Main Street Investment Advisors, LLC

Alexander Ross is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Main Street Investment Advisors since 2017 and previously was with Morgan Stanley Private Bank from 2015 to 2017. Main Street Investment Advisors primarily serves high-net-worth individuals and private foundations, focusing on discretionary portfolio management and asset allocation across equities, fixed income, mutual funds, ETFs, and master limited partnerships. The firm employs a buy-and-hold investment approach that integrates option strategies and derivatives with client approval, and manages approximately $250 million in assets.

Wayne Carr is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice across various asset classes. The firm employs a buy-and-hold strategy focused on large-cap companies and incorporates option strategies and other derivatives with client approval to enhance income and provide downside protection.

Jeffrey Ross is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors primarily serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice. The firm emphasizes a buy-and-hold investment approach focused on large-cap companies, integrates option strategies for income and downside protection, and utilizes a range of research sources to support its process.