Our Financial Professionals

Looking for a financial professional? We have over 450 professionals across the midwest and beyond to serve your needs. You can search by office location or lookup your financial professional by name to find contact information and learn more about them and their practice.

Average years of professional experience
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Clients served across all 50 states 1
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Financial professionals offering specialized expertise
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Find a Professional
A man wearing a blue suit and blue patterned tie smiles at the camera against a blurred colorful background.

Lucas Amell

Financial Planner
  • Wauwatosa, WI
10+Years Experience
A man with short brown hair and a beard, wearing a dark pinstripe suit, white shirt, and maroon polka-dot tie, stands in a bright office setting.

Jamie Asher

Financial Services Professional
  • Indianapolis, IN
26+Years Experience
A woman with long, wavy brown hair, wearing a blazer over a light top, smiles at the camera against a blurred light background.

Donya Ataya-Richter

Financial Services Professional
  • Chicago, IL
2+Years Experience
A man in a blue suit and light blue shirt is smiling outdoors with a blurred background.

Greg Bagdasaryan

Wealth Management Advisor
  • Lexington, KY
20+Years Experience
Woman with long brown hair wearing a black blazer and white top, smiling in front of a blurred, light blue background.

Lottie A. Barcus

Financial Advisor
  • Indianapolis, IN
29+Years Experience
A middle-aged man wearing a dark blazer, grey sweater, and white shirt stands indoors with a blurred office background.

John L. Barker

Financial Advisor
  • Indianapolis, IN
24+Years Experience
A woman with shoulder-length blonde hair, glasses, and a teal blazer poses for a professional headshot in an office setting.

Stephanie Barnett

Financial Advisor
  • Chicago, IL
11+Years Experience
A man in a dark suit, white shirt, and striped tie stands in front of a blurred, neutral background, smiling slightly.

Brett Bauch

Financial Planner, Investment Specialist
  • Madison, WI
27+Years Experience

Kyle Baus

Financial Advisor
  • Wauwatosa, WI
3+Years Experience
A man with short gray hair and a beard is wearing a dark suit jacket and white shirt, standing in an office hallway.

Michael Beinlich

Financial Services Professional
  • Wauwatosa, WI
5+Years Experience
A man in a dark pinstripe suit, white shirt, and red striped tie smiles at the camera against a blurred office background.

Arbi Bejleri

Financial Services Professional
  • Chicago, IL
2+Years Experience
A man in a blue suit jacket and white shirt smiles at the camera, standing in a brightly lit indoor setting with a blurred background.

Matthew Bennett

Wealth Management Advisor, Financial Planner, Financial Advisor
  • Indianapolis, IN
6+Years Experience

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  1. An owner of a MassMutual policy or contract.