ADVISOR BIO

Adam C. Blake is an investment advisor representative registered with Equity Services, Inc.. Adam has been in the financial services industry since April 18, 2018. Adam holds Series 7 and Series 66 licenses and the SIE exam. Adam is registered in California and Illinois. Previously, Adam was employed at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam specializes in providing financial planning, pension consulting and educational seminars. In addition, Adam is an insurance agent for National Life and Lakeshore Financial.

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ADVISOR BIO

Adriana Frazier is an investment advisor representative with over 28 years of experience in the financial industry. Adriana has been with Raymond James & Associates, Inc. since 2013. Prior to that, Adriana worked at a number of other firms, including Loop Capital Markets LLC, D.A. Davidson & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adriana holds Series 7, 63, and 65 licenses. Adriana's firm, Raymond James & Associates, Inc. is a large financial services firm with over 7,700 registered representatives and over $433 billion in assets under management. Adriana specializes in providing financial advice to a variety of clients, including individuals, businesses, and institutions.

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ADVISOR BIO

Aimee Morrin is a financial advisor who has been in the industry since 2000. Aimee is currently registered with Robert W. Baird & Co. Inc. and has been with the firm since 2022. Prior to that, Aimee was with Wintrust Investments LLC from 2003 to 2022 and KMS Financial Services, Inc. from 2000 to 2003. Aimee is licensed in several states including Florida, Illinois, and Texas. Aimee holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner.

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ADVISOR BIO

Alan Wojtowicz is a financial advisor with UBS Financial Services Inc. located in Oakbrook Terrace, IL. Alan has been a registered representative for 22 years. Alan is also a registered investment advisor representative in IL and TX. Alan has passed the Series 3, 7, 63 and 66 exams, and has been registered with the Securities and Exchange Commission (SEC). Alan is affiliated with UBS Financial Services Inc. and has been employed with UBS Financial Services Inc. since 2011. Alan has experience with a variety of clients, including high-net-worth individuals, corporations, trusts, and retirement plans. Alan is committed to providing personalized financial advice to help clients reach their financial goals.

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ADVISOR BIO

Alan Alfonso Lazzara is a financial advisor with Raymond James & Associates, Inc. located in Oakbrook Terrace, IL. Alan has been in the financial industry since 1987. Alan has a wide range of experience in providing financial advice to individuals, families, and businesses. Alan is registered to provide investment advice in a number of states, including Illinois and Texas. In addition to his role with Raymond James & Associates, Alan is also active in several other businesses, including The Blue Island Community Healthcare Foundation and The Lazzara Family Foundation.

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ADVISOR BIO

Alexander Kapusta is an investment advisor representative with Mariner Wealth Advisors in Oakbrook Terrace, IL. Alexander has been in the financial services industry since 2016. Alexander is registered with the state of Illinois and holds a Series 65 license. Alexander's areas of expertise include family office services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Alison Bettonville is a registered Investment Advisor Representative with Capital Strategies Investment Group LLC. Alison is a Chartered Financial Analyst and has been in the industry since July 2009. Alison is currently registered with the state of Illinois. Alison has experience working with individuals, businesses, and various organizations. Alison provides financial planning, portfolio management for businesses and individuals, and pension consulting services to clients.

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ADVISOR BIO

Amy Lynn Sullivan is an investment advisor representative with CAP Strat. Amy has been in the financial services industry since 1997. Amy has a Series 63, Series 65, and Series 24 license. Prior to joining CAP Strat, Amy worked for Guggenheim Funds Distributors, LLC, Guggenheim Distributors, LLC, and Nuveen Investments. Amy has extensive experience in providing financial planning, portfolio management, and pension consulting. Amy also has experience in selecting other advisors for clients. Amy is a registered investment advisor in Illinois.

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ADVISOR BIO

Andrew Corlett is a financial advisor at Ameriprise Financial Services, LLC. Andrew has been in the industry since February 2019 and has experience with a variety of investment products and services. Andrew is registered with the state of Illinois and Wisconsin and holds the Series 3, Series 7TO, Series 63, and SIE licenses. Andrew has previously worked at TD Ameritrade. Andrew specializes in providing financial planning, asset allocation services, and portfolio management services for individuals and businesses.

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ADVISOR BIO

Andrew Tennent is a financial professional with over 30 years of experience in the industry. Andrew is currently registered with B. Riley Wealth Advisors, Inc. in Illinois and is also registered in several other states. Andrew has a broad range of experience in providing financial planning, investment management, and other wealth management services. Andrew's experience includes prior work with National Securities Corporation, Navisis Financial, and First Union Securities Financial Network, Inc.. Andrew has earned several professional designations, including the Series 7, Series 63, Series 65, Series 9, Series 10, Series 24, Series 3, Series 99TO, and SIE. Andrew has been involved in the financial services industry since 1991, working with a variety of clients including individuals, corporations, and institutional clients.

SPECIALIZATIONS