Made markets in Amazon and Baidu using analytical tools developed in-house.

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.

EMC CAPITAL ADVISORS, LLC is an investment banking company based out of 2201 WAUKEGAN RD, Bannockburn, Illinois, United States.

Nationally registered, fee-only advisory firm delivering peace of mind through client-focused financial life planning services including retirement planning, investment portfolio management, personal risk management, tax strategies and preparation, family dialogues, career asset management, elder life planning and more. For more than 30 years, FSG has provided integrated financial planning that aligns with your finances with your lives.

AMTC partners with nonprofit executives and program leaders responsible for developing sustainable plans to deliver highly personalized, data-driven, time-honed assistance to organizations committed to making socio-economic issues history.

We are committed to helping tax and accounting professionals build their financial services practice by providing the necessary tools and resources to succeed! Signature Advisors Group, Ltd consists of a dedicated and experienced team of professionals who focus on providing marketing and support services to tax and accounting practitioners across the United States. Our team comprises of CPAs and financial service professionals who have extensive experience in the industry. We offer a comprehensive range of products and services through our subsidiaries, which cater to the financial service needs of Primary Financial Advisors (PFAs). Our subsidiaries include: •Signature Advisors Group, Ltd.: Offers financial service training and marketing services. •Signature Financial Services, Ltd.: Provides fee-based financial planning and asset management services. •Signature Brokerage Services, Ltd.: Offers multi-line insurance brokerage and employee benefit plans. Our support teams are structured to provide our accountant affiliates with a program of support, training, services, products, and revenue potential that is unparalleled in the marketplace. Investment Advisory Services offered through Signature Financial Services, Ltd. Securities offered through FIRST HEARTLAND® CAPITAL, INC., Member FINRA&SIPC 855 East Golf Road Suite 2128, Arlington Heights, IL 60005, 847-545-8070 Signature Advisors Group, Ltd. and Signature Financial Services, Ltd. are not affiliated with First Heartland® Capital, Inc.

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

Next Level Private serves successful individuals like you who want to achieve financial independence and build fulfilling lives for yourself and your family. As an independent fiduciary, we act solely in your best interests. Our goal is to put you in a better financial position every day. We do it by providing goals-based planning, hands-on guidance, and access to personalized strategies for building success.

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.

Retirement Plan Solutions'​ independent business model ideally positions us as advocates to the employers we serve. Our comprehensive service model assists employers in achieving retirement plan compliance and fiduciary standards, and assists employees in achieving the financial success they desire through their company retirement plans. -Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info"​ section above. Investment advice offered through Retirement Plan Solutions, 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. -The LPL Financial registered representatives associated with Retirement Plan Solutions may only discuss and/or transact business with residents of the following states: Illinois, Minnesota and Wisconsin https://www.finra.org/ https://www.sipc.org/

At Platania Financial, Inc., we believe success is built on the foundation of solid, long-term relationships. Our mission is to help our clients live comfortably and confidently during their retirement years. We use our disciplined financial planning process and asset management strategies to help clients pursue their financial and retirement planning goals. We believe strategies should be based on a thorough understanding of their financial situation, as well as knowing exactly what they are trying to accomplish. We strive to provide prompt, competent, and courteous service. Our clients deserve quality financial services and creative, intelligent strategies at a fair price. Platania Financial is based in Arlington Heights, Illinois and works with investors across the country. Our advisors are registered representatives with LPL Financial. To learn more, visit www.plataniafinancial.com. Platania Financial is located at 2 W. Northwest Highway, Arlington Heights, IL 60004. Securities and financial planning offered through LPL Financial, a registered investment advisor. Member SIPC sipc.org • 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 we are registered to do business, please visit www.plataniafinancial.com