Giacomo Manfredini is a financial advisor at FMI Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining FMI Financial in 2026, he worked at GoldStone Financial Group and has educational experience at Elmhurst University and Nazareth Academy. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm offers discretionary portfolio management, investment consulting, and financial planning, emphasizing a long-term, diversified approach and individualized Investment Policy Statements.

Frank Iozzo is an advisor at FMI Financial, Ltd. with nine years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Capital Strategies, Inc. Group, J.P. Morgan Securities, and Chase Investment Services Corp. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates, focusing on customized, long-term diversified portfolios and offering both discretionary asset management and non-discretionary consulting.

Katie Blechschmidt is a CFP® professional with five years of industry experience. She has worked at FMI Financial, Ltd. since 2021 and was previously with Capital Strategies Investment Group from 2016 to 2021. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm focuses on creating individualized Investment Policy Statements and employs a long-term, diversified approach using various investment vehicles, including mutual funds, ETFs, and derivatives for risk management.