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
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Joseph Stoll

Wealth Management Advisor
  • Chicago, IL
6+Years Experience
A man in a suit and glasses smiles at the camera in front of a blurred, modern office background.

Jeremy D. Suarez

Wealth Management Advisor, Managing Partner – TOMORO
  • Red Bank, NJ
21+Years Experience
A middle-aged man with short hair and a goatee, wearing a blue shirt and dark blazer, smiles in front of a softly blurred light background.

Don Swanson

Senior Wealth Advisor
  • Libertyville, IL
40+Years Experience
A man wearing a dark plaid suit, white shirt, and blue patterned tie stands in front of a blurred indoor background, smiling at the camera.

Eric Swanson

Financial Services Professional
  • Lisle, IL
1+Year Experience
A man with short red hair, a beard, and glasses is wearing a dark suit, light shirt, and striped tie, standing in front of a blurred background.

Neal Taflinger

Financial Advisor
  • Indianapolis, IN
2+Years Experience
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Jessica Teagardin

Director of New Business
  • Indianapolis, IN
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Mike Terry

Agency Supervisory Officer
  • Indianapolis, IN
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Trisha Tetzlaff

Financial Advisor
  • De Pere, WI
19+Years Experience
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Christine Thornburg

Operations Coordinator
  • Madison, WI
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Paul Tokarz

co-Managing Partner
  • Chicago, IL
15+Years Experience
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Kyle W. Truex

Lead Manager & Practice Development Specialist
  • Indianapolis, IN
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Bill Tsoulos

Financial Planner
  • Chicago, IL
19+Years Experience

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  1. An owner of a MassMutual policy or contract.