ADVISOR BIO

Maury Leonard Fertig is an investment advisor representative at Kovitz Investment Group Partners, LLC, located in Northbrook, Illinois. Maury Leonard Fertig has been in the industry for over 30 years, with previous experience at Salomon Smith Barney Inc. and Salomon Brothers Inc. Maury Leonard Fertig specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Maury Leonard Fertig is also licensed to provide financial planning, pension consulting, educational seminars, and selection of other advisors. Maury Leonard Fertig holds the Series 7, Series 24, Series 63 and Series 65 licenses.

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ADVISOR BIO

Max Press is a financial advisor who has been in the industry since February 2018. Max is currently registered with New York Life Investment Management LLC and is licensed to provide investment advisory services in 13 states. Max has experience working with a wide range of clients, including individuals, corporations, pooled investment vehicles, and insurance companies. Max holds a Series 7, Series 66, and SIE license. Max is committed to providing clients with the best possible investment advice and guidance. Max's previous experience includes working with Citigroup Global Markets Inc. in Long Island City, New York.

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ADVISOR BIO

Max Skirkanich is a registered representative with Davenport & Co. LLC, a firm that offers a range of financial services. Max specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Max is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Max B. Kaplan is a financial advisor based in CHICAGO, IL. Max has been in the financial industry since September 2009. Max is currently registered with William Blair, and has previously been registered with MSI Financial Services, INC., New England Securities and Ameriprise Financial Services, INC.. Max is licensed to sell securities in 35 states. Max's current firm, William Blair, is a registered investment adviser with the Securities and Exchange Commission. William Blair provides a range of financial services to individual and institutional clients, including investment management, financial planning, and equity research.

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ADVISOR BIO

Max Mitchell Brouard is an investment advisor representative for Fisher Investments. Max has been in the industry for over 10 years and has experience at J.P. Morgan Securities LLC, Chase Investment Services Corp., and John Thomas Financial. Max holds Series 63 and 66 licenses and is registered with the state of Connecticut. Max is a licensed investment advisor representative in the state of Texas. The firm has offices in Westport, Connecticut and Plano, Texas.

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ADVISOR BIO

Max Kohn Brown III is an Investment Advisor Representative (IAR) at Alliancebernstein LP, based in Nashville, Tennessee. Max has been in the financial industry since 2014 and has a diverse background in financial services. Max is a registered representative of FINRA and holds a Series 7, 66, and SIE license. Max has worked at several firms including Northern Lights Distributors, LLC, Jackson National Life Distributors LLC, and Curian Clearing, LLC. Max specializes in a wide range of investment services including financial planning, portfolio management, and asset allocation.

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ADVISOR BIO

Max Murdock is an investment advisor representative registered with Fisher Investments in Plano, Texas. Max has been working in the financial services industry since 2014. Max holds the Series 65 license, which allows Max to provide investment advice to clients. Max specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Max's experience includes working at BancFirst, Reasor's, Bailey Ranch Golf Course, Wheels and Thrills, and Owasso High School. Max has also worked at the University of Oklahoma.

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ADVISOR BIO

Max Farahani is a registered investment advisor representative (IAR) with A.g.p. / Alliance Global Partners, based in Miami, Florida. Max has been working in the financial services industry since 2009, previously having worked at MML INVESTORS SERVICES, LLC and MSI FINANCIAL SERVICES, INC. Max specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Max holds the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

Max Melches is a registered representative with UBS Asset Management (americas) LLC in New York, NY. Max has been in the securities industry since January 31, 2008. Max is also registered as an Investment Advisor Representative in New York. Previously, Max was registered with UBS Financial Services Inc. in Weehawken, NJ from February 1, 2008, to October 6, 2023. Max holds the Series 7, Series 24, Series 4, Series 57, Series 99TO, Series 10, and Series 66 licenses.

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ADVISOR BIO

Max Ian Kaplan is an investment advisor representative at Fisher Investments. Max is registered with the state of California. Max has been with Fisher Investments since 2015 and has experience in the financial services industry. Max has a Series 65 license.

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