Chicago Advisors

Tim Newell

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

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...

Fred Newell

Fred Newell

Fred Newell Director of Operations"I offer a bit of a backbone to our business by overseeing operations and providing compliance processes. I want our clients to rest assured that our business abides by the fiduciary standard, and complies with all legal requirements...

Mike McClelland

Mike McClelland

Mike McClelland Director of Retirement Plans"I oversee and service all our retirement plans. Whether it's a 401k, or an IRA, I take pride in the level of expertise I can provide. I care to advise or hand-craft the perfect plan for any business. If you want any level...

Luke Baumgarten

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

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

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

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...

California Advisors

Brian Park

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

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 Wilkinson

Kenneth 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 institutional...

Indiana Advisors

Anna Dujan

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

James Good

James Good

James Good Affiliate Investment AdvisorMy LinksJames started Wealth Development Council in 2004 with a vision to help families and institutions grow and protect wealth. James holds the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), and Chartered...

Kristine Witherow

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...

Michigan Advisors

Steve Sweezea

Steve Sweezea

Steve Sweezea Associate Investment AdviserMy LinksSteve Sweezea is an Independent Investment Advisor Representative with Harvest Investment Services. Steve began his career in financial services as a life insurance agent in 1987. After about 6 years he moved into...

Dennis Prost

Dennis Prost

Dennis Prost Associate Investment Advisor"I aim to serve my clients to the highest degree that I can. I believe a good Financial Plan works together with Investment Management in beautiful harmony. This is the basis by which I serve my clients. The best way to know...

Donald Flenniken

Donald Flenniken

Donald Flenniken Associate Investment Advisor"I aim to serve my clients to the highest degree that I can. I believe a good Financial Plan works together with Investment Management in beautiful harmony. This is the basis by which I serve my clients. The best way to...

Texas Advisors

Jeremiah Patterson

Jeremiah Patterson

Jeremiah Patterson Affiliate Investment AdviserMy LinksJeremiah Patterson, CFP®, Registered Fiduciary™, has been in the financial services industry since 2006. He is Series 7 and 66 securities licensed, Group I insurance licensed, and holds a B.S. in Biology from...

Wayne Copelin

Wayne Copelin

Wayne Copelin Affiliate Investment AdviserMy Links Copelin Financial Advisors is comprehensive in that a client's entire financial situation is considered in the initial planning process and in the ongoing advisory role, the rationale being that the components in an...

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