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 short brown hair and a trimmed beard, wearing a dark suit, white shirt, and patterned tie, standing in front of a blurred background.

Joseph Nicholson

Partner, Financial Planner, Annuities Specialist
  • Lisle, IL
39+Years Experience
A geometric letter "W" made of blue neon triangles on a dark gradient background.

Leonidas Nicoloudes

Financial Services Professional
  • Lisle, IL
13+Years Experience
A man in a dark suit jacket and white shirt stands smiling in front of a bright, blurred background.

Mathew Noel

Financial Advisor
  • Madison, WI
20+Years Experience
A man in a gray checked suit jacket and white shirt smiles at the camera, standing in front of a blurred indoor background.

Chad Noyes

Wealth Management Advisor
  • Chicago, IL
18+Years Experience
A man in a dark plaid suit, light blue shirt, and pink tie smiles at the camera against a plain light-colored background.

Michael J. O’Neill

Financial Advisor
  • Chicago, IL
12+Years Experience
A woman with straight brown hair and a light blouse smiles at the camera, standing in front of a blurred background.

Caroline Obacz

New Business Coordinator
  • Lisle, IL
A man in a gray suit and patterned tie smiles while standing outdoors in front of a blurred office building background.

Nick Otto

Financial Advisor
  • Cincinnati, OH
12+Years Experience

Nilesh M. Patel

Financial Advisor,Partner
  • Schaumburg, IL
27+Years Experience
A man wearing a blue pinstripe suit and white shirt stands in front of a blurred, colorful background.

Ryan Paulsen

Wealth Management Advisor, Financial Services Professional
  • Northfield, IL
26+Years Experience
Man in a black suit jacket and white dress shirt smiles at the camera, standing in front of a blurred indoor background.

T. Ray Phillips, IV

Wealth Management Advisor, Certified Family Business Specialist
  • Indianapolis, IN
30+Years Experience
A man with a beard and slicked-back hair, wearing a blue checked suit jacket, white shirt, and patterned pocket square, stands with arms crossed against a blurred background.

Josh Plank

co-Managing Partner
  • Indianapolis, IN
24+Years Experience
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
13+Years Experience

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  1. An owner of a MassMutual policy or contract.