Our Team
Our team is located at
111 S Wacker Dr, Suite 3200, Chicago, IL, 60606, USA
Our Advisors
Justin Ferdula, CFP
Senior Managing Director - Complex Director
Alexander Ingalls
Vice President - Financial Advisor
Pat Diana,
Vice President - Complex Assistant Manager
Maria Reyes,
Complex Assistant Manager
Daniel Mathews,
Associate Vice President
Let's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.
Disclosures
Financial advisors may not be registered in all states. Each financial advisor is only licensed to conduct business with investors within the states of registration. Information about state registrations may be obtained from individual or team websites or by contacting the individual directly.