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Michael D

Series 63, Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Michael Drozd is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, Citigroup, and JPMorgan Chase Bank. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, managing a substantial portion of assets on a non-discretionary basis through programs like the LaSalle St. Asset Management Program (LAMP).

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Kyle D

Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Kyle Dell is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and one year of industry experience. His prior work includes roles at LaSalle St. Securities, RHM, Avenue Logistics, Airliner, and American Metalcraft. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, with a notable predominance of non-discretionary assets under management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Daniel S

Series 63, Series 65

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Daniel Stybr is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LaSalle St. Investment Advisors since 2006 and previously operated Stybr & Associates, a tax preparation and registered investment advisory firm, since 1989. Outside of his advisory work, he is involved with DAKA Aviation, LLC, a Delaware LLC for aircraft and hangar operations. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a notable predominance of non-discretionary assets among large enterprise advisers.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Adam T

CFP®, Series 63, Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Adam Tudor is a CFP® with seven years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2020. Prior to that, he worked at Indiana Wesleyan University for four years. Outside of his advisory role, he is an at-large member of the Norwell Band Booster and acts as co-trustee of his mother’s trust account. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, including its LaSalle St. Asset Management Program (LAMP), and manages a diverse asset mix with a predominance of non-discretionary assets.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Kathleen C

Series 63, Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Kathleen Carrico is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to her current role, she has worked at La Salle St. Securities, Inc. since 1992 and serves as Vice President and Trust Officer at Carrollton Bank. She is also a personal use consultant for Mary Kay Inc. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches and manages a substantial portion of its assets on a non-discretionary basis, distinguishing it within the industry.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Richard L

CFP®, Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Richard London is a CFP® professional with 20 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has held positions at multiple firms, including Securities America Advisors and Cooper McManus. Outside of his advisory work, he is involved in insurance sales as a financial advisor. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable focus on non-discretionary asset management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Levi P

Series 63, Series 65

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Levi Palomo is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Osaic Advisory Services, Arbor Point Advisors, Securities America, and TD Ameritrade. Palomo is also a financial planner with Pillar Financial Advisors, LLC. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management approaches, utilizing a range of asset allocation models and third-party manager relationships.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Andrew P

Series 63, Series 65

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Andrew Pagoulatos is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stifel Nicolaus & Co Inc and Morgan Stanley in various roles over nearly 17 years. He is also involved with LaSalle St. Insurance Services, focusing on fixed insurance products. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, emphasizing a predominance of non-discretionary assets managed through diversified portfolios that include mutual funds, ETFs, equities, fixed income, and options.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Joseph S

Series 63, Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Joseph Supina is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2009, following prior roles at LPL Financial and Edward Jones. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on managing a predominance of non-discretionary assets through a variety of investment vehicles and third-party managers.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Bruce V

Series 63, Series 65

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Bruce Vollrath is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has been with La Salle St. Securities, Inc. since 1996. In addition, he is involved in fixed insurance activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Elizabeth N

Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Elizabeth Nanovic is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and bringing 11 years of industry experience. She has been with LaSalle St. Securities, L.L.C. since 2014. Outside of her advisory role, Nanovic volunteers teaching PreCana classes for couples planning to marry in the church and serves as Vice President of the Saint Peter and Paul Home and School. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management approaches, utilizing a range of investment types and third-party manager oversight, with a notable emphasis on non-discretionary asset management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Daniel M

Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Daniel Mayer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and seven years of industry experience. He has been with LaSalle St. Securities since 2018 and also operates Mayer Media Co., a freelance web and application development and digital marketing business. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, including third-party manager selection and uses a predominantly non-discretionary asset mix uncommon among large enterprise advisers.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Luke H

Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Luke Hofsommer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and 11 years of industry experience. He has worked at LaSalle St. and affiliated entities since 2018 and previously was employed by Raymond James Financial Services and First National Bank. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Zak S

Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Zak Sandeman is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has three years of industry experience, including prior roles at VillageMD and Oranj. His background includes multiple positions with LaSalle St. Securities, LLC. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of asset classes and third-party managers.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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John S

Series 63, Series 65

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

John Sciaccotta is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Forum Financial Management, LP for seven years. Outside of his advisory role, Sciaccotta is the managing partner of DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a CPA firm. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management and utilizing a range of mutual funds, ETFs, equities, fixed income, and options.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Adam S

Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Adam Sarno is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America. He also mentors college students who are members of Beta Theta Pi at Butler University. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Garrett M

Series 63, Series 65

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Garrett Mills is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St Securities since 2016, following roles at Concorde Asset Management, LLC and B. Riley Wealth Advisors, Inc. Outside of his work at LSIA, Mills serves as Senior Vice President at Harvest Financial Group LLC, where he provides financial planning and is licensed for life, health, and accident insurance. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs and is notable for managing a larger proportion of assets on a non-discretionary basis compared to many large advisory firms.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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James B

CFA®, Series 63

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

James Baldwin is a CFA® charterholder with 22 years of industry experience. He has been associated with LaSalle St. Securities, L.L.C. since 1999. Baldwin is involved in managing a family LLC that allocates inherited capital and real estate. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary assets under management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Todd M

Series 63, Series 65

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Todd Morgan is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with La Salle St. Securities, Inc. since 1997. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable predominance of non-discretionary assets under management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Caitlyn K

Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Caitlyn Karl is a Series 66-licensed financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, bringing nine years of industry experience. She previously worked at Merrill from 2016 to 2021 before joining LaSalle St. Investment Advisors and LaSalle St. Securities in 2021. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, estates, pension plans, and charitable organizations. The firm provides both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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