Top Investment Advisors in Greater Chicago Area

Ray Zabielski

Managing Broker

Greater Chicago Area

Managing Broker

Senior Investment Advisor

Vice President

University of Illinois at Urbana-Champaign - College of Business

Recommendations: 8

negotiaion

agent development

technology evaluation

Real Estate

Negotiation

Commercial Real Estate

Sales

Buyer Representation

l****[email protected]

r****[email protected]

Mish Shedlock

Investment Advisor Representative

Greater Chicago Area

Investment Advisor Representative

President

University of Illinois at Urbana-Champaign

Recommendations: 6

Clayton Cohn

Freelance Software Engineer

Greater Chicago Area

Freelance Software Engineer

iOS Developer

Registered Investment Advisor

Infantry Machinegunner, Sergeant

DePaul University

Recommendations: 5

Securities Trading

Artist

Innovator

Visionary

Public Speaking

Management Consulting

Wealth Management

Leadership

c*****@marketaction.com

John Benner, MBA

Marketing Product and Project Manager

Greater Chicago Area

Marketing Product and Project Manager

Consultant

Trainer/Facilitator

Marketing Analytics Manager

Research and Product Development Manager

Project Manager - Branch Scheduling Model

Regional Manager

Investment Advisor

Southern Illinois University

University of Delaware

Recommendations: 4

Banking

Financial Services

Retail Banking

Financial Analysis

Leadership

Product Management

Customer Service

Analysis

Elvie B Aldana

President and CEO

Greater Chicago Area

President and CEO

Registered Representative

Investment Advisor Representative

Registered Representative

Registered Representative/Branch Manager

Registered Representative/Broker

Institute of Business & Finance

IBF - Institute of Business & Finance

Society of Certified Retirement Financial Advisors

University of the East

Recommendations: 3

Retirement Planning

Retirement

Investments

Strategic Financial Planning

Finance

Insurance

Leadership

Business Strategy

e****[email protected]

Stuart Kruse, CFA

President and Chief Investment Advisor

Greater Chicago Area

President and Chief Investment Advisor

Advisor

Professor

Kellogg Graduate School of Management

Northwestern University

Recommendations: 3

Investments

Asset Allocation

Portfolio Management

Asset Management

Excel

Financial Analysis

Asset Managment

Finance

s****[email protected]

Mike Tosaw

Investment Advisor

Greater Chicago Area

Investment Advisor

Director of Education

Registered Representative

Football player, personal trainer, and coach

Long snapper, Reserve Guard

Missouri Southern State University

Recommendations: 1

Registered Investment Advisor

Investments

Investment Advisory

Investment Strategies

Investment Education

Financial Planning

Financial Management

Financial Analysis

m*****@knowyouroptionsinc.com

John Lannin

Consultant

Greater Chicago Area

Consultant

Regional Vice President

Region Finance Director

Business Development Account Executive

Central Region Finance Director

Investment Advisor

Kellstadt Graduate School of Business, DePaul University

DePaul University

Recommendations: 1

Forecasting

Financial Reporting

Budgets

Internal Controls

Auditing

Analysis

Finance

Management Consulting

l****[email protected]

William Eng

Owner

Greater Chicago Area

Owner

Independent Writer and Lecturer

advisor

author

advisor

Independent Trader

Investment Advisor

Trader Trainee

The University of Chicago - Booth School of Business

Northwestern University

De La Salle

Monroe Institute

Recommendations: 1

Trading

Investments

Options

Writing

Strategic Planning

Marketing Strategy

Finance

Investment Banking

w****[email protected]

Michelle Breunig

Investment Advisor, Investment Management Division

Greater Chicago Area

Investment Advisor, Investment Management Division

Consumer Finance Senior Associate

Assurance Associate

Introduction to Financial Accounting Instructor

The University of Chicago - Booth School of Business

University of Wisconsin-Madison - School of Business

Recommendations: 0

Auditing

Finance

Financial Accounting

Accounting

Financial Modeling

Internal Controls

Valuation

Financial Analysis

Michelle Hermann

Investment Advisor and Principal

Greater Chicago Area

Investment Advisor and Principal

Senior Vice President & Trust Officer

President

AVP

Quinlan School of Business, Loyola University Chicago

Illinois State University

Recommendations: 0

Portfolio Management

Asset Managment

Investments

Wealth Management

Strategic Financial Planning

Asset Allocation

Investment Management

Estate Planning

m*****@gimllc.com

Michael Kite

Attorney

Greater Chicago Area

Attorney

Investment Advisor Representative

Client Service Asssociate

Associate Attorney

Contract Attorney

Partner

Legal Intern

Judicial Extern

Temporary Employee

Substitute Teacher

Sports Camp Director

The John Marshall Law School

University of Illinois at Urbana-Champaign

Recommendations: 0

Estate Planning

Small Business

Corporate Law

k****[email protected]

Christie Uvodich

Trader, Algorithmic Trading

Greater Chicago Area

Trader, Algorithmic Trading

Implementation & Trade Support Analyst

Settlements Specialist

Investment Advisor

Financial Planner Intern

Western Illinois University

University of Illinois at Urbana-Champaign

Recommendations: 0

Investments

Electronic Trading

Equities

Fixed Income

Trading Systems

Portfolio Management

Options

Securities

Marina Braica

Director of Sales and Marketing

Greater Chicago Area

Director of Sales and Marketing

Assistant Director of Sales

Senior Sales Manager

Group Sales Manager

Sales Manager

Guest Services

Operations Manager

Property Investment Advisor

Sales & Catering Assistant

Rochester Institute of Technology Croatia

Recommendations: 0

Hotels

Hotel Management

Hospitality Management

Hospitality Industry

Hospitality

Revenue Analysis

Resorts

Tourism

Jason Cannon

Partner / Director of Operations

Greater Chicago Area

Partner / Director of Operations

Investment Analyst

Senior Investment Advisor

Vice President

Neumann University

Widener University

Recommendations: 0

Process Improvement

Microsoft Word

Negotiation

Microsoft Office

Customer Service

Risk Management

Insurance

Financial Analysis

Aleks Dabrowski, CFP

Vice President

Greater Chicago Area

Vice President

Wealth Advisor

Investment Advisor Representative

University of Illinois at Chicago

GBS

Glenbrook South

Recommendations: 0

Mike Schafer

Founder

Greater Chicago Area

Founder

Account Executive

Marketing Manager

Co Founder

Account Executive

Investment Advisor

Northern Illinois University

Recommendations: 0

Insurance

Life Insurance

Property & Casualty Insurance

Sales

Strategic Planning

Executive Management

New Business Development

Team Building

Eric Workman

Broker/Owner

Greater Chicago Area

Broker/Owner

President

Vice President of Sales and Marketing

Investment Advisor

Director of Operations

Community Sales Manager

University of Illinois at Urbana-Champaign

Recommendations: 0

Property Management

Property

Construction

Portfolio Management

Real Estate

Investment Properties

Leases

Real Estate Transactions

e*****@greenstreethomes.com

Jeffrey Zimmer

REGIONAL VICE PRESIDENT

Greater Chicago Area

REGIONAL VICE PRESIDENT

Investment Advisor

Participant

Independent Business Consultant

Managing Director

Various

Miami University

Recommendations: 0

Securities

Investments

Mergers & Acquisitions

Consulting

Management

Strategic Financial...

Retirement Planning

Mergers

Michael DiCosola, CFP ®

Private Wealth Advisor

Greater Chicago Area

Private Wealth Advisor

JP Morgan - Investment Advisor

Investment Analyst

The University of Chicago - Booth School of Business

DePaul University

Loyola University Chicago

Recommendations: 0

Shara Voulgaris

Institutional Strategy Desk

Greater Chicago Area

Institutional Strategy Desk

Internal Wholesaler

Client Services Specialist

Investment Advisor Representative

Financial Consultant

DePaul University

Recommendations: 0

Investments

Strategy

Series 7

Financial Services

Securities

Business Development

Series 63

Series 24

s****[email protected]

Karen Vogelsang

Senior Financial Advisor, Registered Principal

Greater Chicago Area

Senior Financial Advisor, Registered Principal

Partner

Investment Advisor

Goldman Sachs 10,000 Small Business Initiative

Valparaiso University

Eastridge High School

Recommendations: 0

Wealth Preservation Planning

Tax-efficient Strategies

Retirement Planning

Investments

Financial Advisory

Securities

Estate Investment Planning

Asset Allocation

k****[email protected]

Ned Costello

Senior Director -- Portfolio Manager

Greater Chicago Area

Senior Director -- Portfolio Manager

Senior Vice President, Portfolio Manager

First Vice President

Investment Advisor

Vice President, Team Leader

Ripon College

LaLumiere School

Recommendations: 0

n****[email protected]

Andy Mau

Investment Advisor

Greater Chicago Area

Investment Advisor

New Business Performance Metrics Intern

Community Development Intern

Assistant

Augustana College

Recommendations: 0

a*****@lionheartfinancialltd.com

Gary Hokin

President

Greater Chicago Area

President

President and Registered Investment Advisor

President

Partner

Chicago-Kent College of Law, Illinois Institute of Technology

Recommendations: 0

Customer Service

Retirement Plan Consulting

Leadership

Mutual Funds

Investments

401k

Wealth Management

Start-ups

g****[email protected]

Glenn Farkas

President/Portfolio Manager

Greater Chicago Area

President/Portfolio Manager

President

Investment Advisor

Director

Vice President

Portfolio Consultant

DePaul University - Charles H. Kellstadt Graduate School of Business

University of Cincinnati

Recommendations: 0

Wealth Management

Portfolio Management

Financial Advisory

Investments

Asset Management

Mutual Funds

Retirement Planning

Equities

g*****@avistamail.net

Jeff Rhemrev

Investment Advisor

Greater Chicago Area

Investment Advisor

Sr. Consultant

General Manager

VP, Business Development

VP, Strategic Marketing & Analytics

Director, Information Management

Director Strategic Marketing & Analytics

Database Marketing Manager

The Ohio State University - The Max M. Fisher College of Business

Boston College

Recommendations: 0

Marketing Strategy

Analytics

Process Improvement

Six Sigma

Strategy Development

Strategic Planning

Product Development

Marc Guerra

Investment Advisor Representative

Greater Chicago Area

Investment Advisor Representative

Registered Representative

Southern Illinois University, Carbondale

Wheaton Central High School

Recommendations: 0

Retirement Planning

Entrepreneurship

Investments

401k

IRAs

Strategic Financial Planning

Recruiting

Mutual Funds

Barbara Groshon

Citigold Relationship Manager

Greater Chicago Area

Citigold Relationship Manager

Vice President, Financial Solutions Advisor

Investment Advisor Representative, Financial Services Representative

Registered Representative, Investment Advisor Representative

Wholesale Account Executive

Recommendations: 0

Investments

Financial Services

Credit

Loan Origination

Banking

Mortgage Banking

Mortgage Lending

Residential Mortgages

b****[email protected]

Allen Smith

Managing Director

Greater Chicago Area

Managing Director

Senior Vice President

Managing Director

Investment Advisor & Relationship Manager

Texas Christian University - M.J. Neeley School of Business

DePauw University

Series 7, 9, 10, 63, 65

Recommendations: 0

Investment Banking

Mutual Funds

Investment Management

Financial Services

Marketing

Equity Research

Series 7

Series 63

Chris Meyers

Registered Investment Advisor

Greater Chicago Area

Registered Investment Advisor

Senior Manager, Sales Finance

Senior Manager, Labor Relations Financial Analysis

Senior Analyst, Corporate Financial Planning

Business Associate, Mileage Plus Finance

Business Associate, Inflight Finance

Financial Development Program Intern

Financial Controller, USS Alexandria

Manager, Hotel & Restaurant Services, USS Theodore Roosevelt

Manager, Payroll and Travel Expenses, USS Theodore Roosevelt

Officer Candidate, US Navy Business School

Assistant

New York University - Leonard N. Stern School of Business

University of Michigan

Recommendations: 0

Financial Analysis

Asset Management

Financial Reporting

Financial Modeling

Corporate Finance

Forecasting

Strategy

Analysis

Michael Garrison, CFA, CFP®

Investment Advisor

Greater Chicago Area

Investment Advisor

Senior Investment Consultant

Principal and Portfolio Manager

Senior Financial Advisor

Senior Financial Analyst

Consultant

The University of Chicago Booth School of Business

Indiana University - Kelley School of Business

Recommendations: 0

Ryan Gandurski

Investment Advisor Representative

Greater Chicago Area

Investment Advisor Representative

Registered Representative, Registered Principal, OSJ, Cetera Advisor Networks LLC

Financial Advisor at Infinex Investments, Inc

Financial Advisor at Raymond James Financial Services

Financial Advisor at Merrill Lynch

Client Advisor

Director

National Account Manager

St. Joseph's College (IN)

St. Rita High School

Recommendations: 0

Portfolio Management

Strategic Planning

Financial Analysis

Investments

Finance

Management

Securities

Retirement Planning

r*****@tcmccabe.com

Jeff Ellithorpe, CPWA®

Wealth Strategist

Greater Chicago Area

Wealth Strategist

Investment Advisor

Supply Chain Manager

Engineer

Northwestern University - Kellogg School of Management

University of Illinois at Urbana-Champaign

Recommendations: 0

Asset Allocation

Wealth Management

Portfolio Management

Alternative Investments

Asset Management

Investment Strategies

Investment Advisory

Series 7

j*****@ntrs.com

Ed Conarchy

Faculty Member / Speaker / Trainer / Host of Conarchy's Corner

Greater Chicago Area

Faculty Member / Speaker / Trainer / Host of Conarchy's Corner

Founder and Investment Advisor

Mortgage Advisor

Northern Illinois University

Recommendations: 0

Loans

Mortgage Banking

FHA

Mortgage Lending

Refinance

Residential Mortgages

Finance

Financial Advisory

e****[email protected]

Akobe Sandy

Senior Associate

Greater Chicago Area

Senior Associate

Associate

Investment Due Diligence Analyst

Investment Advisor

Yale University

Trinity School

Prep for Prep

Recommendations: 0

Financial Modeling

Equities

Valuation

Hedge Funds

Financial Analysis

Due Diligence

Investments

Finance

Brandon Tryon

Specialized Services Manager

Greater Chicago Area

Specialized Services Manager

Partial Carrier Sales Executive

Investment Advisor Representative

Financial Agent

Cost Accounting

University of Iowa

University of Iowa - Henry B. Tippie College of Business

Recommendations: 0

Investments

New Business Development

Leadership

Strategic Planning

Account Management

Finance

Due Diligence

Sales

b****[email protected]

Mark W. Roach

Vice President

Greater Chicago Area

Vice President

Vice President of Private Banking

Sales Development and Growth Leader

Senior Investment Advisor

Investment Advisor

The Ohio State University

Recommendations: 0

Bridgid Kyle

Managing Director

Greater Chicago Area

Managing Director

Investment Advisor

Managing Director and Senior Relationship Manager

St. Mary's University

Big Foot High School

St. Vincent Ferrer

Recommendations: 0

Investments

Asset Management

Wealth

Portfolio Management

Asset Managment

Wealth Management

Hedge Funds

Series 7

b*****@gimllc.com

William H. Channon CFP®

Managing Director & Senior Investment Advisor

Greater Chicago Area

Managing Director & Senior Investment Advisor

Sr. Vice President & Trust Officer

Vice President & Sr. Trust Officer

DePaul University

University of Iowa

Recommendations: 0

w****[email protected]

Dan Loftus, CFP®, CIMA®

Vice President, Trust Specialist

Greater Chicago Area

Vice President, Trust Specialist

Vice President, Associate Wealth Management Specialist

Financial Advisor

Vice President, Associate Wealth Management Specialist

Assistant Vice President, Internal Trust Specialist

Investment Advisor

La Salle University

University of Scranton

Recommendations: 0

l****[email protected]

Charlie Shinneman

Investment Advisor Representative

Greater Chicago Area

Investment Advisor Representative

CEO - Financial Advisor

Licensed Personal Banker

Purdue University

Recommendations: 0

Microsoft Office

Customer Service

Management

Microsoft Excel

Leadership

Investments

Microsoft Word

Strategic Planning

Jeremy D. Schares, CFP®, CRPC®

Vincenzo Frangella

Director of Marketing & Business Development

Greater Chicago Area

Director of Marketing & Business Development

Market Rollout Manager

Market Strategy Manager - East Coast Region

Inside Sales Manager

Technical Recruiter

Investment Advisor & Secretary

Construction Laborer

Independant Sales Contractor

Laborer

Miami University

Fenwick High School

Recommendations: 0

Microsoft Office

Account Management

Cold Calling

Salesforce.com

Sales

Project Management

New Business Development

Direct Sales

v****[email protected]

Senior Financial Advisor

Greater Chicago Area

Senior Financial Advisor

Financial Advisor

Investment Advisor

College for Financial Planning

Valparaiso University

Recommendations: 0

Mark W. Lithall

Regional Director Multifamily Division CB Commercial

Greater Chicago Area

Regional Director Multifamily Division CB Commercial

Senior Investment Advisor

Southern Illinois University, Carbondale

Recommendations: 0

Brokerage

Disposition

Condos

Investment Properties

Real Estate

Foreclosures

Property

Income Properties

Ray Buckner

Investment Adviser Representative/Endorsed Local Provider-Investing (Dave Ramsey-Lampo Group)

Greater Chicago Area

Investment Adviser Representative/Endorsed Local Provider-Investing (Dave Ramsey-Lampo Group)

Endorsed Local Provider - Investing

Investment Advisor Representative

Manager

Guest Service Supervisor

General Manager

Medical Lab Supervisor

Malcolm X College

Spartan School of Aeronautics

Recommendations: 0

Investment Strategies

Networking

Direct Sales

Whole Life

Term Life Insurance

Mutual Funds

Separately Managed...

Debt Elimination

r****[email protected]

Terry R. Yormark II

Director of Leasing

Greater Chicago Area

Director of Leasing

Senior Investment Advisor

Indepenent Contractor

Managing Partner, Chief Operating Officer

University of Illinois at Urbana-Champaign - College of Business

Recommendations: 0

Apartments

Asset Management

Asset Managment

Business Development

Brokerage

Contract Negotiation

Business

Commercial Real Estate

t*****@aol.com

Ken Fink CFA

Senior Vice President

Greater Chicago Area

Senior Vice President

Senior Investment Advisor

Senior Portfolio Manager

Portfolio Manager

Northwestern University - Kellogg School of Management

Taylor University

Recommendations: 0

Investments

Alternative Investments

Investment Strategies

Asset Managment

Asset Allocation

High Net Worth Individuals

Investment Advisory

Asset Management

k****[email protected]

k*****@ntrs.com

Mark Vincent, CFA

Principal

Greater Chicago Area

Principal

Investment Advisor, Portfolio Manager

Kenyon College

Recommendations: 0

Arnold Garza

Investment Advisor Representative & Registered Representative

Greater Chicago Area

Investment Advisor Representative & Registered Representative

Senior Control Systems Engineer

Investment Advisor Representative & Registered Representative

Product Development Engineer

Supervisor

University of Illinois at Chicago

Wright College

Recommendations: 0

Mingfan Wang

Business Development

Greater Chicago Area

Business Development

Investment Advisor Analyst Intern

VP of Event Planner, DePaul International Student Organization

Tax preparer

Peer Mentor, OISS

Marketing and Social Media Intern

Intern at International Settlement Department

Founder and Manager of Human Resources Department

DePaul University - Charles H. Kellstadt Graduate School of Business

Southwestern University of Finance and Economics (SWUFE)

Recommendations: 0

Valuation

Financial Analysis

Portfolio Management

Underwriting

Microsoft Excel

Microsoft Office

Insurance

SAP

w****[email protected]

Mitchell Klinsky

Investment Advisor Representative

Greater Chicago Area

Investment Advisor Representative

Vice President Investments

Financial Advisor

Founder - President - COO - Business Development

Independent Commodities Options Trader - Full Member - Pit Trader

Founder - President - CEO - Business Development

The University of Kansas

Glenbrook South High School

Recommendations: 0

George Connor

Financial Advisor, Vice President

Greater Chicago Area

Financial Advisor, Vice President

Investment Advisor

Senior Client Relationship Manager

Director, Client Relationship Manager and Business Development

Vice President, Institutional Sales

Associate Portfolio Manager, Personal Investment Management Group

Trust Officer and Account Executive, Master Trust Services Division

Northwestern University - Kellogg School of Management

University of Notre Dame

Loyola Academy

Recommendations: 0

g****[email protected]

Nasser Afzali

Branch Office Manager

Greater Chicago Area

Branch Office Manager

President

Investment Advisor Representative, Branch Office Supervisor

Senior Associate

Accounting Manager

Roosevelt University

Recommendations: 0

Investments

Financial Advisory

Finance

Small Business

Financial Services

Financial Planners

Portfolio Management

Insurance

n*****@actq.com

Dave Charnot IAR

Owner/Senior Investment Advisor

Greater Chicago Area

Owner/Senior Investment Advisor

Police

Driver

University of Phoenix

Illinois State University

Moraine Valley Community College

St. Rita High School

Recommendations: 0

Coaching

Team Building

Leadership Development

Public Speaking

Retirement Planning

Sales Management

Psychology

Sociology

Margaret Shannon

Regional Program Coordinator

Greater Chicago Area

Regional Program Coordinator

Community Engagement Liaison

Registered Investment Advisor

University of Illinois at Urbana-Champaign

Northern Illinois University

Recommendations: 0

Volunteer Management

Fundraising

Community Outreach

Nonprofits

Event Planning

Grant Writing

Non-profits

Community Development

Hayward Roy

Vice President - Land Acquisitions

Greater Chicago Area

Vice President - Land Acquisitions

Vice President - Private Client Group

Intel / Comms

Senior Financial Consultant

Investment Advisor

New Horizons Learning Center

University of Central Arkansas

Recommendations: 0

Alternative Investments

Investment Banking

Customer Service

Portfolio Management

Investment Advisory

Investment Analysis

Real Estate Private Equity

Fixed Income

h****[email protected]

Angelo Tardi

Financial Professional

Greater Chicago Area

Financial Professional

Investment Advisor Representative

Illinois State University

Recommendations: 0

Ryan K. O'Malley

Financial Center Manager

Greater Chicago Area

Financial Center Manager

Licensed Personal Banker

Investment Advisor Representative

Illinois State University

Recommendations: 0

r****[email protected]

Justin DeGroot

Pricing Specialist

Greater Chicago Area

Pricing Specialist

Service Manager

Investment Advisor Representative

Assistant Store Manager, Automotive

Illinois State University

Recommendations: 0

Accounts Payable

Inventory Management

Financial Analysis

Financial Forecasting

Risk Analysis & Mitigation

Cash Flow Forecasting

Budget Management

Customer Service

Marshall Moonin

SR. INVESTMENT EXECTIVE

Greater Chicago Area

SR. INVESTMENT EXECTIVE

Wealth Manager

Wealth Advisor

Investment Advisor

Financial Advisor

Accountant / Tax Accountant

Southern Illinois University, Carbondale

Recommendations: 0

Financial Analysis

Strategic Financial Planning

Finance

Wealth Management

Stephen N. Smith

Financial Services Representative

Greater Chicago Area

Financial Services Representative

Registered Investment Advisor

National Accounts Manager

University of Missouri-Columbia

Recommendations: 0

s****[email protected]

Jo Ann Seagren

Investment Advisor

Greater Chicago Area

Investment Advisor

Principal

Vice President

Director of Business Development

Marketing Associate

University of Southern California

Recommendations: 0

Investments

Strategic Planning

Public Speaking

New Business Development

Marketing Strategy

Nonprofits

Customer Insight

Long Term Business Relationships

Christopher Migely, J.D.

Associate Investment Advisor

Greater Chicago Area

Associate Investment Advisor

Student Attorney

Student Law Clerk

Assistant Paralegal, Project Assistant

Substitute Teacher

Student Teacher

Head Junior Varsity and Assistant Varsity Soccer Coach (Boys & Girls)

Student Teacher, Special Education

Intern

Thomas M. Cooley Law School

Loras College

New Trier

Recommendations: 0

PowerPoint

Microsoft Office

Research

Public Speaking

Hearings

Juvenile Law

Legal Writing

LexisNexis