIE exam. Aaron specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Aaron has a strong background in investment management and is committed to providing personalized financial advice to clients.

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ADVISOR BIO

Aaron Alexander Ayala is an investment advisor representative with Curi RMB Capital, LLC in Chicago, IL. Aaron is licensed to provide investment advice in Illinois. Aaron is a Series 65 licensed professional with 10 years of experience in the financial services industry.

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ADVISOR BIO

Aaron Brent Peterson is an Investment Advisor Representative with Morningstar Investment Services LLC. Aaron has been in the industry since May 6, 1996. He has worked at several other firms in the past, including WM Financial Services, Inc., OrbitEx Funds Distributor, Inc., and Fidelity Brokerage Services LLC. Aaron is registered with the state of California, Illinois and Utah as an Investment Advisor Representative. He holds the Series 63, 65, 7 and SIE licenses.

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ADVISOR BIO

Aaron Kubicina is a registered representative with J.p. Morgan Securities LLC. Aaron is registered with the state of Texas and Illinois. Aaron specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses.

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ADVISOR BIO

Aaron Balsam is an investment advisor representative currently affiliated with Stairway Partners, LLC. Aaron has been in the industry for over 11 years and has been registered as an Investment Advisor Representative in Illinois. Aaron is a Chartered Financial Analyst and holds the Series 7, Series 63, and SIE licenses. Previously, Aaron worked at WILLIAM BLAIR from 2011 to 2022.

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ADVISOR BIO

Aaron David Bauer is a registered investment advisor representative with Envestnet PMC. Aaron has been in the industry since April 2002. Aaron holds a Series 65 license and is registered in Illinois. Envestnet PMC is an investment advisor with offices in Chicago, Illinois. The firm offers a wide range of advisory services, including portfolio management for individuals, businesses, and investment companies. Envestnet PMC has approximately $426 billion in assets under management.

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ADVISOR BIO

Aaron Wayne Bouronich is a financial advisor with Nuveen Asset Management, LLC. Aaron has been a registered representative since 2012 and has experience in the financial services industry since 2015. Aaron has held previous positions at Wells Fargo Advisors, LLC and Global Alternative Investment Services, Inc..

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ADVISOR BIO

Aaron Stout is a registered investment advisor in Illinois and Indiana, and has been active in the financial industry since 1995. He is currently affiliated with William Blair & Company and previously worked with MESIROW FINANCIAL, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Aaron's professional expertise includes portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and equity research services.

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