Marchel Cleothas Rogers: Primerica-Financial Services

First Trust Portfolios, located in Wheaton, IL, offers a diverse range of investment solutions including Unit Investment Trusts, Exchange-Traded Funds, closed-end funds, and mutual funds, catering to various financial strategies and market sectors. Their offerings are designed to meet the needs of investors seeking to capitalize on asset allocation, income generation, and thematic investment opportunities. With a focus on innovative portfolio management, First Trust combines traditional investment approaches with advanced quantitative strategies, ensuring that clients have access to a wide array of investment options tailored to their financial goals. The firm also provides valuable market insights and commentary from its seasoned team of financial experts, enhancing the investment decision-making process for its clients. Generated from the website

Forum Financial Management LLC, located in Lombard, IL, is a financial advisory firm that focuses on navigating unusual market conditions with a disciplined and long-term approach. Their team emphasizes the importance of diversification and rebalancing to optimize investment opportunities for their clients. With a strategic outlook on capital markets, Forum Financial Management LLC aims to position portfolios for long-term success by leveraging the historical performance of stocks and bonds. Their expertise lies in helping clients navigate market volatility and make informed decisions to achieve their financial goals. Generated from the website

if !IE endif About LPL Financial LPL Financial was founded with a pioneering vision to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is the largest independent broker/dealer supporting more than 11, 000 financial advisors nationwide. Providing Americans with investment advise has never been more important than now. At LPL Financial, we help financial professionals manage the complexities of running successful organizations by providing our advisors with access to: Dedicated service and training Open product architecture offering investment and insurance solutions By tailoring our programs and services to the unique needs of our advisor partners, we help them stay focused on their core areas of expertise, while enabling them to provide outstanding service and strategies to their clients. Being 100% committed to the success of the financial professionals we serve is what has helped LPL Financial become one of the leading diversified financial services organizations in the country, with headquarters in Boston, San Diego, and Charlotte. OnPath Financial, LLC 100 Illinois Street Suite 201 St. Charles, Illinois 60174 630.584.8100