Our Naperville Team

Leadership

Mark McCallum

CFP®, MBA
Managing Director, Partner & Wealth Advisor

Wealth Advisors

John Kozuch

Partner, Senior Wealth Advisor

Alec Kozuch

CFP®
Partner, Wealth Advisor

Craig Anderson

Partner, Wealth Advisor

Jack Meyer

CFP®, ChFC®, CLU, CLTC®️
Senior Wealth Advisor

Lisa Thuer

Partner, Wealth Advisor

Chris Conmy

Partner, Wealth Advisor

Mark Anleitner

Partner, Wealth Advisor

Gregory Worcester

Partner, Wealth Advisor

Jill Gosz

CFP®
Partner, Wealth Advisor

James Carano

CFP®
Senior Wealth Advisor

Dennis Norwood

CFP®, CPWA®
Wealth Advisor

Connor Butler

Associate Wealth Advisor

Client Services

Mary Nugent

Senior Client Service Associate

Alyssia Lee

Client Service Associate

Paula Martinez

CLTC®️
Senior Client Service Associate

Jonquay Armon

Senior Client Service Associate

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Scott Berryman

JD
Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

Retirement Plans – Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jake Anderson

Wealth Planner

Jody Jackson

Paraplanner

Josh Ream

Insurance Specialist

Michael Gruidel

Wealth Planner

Ryan Egolf

Senior Tax Planner

Thomas Resner

Director, Retirement Solutions

Tom Mullen

Senior Tax Planner