Chicago Investment Advisory Council, Inc.

John Davis is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. since the late 1990s and early 2000s, respectively. Outside of his advisory work, he serves as a board member of the Sunset Harbour Yacht Club and is a racecar driving instructor at Blackhawk Farms Raceway. Chicago Investment Advisory Council, Inc. serves retail clients, including both non‑high-net-worth and high-net-worth individuals, providing portfolio management, financial planning, and educational workshops through a team of five advisors. The firm employs proprietary model portfolios with discretionary trading authority and manages approximately 1,100 client relationships.

Ronny Mark is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Uhlmann Price Securities since 2013 and has been involved with Price Group since 1994. Outside of his advisory roles, Mark serves as President of Price Futures Group, where he oversees hedging activities. Chicago Investment Advisory Council, Inc. serves retail investors, including both non-high-net-worth and high-net-worth clients, providing portfolio management through proprietary model portfolios, financial planning, and educational workshops. The firm supports about 1,100 client relationships with a five-advisor team.

Michael Fulkerson is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 66 designation and has 23 years of industry experience. He has been affiliated with J.W. Cole Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 2004. Outside of his advisory role, he works as a substitute teacher in local school districts on a part-time basis. Chicago Investment Advisory Council, Inc. serves retail investors, including both individual and high-net-worth clients, providing ongoing portfolio management, financial planning, and educational workshops. The firm uses proprietary model portfolios and offers a scalable service model supported by a five-advisor team managing approximately 1,100 client relationships.

John Michalak is a financial advisor at Chicago Investment Advisory Council, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chicago Investment Advisory Council and J.W. Cole Financial, Inc. since 2011. He also conducts fixed insurance and annuity sales through various insurance carriers. Chicago Investment Advisory Council serves retail and high-net-worth clients by providing ongoing portfolio management, financial planning, and educational workshops. The firm uses proprietary model portfolios and primarily operates under discretionary trading authority.

Bradley Saurbaugh is a financial associate with Chicago Investment Advisory Council, Inc. He holds a Series 66 designation and has 20 years of industry experience. He has worked at J.W. Cole Financial, Inc. since 2011 and has been involved with various insurance carriers through W&R Insurance Agencies since 2007. In addition to his advisory role, he is also engaged in insurance sales. Chicago Investment Advisory Council, Inc. serves retail investors, including both non-high-net-worth and high-net-worth individuals, providing portfolio management, financial planning, and educational workshops. The firm uses proprietary model portfolios and operates with discretionary trading authority, managing about 1,100 client relationships through a five-advisor team.