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 gray hair wearing a white shirt and black suit jacket smiles at the camera, with a blurred cityscape in the background.

Louis J. Cassara

Financial Advisor
  • Lisle, IL
43+Years Experience
A woman with shoulder-length blonde hair wearing a denim jacket, white shirt, and layered black necklace, smiling at the camera with a blurred background.

Traci Cawi

Culture + Merchandise Specialist
  • Indianapolis, IN
Smiling man with gray hair and mustache wearing a dark suit, light blue shirt, and patterned tie, posed in front of a blurred office background.

Joe A. Cerda

Brokerage Director
  • Indianapolis, IN
31+Years Experience
Woman with long blonde hair wearing a green blouse with black spots and a black jacket, smiling, with a blurred light background.

Angie Chovanec

Director of Broker-Dealer, Teaming & Tiered Services
  • Madison, WI
20+Years Experience
A man wearing a coral polo shirt stands in front of a blurred background with soft natural light.

Adam Claerbout

Certified Financial Planner
  • Indianapolis, IN
16+Years Experience
A middle-aged man with a bald head and gray beard wearing a blue plaid blazer and white dress shirt stands indoors with a blurred background.

Kevin Clasen

Financial Planner
  • Indianapolis, IN
33+Years Experience
A man wearing a light gray suit, patterned tie, and collared shirt stands indoors, smiling at the camera with a blurred background.

Ulric Cobb

Financial Advisor
  • Milwaukee, WI
26+Years Experience
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Junior Coleman

Senior Partner
  • Madison, WI
8+Years Experience
A man with short brown hair and a beard wearing a white shirt and dark blazer stands in front of a blurred indoor background.

Charles Colletta

Associate Partner, Wealth Management Advisor
  • Chicago, IL
5+Years Experience
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Alexandra Cooper

Executive Coordinator to the Lead Managing Partner
  • Indianapolis, IN
A man wearing a gray plaid suit jacket and white shirt sits indoors, smiling slightly, with a blurred background.

Sean S. Cooper

Financial Planner, Wealth Management Advisor
  • Chicago, IL
21+Years Experience
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Danielle Couture

Financial Planning Specialist
  • Springfield, MA

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  1. An owner of a MassMutual policy or contract.