Advisors at this firm
Brian M
Series 66
Buffalo Grove, IL
Journey Financial Group, Inc.
Brian Mcdonaugh is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Royal Alliance Associates Inc. and Osaic Wealth, Inc. Mcdonaugh also provides notary public services to clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, asset-allocation advice, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations and employs both fundamental and technical analysis in managing client portfolios.
Gergana V
Series 63, Series 65
Buffalo Grove, IL
Journey Financial Group, Inc.
Gergana Vasileva is an investment advisor representative at Journey Financial Group, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Journey Financial Group since 2013 and Osaic Wealth, Inc. since 2015. Additionally, she provides Notary Public services to clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations and employs both fundamental and technical analysis in its tailored portfolio management strategies.
Haley S
Series 66
Buffalo Grove, IL
Journey Financial Group, Inc.
Haley Staniszewski is a financial advisor at Journey Financial Group, Inc. with two years of industry experience. She holds the Series 66 designation and has worked at Journey Financial Group and Osaic Wealth, Inc. Prior to her advisory roles, she has diverse work experience including positions at Texas Roadhouse and Purdue University. Haley also provides notary public services for Journey Financial Group’s clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs both fundamental and technical analysis to tailor investment strategies and provides written plans and reporting to support client goals.
Marilyn B
Series 63, Series 65
Buffalo Grove, IL
Journey Financial Group, Inc.
Marilyn Bilyk is a financial advisor at Journey Financial Group, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Journey Financial Group since 1997, previously affiliated with Royal Alliance Associates, Inc. She is also a licensed insurance agent and provides notary public services to clients. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations, employing both fundamental and technical analysis in security selection.
Mclain T
Series 63, Series 65
Buffalo Grove, IL
Journey Financial Group, Inc.
Mclain Tallungan is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Journey Financial Group and OSAIC since 1997. Outside of advising, he provides notary public services to clients at no charge. Journey Financial Group serves individual investors, including high-net-worth clients, as well as retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing both fundamental and technical analysis in its investment approach.