ADVISOR BIO

Adam Gregory Provance is a financial advisor with Commonwealth Financial Network. Adam has been in the industry since 2008 and has a variety of experience working with different clients. Adam is a registered representative and investment advisor representative and is licensed to conduct business in numerous states. Adam is also a licensed insurance agent and has experience in providing fixed insurance sales. Adam is committed to providing his clients with the highest level of service and personalized financial planning. Adam is also a co-owner of Pursuit Wealth Group, LLC.

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ADVISOR BIO

Alvaro Zavala is a registered representative of J.P. Morgan Securities LLC. Alvaro has been in the industry since 2019 and has passed several exams including the Series 66, Series 63, Series 7, Series 6 and SIE exams. Alvaro specializes in Financial Planning, Pension Consulting, and Portfolio Management for businesses and individuals. Alvaro is registered in Florida and Illinois. Alvaro can be reached at the Joliet, IL branch of J.P. Morgan Securities LLC.

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ADVISOR BIO

Amy Lynn Montgomery is a financial advisor registered with Commonwealth Financial Network in Joliet, Illinois. Amy has been in the financial services industry since January 10, 2006 and has a broad range of experience serving clients across various needs and life stages. Amy holds the Series 63 and Series 66 licenses, as well as the SIE and Series 7. Amy also holds a Series 24 license. Commonwealth Financial Network is a leading Registered Investment Advisor (RIA) headquartered in Waltham, Massachusetts. The firm provides a wide range of financial services to individuals, families, and businesses.

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ADVISOR BIO

Andrea Roesel is a financial advisor registered with Commonwealth Financial Network. Andrea is a registered representative with Series 7, 6, 63, and 65 licenses. Andrea has worked in the financial industry since May 2017. Andrea is also registered as an investment advisor representative. Andrea's prior experience includes working with J.P. Morgan Securities LLC and LPL Financial LLC. Andrea is based in Joliet, IL.

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ADVISOR BIO

Benjamin Michael Rogina is a financial advisor with Lincoln Investment. Benjamin Michael Rogina's professional experience is primarily in the financial services industry. Benjamin Michael Rogina has been working in the financial services industry since 2024. Benjamin Michael Rogina's current registration status is active. Benjamin Michael Rogina is registered in Illinois, where he is currently working at Lincoln Investment.

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ADVISOR BIO

Bryan Bertani is a financial advisor at Raymond James Financial Services Advisors, Inc. Bryan has been in the industry since August 18, 2013. Bryan is a Registered Representative and Investment Advisor Representative. Bryan is registered with the states of Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Michigan, Minnesota, New York, Tennessee, Texas, Washington, and Wisconsin. Bryan is also licensed to sell securities in Texas. Bryan holds the Series 6, 7, 63, and 66 licenses as well as the SIE exam.

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ADVISOR BIO

Corinne Ruth Carbery is an investment advisor representative with Studio Investment Management. Corinne has been in the industry since 1999 and holds Series 7, Series 63 and Series 65 licenses. Corinne has previous experience at firms such as Citigroup Global Markets Inc. and Edward Jones. Corinne is registered in Illinois and Texas.

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ADVISOR BIO

David Lennon is a financial advisor with over 28 years of experience in the industry. David is currently registered with Forum Financial Management, LP. David has held the Series 6, 7, 24, 63, and 65 licenses. David is a Personal Financial Specialist. David is also a registered investment advisor representative in Illinois and Texas. David has worked with clients ranging from high-net-worth individuals to pension plans and charitable organizations. David offers financial planning, portfolio management, and pension consulting services to individual and business clients.

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ADVISOR BIO

Denise Disera is a financial advisor in Joliet, IL. Denise has been a registered investment advisor since 1997. Denise has a series 65 and 63 license and was previously registered with Strategic Assets Inc. and Ameriprop, Inc. in New York. Denise's firm, Disera Financial Planning, has a total of 95 client accounts with approximately $5,438,437 in assets under management. The firm provides advisory services in financial planning, portfolio management for individuals, insurance, bookkeeping, and expert witness services. The firm offers a variety of compensation arrangements including commissions and hourly charges.

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ADVISOR BIO

Diane Marie Sewing is a financial advisor with Lincoln Investment. Diane has been in the financial services industry for over 10 years and holds a Series 6, Series 63, Series 65, and SIE license. Diane is registered in 15 states, including Illinois, Texas, California, Florida, and New York. Diane is dedicated to providing personalized financial advice to individuals, families, and businesses. Diane specializes in financial planning, portfolio management, and insurance.

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