Michael Speziale is a financial advisor at James T. Borello & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at James T. Borello & Co. since 2011, following earlier roles at Valic Financial Advisors and Berthel, Fisher & Company Financial Services. James T. Borello & Co. provides comprehensive investment advisory and financial planning services to individuals, high-net-worth clients, family offices, small businesses, trusts, and other entities. The firm integrates discretionary investment management and financial planning, using asset allocation models and tax-management techniques to build client portfolios.

James Borello is a financial advisor with James T. Borello & Co. in East Dundee, IL, holding a Series 63 designation and over 42 years of industry experience. He has been with James T. Borello & Co. since 1985. James T. Borello & Co. provides investment advisory and financial planning services to individuals, high-net-worth clients, family offices, small businesses, trusts, and other entities. The firm combines discretionary investment management with financial planning, using asset allocation models supported by quantitative and qualitative analysis, third-party research, and periodic portfolio reviews.

Chad Anderson is a financial advisor at James T. Borello & Co. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles, including positions with State Farm, Walsh Construction, and several sports and entertainment organizations such as the Miami Dolphins and Florida Panthers. James T. Borello & Co. provides comprehensive investment advisory and financial planning services to individuals, high-net-worth clients, family offices, small businesses, trusts, and other entities. The firm integrates discretionary investment management with financial planning, using asset allocation models and tax-managed strategies to build client portfolios.

Daniel Borello is a financial advisor at James T. Borello & Co. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2016. James T. Borello & Co. provides investment advisory and financial planning services to individuals, high-net-worth clients, family offices, small businesses, trusts, and other entities. The firm combines discretionary investment management with financial planning, utilizing asset allocation models supported by quantitative and qualitative analysis, third-party research, and periodic portfolio reviews.