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Scott G
Series 65
St. Charles, IL
Chicago Investment Advisory Council, Inc.
Scott Graziano is an advisor at Chicago Investment Advisory Council, Inc. with a Series 65 credential and one year of industry experience. His work history includes roles at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. prior to joining his current firm. Chicago Investment Advisory Council serves both individual and high-net-worth retail investors, offering portfolio management, financial planning, and educational workshops through a five-advisor team. The firm utilizes proprietary model portfolios and typically manages accounts with discretionary trading authority.
John D
Series 63, Series 65
St. Charles, IL
Chicago Investment Advisory Council, Inc.
John Davis is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. since the late 1990s and early 2000s, respectively. Outside of his advisory work, he serves as a board member of the Sunset Harbour Yacht Club and is a racecar driving instructor at Blackhawk Farms Raceway. Chicago Investment Advisory Council, Inc. serves retail clients, including both non‑high-net-worth and high-net-worth individuals, providing portfolio management, financial planning, and educational workshops through a team of five advisors. The firm employs proprietary model portfolios with discretionary trading authority and manages approximately 1,100 client relationships.
Ronny M
Series 63, Series 65
St. Charles, IL
Chicago Investment Advisory Council, Inc.
Ronny Mark is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and 65 licenses and bringing 13 years of industry experience. He has worked at Uhlmann Price Securities since 2013 and previously at Perpetual Wealth Capital Management, LLC. Outside of his advisory role, he serves as president of Price Futures Group, overseeing all hedging activities. Chicago Investment Advisory Council, Inc. provides portfolio management, financial planning, and educational workshops for retail and high-net-worth clients using proprietary model portfolios and a primarily discretionary trading approach. The firm supports approximately 1,100 client relationships through a five-advisor team.
Xavier B
Series 65
St. Charles, IL
Chicago Investment Advisory Council, Inc.
Xavier Brown is a financial advisor at Chicago Investment Advisory Council, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining his current firm, he worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. He was also a full-time student athlete in 2017-2018. Chicago Investment Advisory Council, Inc. serves retail and high-net-worth clients through ongoing portfolio management, financial planning, and educational workshops. The firm employs proprietary model portfolios with discretionary trading authority and supports a high client-to-advisor ratio using a standardized service approach.
Michael F
Series 66
St. Charles, IL
Chicago Investment Advisory Council, Inc.
Michael Fulkerson is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 66 designation and has 23 years of industry experience. He has been affiliated with J.W. Cole Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 2004. Outside of his advisory role, he works as a substitute teacher in local school districts on a part-time basis. Chicago Investment Advisory Council, Inc. serves retail investors, including both individual and high-net-worth clients, providing ongoing portfolio management, financial planning, and educational workshops. The firm uses proprietary model portfolios and offers a scalable service model supported by a five-advisor team managing approximately 1,100 client relationships.
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