Advisor Directory

Ann Kitchel

First Vice President - Financial Advisor

Consulting Group

phone317-810-7722

Visit OnTrack Wealth Solutionslaunch Emailmail_outlined

Robert Foltz, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6840

Visit websitelaunch Emailmail_outlined

Ryan Birkhauser, CFP®, CPFA®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6830

Visit The Birkhauser Grouplaunch Emailmail_outlined

William Holman, CRPC®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6822

Visit The Paulson Holman Gatto Grouplaunch Emailmail_outlined

Peter S. Mortimer, CFP®

Senior Vice President - Financial Advisor

Senior Consulting Group

phone630-472-5500

Visit websitelaunch Emailmail_outlined

Trevor Heide, AIF®, CFP®

Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone708-364-2025

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

David Heide, CFP®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone708-364-2025

Visit Heide Wealth Management Grouplaunch Emailmail_outlined

Michelle Grist

First Vice President - Financial Advisor

phone630-472-5524

Visit Williams and Grist Investment Grouplaunch Emailmail_outlined

Alexander Ingalls

Vice President - Financial Advisor

Assistant Branch Director

phone224-516-6812

Visit The Paulson Holman Gatto Grouplaunch Emailmail_outlined

Jeffrey DeYoung, AIF®

Senior Vice President - Financial Advisor

phone630-472-5527

Visit websitelaunch Emailmail_outlined

John Daly, AIF®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone630-472-5533

Visit ANSR Investment Grouplaunch Visit Nash-Daly Wealth Management Grouplaunch Emailmail_outlined

Robert Bosart, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone248-336-5105

Visit Bosart Wealth Management Grouplaunch Emailmail_outlined

Crisci Stine Walters Investment Group

phone317-810-5413

Visit websitelaunch Emailmail_outlined

Brad Bosart, CFP®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone248-336-5104

Visit Bosart Wealth Management Grouplaunch Emailmail_outlined

Jeremy King

First Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone304-348-2288

Visit websitelaunch Emailmail_outlined

Dana Irvin

First Vice President - Financial Advisor

Consulting Group

phone847-215-5333

Visit websitelaunch Emailmail_outlined

Christopher Buol, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone630-472-5535

Visit ANSR Investment Grouplaunch Emailmail_outlined

Michael Graziani, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone248-336-5130

Visit Loupee/Graziani Wealth Management Grouplaunch Emailmail_outlined

The Klein Black Group

phone847-215-5326

Visit websitelaunch Emailmail_outlined

Jacob Girouard, CFP®

Senior Vice President - Financial Advisor

phone317-810-7737

Visit websitelaunch Emailmail_outlined

Craig Bowden, AAMS®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone304-348-2291

Visit websitelaunch Emailmail_outlined

Anne Marie Metro

Senior Vice President - Financial Advisor

Senior Consulting Group

phone630-472-5514

Visit websitelaunch Emailmail_outlined

David Klein, PhD

Senior Vice President - Financial Advisor

Consulting Group

phone847-215-5326

Visit websitelaunch Visit The Klein Black Grouplaunch Emailmail_outlined

Brent Bosart

Financial Advisor

phone248-336-5123

Visit Bosart Wealth Management Grouplaunch Emailmail_outlined

Collins - Mathews Group

phone224-516-6835

Visit websitelaunch Emailmail_outlined

Paul Mulroy

Senior Vice President - Financial Advisor

phone248-408-0543

Visit websitelaunch Emailmail_outlined

Patrick Calkins

First Vice President - Financial Advisor

phone630-472-5504

Visit Calkins Investment Grouplaunch Emailmail_outlined

Calkins Investment Group

phone630-472-5504

Visit websitelaunch Emailmail_outlined

Paula Bonk

Financial Advisor

phone304-528-2011

Visit Tri-State Wealth Management Grouplaunch Emailmail_outlined

Tri-State Wealth Management Group

phone304-528-2008

Visit websitelaunch Emailmail_outlined

Teresa Soppet, AWM

Senior Vice President - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone312-559-1729

Visit websitelaunch Emailmail_outlined

Rock Cut Investment Group

phone815-637-7886

Visit websitelaunch Emailmail_outlined

Dan Thompson, CRPC®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone317-810-5414

Visit The Thompson Wealth Management Grouplaunch Emailmail_outlined

Heide Wealth Management Group

phone708-364-2025

Visit websitelaunch Emailmail_outlined

Martin Hare, AIF®

Senior Vice President - Financial Advisor

Consulting Group

phone630-472-5505

Visit websitelaunch Emailmail_outlined

John Stevens

First Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone847-215-5330

Visit websitelaunch Emailmail_outlined

Mary Williams, CRPC®

Senior Vice President - Financial Advisor

Consulting Group

phone630-472-5507

Visit Williams and Grist Investment Grouplaunch Emailmail_outlined

Clay Walters

Vice President - Financial Advisor

phone317-810-7710

Visit Crisci Stine Walters Investment Grouplaunch Emailmail_outlined

Steven Scholl, CFP®

Vice President - Financial Advisor

phone815-636-4006

Visit websitelaunch Visit The Brierton & Scholl Investment Grouplaunch Emailmail_outlined

David Roth

Senior Vice President - Financial Advisor

Consulting Group

phone317-810-7733

Visit websitelaunch Emailmail_outlined

Bosart Wealth Management Group

phone248-336-5105

Visit websitelaunch Emailmail_outlined

Robert Simmons, CFP®, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone304-697-2030

Visit The RBC Huntington WV Investment Grouplaunch Visit The Miller Investment Grouplaunch Emailmail_outlined

Michael Martin

First Vice President - Financial Advisor

phone630-472-5515

Visit websitelaunch Emailmail_outlined

Steven Gatto, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6833

Visit The Paulson Holman Gatto Grouplaunch Emailmail_outlined

Nash-Daly Wealth Management Group

phone630-472-5501

Visit websitelaunch Emailmail_outlined

Ronald K. Brierton

Senior Vice President - Financial Advisor

Consulting Group

phone815-636-4008

Visit The Brierton & Scholl Investment Grouplaunch Emailmail_outlined

Rhys A Helt, AWM, CFP®, CIMA®

Senior Vice President - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone317-810-5417

Visit OnTrack Wealth Solutionslaunch Emailmail_outlined

The RBC Huntington WV Investment Group

phone681-294-1052

Visit websitelaunch Emailmail_outlined

Carrie J. Rosen, AWM

First Vice President - Branch Director

Portfolio Manager - Portfolio Focus

phone630-472-5502

Visit ANSR Investment Grouplaunch Emailmail_outlined

The Hubick - Kaus Group

phone847-215-5323

Visit websitelaunch Emailmail_outlined

Thomas Paulson

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6811

Visit The Paulson Holman Gatto Grouplaunch Emailmail_outlined

Kevin Mathews, MBA

Financial Advisor

phone224-516-6837

Visit Collins - Mathews Grouplaunch Emailmail_outlined

Paul Mucci, CFP®, CPFA®

Financial Advisor

phone248-336-5107

Visit Bosart Wealth Management Grouplaunch Emailmail_outlined

David J. Miller, AWM

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone681-294-1052

Visit The RBC Huntington WV Investment Grouplaunch Visit The Miller Investment Grouplaunch Emailmail_outlined

Dan Showers, ChFC®

First Vice President - Financial Advisor

Consulting Group

phone779-200-0604

Visit websitelaunch Emailmail_outlined

Theresa Calkins

Financial Advisor

phone630-472-5501

Visit Calkins Investment Grouplaunch Emailmail_outlined

Peter Strek, AWM

Senior Vice President - Branch Director

Senior Consulting Group

phone248-336-5108

Visit P2LS Wealth Management Grouplaunch Emailmail_outlined

OnTrack Wealth Solutions

phone866-221-9440

Visit websitelaunch Emailmail_outlined

The Miller Investment Group

phone304-697-2030

Visit websitelaunch Emailmail_outlined

P2LS Wealth Management Group

phone248-336-5112

Visit websitelaunch Emailmail_outlined

The Brierton & Scholl Investment Group

phone815-636-4008

Visit websitelaunch Emailmail_outlined

Jayson Kaus, CFP®, CPFA®

Senior Vice President - Branch Director

Portfolio Manager - Portfolio Focus

phone847-215-5340

Visit websitelaunch Visit The Hubick - Kaus Grouplaunch Emailmail_outlined

The Birkhauser Group

phone224-516-6830

Visit websitelaunch Emailmail_outlined

John Kuhlman, AIF®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone630-472-5511

Visit ANSR Investment Grouplaunch Emailmail_outlined

John J. Dwyer, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone708-364-6557

Visit websitelaunch Emailmail_outlined

ANSR Investment Group

phone630-472-5502

Visit websitelaunch Emailmail_outlined

Daniel Jakuta, ChFC®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone708-364-2025

Visit Heide Wealth Management Grouplaunch Emailmail_outlined

Andrew W. Fischer

Senior Vice President - Branch Director

Private Client Group

Consulting Group

phone304-697-2114

Visit The RBC Huntington WV Investment Grouplaunch Visit Tri-State Wealth Management 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

Matthew Montalbano, CFP®, CPFA®

Managing Director - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone815-637-7884

Visit Rock Cut Investment Grouplaunch Emailmail_outlined

Robert Loupee

Managing Director - Financial Advisor

Portfolio Manager - Portfolio Focus

phone248-336-5130

Visit Loupee/Graziani Wealth Management Grouplaunch Emailmail_outlined

Mike Van Asten

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone317-810-2163

Visit websitelaunch Emailmail_outlined

Williams and Grist Investment Group

phone630-472-5507

Visit websitelaunch Emailmail_outlined

Christopher Collins, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone224-516-6835

Visit Collins - Mathews Grouplaunch Emailmail_outlined

Loupee/Graziani Wealth Management Group

phone248-336-5130

Visit websitelaunch Emailmail_outlined

Doug Stine

First Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone317-810-5404

Visit Crisci Stine Walters Investment Grouplaunch Emailmail_outlined

Dan Christiansen, AWM

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone815-636-4012

Visit websitelaunch Emailmail_outlined

Jack Pierce, CFP®

Financial Advisor

phone224-516-6828

Visit The Birkhauser Grouplaunch Emailmail_outlined

The Cohen Investment Group

phone847-215-5339

Visit websitelaunch Emailmail_outlined

Dmitry Farbman

Senior Vice President - Financial Advisor

phone847-215-5320

Visit websitelaunch Emailmail_outlined

The Promus Wealth Management Group

phone317-810-7714

Visit websitelaunch Emailmail_outlined

The Thompson Wealth Management Group

phone317-810-5414

Visit websitelaunch Emailmail_outlined

Benjamin Workman

First Vice President - Financial Advisor - ABD

phone304-528-2008

Visit Tri-State Wealth Management Grouplaunch Emailmail_outlined

Chris Pfeifle

Senior Vice President - Financial Advisor

Consulting Group

phone317-810-2180

Visit websitelaunch Emailmail_outlined

Jeff Neumann

Senior Vice President - Financial Advisor

phone708-364-2021

Visit Heide Wealth Management Grouplaunch Emailmail_outlined

Charles Nash, AWM

Senior Vice President - Financial Advisor

Advanced Wealth Manager

phone630-472-5501

Visit Nash-Daly Wealth Management Grouplaunch Emailmail_outlined

Vanessa Poppie

First Vice President - Financial Advisor

phone708-364-2025

Visit Heide Wealth Management Grouplaunch Emailmail_outlined

The Paulson Holman Gatto Group

phone224-516-6811

Visit websitelaunch Emailmail_outlined

Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new

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