Broker Check

Get Started

Activate your opportunity at Waddell & Reed

Since 1937, we've had a strong advisor-focused and client-centric culture that provides what we believe is our unique point of differentiation in a commoditized industry.

Nick LoPresti is your primary point of contact as you explore, ask questions, get acquainted with Waddell & Reed, and move toward an affiliation decision.

Bernita Shaw, MBA

Financial Advisor

708.229.1500 x137

708.229.1453

eshaw@wradvisors.com

Enailah Bernita Shaw joined the financial industry with a sincere passion to share her vision of helping others pursue their financial goals. Having over 20 years in the financial industry, and over 17 years providing individual...

Read more

Brandon Knopf, CFP®

Financial Advisor

630.324.1101

630.245.1156

bknopf@wradvisors.com

Visit my web site! An experienced financial advisor understands that every individual's economic situation is unique. I am dedicated to discerning what is important to you and building a financial plan – a written strategy that...

Read more

Bridget Sullivan, CMFC®

Financial Advisor

708.478.0172 x104

708.478.0240

bsullivan48278@wradvisors.com

About Bridget I strive to provide investment and financial planning services based on your individual financial goals and objectives. I focus on Retirement Planning, Planning for College Expenses and other financial concerns. I hold...
Read more

Chip Cartwright, CFP®

Financial Advisor

630.954.4611 x110

630.954.5887

wcartwright@wradvisors.com

Visit my web site! William “Chip” Cartwright II has been a Financial Advisor at Waddell & Reed for six years and in the industry for 11, including time spent as a District Manager. He focuses on helping individuals and...

Read more

Christopher Forbes, CFP®

Financial Advisor

630.245.1156 x110

630.245.1230

cforbes@wradvisors.com

Christopher started at Waddell & Reed in 2006 and focuses on providing his clients investments, financial planning and investment advisory products and services. Christopher believes that a client and advisor relationship is a...

Read more

Christopher James, MBA®

Financial Advisor

331.229.4039

630.954.5887

cjames01@wradvisors.com

Why Chris James? Trust. Professional Advice. Passion for doing the right thing. Strong work ethic. These attributes are the foundation upon which Chris strives to build his Financial Advisory practice. Utilizing this skillset, Chris...

Read more

Constance Coleman-Robertson

Financial Advisor

708.229.1477

708.229.1435

ccoleman21156@wradvisors.com

Connie Coleman-Robertson has been a Financial Advisor at Waddell & Reed, Inc. for over thirty five years. In addition to handling financial planning for her clients, she was responsible for recruiting and training new Financial...
Read more

Dan Coil

Financial Advisor

630.954.4611

630.954.5887

dcoil@wradvisors.com

Daniel Kayser

Financial Advisor

630.954.4611 x122

630.954.5887

dkayser@wradvisors.com

Visit my web site! Financial Advisor Daniel Kayser brings over 10 years of experience in risk management and financial services for individuals and institutions to his work at Waddell & Reed. He focuses on building relationships with...

Read more

Darryl Lewis

Financial Advisor

708.229.1500 x122

708.229.1453

dslewis25915@wradvisors.com

Darryl S. Lewis is a Financial Advisor with Waddell & Reed in Evergreen Park, IL. He joined the firm in 1983 after graduating from Illinois State University. In this role, Darryl aids his many clients in developing a portfolio of...
Read more

Darwin Yarborough

Financial Advisor

708.833.7071

708.898.1903

dyarborough@wradvisors.com

Visit my web site! Darwin graduated from Englewood High School in Chicago, Illinois and Morgan State University in Baltimore, Maryland, playing football at both schools. After graduating from Morgan State University, he entered the...
Read more

Dave Servatius

Financial Advisor

630.245.1156 x135

630.245.1230

dservatiusjr@wradvisors.com

Dave Servatius joined Christopher Forbes’s team at Waddell & Reed in May 2013 as an Advisor Assistant and is now an Advisor Associate. His primary focus has been on establishing relationships, meeting and communicating with...
Read more

Deborah Chinnapillai

Financial Advisor

708.229.1500 x108

708.229.1435

chinnapillai@wradvisors.com

Deborah Chinnapillai is a Financial Advisor committed to assisting clients in pursuing their lifetime financial goals. With a primary goal of "clients come first", Deborah aids individuals in making critical financial decisions through...

Read more

DeBorah Gant

Financial Advisor

708.833.7071

708.898.1903

djgant32823@wradvisors.com

Visit my web site! DeBorah Gant has over thirty years of experience in the financial planning industry, with 17 of those years in management with Waddell & Reed in Illinois. She is now a Financial Advisor with Waddell & Reed. She works...
Read more

Ed Scheer, MBA, CFP®

Financial Advisor

630.954.4611 x112

630.954.5887

escheer@wradvisors.com

Visit my web site! Ed Scheer has built his experience in financial planning and education during his ten+ years as an independent financial planner and his time at Waddell & Reed. Ed focuses on helping families – especially those...
Read more

Eric Degnan, CFP® CMFC®

Financial Advisor

331.229.4039

630.954.5887

degnan@wradvisors.com

Visit my web site! Started with Waddell & Reed in 1997 Attained his Certified Financial Planner™ certification Earned his Charter Mutual Fund Counselor™ (CMFC®) designation from the College of Financial Planning...
Read more

Eric Van Ness, CFP®

Financial Advisor

630.861.5042

630.954.5887

evanness@wradvisors.com

Eric Van Ness, CFP® has been helping clients pursue their financial goals as a Financial Advisor with Waddell & Reed, Inc. since 2004. Eric received his Bachelor of Arts from Albion College in Albion, Michigan where he graduated...
Read more

Freda Barnes

Branch Office Associate

708.229.1500 x100

708.229.1435

fbarnes@wradvisors.com

Freda acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities,...

Read more

Greg Jermak, MBA

Financial Advisor

630.245.1156 x120

630.245.1230

gjermak@wradvisors.com

Visit my web site!
Read more

Jason Dobrzynski, CFP®, CMFC®

Financial Advisor

630.954.4611 x106

630.954.5887

jason48304@wradvisors.com

Visit my web site! Jason Dobrzynski has been a Financial Advisor with Waddell & Reed since 1999. When working with individuals, he takes a holistic approach to financial planning that focuses on the person and not the money. He...

Read more

Jenny Xu

Financial Advisor

630.339.8171

847.428.2061

jxu@wradvisors.com

Joanne Rincker, CMFC®

Financial Advisor

708.478.0172 x115

708.478.0240

jrincker@wradvisors.com

Joanne was employed in the field of education as a Teacher, then as a Social Worker, School Psychologist and School Administrator for a number of years before she became a Financial Advisor 25 years ago. Since then, she has been...

Read more

Joe Spataro

Financial Advisor

(708) 390-3209

(708) 478-0240

jspataro@wradvisors.com

John Seagraves, CFP®

Financial Advisor

630.954.4611 x114

630.954.5887

jseagraves@wradvisors.com

Visit my web site!
Read more

Laura Bare

Financial Advisor

630.245.1156 x107

630.245.1230

lbare@wradvisors.com

Laura is a Certified Financial Planner® and a Certified Divorce Financial Analyst™. She is committed to helping clients understand their financial situations and plan for the future. She especially enjoys helping clients...

Read more

Lindsey Driscoll

Financial Advisor

331.229.4039

630.954.5887

ldriscoll@wradvisors.com

Lindsey has been with Waddell & Reed since 2009. She holds a bachelors degree in Finance from the University of Illinois at Urbana-Champaign. Lindsey is passionate about helping individuals and families improve their financial...

Read more

Maralynn Kearney

Financial Advisor

630.954.4611

630.954.5887

mkearney@wradvisors.com

Visit my web site! Maralynn Kearney has been a Financial Advisor with Waddell & Reed since 2013. She strives to bring value to her clients by taking plenty of time to understand their life goals, and then helping to ensure that their...

Read more

Michael McNally, CFP®, CMFC®

Financial Advisor

630.954.4611

630.954.5887

mcnally@wradvisors.com

Visit my web site! Michael J. McNally brings 20 years of experience in the industry to his clients at Waddell & Reed where he has been a Financial Advisor since 1997. He focuses on Financial Planning, Asset Management, and Risk...
Read more

Nick LoPresti

Market Director

630.954.4611 x101

630.954.5587

nlopresti01@wradvisors.com

Nick began his career as a financial advisor with Waddell & Reed in 1997 after graduating with a B.A. in business and economics from Hope College in Holland Michigan. In 2000 he accepted a position as a District Manager in Grand Rapids...

Read more

Pete Soltesz

Financial Advisor

(847) 441-2663

psoltesz@wradvisors.com

Pete Soltesz was a client of the DuPage County court system for over 2 years. Pete and his significant other, Kim, reside in Villa Park, Illinois, have four daughters, and enjoy beekeeping and horses. Waddell & Reed is not affiliated...
Read more

Richard Griessmeyer, CFP®, CMFC, CRPC

Financial Advisor

630.324.1101

630.245.1230

rggriessmeyer@wradvisors.com

Visit my web site! As a Financial Advisor, I take pride in providing you with the experience and commitment I think is necessary to help you navigate through the complexities of financial planning. As a CERTIFIED FINANCIAL...

Read more

Richard Krooswyk, CMFC

Financial Advisor

708.478.0172 x121

708.478.0240

rkrooswyk@wradvisors.com

Following a 25-year career in Human Resources management in industrial settings, I was excited to make a career change in 2003 to become a Financial Advisor with Waddell & Reed. The role of Financial Advisor has allowed me to build on...
Read more

Ronald Barton

Financial Advisor

630.954.4611 x117

630.954.5887

rbarton@wradvisors.com

Visit my web site! Ronald W. Barton has been with Waddell & Reed for four decades. In that time he has helped many clients better understand their financial options as they plan for the future. His forte is helping clients stay focused...

Read more

Sharon Count, CDFA®

Financial Advisor

(847) 441-2663

scount@wradvisors.com

Sharon Count received her Certified Divorce Financial Analyst® designation from the Institute for Divorce Financial Analysts™. Sharon Count was a client of the Cook County court system for over 10 years in her own extensive...
Read more

Tara Wilhelm

Branch Office Associate

708.478.0172

708.478.0240

ttwilhelm01@wradvisors.com

Tara acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities,...

Read more

Tess Zigo

Financial Advisor

630.245.1156 x118

630.245.1230

tzigo@wradvisors.com

Tess Zigo studied Finance and Accounting at Northern Illinois University and spent a decade working in Treasury management. Over that period, she developed a passion for personal finance and investing and wanted to help individuals and...
Read more

Thomas Morrissy, CFP®

Financial Advisor

630.324.1105

630.324.1108

Visit my web site! Tom Morrissy has been with Waddell & Reed for over 29 years and has experienced both boom markets and bust markets. He believes that by working with a financial advisor, clients can maintain portfolios which help...

Read more

Thomas Hentschel, CMFC, AWMA

Financial Advisor

708.478.0172

708.478.0240

twhentschel@wradvisors.com

Visit my web site! Tom’s transition from a Manager in Manufacturing & Engineering to Waddell & Reed as a Financial Advisor began after helping employees of a manufacturing plant establish retirement accounts and serving as an...
Read more

Tracey Anderson

Market Administrative Assistant

630.954.4611 x141

630.954.5887

teanderson@wradvisors.com

My passion for helping others and building on valued relationships is what gives me joy in coming to work every day. As the Market Administrative Assistant for the Chicago Market, I strive to help others grow...

Read more

Valerie Janke, CFP®

Financial Advisor

630.245.1156 x139

630.245.1230

vjanke@wradvisors.com

Visit my web site! Valerie began her career in 1995 at a privately owned financial planning firm in central Pennsylvania. This is where she learned that her passion lies with helping clients pursue their financial goals and objectives...
Read more

Contact our office today to learn more about joining our practice.

Name
Email
Phone
Question
Thank you!
Oops!