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Advisor Directory

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Dmitry Farbman
Senior Vice President - Financial Advisor
phone847-215-5320
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Jeffrey DeYoung, AIF®
Senior Vice President - Financial Advisor
phone630-472-5527
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Matthew Montalbano, CFP®, CPFA®
Managing Director - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone815-637-7884
Visit Rock Cut Investment Grouplaunch
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David J. Miller, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone681-294-1052
Visit The RBC Huntington WV Investment GrouplaunchVisit The Miller Investment Grouplaunch
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Mary Williams, CRPC®
Senior Vice President - Financial Advisor
Consulting Group
phone630-472-5507
Visit Williams and Grist Investment Grouplaunch
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Jacob Girouard, CFP®
Senior Vice President - Financial Advisor
phone317-810-7737
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The Klein Black Group
phone847-215-5326
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Calkins Investment Group
phone630-472-5504
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Martin Hare, AIF®
Senior Vice President - Financial Advisor
Consulting Group
phone630-472-5505
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Paula Bonk
Financial Advisor
phone304-528-2011
Visit Tri-State Wealth Management Grouplaunch
Paul Mulroy
Senior Vice President - Financial Advisor
phone248-408-0543
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Stan Crisci
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone317-810-5413
Visit Crisci Stine Walters Investment Grouplaunch
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Trevor Heide, AIF®, CFP®
Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone708-364-2025
Visit Heide Wealth Management Grouplaunch
Williams and Grist Investment Group
phone630-472-5507
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Theresa Calkins
Financial Advisor
phone630-472-5501
Visit Calkins Investment Grouplaunch
Mike Van Asten
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone317-810-2163
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Rhys A Helt, AWM, CFP®, CIMA®
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone317-810-5417
Visit OnTrack Wealth Solutionslaunch
The RBC Huntington WV Investment Group
phone681-294-1052
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David Klein, PhD
Senior Vice President - Financial Advisor
Consulting Group
phone847-215-5326
Visit websitelaunchVisit The Klein Black Grouplaunch
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The Birkhauser Group
phone224-516-6830
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Brad Bosart, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone248-336-5104
Visit Bosart Wealth Management Grouplaunch
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Robert Simmons, CFP®, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone304-697-2030
Visit The RBC Huntington WV Investment GrouplaunchVisit The Miller Investment Grouplaunch
Nash-Daly Wealth Management Group
phone630-472-5501
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Dan Thompson, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone317-810-5414
Visit The Thompson Wealth Management Grouplaunch
ANSR Investment Group
phone630-472-5502
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Heide Wealth Management Group
phone708-364-2025
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The Thompson Wealth Management Group
phone317-810-5414
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Jeff Neumann
Senior Vice President - Financial Advisor
phone708-364-2021
Visit Heide Wealth Management Grouplaunch
Dana Irvin
First Vice President - Financial Advisor
Consulting Group
phone847-215-5333
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Paul Mucci, CFP®, CPFA®
Financial Advisor
phone248-336-5107
Visit Bosart Wealth Management Grouplaunch
Charles Nash, AWM
Senior Vice President - Financial Advisor
Advanced Wealth Manager
phone630-472-5501
Visit Nash-Daly Wealth Management Grouplaunch
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Doug Stine
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone317-810-5404
Visit Crisci Stine Walters Investment Grouplaunch
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Christopher Collins, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6835
Visit Collins - Mathews Grouplaunch
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Jack Pierce, CFP®
Financial Advisor
phone224-516-6828
Visit The Birkhauser Grouplaunch
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John Stevens
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone847-215-5330
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Thomas Paulson
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6811
Visit The Paulson Holman Gatto Grouplaunch
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Andrew W. Fischer
Senior Vice President - Branch Director
Private Client Group
Consulting Group
phone304-697-2114
Visit The RBC Huntington WV Investment GrouplaunchVisit Tri-State Wealth Management Grouplaunch
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The Paulson Holman Gatto Group
phone224-516-6811
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Chris Pfeifle
Senior Vice President - Financial Advisor
Consulting Group
phone317-810-2180
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The Promus Wealth Management Group
phone317-810-7714
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John Kuhlman, AIF®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone630-472-5511
Visit ANSR Investment Grouplaunch
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Anthony Hubick, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone847-215-5323
Visit The Hubick - Kaus Grouplaunch
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John J. Dwyer, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone708-364-6557
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Dan Showers, ChFC®
First Vice President - Financial Advisor
Consulting Group
phone779-200-0604
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The Miller Investment Group
phone304-697-2030
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Rock Cut Investment Group
phone815-637-7886
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Jayson Kaus, CFP®, CPFA®
Senior Vice President - Branch Director
Portfolio Manager - Portfolio Focus
phone847-215-5340
Visit websitelaunchVisit The Hubick - Kaus Grouplaunch
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Steven Scholl, CFP®
Vice President - Financial Advisor
phone815-636-4006
Visit websitelaunchVisit The Brierton & Scholl Investment Grouplaunch
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Carrie J. Rosen, AWM
First Vice President - Branch Director
Portfolio Manager - Portfolio Focus
phone630-472-5502
Visit ANSR Investment Grouplaunch
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Jeremy King
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone304-348-2288
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Robert Loupee
Managing Director - Financial Advisor
Portfolio Manager - Portfolio Focus
phone248-336-5130
Visit Loupee/Graziani Wealth Management Grouplaunch
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Patrick Calkins
First Vice President - Financial Advisor
phone630-472-5504
Visit Calkins Investment Grouplaunch
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Anne Marie Metro
Senior Vice President - Financial Advisor
Senior Consulting Group
phone630-472-5514
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David Heide, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone708-364-2025
Visit Heide Wealth Management Grouplaunch
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Ryan Birkhauser, CFP®, CPFA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6830
Visit The Birkhauser Grouplaunch
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Brent Bosart
Financial Advisor
phone248-336-5123
Visit Bosart Wealth Management Grouplaunch
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Clay Walters
Vice President - Financial Advisor
phone317-810-7710
Visit Crisci Stine Walters Investment Grouplaunch
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Peter S. Mortimer, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone630-472-5500
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Peter Strek, AWM
Senior Vice President - Branch Director
Senior Consulting Group
phone248-336-5108
Visit P2LS Wealth Management Grouplaunch
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The Cohen Investment Group
phone847-215-5339
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David Roth
Senior Vice President - Financial Advisor
Consulting Group
phone317-810-7733
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Ann Kitchel
First Vice President - Financial Advisor
Consulting Group
phone317-810-7722
Visit OnTrack Wealth Solutionslaunch
OnTrack Wealth Solutions
phone866-221-9440
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Kevin Mathews, MBA
Financial Advisor
phone224-516-6837
Visit Collins - Mathews Grouplaunch
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Craig Bowden, AAMS®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone304-348-2291
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Bosart Wealth Management Group
phone248-336-5105
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Steven Gatto, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6833
Visit The Paulson Holman Gatto Grouplaunch
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Vanessa Poppie
First Vice President - Financial Advisor
phone708-364-2025
Visit Heide Wealth Management Grouplaunch
Loupee/Graziani Wealth Management Group
phone248-336-5130
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Crisci Stine Walters Investment Group
phone317-810-5413
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Robert Foltz, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6840
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The Hubick - Kaus Group
phone847-215-5323
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Daniel Jakuta, ChFC®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone708-364-2025
Visit Heide Wealth Management Grouplaunch
Michael Martin
First Vice President - Financial Advisor
phone630-472-5515
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Teresa Soppet, AWM
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone312-559-1729
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P2LS Wealth Management Group
phone248-336-5112
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Ronald K. Brierton
Senior Vice President - Financial Advisor
Consulting Group
phone815-636-4008
Visit The Brierton & Scholl Investment Grouplaunch
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Collins - Mathews Group
phone224-516-6835
Visit websitelaunch
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William Holman, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6822
Visit The Paulson Holman Gatto Grouplaunch
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Benjamin Workman
First Vice President - Financial Advisor - ABD
phone304-528-2008
Visit Tri-State Wealth Management Grouplaunch
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Dan Christiansen, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone815-636-4012
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Tri-State Wealth Management Group
phone304-528-2008
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Alexander Ingalls
Vice President - Financial Advisor
Assistant Branch Director
phone224-516-6812
Visit The Paulson Holman Gatto Grouplaunch
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Christopher Buol, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone630-472-5535
Visit ANSR Investment Grouplaunch
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Robert Bosart, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone248-336-5105
Visit Bosart Wealth Management Grouplaunch
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John Daly, AIF®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone630-472-5533
Visit ANSR Investment GrouplaunchVisit Nash-Daly Wealth Management Grouplaunch
The Brierton & Scholl Investment Group
phone815-636-4008
Visit websitelaunch
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Michael Graziani, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone248-336-5130
Visit Loupee/Graziani Wealth Management Grouplaunch
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Michelle Grist
First Vice President - Financial Advisor
phone630-472-5524
Visit Williams and Grist Investment Grouplaunch
Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new
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