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 dark blazer and black shirt smiles at the camera, standing outdoors with a blurred cityscape in the background.

Marcel Marsh

Financial Advisor
  • Chicago, IL
6+Years Experience
A man in a blue plaid suit with a patterned tie and white shirt is smiling at the camera, standing in front of a blurred background.

Jacob Martin

Financial Planner
  • Columbus, IN
13+Years Experience
A woman with shoulder-length brown hair wearing a dark pinstripe blazer and blue shirt smiles at the camera against a blurred background.

Colie Masur

Director of Training
  • Chicago, IL
A man in a black suit, white shirt, and red tie is smiling at the camera against a blurred light background.

Ty Matheny

Financial Services Professional
  • Indianapolis, IN
3+Years Experience
A person with straight brown hair, fair skin, and light-colored eyes is wearing a maroon button-up shirt, standing in front of a blurred light background.

Eric Matthews

Technology Specialist
  • Madison, WI
A man with short brown hair and a beard, wearing a light gray suit jacket over a pink shirt, stands in front of a blurred background.

William Maule

Partner
  • Fort Wayne, IN
5+Years Experience

Tim Mauntel

Financial Advisor
  • Indianapolis, IN
1+Year Experience
A woman with curly brown hair, wearing a blue shirt and plaid blazer, smiles at the camera in a brightly lit indoor setting.

Delaney McGrath

Site Manager & New Business Coordinator
  • Chicago, IL
A woman with straight, long blonde hair and bangs is smiling at the camera. She is wearing a black off-the-shoulder top and is posed against a blurred light background.

Mary McKinney

Sales Assistant
  • Crown Point, IN
A middle-aged man in a checked blazer and white shirt smiles while standing indoors with a blurred background.

Greg McRoberts

Lead Managing Partner
  • Indianapolis, IN
A woman with long blonde hair, wearing a black top and necklace, smiles at the camera with a blurred outdoor background.

Emma McRoberts Huke

Financial Planner, Senior Partner
  • Indianapolis, IN
11+Years Experience
A man with short brown hair and a beard, wearing a checked suit jacket over a light blue shirt, stands smiling in front of a blurred urban background.

William Meguschar

Financial Services Professional
  • Indianapolis, IN
3+Years Experience

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  1. An owner of a MassMutual policy or contract.