Converted 2200 accounts from (Centerpiece) Portfolio Center to Axys. Reconciled accounts in Portfolio Center to statements back 10 years and then created performance files prior to converting. Evaluated then merged multiple partners’ book of business into Axys mapping all securities, security types and asset classes. Converted ACT client data to Qube contact management system. Implemented Report packaging (Packman) for client reporting and web viewing Replaced a two week process of report generation and collation to a few hours with web access for clients. Setup workstations and connected to network Installation of all new/upgrade software.

We are dedicated to helping our clients pursue heartfelt financial goals. We understand that financial planning is a lifetime process that takes into account your needs, goals, and values. Our goal is to create a comfortable and relaxed environment focused on helping you make informed decisions.

Prizm Financial Advisors is a comprehensive financial services firm dedicated to helping you achieve every one of your lifetime financial goals. We utilize our proprietary process, entitled Comprehensive Financial Solutions, that successfully eliminates fear, anxiety, and hassle pertaining to your financial affairs. We offer a one-source solution for the management, growth, and preservation of your wealth. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service. As independent financial advisors, there are no "standard" products that we promote. Rather, our solutions reflect a thoughtful response to key issues affecting the management of your financial affairs. Areas of practice include retirement planning, education planning, full service brokerage services, customized portfolio management, and all insurance-related planning issues.

Lantz Financial is an independent registered investment adviser (RIA) based in Naperville, Illinois, providing personalized financial planning and investment advisory services to individuals, families, and businesses. Our focus is on relationships and obtaining an understanding of each client's personal vision. We believe relationships are based on trust and intend to earn that trust through hard work, honesty, service, and a fair cost.

Our mission is to provide financial freedom through customized wealth management strategies. Through excellence in service and the highest level of integrity, Leslie Global Wealth leads clients to pursue their dreams. Securities offered through LPL Financial, Member SIPC www.sipc.org . Investment Advice offered through Leslie Global Wealth, LLC, a registered investment advisor and separate entity from LPL Financial Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.leslieglobalwealth.com/

RETIREMENT SOLUTIONS, INC is a company based out of 1230 EAST DIEHL ROAD, NAPERVILLE, Illinois, United States.

Massino Financial Group is a financial services company based out of 7445 Newburg Rd Ste 101, Rockford, Illinois, United States.

Edge Financial Advisors, LLC is an independent Registered Investment Advisor with over $300,000,000 of Assets Under Management. Edge specializes in investment strategies for individuals, families, and institutions. Our mission is to build long-term, trust-based relationships with our clients by providing comprehensive financial plans and efficient investment management.

Finspire was created in 2018 by industry veterans Charles Williams, Chris Karam and James Jaramillo to provide a rare industry combination of fiduciary services to employers alongside financial wellness, planning and asset management to employees and individual investors. The retirement plan advisors at Finspire believe that plan sponsors, participants, and individual investors deserve a true advocate in their corner. We’ll be here to answer the tough questions and provide guidance when times are most turbulent. Mission Strive to improve our clients’ financial well-being. Vision Maintain a progressive business model and build a team of like-minded, investment fiduciary-oriented professionals dedicated to enhancing the client experience. Value Work collaboratively with clients to pursue their financial goals, allowing them to spend more time on what matters most Most of all, we’re in this together. Compliance Disclosure: Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Finspire, LLC are not affiliated. Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness. FINRA: www.finra.org. SIPC: www.SIPC.org

With over thirty five years of investment and financial planning experience, the financial professionals at Guillaume & Freckman are committed to providing you with personal, professional, and valuable financial planning services. We understand financial planning is more than building a bank account. It’s about building wealth for your lifestyle and your future. It’s about investment planning with confidence and responsible stewardship for you and your family. o Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Guillaume & Freckman are separate entities. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

An independent wealth management firm, Fiduciary Financial Partners provides individual investors and retirement plan sponsors with unbiased fiduciary financial advice. FFP was founded by three fiduciaries to serve a single mission – partner with clients to manage financial plans that place their objectives first. Unlike the “financial advice” from registered representatives of big banks, the registered investment advisors of FFP are legally obligated to provide fiduciary financial advice that puts client interests first. FFP provides four services: - Fiduciary financial planning - Portfolio Management - Risk Management - Retirement Plan Advisory To help clients translate the latest financial news to their unique situation and make more educated decisions FFP University covers key financial topics in several types of research publications – from newsletters to podcasts and webinars. Learn what it’s like to work with Fiduciary Financial Partners. Contact us at 630.780.1534. Fiduciary Financial Partners, LLC is a Registered Investment Adviser. This page is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Fiduciary Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fiduciary Financial Partners, LLC unless a client service agreement is in place.

Licensed Life and Health Insurance agent in the state of Illinois. Financial paraplanner and assistant to CFP®. Additionally, I currently pursing my own future CFP® license and enrolled at the College for Financial Planning.