Associates

 
  • Steve Abbey, CFP®, MBA

    Private Wealth Manager

    14881 Quorum Drive, Suite #430
    Dallas, TX 75254

  • Robert J. Achille, CPA®

    Private Wealth Manager

    191 Waukegan Road, Suite 103
    Northfield, IL 60093

  • Frank Acosta Jr., AIF®, CRPC®, MBA®

    Private Wealth Manager

    1100 NE Loop #410, Suite #300
    San Antonio, TX 78209

  • Larry Ailes, CFP®

    Investment Advisory Representative

    1111 Jones St.,
    Atlanta, GA 30350

  • Brian L. Anderson

    Christ Taylor Insurance

    4544 Post Oak Place, Suite #200
    Houston, TX 77027

  • Ken Anton, AAMS®

    Private Wealth Manager

    8834 N Capital of Texas Hwy
    Suite 220
    Austin, TX 78759

  • Raja Asava

    Private Wealth Manager

    830 East Front Street, Suite 304
    Traverse City, MI 49686

  • Peter Bakalis, MBA

    President, Bakalis Financial

    16291 W. 14 Mile Road, Suite #25
    Beverly Hills, MI 48025

  • Rennie Baker

    Christ Taylor Insurance

    4544 Post Oak Place, Suite #200
    Houston, TX 77027

  • Tim Bales, CPA

    Financial Advisor

    2106 East 86th
    Indianapolis, IN 46240

  • Terry Ballard

    Private Wealth Manager

    1100 NE Loop #410, Suite #300
    San Antonio, TX 78209

  • Michael A. Barrella, CFP®

    Branch Director, Vice President

    6767 N. Wickham Road, Suite #401-6
    Melbourne, FL 32940-2024

  • Charles Beech

    Private Wealth Manager

  • Fred Belknap, CRPC®

    Private Wealth Manager

    423 Financial Court
    Rockford, IL 61107

  • Steve Belloli, AAMS® , AIF®

    Founding Partner

    3444 E. Lake Lansing Road
    East Lansing, MI 48823

  • Mary Ben-Kowalski

    Executive Assistant

    32000 Northwestern Highway
    Suite 128
    Farmington Hills, MI 48334

  • M. Dwaine Benedict, CRPC®

    Private Wealth Manager

    780 N Watters
    Suite 110
    Allen, TX 75013

  • Greg Blair

    Financial Advisor & Private Wealth Manager

    906 Sunpoint Circle
    Rockwall, TX 75087

  • Brett Blair

    Financial Advisor

    906 Sunpoint Circle
    Rockwall, TX 75087

  • Kellie Blanco, CFP®

    Private Wealth Manager

    8834 North Capital of Texas Hwy, Suite 220
    Austin, TX 78759

  • Patty Bogle

    Assistant

    923 E, Klosterman Road
    Tarpon Springs, FL 34689

  • Billy "Bill" Braselton, AIF®

    Financial Advisor

    4000 North Big Spring, Ste. 112
    Midland, TX 79705

  • Ronald C. Braun, CFP®

    Senior Financial Consultant

    32000 Northwestern Highway
    Suite 128
    Farmington Hills, MI 48334

  • Kent Brenneman, AIF®

    Private Wealth Manager

    1717 N. IH 35, Suite 150
    Round Rock, TX 78664

  • Rita Brown, CFP®

    Private Wealth Manager

    191 Waukegan Road, Suite #103
    Northfield, IL 60093

  • Vincent Canzoneri

    Private Wealth Manager

    8834 N. Capital of Texas Hwy., Suite 220
    Austin, TX 78759

  • Craig R. Cheney

    Branch Director, Private Investment Manager

    1889 N. Wildwood Street
    Boise, ID 83713

  • Rod G. Chisholm, CFP®

    Branch Director, Vice President

    1100 NE Loop #410, Suite #300
    San Antonio, TX 78209

  • Rod Christ

    Christ Taylor Insurance

    4544 Post Oak Place, Suite #200
    Houston, TX 77027

  • Ross Christian

    Senior Vice President
    Wealth Manager

    1100 NE LOOP 410, STE 300
    SAN ANTONIO, TX 78209

  • Colin Cohen

    Vice President of Investments - Private Wealth Manager

    14900 Avery Ranch Blvd. Suite C200, Box 147
    Austin, TX 78717

  • Carrie L. Cole, CFP®

    Private Wealth Advisor

    29560 Beck Road, Suite 101
    Wixom, MI 48393

  • Richard Colleoni, AAMS®

    Wealth Manager

    1100 Starleaf Dr.
    Mansfield, TX 76063

  • Rodney E. Constable AAMS®, CMFC, CRPC®, CRPS

    President, Constable Financial Services, LLC

    2528 Grand Vista Ct., NW
    Grand Rapids, MI 49534

  • Nancy Cook

    Client Service Specialist

  • Patrick S. Crilley, AIF®

    Private Wealth Manager
    Vice President of Investments
    Accredited Investment Fiduciary®

    3444 E. Lake Lansing Rd
    East Lansing, MI 48823

  • Alan Davidson

    Vice President
    Private Wealth Manager

    1100 NE Loop 410, Ste. 300
    San Antonio, TX 78209

  • Scott J. Davis

    Financial Advisor

    3444 E Lake Lansing Rd.
    East Lansing, MI 48823

  • John DeLeeuw

    Financial Consultant

    4040 88th Street
    Byron Center, MI 49315

  • Randy Dence

    Private Wealth Manager

  • Ray DeWitt, AAMS®, CRPC®

    Managing Director
    Private Wealth Manager

    10808 S. River Front Pkwy
    Suite 341
    South Jordan, UT 84095

  • Gregory Dexter, CRPC

    Chartered Retirement Planning Counselor
    Private Wealth Manager
    CA Insurance License 0I27960

    9380 Station Street, Suite 535
    Lone Tree, CO 80124

  • Melanie Dohrman, CFP®

    Private Wealth Manager

    2604 Birchleaf Trail
    Austin, TX 78748

  • Dale Driggs

    Private Wealth Manager

    1021 Vine St.
    West Lafayette, IN 47906

  • William C. Dyhr, AIF®

    Private Investment Manager

    3626 N. Seeley Avenue
    Chicago, IL 60618

  • Kevin England

    Office Coordinator

    9380 Station Street, Suite 535
    Lone Tree, CO 80124

  • Jonathan E. Evans

    Branch Director, Vice President of Investments

    10808 S. River Front Parkway, #336
    South Jordan, UT 84095

  • Mark C. Eyre, AIF®

    Financial Advisor

    29560 Beck Rd. Suite 101
    Wixom, MI 48393

  • Timothy Farris

    Group Director
    Vice President

    7125 Orchard Lake Rd, Suite 304
    West Bloomfield, MI 48322

  • Karen Fashandi

    Administrative Assistant

    191 Waukegan Road, Suite #103
    Northfield, IL 60093

  • Dan Ferwerda

  • Craig Freund

    Founding Partner

    2443 Warrenville Road, Suite 115
    Lisle, IL 60532

  • Jim Galiger, CFP®

    Private Wealth Manager

    191 Waukegan Road, Suite #103
    Northfield, IL 60093

  • Paul Goodson

    Private Wealth Manager

    6767 N. Wickham Road, Suite #401-6
    Melbourne, FL 32940-2024

  • Catherine Quinn Gray

    Director of Client Relations

    14881 Quorom Drive, Suite 430
    Dallas, TX 75254

  • Sam Green, AIF®

    Private Wealth Manager

    780 N Watters Road
    Suite 110
    Allen, TX 75013

  • Douglas Gregory

    Senior Vice President
    Private Wealth Manager

    1100 NE Loop 410 Ste 300
    San Antonio, TX 78209

  • Leigh Guido, AIF®, CRPC®

    Private Wealth Manger

    11640 Zimmerman Rd
    Port Richey, FL 34668

  • Mark Hanlin

    Registered Representative

    131 Columbia Ave E, Suite 208
    Battle Creek, MI 49015

  • Dana Hayes, CLU®, ChFC

    2113 Ammer Ridge Court #101
    Glenview, IL 60025

  • Donald E. Headley

    Vice President of Investments

    3444 E Lake Lansing Rd.
    East Lansing, MI 48823

  • Terri S. Hembree

    Private Wealth Manager

    1889 N. Wildwood Street
    Boise, ID 83713

  • John Hemphill, CFP

    Private Investment Manager

    8834 N. Capital of Texas Hwy, Suite 220
    Austin, TX 78759

  • Scott Hendrix, AIF®

    Wealth Manager

    8834 N. Capital of Texas Hwy, Suite #220
    Austin, TX 78759

  • Lovess A. Henry

    Director of Client Relations

    8834 North Capital of Texas Hwy, Suite 220
    Austin, TX 78759

  • Staci Hernandez

    Director of Client Relations

    19230 Stone Oak Parkway, Suite #315
    San Antonio, TX 78258

  • Matt Hess

  • Tammy Hill

    Private Wealth Manager

  • Lauren Hinton

    Office Administrator

    1717 N. IH 35, Suite 150
    Round Rock, TX 78664

  • Eileen Hodges

    Executive Assistant

    4015 Jefferson Ave
    Midland, MI 48640

  • Ty C. Hodges, CFP® CRPC®

    Private Wealth Manager

    19230 Stone Oak Pkwy, Ste 315
    San Antonio, TX 78259

  • Stacy Hollender

    Office Coordinator

    10808 S. River Front Parkway, #336
    South Jordan, UT 84095

  • Frank Holmes

    Financial Advisor

    14881 Quorom Drive, Suite 430
    Dallas, TX 75254

  • Jonathan Holmes

    Founding Partner

    8834 N. Capital of Texas Highway, Suite #220
    Austin, TX 78759

  • Curtis R. Ile

    Private Wealth Manager

    12614 E 500 Rd
    Mount Carmel, IL 62863

  • Candace James

    Office Assistant

  • Ryan Jaquess

    Financial Advisor

    101 W. McDermott Dr
    Allen, TX 75013

  • Gregory D. Jasick

    Private Wealth Manager

    2850 Thornhills Ave SE, Suite 106
    Grand Rapids, MI 49546

  • Garret T. Jett, APMA

    Vice President of Investments

    9380 Station Street, Suite 535
    Lone Tree, CO 80124

  • Michael Johnson

    Private Wealth Manager

  • Annette Kempf

    Sales Assistant

    923 E. Klosterman Road
    Tarpon Springs, FL 34689

  • Glenn E. Kendall

    Senior Financial Advisor

    17948 Semmler Court
    Tinely Park , IL 60487

  • Terri Kendall

    Operations Manager

    3626 N. Seeley Avenue
    Chicago, IL 60618

  • Terry Keratsopoulos

    Vice President of Investments, Private Weath Manager

    14881 Quorom Drive, Suite 430
    Dallas, TX 75254

  • David Koch

    Branch Director, V.P.
    Private Wealth Manager

    423 Financial Court
    Rockford, IL 61114

  • Jennifer Kowalsky

    Director of Client Relations

    28250 Southfield Road, Suite 210
    Lathrup Village, MI 48076

  • Joseph Z. Kowalsky, J.D.

    Senior Financial Consultant

    28250 Southfield Road, Suite 210
    Lathrup Village, MI 48076

  • Mark D. Kraushaar

    President, Diversified Portfolio Wealth Management

    2339 Jolly Road
    Okemos, MI 48864

  • Melissa Kulka

    Office Coordinator

    3444 E. Lake Lansing Road
    East Lansing, MI 48823

  • Tim Kuntz

    Private Wealth Manager

    2443 Warrenville Rd. Suite 115
    Lisle, IL 60532

  • John A. Kuntz, CFP®

    Certified Financial Planner

    923 E. Klosterman Road
    Tarpon Springs, FL 34689

  • Natasha Labbate

    Marketing and Client Services

  • Robert Lang

    Private Wealth Manager

    2443 Warrenville Rd, Ste 115
    Lisle, IL 60532

  • Nancy Lemoine

    Administrative Assistant

    2443 Warrenville Road, Suite 115
    Lisle, IL 60532

  • Leszek Lenkowski

    Private Wealth Manager

  • Kathy Leopold

    Executive Assistant

    9380 Station Street, Suite 535
    Lone Tree, CO 80124

  • Tori Lewis, CFP®

    Certified Financial Planner

    923 E, Klosterman Road
    Tarpon Springs, FL 34689

  • Todd Lien

    Private Wealth Manager

    9380 Station Street, Suite 535
    Lone Tree, CO 80124

  • Gabe Logsdon

    Private Wealth Manager

    The Charter Center
    3000 S. 31st., Ste. 203
    Temple, TX 76502

  • Joey R. Lovgren, MBA

    Private Wealth Manager

    423 Financial Court
    Rockford, IL 61107

  • Scott D. Lundberg CFP®, MBA, CRPC®

    Senior Financial Planner

    155 Romeo Rd, Suite 700
    Rochester, MI 48307

  • Christine C. Mallul, AIF®

    Sr. Vice President of Investments

    930 Central Avenue
    Highland Park, IL 60035

  • Dennis Marrs, AIF®

    Private Wealth Advisor

    3444 E. Lake Lansing Road
    East Lansing, MI 48823

  • Michael Martinez

    Provision Advisory Group

    4544 Post Oak Place, Suite #200
    Houston, TX 77027

  • Michelle Mendoza, SGS, CHRS

    Benefits Consultant

    19230 Stone Oak Parkway, Suite #315
    San Antonio, TX 78258

  • Jeffrey F. Meyer, AAMS®

    Vice President of Investments

    423 Financial Court
    Rockford, IL 61107

  • Chris Mikolajczewski, AIF®

    Private Wealth Manager

    8600 US Highway 14, Suite 103
    Crystal Lake, IL 60012

  • Roma Miksyte

    Tax Professional

    2443 Warrenville Road, Suite 115
    Lisle, IL 60532

  • John Monte, CLU®, ChFC®

    Financial Advisor

    3490 East Lake Road, Suite B
    Palm Harbor, FL 34685

  • Paul H. Moy, CFP®

    Vice President of Investments

    191 Waukegan Road Suite 103
    Northfield, IL 60093

  • Andrew L. Mussen, CFP®

    Private Wealth Manager

    39111 Six Mile Rd, Suite 144
    Livonia, MI 48152

  • Bud Nicol, AIF®

    Investment Advisor Representative

    201 Sixth Ave
    Indialantic, FL 32903

  • Lisa Norman

    Office Manager

    16291 W. 14 Mile Road, Suite #25
    Beverly Hills, MI 48025

  • Harvey Nuttall, ChFC LUTCF

    Financial Advisor
    UPSTREAM Investment Partners
    2887 Boynton Ave NE
    Ada, MI 49301

  • John P. O'Callaghan, CLU® ChFC®

    Private Wealth Manager

    191 Waukegan Road, Suite #103
    Northfield, IL 60093

  • John O'Donnell

    Private Wealth Manager

    2443 Warrenville Road, Suite 115
    Lisle, IL 60532

  • Scott C. Olson, AAMS®, AIF®

    Branch Manager - Private Wealth Manager

    3613 Williams Drive, Suite 405
    Georgetown, TX 78628

  • Angela Page

    Office Coordinator

  • James L. Parker, AIF®

    Vice President of Investments

    39209 6 Mile Rd
    Suite 155
    Livonia, MI 48152

  • Tom Patton

  • Cheri Pemble

    Christ Taylor Insurance

    4544 Post Oak Place, Suite #200
    Houston, TX 77027

  • Chip Pierron

    Private Wealth Manager

    14881 Quorom Drive, Suite 430
    Dallas, TX 75254

  • Jim Pihaly



    423 Financial Court
    Rockford, IL 61107

  • Jeffrey S. Pirkl

    Registered Representative, Life Insurance Agent

    2818 42nd Street
    Lubbock, TX 79413

  • Lisa Poppell, AIF®

    Private Wealth Manager

    16 N Merryweather Circle
    The Woodlands, TX 77384

  • Jamie Potter

    Upstream Benefit Solutions

    19230 Stone Oak Pkwy
    Suite 315
    San Antonio, TX 78258

  • Clint Potts, AIF® AAMS®

    Wealth Manager

    8600 Pepper Rock Dr
    Austin, TX 78717

  • Todd M. Praschan, AIF®

    Senior Financial Advisor

    1467 Colony Drive
    Saline, MI 48176

  • Nicholas J Reiland, CFP®, ChFC®

    Private Wealth Manager

    2443 Warrenville Road, Suite 115
    Lisle, IL 60532

  • John Reyenga

    Private Wealth Manager

  • James Ronayne, AIF®, CWS®

    Private Wealth Manager

    191 Waukegan Road, Suite #103
    Northfield, IL 60093

  • Julie Rowe

    Registered Associate
    Branch Director Assistant

    423 Financial Court
    Rockford, IL 61114

  • Dave Rushman

    Private Wealth Manager

    3444 E. Lake Lansing Road
    East Lansing, MI 48823

  • Greg Rusnak

    Senior Financial Advisor

    6 N 104 Riverside Drive
    St. Charles, IL 60174

  • Luke D. Russell, AAMS®, AIF®

    Senior Financial Advisor

    4015 Jefferson Ave
    Midland, MI 48640

  • James Sadek

    Director of Business Development

    8834 N. Capital of Texas Highway, Ste. 220
    Austin, TX 78759

  • Dave Sanders, CPA

    Financial Advisor

    2106 East 86th
    Indianapolis, IN 46240

  • Kirk Sempsrott

    Financial Advisor

    2339 Jolly Road
    Okemos, MI 48864

  • Nalin Shah

    Private Wealth Manager

  • Sandip Shah

    Private Wealth Manager

  • Deron Shymkewich, AIF®, CFP®, CRPC®

    Senior Financial Advisor

    2443 Warrenville Road, Suite 115
    Lisle, IL 60532

  • Matthew R. Simon, AIF®

    Private Wealth Manager

    830 East Front Street, Suite 304
    Traverse City, MI 49686

  • Diane M. Simonaitis

    Administrative Assistant

    2443 Warrenville Road, Suite 115
    Lisle, IL 60532

  • Terrie L. Sims

    Director of Client Relations

    1100 NE Loop 410, Ste. 300
    San Antonio, TX 78209

  • Katherine M. Simson

    Senior Financial Advisor

    10327 Grand River Rd, Suite 407
    Brighton, MI 48116

  • Sarah Siniaho

    Christ Taylor Insurance

    4544 Post Oak Place, Suite #200
    Houston, TX 77027

  • Matthew Smith, AAMS®

    Financial Planner

    8834 Capital of Texas Highway, Suite #220
    Austin, TX 78759

  • David Smith, AIF®, CFP®, CRPC®

    Private Wealth Manager

    14881 Quorom Drive, Suite 430
    Dallas, TX 75254

  • Rick Stainsby

    CFP, APMA, AEP - Private Wealth Manager -

  • Joe Stassi

    Financial Advisor

    Three Sugar Creek Center, Suite #100
    Sugarland, TX 77478

  • Rick Steigerwald

    Branch Director

    9380 Station Street, Suite 535
    Lone Tree, CO 80124

  • Bill Stephens

    Associate VP of Investments, Private Wealth Manager

    14881 Quorom Drive, Suite 430
    Dallas, TX 75254

  • Barry Stokley, APMA

    Private Wealth Manager

    1100 NE Loop #410, Suite #300
    San Antonio, TX 78209

  • Nick Styczen, AAMS®, AIF®

    Senior Financial Advisor

    2443 Warrenville Road, Suite 115
    Lisle, IL 60532

  • Kyle Sutton

    Assoc VP of Investments, Financial Advisor

    10808 S. River Front Parkway, #336
    South Jordan, UT 84095

  • Jeff Sutton

    Private Wealth Manager (Licensed only for advisory business through SPC)

    3444 E Lake Lansing Rd.
    East Lansing, MI 48823

  • Morgan J. Swan, JD

    Private Wealth Manager

    9526 Fowler Lane NW
    Rapid City, MI 49676

  • Tammy Swann

    Associate Vice President of Investments, Financial Advisor

    1100 NE Loop #410, Suite #300
    San Antonio, TX 78209

  • Margaret Swiess

    Private Wealth Manager

  • Rick Taden, CRPC®, AAMS®

    Private Wealth Manager

    423 Financial Court
    Rockford, IL 61107

  • Chad E. Tallman

    Financial Consultant

    3952 New Vision Drive
    Fort Wayne, IN 46845

  • Steve Tatro

    Private Wealth Manager

    1717 N. IH 35, Suite 150
    Round Rock, TX 78664

  • Mace Tawney

    Associate VP of Investments, Private Investments Manager

  • Terrell Taylor

    Christ Taylor Insurance

    4544 Post Oak Place, Suite #200
    Houston, TX 77027

  • Brad E. Thompson

    Vice President of Investments, Private Wealth Manager

    18756 Stone Oak Pkwy., Suite 200
    San Antonio, TX 78258

  • Shane Thompson, AAMS

    Financial Advisor

    125 S. Kalamazoo Mall, Suite 208
    Kalamazoo, MI 49007

  • John M. Trotter, AIF®

    Private Wealth Manager

    4008 Sioux Dr.
    McKinney, TX 76071

  • Chris Tynes

    Senior Vice President, Wealth Management

    2650 FM 407
    Suite 255M
    Bartonville, TX 76626

  • D. Troy Vieth, AAMS®

    Independent Financial Advisor

    102 N Business Hwy 54, STE A
    Eldon, MO 65026

  • Kevin Volz

    Financial Advisor

    901 S. University Blvd.,
    Denver, CO 80209

  • Aldo Waker, AAMS® AIF®

    Private Wealth Manager

    402 Eagle Lookout Drive
    Austin, TX 78733

  • Russ Warner, AIF®

    Private Wealth Manager

    191 Waukegan Road, Suite #103
    Northfield, IL 60093

  • Van Washington

    Senior Vice President, Private Wealth Manager

    5345 Towne Square Drive . Suite 150
    Plano, TX 75024

  • Jim Weinberg, AIF®

    Private Wealth Manager

    2443 Warrenville Road, Suite 115
    Lisle, IL 60532

  • Matt Weldon

    Private Wealth Manager

    423 Financial Court
    Rockford, IL 61107

  • Matthew Welgat, J.D., CFP®

    Private Wealth Manager

    2443 Warrenville Rd. Suite 115
    Lisle, IL 60532

  • Liz Westerhof

    Business Development Manager

    2339 Jolly Rd
    Okemos, MI 48864

  • Joel W. Williams

    Private Wealth Manager

    6730 Horizon Road, Suite A
    Rockwall, TX 75032

  • Stephen Willis

    Associate Vice President
    Financial Advisor

    1100 NE LOOP 410, STE 300
    SAN ANTONIO, TX 78209

  • Frank Wise

    Private Wealth Manager

    191 Waukegan Road, Suite #103
    Northfield, IL 60093

  • Robert Wolchuk

    Private Wealth Manager

    6650 N. Northwest Hwy, Suite 100
    Chicago, IL 60631

  • Norman E. Woltjer

    Registered Representative

    4467 Byron Center Avenue SW., Suite #H
    Wyoming, MI 49519

  • Annette M. Wright, MBA, CPA

    Sr. Financial Consultant

    819 East Webb Drive
    DeWitt, MI 48820

  • Kelly Zeitler, SGC, CHRS

    Executive Director

    19230 Stone Oak Parkway, Suite #315
    San Antonio, TX 78258