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 middle-aged man with a bald head and goatee, wearing a blue blazer and white shirt, poses and smiles in front of a bright, blurred indoor background.

Christopher Plummer

Financial Planner, Associate Partner
  • Rockford, IL
12+Years Experience
A man with short brown hair, wearing a light checkered shirt, smiles while standing in front of a blurred office background.

Daniel Puglisi

Financial Planning Operations Associate
  • Indianapolis, IN
A woman with straight blonde hair and a grey sweater smiles at the camera, standing in a brightly lit indoor setting with a blurred background.

Nikki Pulfer

Chief Marketing Officer
  • Indianapolis, IN
A man with light hair and a beard, wearing a black blazer and white shirt, smiles at the camera in a bright office setting.

Joe Purcell

Technology Specialist
  • Chicago, IL
A middle-aged man wearing a red blazer and white shirt poses in front of a blurred indoor background, looking at the camera and smiling.

David Quaglia

Financial Advisor, Financial Planner
  • Crown Point, IN
30+Years Experience
A man with short brown hair and a trimmed beard, wearing a plaid suit jacket and light blue shirt, smiles at the camera against a blurred background.

Michael Reed

Partner
  • Fort Wayne, IN
26+Years Experience
Woman wearing white glasses, yellow earrings, and a floral jacket with a yellow flower pin, standing and smiling with a blurred background.

Maggie Reister Walters

Financial Advisor
  • Crown Point, IN
41+Years Experience
A woman with long blonde hair smiles at the camera, wearing a black top over a blue shirt, with a blurred indoor background.

Jessica Reyes

New Business Coordinator
  • Lisle, IL
A woman with long wavy brown hair, wearing a sleeveless dark purple top and layered gold necklaces, smiles at the camera in a softly lit indoor setting.

Meghan Reza

Graphic Design & Marketing Coordinator
  • Chicago, IL
A man in a navy suit and white shirt smiles at the camera in a modern, blurred office setting.

Michael Riback

Wealth Management Advisor
  • Chicago, IL
26+Years Experience
Smiling older man with white hair wearing a black suit jacket, white shirt, and pocket square, standing in front of a blurred glass building background.

Mike Ricke

Registered Representative
  • New Albany, IN
43+Years Experience
A woman with long brown hair and glasses wears a black blouse with red patterns, standing in a modern, well-lit indoor space with large windows.

Anita Rodgers

Technology Specialist
  • Lexington, KY

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  1. An owner of a MassMutual policy or contract.