Bennett Kinkade is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to joining Zacks, he worked in education at DePaul University and John Adams High School. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs a blend of proprietary quantitative models and qualitative portfolio management across various investment strategies and manages mutual funds, ETFs, and multiple wrap-fee and unified managed account platforms.

Daniel Powers is a financial advisor at Zacks Investment Management, Inc. He holds the Series 65 designation and has two years of industry experience. Prior to joining Zacks in 2020, he worked at TCU and the TCU Post Office from 2016 to 2020. Zacks Investment Management provides discretionary investment management to individuals, trusts and estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across a broad range of strategies and serves as portfolio manager to mutual funds and ETFs.

Peter Hommeyer is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Zacks, he worked at Fortitude Systems and has a background that includes academic and teaching roles. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, alongside managing mutual funds and ETFs. The firm’s investment approach combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies, and it offers its services through multiple platforms including wrap-fee and unified managed account programs.

Frank Lanza is a financial advisor at Zacks Investment Management, Inc. with 24 years of industry experience. He holds a Series 65 designation and has been with Zacks and its affiliated firms since 2008. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models centered on earnings-estimate revisions and offers a wide range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Koffi Toulaboe is a financial advisor at Zacks Investment Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Financial Management Systems, and Astra Bank. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management. The firm manages mutual funds and ETFs and distributes strategies through wrap-fee and unified managed account programs.

Ishaan Thakar is a financial advisor at Zacks Investment Management, Inc. with a Series 65 designation and one year of industry experience. His prior work history includes roles at Medline Industries, Butler University, Rockford University, Humpley High School, and Heineman Middle School. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving also as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies and offers retail wealth management, alternative investments, and model portfolios through various managed account programs.

Paul Mangiardi is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 19 years of industry experience. His prior roles include positions at LBMZ Securities, IHT Wealth Management, and Charles Schwab. He holds Series 63 and Series 65 designations. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management and offers a variety of strategies through its own and third-party wrap-fee and unified managed account programs.

Gregory Murphy is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at both Zacks Investment Management since 2007 and LBMZ Securities, Inc. since 2009. Zacks Investment Management offers discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and distributes its offerings through wrap-fee and unified managed account programs.

Noah Rife is a financial advisor at Zacks Investment Management, Inc. with 12 years at the firm and a total of 7 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and offers retail wealth management, alternative investment strategies, and model portfolios through various platforms.

John Bouska is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Avenue Logistics and the University of Missouri. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a range of strategies and serving both direct clients and third-party advisers through model portfolios and indices.

Hugh Ketchie II is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at both Zacks Investment Management since 2008 and LBMZ Securities Inc since 2011. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary stock-ranking model focused on earnings-estimate revisions and offers a range of investment strategies and vehicles, operating across retail, institutional, and third-party channels.

Nathaniel Feit is a financial advisor with Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at High Tide Logistics, Glenview House, and the University of Missouri. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and manages mutual funds and ETFs, offering retail wealth management and alternative investment approaches.

Danielle Dale is a financial advisor at Zacks Investment Management, Inc. with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Zacks Investment Management since 2017. Prior to that, she was associated with LBMZ Securities, Inc. and Zacks Investment Research. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and serves as portfolio manager for mutual funds and ETFs.

Jacob Conger is a financial advisor at Zacks Investment Management, Inc. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at LBMZ Securities, Zacks Investment Research, and M1 Finance. Zacks Investment Management provides discretionary investment management services to individuals, trusts, retirement plans, institutional clients, and manages mutual funds and ETFs. The firm uses proprietary quantitative models combined with qualitative portfolio management across a variety of strategies and offers its services through multiple platforms including wrap-fee and unified managed account programs.

David Meyers is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 designation with 10 years of industry experience. He has been with Zacks Investment Management since 2014. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary stock-ranking models and offers a wide range of investment strategies alongside model portfolios and alternative private funds.

Scott Sprandel is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Zacks Investment Management since 2013 and Lbmz Securities, Inc. since 2015. Zacks Investment Management provides discretionary portfolio management services to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis and serves as both a direct manager and a provider of indices, models, and alternative private funds across multiple distribution channels.

Nicholas Demetral is a financial advisor at Zacks Investment Management, Inc., holding a Series 66 designation with one year of industry experience. His prior roles include positions at Raymond James Financial and Raymond James Financial Services, Inc., as well as employment at Greystone Golf Club & Banquet. Zacks Investment Management provides discretionary investment management to a range of clients including individuals, trusts, retirement plans, and institutional investors, using proprietary quantitative models combined with qualitative portfolio management across various strategies. The firm also manages affiliated mutual funds and ETFs and distributes strategies through multiple account platforms.

Alexander Insley is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Zacks Investment Management since 2009. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, and operates across retail, institutional, and third-party distribution channels with a mix of direct management and model licensing.

Mitchell Conley is a financial advisor at Zacks Investment Management, Inc. He holds the Series 65 and Series 63 designations and has seven years of industry experience. His work history includes roles at LBMZ Securities, Inc., Zacks Investment Management, The Kenrich Group, and Loyola University Chicago. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients while serving as portfolio manager to mutual funds and ETFs. The firm’s investment process combines proprietary quantitative models with qualitative portfolio management across various strategies and distributes its offerings through multiple program platforms.

Roman Kobrin is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 14 years of industry experience. He holds the Series 66 credential and has worked at Zacks Investment Management since 2014, alongside a concurrent role at LBMZ Securities, Inc. since 2016. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process that combines quantitative and qualitative analysis, offering a range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative private funds.

Triston Navarro is a financial advisor at Zacks Investment Management, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and in the fitness industry with F45 Training and Orange Theory Fitness. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models and offers a broad range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Gregory Huffman is a financial advisor at Zacks Investment Management, Inc. in Chicago with 28 years of industry experience. He has worked at Zacks Investment Management since 2007. Huffman holds the Series 63 and Series 65 licenses. Zacks Investment Management provides discretionary investment management to individuals, trusts and estates, retirement plans, pooled investment vehicles, and institutional clients, including serving as portfolio manager for mutual funds and ETFs. The firm uses proprietary quantitative models combined with qualitative portfolio management to offer a broad range of strategies and distributes its investment solutions through various wrap-fee and unified managed account programs.

Robert Macdonald is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Franklin Templeton Financial Services Corp. and LBMZ Securities, Inc. He is based in Chicago, IL. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models focused on earnings-estimate revisions and offers a range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Gregory Karolich Jr. is a financial advisor at Zacks Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Zacks Investment Management since 2012, also having experience with LBMZ Securities, Inc. since 2023. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process centered on earnings-estimate revisions and offers a broad range of strategies and investment vehicles, while also serving as a model provider to other advisers and managing high client density alongside a substantive wholesaling and model business.

Elliot Salrin is a financial advisor with Zacks Investment Management, Inc., holding a Series 65 designation and four years of industry experience. He has been with Zacks Investment Management since 2020, following roles at Pepsi Mid America, Pinch Penny Liquors, Papa Johns, Victoria Secret, and Southern Illinois University - Carbondale. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios.

Jeffrey Haskin is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Zacks Investment Management since 2008. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary investment process based on quantitative and qualitative analysis and serves both direct clients and third-party advisers through a range of strategies and investment vehicles.

Harold Martin III is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Tribune Publishing and CoachHub, as well as experience with a startup focused on nut butters. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, and long/short approaches. The firm combines proprietary quantitative models with qualitative portfolio management and manages affiliated mutual funds and ETFs across multiple distribution platforms.

Matthew Richard is a financial advisor at Zacks Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at Zacks Investment Management since 2022. Prior to this, he was employed by Ducks Unlimited, the State of Illinois Governor's Office of Management and Budget, and Aviary Media. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary Zacks models and offers a wide range of investment strategies and vehicles across retail, institutional, and third-party distribution channels.

Brian Vandenheuvel is a financial advisor at Zacks Investment Management, Inc. with 11 years of industry experience. He holds Series 65 and Series 66 designations and has been with Zacks Investment Management since 2013. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, managing mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management and offers a broad range of strategies through direct accounts and multiple wrap-fee and unified managed account platforms.

James Begley is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at Zacks Investment Management since 2022. In addition to his advisory role, Begley is involved in real estate as a broker and manager with Exclusive Realtors. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models centered on earnings-estimate revisions and serves both direct clients and third-party advisers through a broad range of investment vehicles and strategies.

Kevin Antosz is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at LBMZ Securities Inc, Edward Jones, Pittsburgh Field Club, and Miami University. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative management. The firm also manages mutual funds and ETFs and distributes its strategies through various wrap-fee and unified managed account programs.

Edward Kipp is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zacks Investment Management since 2017. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary stock-ranking system focused on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, while also serving as a model provider to other advisers and sponsors.

Charles Sherburne is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. and LBMZ Securities Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients, serving also as portfolio manager to mutual funds and ETFs. The firm employs a proprietary quantitative and qualitative investment process across diverse strategies and sponsors its own wrap-fee programs while managing affiliated mutual funds and ETFs.

Matthew Newton is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Zacks, he worked in roles across logistics, education, and local government. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models and offers a wide range of strategies and investment vehicles, serving both direct clients and other advisers.

Sean Philbin is a financial advisor at Zacks Investment Management, Inc. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Cetera, Renaissance Financial, and TD Ameritrade. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients. The firm integrates proprietary quantitative models with qualitative portfolio management across a range of strategies and manages affiliated mutual funds and ETFs.

Wayne Hoffman is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LBMZ Securities Inc, Zacks Investment Management, and Arrow Investment Advisors, LLC. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary Zacks models and offers a range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Davis Lipp is a Series 65-licensed financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with one year of industry experience. Prior to joining Zacks, he worked in logistics and held positions at Miami University and Saint Xavier High School. Zacks Investment Management offers discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs proprietary quantitative and qualitative models, notably a stock-ranking system based on earnings-estimate revisions, across a wide range of strategies and also provides indices, model portfolios, and alternative private funds through multiple distribution channels.

Manish Jain is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Zacks Investment Management since 2007. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary stock-ranking approach centered on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, operating across retail, institutional, and third-party distribution channels.

George Fludas is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with three years of industry experience. He co-founded Esygma Inc., a digital marketing and web development firm supporting small businesses, though he is no longer actively involved in its operations. Prior to joining Zacks in 2022, his work history includes roles outside the financial industry. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across diverse strategies and manages affiliated mutual funds and ETFs, distributing strategies through various wrap-fee and unified managed account programs.

Brian Levy is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Zacks Investment Management for ten years. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, and serves as a portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios distributed through wrap-fee and unified managed account programs.

Tracy Martin Jr. is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with seven years of industry experience. He has worked at Zacks Investment Management since 2015, including a brief tenure at Morgan Stanley in 2018. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, and manages mutual funds and ETFs. The firm utilizes proprietary quantitative models combined with qualitative management across diverse strategies and offers retail wealth management, alternative investments, and model portfolios through various platforms.

Salvatore Esposito is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Zacks and LBMZ Securities, Inc. in 2022. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, pooled investment vehicles, and institutional clients, managing mutual funds and ETFs. The firm uses a combination of proprietary quantitative models and qualitative portfolio management across various strategies and operates both its own wrap-fee programs and manages portfolios on third-party platforms.

Gabriel Szymarek is a financial advisor at Zacks Investment Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has held prior roles at firms including LBMZ Securities, Innovator Capital Management, and Wells Fargo Clearing Services. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary quantitative and qualitative investment process centered on earnings-estimate revisions and serves both as a direct manager and a provider of indices, model portfolios, and alternative funds across multiple distribution channels.

Reginald Smith is a financial advisor at Zacks Investment Management, Inc. with three years of industry experience. He previously worked at J.P. Morgan Securities LLC for three years before joining Zacks in 2026. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across a variety of strategies and distributes its offerings through multiple wrap-fee and unified managed account programs.

Nicholas Lopez is a financial advisor at Zacks Investment Management, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and LBMZ Securities, Inc. Prior to his advisory career, he was involved with Henry County Public Schools and the Henry County/Martinsville YMCA. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary stock-ranking approach based on earnings-estimate revisions and offers a range of strategies and investment vehicles, while also licensing indices and model portfolios to other advisers and sponsors.

Tonio Crudele is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Advisors Asset Management, Inc. and Allstate corporate entities. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across various strategies and sponsors wrap-fee programs while managing affiliated mutual funds and ETFs.

Stephen Philip is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 18 years of industry experience. He has been with Zacks Investment Management since 2016. Outside of his advisory role, he serves as Treasurer for the Hamlin Park Association, Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts and estates, retirement plans, pooled investment vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across a variety of strategies and also manages affiliated mutual funds and ETFs.