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Bernita Shaw, MBA
Financial Advisor
708.229.1453
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...
Brandon Knopf, CFP®
Financial Advisor
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...
Bridget Sullivan, CMFC®
Financial Advisor
708.478.0240
Chip Cartwright, CFP®
Financial Advisor
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...
Chris Snyder
Financial Advisor
Chris has been a part of the TriWealth team since the summer of 2019. He helps guide individuals, families, and small business owners through the financial planning process by focusing on both long and short-term goals. Chris believes...
Christopher Forbes, CFP®
Financial Advisor
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...
Christopher James, MBA®
Financial Advisor
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...
Constance Coleman-Robertson
Financial Advisor
708.229.1435
Daniel Kayser
Financial Advisor
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...
Darryl Lewis
Financial Advisor
708.229.1453
Darwin Yarborough
Financial Advisor
708.898.1903
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...
Dave Servatius
Financial Advisor
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...
Deborah Chinnapillai
Financial Advisor
708.229.1435
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...
DeBorah Gant
Financial Advisor
708.898.1903
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...
Ed Scheer, MBA, CFP®
Financial Advisor
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...
Eric Degnan, CFP® CMFC®
Financial Advisor
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...
Eric Van Ness, CFP®
Financial Advisor
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...
Freda Barnes
Branch Office Associate
708.229.1435
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,...
Jason Dobrzynski, CFP®, CMFC®
Financial Advisor
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...
Joanne Rincker, CMFC®
Financial Advisor
708.478.0240
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...
Laura Bare
Financial Advisor
Lindsey Driscoll
Financial Advisor
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...
Maralynn Kearney
Financial Advisor
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...
Michael McNally, CFP®, CMFC®
Financial Advisor
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...
Nick LoPresti
Market Director
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...
Pete Soltesz
Financial Advisor
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.
Richard Griessmeyer, CFP®, CMFC, CRPC
Financial Advisor
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...
Richard Krooswyk, CMFC
Financial Advisor
708.478.0240
Ronald Barton
Financial Advisor
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...
Sharon Count, CDFA®
Financial Advisor
Tara Wilhelm
Branch Office Associate
708.478.0240
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,...
Thomas Morrissy, CFP®
Financial Advisor
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...
Thomas Hentschel, CMFC, AWMA
Financial Advisor
708.478.0240
Tracey Anderson
Market Administrative Assistant
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...
Valerie Janke, CFP®
Financial Advisor
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...