Geneva, IL Office

Sean Poquette is a financial advisor with Leelyn Smith, LLC, holding a Series 66 designation and having two years of industry experience. He previously worked at The State Bank of Geneva for six years before joining Leelyn Smith and LPL Financial. Poquette is a licensed notary in Illinois. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized allocations across a range of investment vehicles and utilizes multiple third-party platforms and technologies to support client portfolio management.

Makinzie Stack is a financial advisor with Leelyn Smith, LLC, holding a Series 66 designation and eight years of industry experience. She has worked at LPL Financial LLC since 2017 and has been with Leelyn Smith, LLC since 2013. Outside of her advisory role, she serves as a notary public. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes in-house management, separate managers, and model portfolios, supplemented by multiple technology and service providers.

Karmen Ritt is a CFP® with 10 years of industry experience, currently serving at Leelyn Smith, LLC. Prior to joining the firm, she worked at J.P. Morgan and JPMorgan Chase Bank, N.A. her combined 11 years. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm utilizes model-based and individualized allocations across various asset classes and employs third-party technology platforms and structured note strategies as part of its investment approach.

Kevin Prendergast is a financial advisor with Leelyn Smith, LLC, holding the CFP® and CFA® designations and over 17 years of industry experience. He previously worked at LPL Financial, ValMark Securities, and Executive Financial Group. Prendergast also works as a ghost writer for Wentworth Financial Communications. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts, offering financial planning and standalone consulting. The firm manages assets through a combination of mutual funds, ETFs, individual equities, fixed income, and allocations to separately managed accounts or private investment funds, utilizing both model-based and individualized strategies.

Laura Chamness is a financial advisor with Leelyn Smith, LLC in Geneva, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at LPL Financial and Highpoint Planning Partners before joining Leelyn Smith, LLC, where she has been since 2017. Chamness is also a Notary Public. Leelyn Smith, LLC provides discretionary and non‑discretionary investment advisory services to individuals, pension and profit‑sharing plans, business entities, and trusts. The firm employs model‑based and individualized allocations across various asset classes and utilizes multiple third-party platforms and tools to support client portfolios.

Christopher Dieckow is a CFA® charterholder with 17 years of experience in the financial services industry. He is currently a financial advisor at Leelyn Smith, LLC, where he has worked since 2021. Prior to this, he held positions at Schwab Private Client Investment Advisory, Inc. and Charles Schwab and Co. Inc. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized allocations, utilizes multiple third-party technology platforms, and offers access to structured notes and held-away account management as part of its comprehensive advisory services.

Charles Hartman is a financial advisor with Leelyn Smith, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial and National Planning Corporation prior to his long tenure at Leelyn Smith. Hartman is also involved in providing investment advisory services through The Retirement Network, an independent advisory firm. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts, along with financial planning and consulting. The firm employs model-based and individualized investment allocations, utilizing various platforms and third-party services, including a distinctive affiliation with an accounting practice and use of AI tools and structured notes.

John Dorn is a financial advisor with Leelyn Smith, LLC in Geneva, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial and National Planning Corporation before joining Leelyn Smith in 2012. Dorn is also involved with The Retirement Network, an independent investment advisory firm through which he provides additional advisory services. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized allocations across a range of investments and utilizes various third-party technology platforms, with a notable affiliation to an accounting practice that may present conflicts when recommending tax or accounting services.

Ryan Kahlenberg is a financial advisor with Leelyn Smith, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Kahlenberg Wealth Partners/Berthel Fisher & Co. and Dunham & Associates Investment Counsel, Inc. Since 2022, he provides investment advisory services through Leelyn Smith, LLC. Leelyn Smith, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing multiple technology platforms and investment strategies that include equities, fixed income, mutual funds, ETFs, and private investment funds for qualified clients.

Andrew Grider is a CFA® charterholder with 18 years of industry experience. He has worked at Leelyn Smith, LLC since 2011 and has held roles at LPL Financial and National Planning Corporation. Grider is also involved with Leelyn Smith Tax, LLC, a firm providing tax preparation and accounting services. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized portfolio allocations across a range of investment vehicles and utilizes various technology platforms and third-party managers in its advisory process.