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Megan B

Series 66

Oakbrook Terrace, IL

Raymond James & Associates

Megan Berning is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James since 2016 and is also a certified notary public since 2013. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Katarina M

Series 66

Oakbrook Terrace, IL

Raymond James & Associates

Katarina Milosevic is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. She previously worked at Equitable Advisors, LLC, America's Choice Insurance, and has academic experience from the University of Illinois Urbana-Champaign. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Margret S

CFP®, Series 63, Series 65

Oakbrook Terrace, IL

Raymond James & Associates

Margret Schrant is a CFP®-certified financial advisor with 31 years of industry experience. She has been with Raymond James & Associates since 2019 and previously worked at Wells Fargo Clearing and Merrill. Outside of her advisory roles, she has been involved with Meadow Brook Farm for over 17 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kandice H

Series 63, Series 65

Oakbrook Terrace, IL

Raymond James & Associates

Kandice Husarik is a financial advisor at Raymond James & Associates with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory work, she operates an art business as an artist and proprietor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael T

CFP®, Series 63, Series 65

Oakbrook Terrace, IL

Raymond James & Associates

Michael Townsend is a CFP® with 34 years of industry experience, currently advising clients at Raymond James & Associates since 2017. His prior experience includes roles at Waddell & Reed, Ameriprise, and various insurance carriers. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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James Y

CFP®, Series 66

Oakbrook Terrace, IL

Raymond James & Associates

James Yonker is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. His prior experience includes founding Jdy Financial LLC and James D. Yonker, along with extensive work with various insurance carriers. He is also a member of Quercus Rubra, LLC as a trustee of personal family trusts. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and discretionary advisory services supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brian D

Series 63, Series 66

Oakbrook Terrace, IL

Raymond James & Associates

Brian Dag is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Raymond James since 2019, with prior roles at Brooklight Place Securities and Charles Schwab. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Adriana F

Series 63, Series 65

Oakbrook Terrace, IL

Raymond James & Associates

Adriana Frazier is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James since 2013 and previously worked at D.A. Davidson & Co. Outside of her advisory role, she is a member and owner of Production Spring, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, using a variety of portfolio management styles supported by affiliated research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daniel D

Series 66

Oakbrook Terrace, IL

Raymond James & Associates

Daniel Dawson is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Leah B

CFP®, Series 66

Oakbrook Terrace, IL

Raymond James & Associates

Leah Baker is a CFP® with 10 years of experience and is currently an advisor at Raymond James & Associates in Oakbrook Terrace, IL. She has been with the firm since 2016. Outside of her advisory role, she is the owner and manager of Middlebury Properties LLC, a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on diverse portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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