Top gifting strategies financial advisors in Chicago, IL

Edgar Giron Ramos is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at J.P. Morgan Chase Bank, N.A. since 2018 and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Charisma Lariosa is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked with World Financial Group, INC. and Evolve Healthcare LLC. Outside her advisory role, she provides physical therapy services through Select Rehabilitation. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Johnel Mayberry is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and having two years of industry experience. His career includes roles at PFS Investments Inc. and self-employment, as well as prior positions in healthcare and academic settings. He is also involved in selling loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm managing a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by third-party asset managers and offers custody and trade execution through Pershing, focusing on advisory services rather than institutional portfolio management.

Mario Bear is a financial advisor with LPL Enterprise in Chicago, IL, holding Series 63 and Series 66 credentials and over 11 years of industry experience. His career includes roles at firms such as The Prudential Insurance Company of America, PNC Bank, Fifth Third Securities, JPMorgan Chase, and BMO Harris Bank. Outside of advisory work, he is involved with FinBe USA, promoting relationships with automotive dealerships, and serves as a real estate agent for non-investment residential transactions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers alongside affiliated insurance and trust services.

Nahal Sabbagh Kermani is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Goldman Sachs and JPMorgan Chase Bank. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, sub-advisory, and consulting across various asset classes and investment vehicles.

Christopher Fuhrman is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for ten years at Pelzer Law Firm. He owns and oversees operations of a family-owned ambulance service and a non-profit ambulance service in Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Krista Wallace is a CFP® professional with six years of industry experience, currently serving at SoundView Advisors. Prior to joining SoundView in 2020, she worked at Zeiders Enterprises for six years. She serves as a Trustee and Finance Elder at University Place Presbyterian Church, contributing to the financial oversight of the organization. SoundView Advisors provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm customizes portfolios using ETFs, mutual funds, and sub-advisors, with ongoing monitoring and coordination with clients’ attorneys and accountants.

Cody Tellis is a Senior Financial Advisor with Merrill Lynch Wealth Management and the founder of The Tellis Group, established to provide a unified source for comprehensive wealth management. With over 25 years of experience across the private and public sectors, Cody's professional background combines business ownership, banking, tax planning, and law. This diverse experience equips him to address the unique opportunities and challenges associated with significant wealth. Cody holds a Juris Doctorate Degree from Trinity Law School and a Master’s Degree from St. Thomas University, enhancing his ability to offer informed financial insights to his clients. His areas of focus include tax-sensitive trust and estate planning services, financial services for nonprofits, business succession planning, individual and corporate captive insurance, college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, and tax minimization. Cody does not provide legal or tax advice in his role with Merrill and advises clients to consult appropriate professionals for these services. Outside of his professional life, Cody enjoys music, spending time with his family, and traveling.

Garrett Jensen is the Vice President and Financial Consultant at Fidelity Investments. In this role, he supports clients and their families in implementing and monitoring financial plans, with a focus on tax-efficient investing, gifting, estate planning considerations, and other areas of financial planning. He holds the Certified Financial Planner (CFP4) designation and is licensed to provide insurance services in Arkansas and California. Garrett has been with Fidelity Investments since 2016, progressing through various roles including Financial Consultant, Planning Consultant, PAS Portfolio Specialist, and Workplace Planning Consultant. His career path reflects experience in portfolio management, workplace planning, and high net worth client services. Outside of his professional responsibilities, Garrett enjoys biking, golf, reading, and skiing.

Kylee Holderied is a financial advisor at Hobbs Group Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Onthemarc Catering. Hobbs Group Advisors LLC provides investment advice to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management, combining portfolio oversight with financial planning, and uses client interviews and risk-tolerance questionnaires to develop individualized investment policies.