Luke Novak is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Rothschild Investment Corp. since 2004. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs client-specific asset allocation models and quantitative analysis, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

Daniel Hord is a financial advisor with Rothschild Investment LLC, holding the CFA® designation and Series 63 license. He has 51 years of industry experience, including 35 years with Rothschild Investment Corporation. Rothschild Investment LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, corporations, and institutional retirement plans. The firm employs a client-specific asset allocation process supported by quantitative analysis and offers retirement plan consulting, portfolio management, and oversight of third-party sub-advisers.

Ladd Solomon is a CFP® professional with 19 years of experience in the financial services industry. He has been with Rothschild Investment LLC since 2009 and previously worked at Wells Fargo Investments, LLC. Solomon is based in Broomfield, Colorado, and holds the Series 66 designation. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs a portfolio process focused on client-specific asset allocation models and offers services such as discretionary portfolio management, retirement plan consulting, and oversight of third-party sub-advisers.

Jacqueline Sedlak is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 15 years of industry experience. She holds a Series 66 designation and has worked at Rothschild Wealth, LLC, Rothschild Investment, LLC, Hightower Advisors, William Blair, and Wintrust Investments. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses client-specific asset allocation models and incorporates quantitative analysis and third-party tools in its portfolio management and retirement plan consulting services.

Peter Jarrett is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Rothschild Investment LLC since 2018. Before joining Rothschild, he worked at CMT Capital Markets Trading and Leo Burnett, and was involved with Young Life from 2013 to 2017. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs client-specific asset allocation models and quantitative analysis as part of its portfolio process and offers services including discretionary portfolio management, retirement plan consulting, and management of pooled vehicles and a private fund.

Chadwick Schlett is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has been with Rothschild Investment LLC since 2014. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs client-specific asset allocation models and offers services such as portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

Skylar Rush is a financial advisor at Rothschild Investment LLC in Chicago, holding a Series 66 designation with six years of industry experience. Prior to joining Rothschild in 2023, Rush worked at Merrill for three years and has also held roles at nVision Wealth and the University of North Carolina at Chapel Hill. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans, emphasizing client-specific asset allocation models and a combination of quantitative analysis and third-party tools. The firm has a long advisory history dating back to 1908 and manages an affiliated private fund alongside its other offerings.

Christian Geringer is a CFP® with 22 years of industry experience, currently serving at Rothschild Investment LLC since 2003. He holds a Series 63 designation and is based in Chicago, IL. Outside of his advisory work, Geringer serves as a paid-on-call firefighter for the Village of Western Springs, responding to emergencies in the local community. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs client-specific asset allocation models and quantitative analysis, offering both discretionary and non-discretionary portfolio management as well as retirement plan consulting.

Samuel Hord is a financial advisor at Rothschild Investment LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Rothschild Investment LLC since 2014. Outside of his advisory role, he is also involved with The Flats at ISU and Illinois State University. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension plans, and other institutional clients. The firm employs client-specific asset allocation models that incorporate tax, estate, cash-flow, and risk tolerance factors, and it offers a range of portfolio management and retirement consulting services.

Maria Kyriakopoulos is a financial advisor with Rothschild Investment LLC in Chicago, IL. She holds a Series 66 designation and has two years of industry experience. Before joining Rothschild Investment LLC in 2026, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2024 to 2026. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm utilizes client-specific asset allocation models and quantitative analysis to manage portfolios and offers retirement plan consulting, manager selection, and employee education services.

Bart Bonga is a financial advisor with Rothschild Investment LLC in Brentwood, TN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked with Rothschild Investment Corporation since 1996. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses client-specific asset allocation models and quantitative analysis, offering services that include portfolio management, retirement plan consulting, and oversight of third-party sub-advisers.

Joel Solomon is a financial advisor at Rothschild Investment LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rothschild Investment Corporation since 1991. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses a client-specific asset allocation approach that incorporates tax, estate, cash-flow, and risk tolerance factors, and offers a range of services including portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

Stephen Baby is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ronin Capital LLC, and Wilgrove Capital LLC. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses a client-specific asset allocation process that incorporates tax, estate, cash-flow, and risk-tolerance considerations, supported by quantitative analysis and third-party tools.

Joseph Sindelar is a financial advisor at Rothschild Investment LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Rothschild Investment Corporation since 2020. Prior to that, he was employed at Lasalle Street Capital Management, LLC, and Chicago Asset Management Company in various capacities totaling over a decade of experience. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm utilizes client-specific asset allocation models and a range of analytical tools, offering both discretionary and non-discretionary portfolio management along with retirement plan consulting and oversight of third-party sub-advisers.

Charlie Kuhn is a financial advisor at Rothschild Investment LLC in Chicago, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Rothschild in 2025, he worked at JPMorgan Chase Bank and JPMorgan Securities. Outside of finance, he has experience working with the Indianapolis Colts and operated Parlor Doughnuts for two years. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and institutional retirement plans. The firm uses client-specific asset allocation models integrating tax, estate, cash-flow, and risk factors, supported by quantitative analysis and third-party platforms, and has a history dating back to 1908 under family guidance.

James Franke is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 22 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Robert Baird & Co., Morgan Stanley, and Citigroup Global Markets. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and institutional retirement plans. The firm employs client-specific asset allocation models and quantitative analysis, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

Thomas Janes is a CFA® charterholder with seven years at Rothschild Investment LLC and four years as an investment management consultant, totaling eleven years of industry experience. He is based in Chicago, IL. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs client-specific asset allocation models integrating tax, estate, cash-flow, and risk-tolerance factors and offers comprehensive portfolio management, retirement consulting, and monitoring services.

David Dickman is a CFP® professional with seven years of industry experience, currently serving at Rothschild Investment LLC in Chicago, IL. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs client-specific asset allocation models that incorporate tax, estate, cash-flow, and risk-tolerance factors, and it offers services such as portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.