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T. Rowe Price Associates, Inc. | CFA ® (Certifications)

location

Bel Air, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Mark Philip Whiskeyman is a financial advisor who has been active in the industry since March 1999. Mark is currently registered with T. Rowe Price Associates, Inc. in Maryland. Mark has previously been registered with Lincoln Financial Advisors Corporation, Legg Mason Investor Services, LLC, Legg Mason Wood Walker, Incorporated, and H&R Block Financial Advisors, Inc.. Mark specializes in providing financial advice to corporations and individuals. Mark holds the Series 4, 63, 65, 7, 52, and SIE licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ST. LOUIS, MO

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Mark A. Schuette is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Mark has been in the financial industry since June 2014. Mark is registered with the Securities and Exchange Commission (SEC) and has passed several industry exams, including the Series 7, Series 6, and Series 63. Mark is registered to offer investment advice in several states, including Illinois, Missouri, and others. Mark is also a member of Schuette Investments LLC, where Mark is a Member/Manager.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mairs & Power | CFA ®,CIC ® (Certifications)

location

ST. PAUL, MN

0 Disclosures

ADVISOR BIO

Mark Larry Henneman is a financial advisor at Mairs & Power, a firm based in Saint Paul, Minnesota. Mark has been in the industry since June 2004. He is registered with the states of Minnesota and Texas. Mark is also a Chartered Financial Analyst and a Chartered Investment Counselor. Mairs & Power provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm's main office is located at 30 E 7TH STREET, SUITE 2500, ST. PAUL, MN 55101-1363.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Calamos Advisors LLC

location

NAPERVILLE, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Mark John Mickey is an Investment Advisor Representative at Calamos Advisors LLC with over 20 years of experience in the financial services industry. Mark has been registered as an Investment Advisor Representative in Illinois since 2012. Mark also holds multiple industry licenses including Series 3, 4, 7, 8, 9, 10, 14, 24, 27, 53, 55, 57TO, 63, 65, 99TO, and SIE. Mark is a Registered Principal and has also worked at ABN AMRO Incorporated. Mark specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

T. Rowe Price Associates, Inc.

location

Overland Park, KS

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Tishman is a financial advisor who has been in the industry since 2007. Mark is currently registered with T. Rowe Price Associates, Inc. and has a Series 6, 7, and 63 license. Mark has held previous positions with AMUNDI DISTRIBUTOR US, INC. and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Mark has a broad range of experience and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

International Assets Advisory, LLC

location

DALLAS, TX

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Mark Dickinson is a financial professional with over 20 years of experience in the industry. Mark has worked with a variety of firms, including Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., and Compass Securities Corporation. Mark is currently a registered representative with International Assets Advisory, LLC, based in Dallas, TX. Mark specializes in portfolio management for businesses, pooled investment vehicles, and the selection of other advisors.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

RENO, NV

experience

45 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Jay Elston is a financial advisor with over 40 years of experience in the financial services industry. Mark currently works for Stifel, Nicolaus & Company, Inc. and has been a registered representative with them since 2014. Previously, Mark worked for LPL Financial LLC, Wells Fargo Advisors, LLC, RBC Dain Rauscher Inc., Dean Witter Reynolds Inc., and several other firms. Mark holds licenses in over 30 states. Mark provides a range of services to clients, including financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

WEST DES MOINES, IA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Mark Malone is a financial advisor with over 13 years of experience in the industry. Mark is currently registered with Stifel, Nicolaus & Company, Inc. Mark has a strong background in financial planning, portfolio management and investment advice. Mark holds several professional designations including Certified Financial Planner. Mark is licensed to provide investment advice in a number of states and is dedicated to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hsbc Securities (usa) Inc.

location

Buffalo, NY

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Mark Edwin Helak is a registered investment advisor with over 17 years of experience in the financial services industry. Mark is currently employed by HSBC Securities (USA) Inc. Mark has a strong track record of providing investment advice and portfolio management services to individuals, corporations, and pooled investment vehicles. Mark is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 6, 63, and 66 licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

CHICAGO, IL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Mark Christopher Thompson is a registered representative of William Blair & Company, LLC. Mark has been in the industry for over 15 years and is currently registered with the state of Illinois. Mark has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Mark is also a registered principal with the firm. Mark has a strong understanding of the financial markets and is committed to providing his clients with the highest level of service.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles

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