Alyssa White TIAA Wealth Management Advisor

TIAA has been a dedicated financial services provider for over a century, focusing on the unique needs of individuals in the academic, medical, cultural, and research sectors. Their team of specialists assists clients in developing long-term financial plans that align with their goals, ensuring lifelong financial well-being. With a comprehensive network of advisors across multiple cities, TIAA offers personalized guidance on income planning, retirement savings, and investment decisions. Their commitment to serving those who serve others remains a cornerstone of their values and approach in wealth management. Generated from the website

Centric Wealth Management, LLC (Centric) is an independent boutique investment advisory firm providing advice and guidance to individuals, families, businesses and institutions while delivering services and solutions that help build, preserve and manage wealth. We differentiate ourselves from a traditional wire house, by providing you with expanded product lines, greater flexibility, and ultimately more solutions to help achieve your goals. Affiliated Offices: Centric Wealth Management, 2801 Lakeside Drive, 3rd Floor, Bannockburn , IL 60015.

Broadhaven Capital Partners is an independent merchant bank based in Chicago, IL, specializing in advising and investing in financial services. With a team of experienced advisors, operators, and investors, they offer unbiased investment banking services such as mergers, acquisitions, divestitures, private capital raising, and strategic advice. Having advised on over $85 billion in transactions since 2010, Broadhaven provides a differentiated perspective at every stage of a company's lifecycle. They also invest in early-stage companies at the intersection of financial services and technology, fostering long-term partnerships with exceptional companies and management teams to create value. Generated from the website