Broker Check

Our team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Our managers

The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.

Tammy L.  Butts, CLU, ChFC

Tammy L. Butts, CLU, ChFC

President of The Central Complex & Senior Executive Vice President | Deerfield, IL

(224) 554-8120

847-236-4125

Steven  Deer

Steven Deer

Chief Operations Officer - Central Complex | Deerfield, IL

(224) 554-8022

James  Gibbs

James Gibbs

Complex Vice President | Springfield, IL

(217) 679-1737

Tyler  Engel

Tyler Engel

Complex Vice President | Oak Brook, IL

(630) 575-5041

Our professionals

Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located [geographical location offices are located in], we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.

Andrew Henderson

Andrew Henderson

Financial Advisor | Deerfield, IL

224-554-8052

224-804-4556

847-236-4123

Andrew  Beierwaltes, ChFC, CLU, CLF

Andrew Beierwaltes, ChFC, CLU, CLF

Financial Consultant | Arlington Heights, IL

(847) 621-0121

847-621-0135

Andrew  Bennett

Andrew Bennett

Financial Advisor | Oak Brook, IL

(630) 954-6890

(630) 954-4097

Andrew  Thomas

Andrew Thomas

Financial Professional | Peoria, IL

309-966-0619

309-966-0645

Anthony  Brown

Anthony Brown

Financial Professional | Oak Brook, IL

(630) 575-5049

630-954-4097

Anthony  Mariani

Anthony Mariani

Financial Professional | Northbrook, IL

(847) 558-6112

Ben Waltman

Ben Waltman

Financial Advisor | Oak Brook, IL

630-382-5625

630-954-4097

Bethany  Mullen

Bethany Mullen

Financial Professional | Naperville, IL

(630) 753-9326

BJ  Karman

BJ Karman

Financial Professional | Northbrook, IL

(847) 558-6123

(224) 415-3505

Brad  Steinback, CFP®

Brad Steinback, CFP®

Financial Professional | Northbrook, IL

(847) 558-6117

Bradley  Weiss

Bradley Weiss

Financial Professional | Deerfield, IL

(224) 554-8074

Brian  Ashe

Brian Ashe

Financial Professional | Lisle, IL

(630) 964-0966

Carter Shultz

Carter Shultz

Financial Professional | Peoria, IL

309-322-8251

309-322-8251

Catherine  Gripper

Catherine Gripper

Financial Advisor | Arlington Heights, IL

630-361-1119

847-483-8877

Charles Hunt

Financial Professional | Springfield, IL

(217) 793-5151

Chris  Schneider

Chris Schneider

Financial Professional | Northbrook, IL

(847) 558-6121

Curtis W  May

Curtis W May

Financial Professional | Deerfield, IL

(224) 554-8018

Daniel Henderson

Daniel Henderson

Financial Advisor | Deerfield, IL

224-554-8001

224-804-3476

847-236-4123

Daniel  Liebers

Daniel Liebers

Financial Professional | Deerfield, IL

(847) 607-8517

David  Hammond

David Hammond

Financial Professional | Oak Brook, IL

(630) 575-5027

(630) 954-4097

David R.  Kallman, ChFC®, CLU®

David R. Kallman, ChFC®, CLU®

Retirement Planning Specialist | Oak Brook, IL

(630) 575-5055

Dawson Coon

Dawson Coon

Financial Advisor | Peoria, IL

(847) 406-1811

(309)-692-9185

Delali  Afenya

Delali Afenya

Financial Advisor | Oak Brook, IL

(630) 382-5599

Dimitry Neyzelman

Dimitry Neyzelman

Financial Advisor | Deerfield, IL

(224) 554-8009

847-236-4123

Dino Gavanes

Dino Gavanes

Registered Representative | Oak Brook, IL

630-575-5034

630-954-4097

Douglas  Roselieb, RICP®

Douglas Roselieb, RICP®

Financial Advisor | Oak Brook, IL

(630) 954-6866

(630) 954-4097

Douglas  Williams

Douglas Williams

Financial Professional | Springfield, IL

(217) 793-5560

Eleni  Patel, CPA, CDFA

Eleni Patel, CPA, CDFA

Financial Professional | Northbrook, IL

(847) 558-6119

Elliot Hann

Elliot Hann

Financial Advisor | Oak Brook, IL

630-242-2349

630-954-4097

Eric  Ullian

Eric Ullian

Financial Professional | Springfield, IL

(217) 679-1737

Ethan King

Ethan King

Financial Professional | Peoria, IL

309-449-4269

309-449-4269

Ethan DeValk

Ethan DeValk

Financial Advisor | Oak Brook, IL

630-382-5595

630-954-4097

Fadi  Boulos

Fadi Boulos

Financial Professional | Oak Brook, IL

(630) 382-5605

Francis Popernik

Francis Popernik

Financial Advisor | Oak Brook, IL

630-242-2340

630-954-4097

Fred Novy

Financial Professional | Deerfield, IL

(224) 554-8030

Grace Vincent

Grace Vincent

Financial Advisor | Springfield, IL

(217)-679-1737

(217)-679-0934

Grant Snyder

Financial Professional | Oak Brook, IL

(630) 954-6878

Hasen Shaner

Hasen Shaner

Financial Advisor | Oak Brook, IL

630-331-2865

630-954-4097

Jack Graham

Jack Graham

Financial Advisor | Springfield, IL

217-679-1737

217-679-0934

Jackson Glisson

Jackson Glisson

Financial Consultant | Oak Brook, IL

630-242-2183

636-288-6015

630-954-4097

Jacob Hawkins

Jacob Hawkins

Financial Advisor | Oak Brook, IL

(630) 382-4461

630-954-4097

Jalen  Ping

Jalen Ping

Financial Professional | Springfield, IL

217-679-1737

James Rammel

James Rammel

Financial Professional | Deerfield, IL

(224) 554-8080

(847) 236-4123

James  Gibbs

James Gibbs

Complex Vice President | Springfield, IL

(217) 679-1737

James T  Moster

James T Moster

Financial Professional | Oak Brook, IL

(630) 954-6864

630-954-4097

Jamie  Vallejo

Jamie Vallejo

Financial Advisor | Oak Brook, IL

(630) 990-3067

(630) 954-4097

Jared  Pincoski

Jared Pincoski

Financial Professional | Deerfield, IL

(224) 554-8081

Jason  Grady

Jason Grady

Financial Professional | Oak Brook, IL

(630) 954-6880

Jeffrey Schankerman, CASL®, LUTCF®

Jeffrey Schankerman, CASL®, LUTCF®

Financial Planner | Northbrook, IL

847-406-1808

847-406-1808

Jeffrey  Auerbach

Jeffrey Auerbach

Financial Consultant | Deerfield, IL

(847) 607-9420

(847) 236-4123

Jeffrey  Gundrum

Jeffrey Gundrum

Financial Professional | Deerfield, IL

(847) 964-9467

(847) 236-4123

Jerry  Cox

Jerry Cox

Financial Professional | Decatur, IL

(217) 362-0200

(217) 362-0204

Joe  Brummel

Joe Brummel

Financial Professional | Springfield , IL

(217) 251-7431

John  Gann

John Gann

Financial Professional - Client Relations | Oak Brook, IL

(630) 954-6883

John C.  Anderson, CFP®

John C. Anderson, CFP®

Financial Consultant | Oak Brook, IL

(630) 575-5021

(630) 954-4097

John Dart Wadsworth

John Dart Wadsworth

Financial Professional | Deerfield, IL

(224) 554-8013

(847) 236-4123

Jonathan  Laven

Jonathan Laven

Financial Professional | Deerfield, IL

(224) 554-8066

Joseph Sacramento, MFIN

Joseph Sacramento, MFIN

Financial Advisor | Oak Brook, IL

630-954-6869

630-954-4097

Joseph  Vance

Joseph Vance

Financial Professional | Oak Brook, IL

(630) 990-3065

Joseph  Worms

Joseph Worms

Financial Professional | Peoria, IL

(309) 322-6839

Katherine  Kennedy

Katherine Kennedy

Financial Advisor | Oak Brook, IL

847-305-4200

630-954-4097

Keith  Rechner

Keith Rechner

Financial Professional | Springfield, IL

(217) 793-5558

Kevin Wales

Kevin Wales

Financial Advisor | Deerfield, IL

630-990-3098

847-236-4123

Kolin  O'Brien

Kolin O'Brien

Financial Professional | Springfield, IL

(217) 494-5555

Kyle  Koprowitz

Kyle Koprowitz

Financial Professional | Springfield, IL

(217) 679-1737

Kyle  Wood

Kyle Wood

Financial Professional | Oak Brook, IL

(630) 575-5011

Kyle B.  Zake

Kyle B. Zake

Financial Planner | Oak Brook, IL

(630) 954-6896

(630) 954-4097

L.

L. "Mick" Bishop

Financial Professional | Oak Brook, IL

630-954-3355

Leonard  Gertz

Leonard Gertz

Financial Professional | Deerfield, IL

(224) 554-8094

Louis  Litwin

Louis Litwin

Financial Professional | Oak Brook, IL

(630) 954-6867

Michael Cascarano

Michael Cascarano

Financial Professional | Oak Brook, IL

630-954-6887

630-954-4097

Michael Williams

Michael Williams

Financial Advisor | Deerfield, IL

224-554-8160

847-236-4123

Michael  Fultz

Michael Fultz

Financial Professional | Oak Brook, IL

(630) 954-6865

Michael  Resnick CFP®

Michael Resnick CFP®

Financial Professional | Northbrook, IL

(224) 554-8008

Mitch  Wallner

Mitch Wallner

Financial Advisor | Springfield, IL

(217) 679-1737

Mitchell H Lewe

Financial Professional | Mount Prospect, IL

(847) 294-6092

Molly  Hughes

Molly Hughes

Financial Professional | Ottawa, IL

(815) 433-4232

Morgan Harris

Morgan Harris

Financial Advisor | Oak Brook, IL

630-382-5626

510-693-8208

650-954-4097

Neil  Lipsky, CFP®

Neil Lipsky, CFP®

Financial Professional | Arlington Heights, IL

(847) 621-0121

Nicholas  Grba

Nicholas Grba

Financial Advisor | Oak Brook, IL

(630) 339-2820

630-954-4097

Nicolas Johnson

Nicolas Johnson

Financial Professional | Oak Brook, IL

630-954-6850

630-954-4097

Noah Albin

Noah Albin

Financial Advisor | Springfield, IL

217-679-1737

Nora  Hernandez

Nora Hernandez

Financial Professional | Oak Brook, IL

(630) 954-6875

Norbert Filian

Financial Professional | Rolling Meadows, IL

(847) 359-3900

Randy Armstrong

Financial Professional | Springfield, IL

(217) 744-1400

Ravi  Lakhani

Ravi Lakhani

Financial Consultant | Oak Brook, IL

(630) 575-5019

Reid  Beaty

Reid Beaty

Financial Professional | Hannibal, MO

(573)-593-5689

Renz Lies

Renz Lies

Financial Advisor | Deerfield, IL

224-554-8131

847-236-4123

Richard  Desmedt, ChFC, CLU

Richard Desmedt, ChFC, CLU

Financial Professional | Arlington Heights, IL

(847) 621-0121

Riley Lewis

Riley Lewis

Financial Advisor | Springfield, IL

217-679-1737

Roger  Nulton

Roger Nulton

Financial Professional | Oak Brook, IL

(630) 990-3091

Roshan Patel

Roshan Patel

Financial Advisor | Oak Brook

(630) 242-2319

(630) 954-4097

Ryan  Fike

Ryan Fike

Financial Consultant | Deerfield, IL

(224) 554-8084

Ryan  Shanley, CFP®

Ryan Shanley, CFP®

Financial Advisor | Oak Brook, IL

(630) 954-6852

S Greg Johnson

Financial Professional | Decatur, IL

(217) 872-6612

Sarah  Nagel

Sarah Nagel

Financial Advisor | Deerfield, IL

(224) 248-9892

(847) 236-4123

Shai  Har-El

Shai Har-El

Financial Professional | Deerfield, IL

(224) 554-8110

(847) 236-4123

Stacey  Woehrle

Stacey Woehrle

Financial Professional | Northbrook, IL

(847) 558-6120

Sydney Reyes

Sydney Reyes

Financial Advisor | Oak Brook, IL

630-954-6891

630-954-4097

Thomas Lewis

Thomas Lewis

Financial Advisor | Peoria, IL

309-332-6630

309-332-6630

Thomas Waters

Thomas Waters

Financial Advisor | Deerfield, IL

224-554-8148

847-381-3557

847-236-4123

Timothy  Barry

Timothy Barry

Financial Professional | Oak Brook, IL

(630) 954-6888

Todd  Blanchard, ChFC

Todd Blanchard, ChFC

Financial Consultant | Deerfield, IL

(224) 554-8129

(847) 236-4123

Tom Klupchak

Tom Klupchak

Financial Advisor | Oak Brook, IL

630-242-2346

630-954-4097

Tripp  Turchik

Tripp Turchik

Financial Professional | Arlington Heights, IL

630-575-5020

Tyler  Engel

Tyler Engel

Complex Vice President | Oak Brook, IL

(630) 575-5041

Wendy  Baum JD, CPA, CDFA

Wendy Baum JD, CPA, CDFA

Financial Professional | Northbrook, IL

(847) 558-6115

William  Fitzgerald

William Fitzgerald

Financial Professional | Oak Brook, IL

(630) 575-5052

William L  Spies

William L Spies

Financial Professional | Oak Brook, IL

(630) 575-5032