Chicago, IL S Wacker Drive Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

40

Of 5,064 advisors across 1,219 offices

Location

30 S Wacker Drive, Suite 2700

Chicago IL 60606

Advisors at this office

40

Advisors at this office

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Anthony Z

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Anthony Zitella is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 13 years with METLIFE Securities Inc. In addition to his advisory role, he is an independent insurance agent specializing in disability income, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Connor V

Series 66

Chicago, IL

Mass Mutual Investors Services

Connor Vander Brug is a financial advisor at Mass Mutual Investors Services with 8 years of industry experience. He holds a Series 66 designation and has worked previously at Allstate Financial Advisors, LLC, AXA Advisors, LLC, and VanderBrug Insurance Agency, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s financial planning involves collaborative, goal-based engagements supported by firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Paul G

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Paul Gassel is a financial advisor with MassMutual Investors Services in Chicago, IL, holding Series 63 and Series 65 designations and having 28 years of industry experience. He has been with MassMutual Investors Services since 1998 and with MassMutual Life Insurance Co since 1997. In addition to his advisory role, he serves on the boards of Norwegian American Hospital and Erie Neighborhood House. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Craig C

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Craig Caimi is a financial advisor with MassMutual Investors Services in Chicago, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliates from 2016 to 2019. He also works as an insurance broker focusing on life, disability, and long-term care insurance. MassMutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers event-driven planning services such as divorce and estate settlement.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Brian S

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Brian Salmonson is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. from 2006 to 2017. Additionally, he is an insurance agent handling brokerage for Metlife fixed products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars while employing firm-approved software tools in a collaborative planning process.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jeremy F

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Jeremy Fager is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with MML Investors Services and Mass Mutual Life Insurance Company since 2015. Based in Chicago, IL, he provides financial services within a large institutional firm. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Andrew K

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Andrew Kaczkowski is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Mass Mutual in 2018, he worked at Northwestern Mutual and held roles outside finance, including positions at Uber and Your Pets Wellness. He serves as Treasurer of the Oak Park River Forest Chamber of Commerce, where he is responsible for budgeting, financial reporting, and chairing executive committee functions. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process and provides a range of programs including educational seminars and event-driven services such as divorce and estate-settlement planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Russell C

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Russell Clousing II is a financial advisor with MassMutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory duties, he teaches a short-term high school business class and has ownership in an insurance brokerage specializing in individual and group life, health, and property/casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that utilize firm-approved tools and do not grant investment discretion to advisers.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Manuel B

Series 63, Series 66

Chicago, IL

Mass Mutual Investors Services

Manuel Blanco is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at MassMutual Life Insurance Co and MML Investors Services since 2016. Outside of his advisory role, Blanco works as a staff supervisor at a restaurant/bar and is also involved in outside insurance sales as a broker. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that emphasize goal analysis and strategy recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Joseph S

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Joseph Stoll is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Turnkeough Wealth Management, Advocate Christ Medical Center, and Edgewood Valley Country Club. Outside of his advisory role, he coaches youth basketball, working with 6th to 8th graders in both school and camp settings. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm delivers annual, collaborative financial planning engagements using firm-approved tools and offers specialized services such as estate settlement and divorce planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Janos V

Series 66, Series 63

Chicago, IL

Mass Mutual Investors Services

Janos Von Aulock is a financial advisor with Mass Mutual Investors Services who holds Series 66 and Series 63 licenses and has six years of industry experience. He has worked at Mass Mutual Investors Services since 2018 and at Mass Mutual Life Insurance since 2017. Outside of his advisory role, he has participated as a guest speaker at Hoopis Performance Network events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, often structuring planning engagements as collaborative annual relationships using firm-approved software to analyze client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael R

Series 63, Series 66

Chicago, IL

Mass Mutual Investors Services

Michael Riback is a financial advisor with Mass Mutual Investors Services in Chicago, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Riback owns an LLC structured for pass-through compensation. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver collaborative, goal-focused planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Lawrence F

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Lawrence Friedman is a financial advisor with Mass Mutual Investors Services in Chicago, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at New York Life Insurance Company, Guardian Life Insurance Company, Park Avenue Securities, and Hunken Ewing Financial Group. Outside of his primary role, he also sells non-MassMutual life and disability insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a structured, collaborative planning process that uses software tools and generally advises on investment categories rather than specific products.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Frank G

Series 66

Chicago, IL

Mass Mutual Investors Services

Frank Grooss V is a financial advisor with Mass Mutual Investors Services in Chicago, IL. He holds a Series 66 designation and has 11 years of industry experience, having worked at MML Investors Services since 2015 and Mass Mutual Life Insurance Company since 2014. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Paul T

ChFC®, Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Paul Tokarz is a financial advisor at Mass Mutual Investors Services in Chicago, IL, with 13 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has been with Mass Mutual and its affiliated companies since 2015. Outside of his advisory role, he makes private equity referrals for business succession by connecting business owner clients with private equity buyers. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars with a collaborative and event-driven planning approach.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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