Advisor Directory

Visit Heide Wealth Management Grouplaunch Emailmail_outlined

Anthony Hubick, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone847-215-5323

Visit The Hubick - Kaus Grouplaunch Emailmail_outlined

The Promus Wealth Management Group

phone317-810-7714

Visit The Miller Investment Grouplaunch Emailmail_outlined

Robert Simmons, CFP®, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone304-697-2030

Mike Van Asten

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone317-810-2163

Visit ANSR Investment Grouplaunch Emailmail_outlined

Carrie J. Rosen, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone630-472-5502

Donald Metter

Senior Vice President - Financial Advisor

phone312-559-1718

Ryan Penders

Financial Advisor

Visit Heide Wealth Management Grouplaunch Emailmail_outlined

Brandon Vornhagen

Financial Advisor

phone513-377-9352

Visit Calkins Investment Grouplaunch Emailmail_outlined

Patrick Calkins

First Vice President - Financial Advisor

phone630-472-5504

ANSR Investment Group

phone630-472-5502

Visit Loupee/Graziani Wealth Management Grouplaunch Emailmail_outlined

Michael Graziani, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone248-336-5130

Clay Walters

Vice President - Financial Advisor

phone317-810-7710

Visit Crisci Stine Walters Investment Grouplaunch Emailmail_outlined

The Paulson Holman Gatto Group

phone224-516-6811

John McGowan, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone312-559-5496

Jeremy King

First Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone304-348-2288

Visit websitelaunch Visit The Hubick - Kaus Grouplaunch Emailmail_outlined

Jayson Kaus, CFP®, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone847-215-5340

Teresa Soppet, AWM

Senior Vice President - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone312-559-1729

BLS Financial Group

phone248-336-5145

Visit BLS Financial Grouplaunch Emailmail_outlined

Jonathan Modiano

Managing Director – Private Wealth Financial Advisor

phone248-336-5145

Devon Embery, CRPC®

Associate Vice President - Financial Advisor

Portfolio Director Group

phone312-559-1786

Visit The LTD Grouplaunch Emailmail_outlined

Stan Crisci

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone317-810-5413

Visit Crisci Stine Walters Investment Grouplaunch Emailmail_outlined

Andrew Embery, CAIA®, CEPA®, CFP®, CPWA®, CRPC®

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone312-559-3000

Visit The LTD Grouplaunch Emailmail_outlined

Ann Kitchel

First Vice President - Financial Advisor

Portfolio Director Group

phone317-810-7722

Visit OnTrack Wealth Solutionslaunch Emailmail_outlined

Steven Scholl, CFP®

Vice President - Financial Advisor

phone815-636-4006

Visit websitelaunch Visit The Brierton & Scholl Investment Grouplaunch Emailmail_outlined

OnTrack Wealth Solutions

phone866-221-9440

Visit Bosart Wealth Management Grouplaunch Emailmail_outlined

Brad Bosart, CFP®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone248-336-5104

Dmitry Farbman

Senior Vice President - Financial Advisor

phone847-215-5320

P2LS Wealth Management Group

phone248-336-5112

The Hubick - Kaus Group

phone847-215-5323

Visit The Birkhauser Grouplaunch Emailmail_outlined

Jack Pierce, CFP®

Associate Vice President - Financial Advisor

phone224-516-6828

Charles Nash, AWM

Senior Vice President - Financial Advisor

Advanced Wealth Manager

phone630-472-5501

Emailmail_outlined

Michelle Grist

Senior Vice President - Financial Advisor

Portfolio Director Group

phone630-472-5524

Michael Noble, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone312-559-1745

Visit The Paulson Holman Gatto Grouplaunch Emailmail_outlined

Steven Gatto, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6833

Bosart Wealth Management Group

phone248-228-5017

Visit Loupee/Graziani Wealth Management Grouplaunch Emailmail_outlined

Robert Loupee

Managing Director - Financial Advisor

Portfolio Manager - Portfolio Focus

phone248-336-5130

The Klein Black Group

phone847-215-5326

Visit The Brierton & Scholl Investment Grouplaunch Emailmail_outlined

Ronald K. Brierton

Senior Vice President - Financial Advisor

Portfolio Director Group

phone815-636-4008

Dave R. Beveridge

First Vice President - Financial Advisor

phone708-364-4452

Visit Bosart Wealth Management Grouplaunch Emailmail_outlined

Robert Bosart, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone248-228-5017

Paul Mucci, CEPA®, CFP®, CPFA®

Financial Advisor

phone248-336-5107

Visit Bosart Wealth Management Grouplaunch Emailmail_outlined

The Brierton & Scholl Investment Group

phone815-636-4008

The Holohan Investment Group

phone312-559-1750

Tri-State Wealth Management Group

phone304-528-2008

Jacob Girouard, CFP®

Senior Vice President - Financial Advisor

Portfolio Director Group

phone317-810-7737

Visit ANSR Investment Grouplaunch Emailmail_outlined

John Kuhlman, AIF®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone630-472-5511

Terry Regan, CIMA®

First Vice President - Financial Advisor

phone513-377-0124

AM I EP Legacy Group

phone630-472-5514

The Birkhauser Group

phone224-516-6830

David Roth

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone317-810-7733

Visit websitelaunch Visit AM I EP Legacy Grouplaunch Emailmail_outlined

Anne Marie Metro

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone630-472-5514

The LTD Group

phone312-559-1778

Calkins Investment Group

phone630-472-5504

Visit The Holohan Investment Grouplaunch Emailmail_outlined

Joseph Holohan

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone312-559-1735

Peter S. Mortimer, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone630-472-5500

The Cohen Investment Group

phone847-215-5339

Visit websitelaunch Visit The Klein Black Grouplaunch Emailmail_outlined

David Klein, PhD

Senior Vice President - Financial Advisor

phone847-215-5326

Jeff Neumann

Senior Vice President - Financial Advisor

Sports & Entertainment Professional

phone708-364-2021

Visit Heide Wealth Management Grouplaunch Emailmail_outlined

Joseph Hadsell, AIF®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone312-559-1775

Visit Collins - Mathews Grouplaunch Emailmail_outlined

Kevin Mathews, MBA

Financial Advisor

phone224-516-6837

David Miller, AWM

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone681-294-1052

Visit The Miller Investment Grouplaunch Emailmail_outlined

Robert Hill, CPFA®

Senior Vice President - Financial Advisor

Corporate Retirement Director

phone513-374-7083

Visit Collins - Mathews Grouplaunch Emailmail_outlined

Christopher Collins, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6835

Kyle McLaughlin, CFP®, CLU®, ChFC®

Managing Director - Private Wealth Financial Advisor

Private Wealth Financial Advisor

phone513-978-8615

Emailmail_outlined

Jeffrey DeYoung, AIF®

Senior Vice President - Financial Advisor

phone630-472-5527

Heide Wealth Management Group

Joseph Goetzinger

Senior Vice President - Financial Advisor

phone513-405-5084

Dan Christiansen, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone815-636-4012

Visit Nottestad-Heise Grouplaunch Emailmail_outlined

Benjamin Heise

Vice President - Financial Advisor

Portfolio Director Group

phone312-559-1606

Michael Martin

First Vice President - Financial Advisor

phone630-472-5515

Visit The Draper Wealth Management Grouplaunch Emailmail_outlined

John Draper, AIF®, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone312-559-1796

George Holohan, CFP®

Senior Vice President - Financial Advisor

phone312-559-1750

Visit The Holohan Investment Grouplaunch Emailmail_outlined

Martin Hare, AIF®

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone630-472-5505

Visit The Paulson Holman Gatto Grouplaunch Emailmail_outlined

William Holman, CRPC®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6822

John Stevens

First Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone847-215-5330

Visit Rock Cut Investment Grouplaunch Emailmail_outlined

Matthew Montalbano, CFP®, CPFA®

Managing Director - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone815-637-7884

Craig Bowden, AAMS®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone304-348-2291

Tyler Klein, CFP®

First Vice President - Financial Advisor

Senior Portfolio Director Group

phone312-559-1713

Loupee/Graziani Wealth Management Group

phone248-336-5130

Alexander Ingalls

Vice President - Financial Advisor

Assistant Branch Director

phone224-516-6812

Emailmail_outlined

Trevor Heide, AIF®, CFP®

First Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

Visit Heide Wealth Management Grouplaunch Emailmail_outlined

Thomas Paulson

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6811

Visit The Paulson Holman Gatto Grouplaunch Emailmail_outlined

John J. Dwyer, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone708-364-6557

Nottestad-Heise Group

phone312-559-1607

Collins - Mathews Group

phone224-516-6835

Visit Tri-State Wealth Management Grouplaunch Emailmail_outlined

Benjamin Workman

First Vice President - Financial Advisor - ABD

phone304-528-2008

The Draper Wealth Management Group

phone312-559-1796

The Paradigm Group

phone513-826-0580

Visit The Thompson Wealth Management Grouplaunch Emailmail_outlined

Dan Thompson, CRPC®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone317-810-5414

Peter Strek, AWM

Senior Vice President - Branch Director

Senior Portfolio Director Group

phone248-336-5108

Visit P2LS Wealth Management Grouplaunch Emailmail_outlined

Rock Cut Investment Group

phone815-637-7886

Chris Pfeifle

Senior Vice President - Financial Advisor

Portfolio Director Group

phone317-810-2180

Crisci Stine Walters Investment Group

phone317-810-5413

Visit OnTrack Wealth Solutionslaunch Emailmail_outlined

Rhys A Helt, AWM, CFP®, CIMA®

Senior Vice President - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone317-810-5417

Daniel Jakuta, ChFC®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

Visit Heide Wealth Management Grouplaunch Emailmail_outlined

John Daly, AIF®

Senior Vice President - Financial Advisor

Portfolio Director Group

phone630-472-5533

Visit ANSR Investment Grouplaunch Emailmail_outlined

Mark Steinberg, CFP®, CRPC®

Senior Vice President - Financial Advisor

phone248-336-5155

Visit BLS Financial Grouplaunch Emailmail_outlined

Ryan Birkhauser, CFP®, CPFA®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6830

Visit The Birkhauser Grouplaunch Emailmail_outlined

Dana Irvin

First Vice President - Financial Advisor

Portfolio Director Group

phone847-215-5333

Jeremy Sutton

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone312-559-1619

The Miller Investment Group

phone304-697-2030

Visit The Miller Investment Grouplaunch Visit Tri-State Wealth Management Grouplaunch Emailmail_outlined

Paula Bonk

Financial Advisor

phone304-528-2011

Robert Foltz, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6840

Visit Crisci Stine Walters Investment Grouplaunch Emailmail_outlined

Doug Stine

First Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone317-810-5404

Andrew W. Fischer

Senior Vice President - Financial Advisor

Portfolio Director Group

phone304-697-2114

Visit Tri-State Wealth Management Grouplaunch Emailmail_outlined

Elijah Piwowarczyk

Financial Advisor

phone630-990-0870

Visit websitelaunch Visit AM I EP Legacy Grouplaunch Emailmail_outlined

Brent Bosart

Financial Advisor

phone248-336-5123

Visit Bosart Wealth Management Grouplaunch Emailmail_outlined

The Thompson Wealth Management Group

phone317-810-5414

Vanessa Poppie

First Vice President - Financial Advisor

Visit Heide Wealth Management Grouplaunch Emailmail_outlined

Christopher Buol, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone630-472-5535

Visit ANSR Investment Grouplaunch Emailmail_outlined

Adam Jones

Managing Director – Private Wealth Financial Advisor

phone248-336-5150

Visit BLS Financial Grouplaunch Emailmail_outlined

Theresa Calkins

Financial Advisor

phone630-472-5501

Visit Calkins Investment Grouplaunch Emailmail_outlined

Ryan Nottestad

First Vice President - Financial Advisor

Portfolio Director Group

phone312-559-1607

Visit Nottestad-Heise Grouplaunch Emailmail_outlined

Paul Mulroy

Senior Vice President - Financial Advisor

phone248-408-0543