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Robin H
Series 66
Chicago, IL
AlphaStar Capital Management
Robin House is a financial advisor with 14 years of industry experience, currently with Alphastar Capital Management. He holds a Series 66 designation and has worked at firms including Savant Wealth Management and The Marshall Financial Group. Outside of advising, he owns Undiscovered College, a college consulting business. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and third-party technology to implement strategic and tactical investment approaches across a broad range of asset types.
Scott L
Series 63, Series 65
Schererville, IN
Prosperity Capital Advisors
Scott Luecke is a financial advisor with Prosperity Capital Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Prosperity Capital Advisors since 2012 and also maintains involvement with Hammer Financial Group, where he engages in the sale of fixed products, tax preparation, and Medicare supplements. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative investments.
Thomas H
Series 63, Series 65
Shererville, IN
LaSalle St. Investment Advisors, L.L.C.
Thomas Hivko is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with LaSalle St. Securities, Inc. since 1986. Outside of his advisory role, he is involved in fixed insurance activities. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across multiple asset classes and offers both discretionary and non-discretionary account management.
Alexander M
Series 66
Munster, IN
Belpointe Asset Management LLC
Alexander Milton is a financial advisor with Belpointe Asset Management LLC in Munster, Indiana. He holds a Series 66 designation and has one year of industry experience. Milton has worked at several firms, including AFIN Family Wealth Management and Cetera Investment Services. Outside of advisory work, he is an independent insurance agent selling fixed insurance products. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, implementing customized portfolios through various strategies and model portfolios.
Angelica V
Series 63, Series 65
Orland Park, IL
Belpointe Asset Management LLC
Angelica Vukobratovich is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Marquette Bank, Fifth Third Bank, and MB Financial Bank. Angelica also operates as an independent insurance agent, selling life, disability, and long-term care insurance. Belpointe serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to active and tactical, combining internal management with third-party managers when appropriate.
Kasey R
Series 63, Series 65
Orland Park, IL
Ausdal Financial Partners, Inc.
Kasey Reed is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has worked at Alberts Wealth Advisors, LLC since 2017 and has been with Ausdal Financial Partners since 2016. Outside of her advisory role, Reed is a partner and owner at Alberts Wealth Advisors, where she provides financial planning solutions including life and health insurance. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse clientele, delivering strategies through discretionary and non-discretionary accounts that include mutual funds, ETFs, equities, fixed income, and alternative products.
Thomas M
Series 63, Series 65
Tinley Park, IL
Mutual of Omaha Investor Services, Inc.
Thomas McNulty is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Mutual of Omaha since 2009. Outside of his advisory role, McNulty serves as the Executive Director of the Tinley Park Chamber of Commerce and operates McNulty Wealth Management Group, which provides insurance and financial services. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios and third-party managers through an approved platform, providing both discretionary and non-discretionary investment solutions.
Brendan N
CFP®
Orland Park, IL
Modern Wealth Management, LLC
Brendan Nuzzo is a CFP® professional with one year of industry experience, currently advising at Modern Wealth Management, LLC. He previously worked at OFM Wealth for four years and has a background that includes experience outside the financial industry. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of model portfolios and third-party managers.
Cristine M
CFP®, CFA®
Orland Park, IL
Modern Wealth Management, LLC
Cristine Marik is a CFP® and CFA® with 25 years of experience in financial advising. She has been with Modern Wealth Management, LLC since 2025 and previously spent nine years at OFM Wealth. In addition to her advisory role, she oversees existing life insurance and variable annuity arrangements under an insurance license. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.
Kim S
Series 66
Western Springs, IL
Ausdal Financial Partners, Inc.
Kim Suchy is a financial advisor at Ausdal Financial Partners, Inc. with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Optimum Investment Advisors. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations through a network of approximately 152 advisors.
Matthew S
CFP®
Orland Park, IL
Modern Wealth Management, LLC
Matthew Schaap is a CFP® professional with three years of industry experience, currently serving at Modern Wealth Management, LLC. He has worked previously at OFM Wealth, Heritage Planning Partners, and Busey Wealth Management. He also holds an insurance license, overseeing existing life insurance and variable annuities. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.
Richard Z
Series 66
Orland Park, IL
Kovack Advisors, inc.
Richard Ziemianski is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2006. Outside of his advisory role, he is a managing partner at Integrity Insurance and Financial Services, where he spends part of his time on health and life insurance activities. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers both discretionary and non-discretionary asset management, and incorporates third-party asset managers and financial planning services.
Todd G
Series 63, Series 65
Schereville, IN
Prosperity Capital Advisors
Todd Gehring Gervase is a financial advisor at Prosperity Capital Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Innovation Partners LLC, Hammer Financial Group, Dick’s, Cabela’s, and First Tee. Outside of advising, he is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.
Carolyn M
Series 63, Series 65
Merrillville, IN
Global View Capital Management LLC
Carolyn Mcclinton is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked with Global View Capital entities since 2010 and has been affiliated with Experior Financial Group, Inc. since 2023. Mcclinton serves as a board member for the Miller Community Fund, a charitable organization supporting projects and organizations in the Gary, IN area. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm applies technical and quantitative methods, including momentum and trend-following signals, to manage strategies aligned with clients’ risk profiles and objectives.
Julia S
Series 66
Mokena, IL
Advisornet Wealth Partners
Julia Slobodnik is a financial advisor with AdvisorNet Wealth Partners, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience at firms including Cetera Wealth Services, LLC and Equitable Advisors. Outside of her advisory role, she works as a server at a restaurant called Augie's. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to a diverse client base including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors and internal model portfolios to meet client objectives.
Sean C
Series 63, Series 65
Alsip, IL
HBW Advisory Services LLC
Sean Cisney is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with HBW since 2017. Outside of his advisory role, he serves as Treasurer for the Garden Homes Fire Protection District Volunteer Fire Department, where he manages financial reporting and tax filings. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutions. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it services a high client load per advisor while offering sub-advisory and retirement plan subscription services.
Brendan H
Series 65
Palos Heights, IL
First Advisors National, LLC
Brendan Houlihan is a financial advisor with First Advisors National, LLC in Palos Heights, IL, holding a Series 65 designation and 10 years of industry experience. He has worked at the Illinois Department of Revenue since 2014. In addition to his advisory role, Houlihan is an independent insurance agent specializing in life and health insurance sales. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes manager selection and monitoring, combining tactical and strategic investment approaches with fundamental analysis.
Amanda D
Series 66
Orland Park, IL
Thrivent Advisor Network, LLC
Amanda Devore is a Series 66-licensed financial advisor with nine years of industry experience. She is currently affiliated with Thrivent Advisor Network, LLC, and has held positions at Purshe Kaplan Sterling Investments, Bates Financial Group, and Equitable Advisors. Thrivent Advisor Network serves a diverse client base including individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, utilizing a range of investment strategies with an emphasis on low-cost diversified mutual funds and ETFs.
Robert B
Series 63, Series 66
Chicago, IL
Packerland Brokerage Services, Inc.
Robert Balanoff is a financial advisor with Packerland Brokerage Services, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at AllState Financial Services and multiple businesses he leads, such as Balanoff Tax Services LLC and Balanoff Insurance Agency, Inc. Outside of his advisory work, he is involved in mortgage origination through Nexa Mortgage LLC and assists clients with real estate transactions via Homevisor, LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of managed portfolio options and third-party arrangements, managing over $900 million in client assets.
Ryan K
Series 65
Hickory Hills, IL
Foundations Investment Advisors LLC
Ryan Kelly is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and three years of industry experience. His background includes roles with the Cicero and Chicago Fire Departments, where he has served since 2020. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, employing tailored asset allocations and a broad set of investment products.
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