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Jason G

Series 63, Series 66

Chicago, IL

The huntington Investment company

Jason Garcia is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes positions at Huntington National Bank, Old National Bank, First Midwest Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—as well as charitable organizations, corporations, and other business entities. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank strategies, offering multiple wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Robert B

Series 63, Series 66

Chicago, IL

The huntington Investment company

Robert Bein is a financial advisor with The Huntington Investment Company in Chicago, IL, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has worked at The Huntington Investment Company since 2017 and previously held roles at BMO Harris Financial Advisors and Harris Bank from 2009 to 2017. The Huntington Investment Company provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model that integrates third-party managers and proprietary offerings, delivering wrap-fee programs through the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Jeremy B

Series 63, Series 66

Chicago, IL

The huntington Investment company

Jeremy Benberry is a financial advisor at The Huntington Investment Company with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Bank of America, Merrill, J.P. Morgan Securities, and Fifth Third Bank. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations and business entities, offering advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary private bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Michael M

CFA®, Series 63

Chicago, IL

The huntington Investment company

Michael Miroballi is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at The Huntington Investment Company since 2017. Prior to that, he spent 10 years with BMO Harris Financial Advisors. He holds the position of President-Elect on the Board of the Bank Insurance and Securities Association and serves as Secretary of a local homeowners association. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture investment approach featuring multiple wrap-fee programs that combine third-party and proprietary strategies, with portfolio management and custodial services facilitated through National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Javier V

CFP®, Series 66

Chicago, IL

The huntington Investment company

Javier Vega is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with The Huntington Investment Company and has prior experience at The Huntington Private Bank, Byline Bank, and Charles Schwab. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture investment model that combines third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs and portfolios managed through various strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Kevin C

Series 66, Series 63

Chicago, IL

The huntington Investment company

Kevin Cole is a financial advisor at The Huntington Investment Company in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and New York Life Insurance Company. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform that utilize an open-architecture model combining third-party sub-managers and affiliate offerings.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Michael G

CFP®, Series 63, Series 66

Chicago, IL

The huntington Investment company

Michael Gustafson is a CFP® professional with 20 years of industry experience, currently serving at The Huntington Investment Company. His prior work includes roles at Charles Schwab and Huntington National Bank. He is a board member of the Cosley Zoo Foundation, contributing to community and charitable activities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that combines third-party and affiliate investment strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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