Chicago Advisors
Tim Newell
Tim Newell Managing Director"As the Managing Director I have the pleasure of building and maintaining a business devoted to serving others. I take great pride in helping many businesses and individuals accomplish their financial and investment goals."My LinksTim J....
John Alyo
John Alyo Director of Investments & Trading"As the Managing Director I have the pleasure of building and maintaining a business devoted to serving others. I take great pride in helping many businesses and individuals accomplish their financial and investment...
Luke Baumgarten
Luke Baumgarten Director of Business Development"I love helping individuals find financial direction to accomplishe their goals. I know the kind of dedication required to achieve long term financial plans, and I'm ready to walk alongside you."My LinksRetirement...
Mike Corrigan
Mike Corrigan Affiliate Investment AdvisorMy LinksCorrigan Financial Services, Inc. was established in 1980 as an independent financial services organization committed to helping individuals, families and business owners create, protect and implement strategies to...
Wendy West
Wendy West Affiliate Investment AdvisorMy LinksWendy has a passion for finances and helping others achieve their goals. She attended Northern Illinois University and received her Bachelor of Arts in Psychology. Along with Wendy’s 13 plus years of financial advising...
Thomas Shankland
Thomas Shankland Associate Investment AdvisorMy LinksTom Shankland has been in the financial services industry for over 30 years. He joined Harvest Investment Services as a Investment Advisor Representative in 2014. Tom graduated from the University of Illinois with a...
Jeremy McNamara
Jeremy McNamara Investment Advisor Representative"I love helping individuals find financial direction to accomplish their goals. I know the kind of dedication required to achieve long term financial plans, and I'm ready to walk alongside you."My LinksRetirement...
California Advisors
Brian Park
Brian Park Associate Investment AdvisorMy LinksBrian was in full-time ministry doing financial counseling with people within his church for 25 years. He believes a person’s financial health is as important as all the other areas of their life. To be a good steward...
Jim Wisdom
Jim Wisdom Affiliate Investment AdviserMy LinksAs a Certified Financial Planner and the owner of James L. Wisdom Insurance Services, Jim has twenty five years of experience in the Insurance and Financial Services industry. James L. Wisdom Insurance Services provides...
Kenneth Wilkinson
Kenneth J. Wilkinson Associate Investment AdvisorMy LinksKen is a well-known authority with extensive training in the matters of business and personal financial consulting and estate planning issues. He is a frequent speaker and trainer at major financial...
Indiana Advisors
Ivy Emerick
Ivy Emerick Affiliate Investment AdviserMy LinksIvy has over 39 years of experience in the securities industry. Mrs. Emerick received a BS Degree from the Philadelphia College of Bible in 1968. She worked with the Taylor University Dept of Financial Aid and the Family...
Brent Emerick
Brent Emerick Affiliate Investment AdviserMy LinksBrent is the founding and current President of Comprehensive Financial Planning Services Corp, est. in 1984. He was securities licensed during college in 1971, and has been an NASD General Securities Principal since...
Anna Dujan
Anna Dujan Associate Investment Adviser"One of the greatest honors for me has been to serve the clients who have hired me because the husband wants to have the right fit for his wife after he is gone… the couple who knows how they want each other to be valued when...
Pennsylvania Advisors
Kristine Witherow
Kristine Witherow Associate Investment AdvisorMy LinksKristine has served her clients for over 21 years as a financial advisor helping them navigate the maze of the financial decisions and managing their wealth. She helps clients wherever they are in their planning...