David Hubbard
CEO & Wealth Advisor
Crystal Lake
Jennifer Johnson
President & Wealth Advisor
Jared Tryon CFA
Wealth Advisor
John Treptow
Wealth Advisor
Mark Lechowicz
Wealth Advisor
Joseph Nabozny
Wealth Advisor
Samantha LeRette
Manager of Client Services
Devon Hubbard Tessmer
Executive Vice President, VP of Business Development
Shaun Tessmer
Vice President of Busines
Livia Perlow
Client Services Associate
Jenn Bodi
Client Services Specialist
Laurie Malone
Client Services Specialist
Jennie Colby
Client Services Associate
Trish Kaiser
Director of First Impressions
Lauren Nikolić
Marketing and Events Coordinator
Walworth
Heidi L. Alten AIF
Wealth Advisor
Jacob A. Ries AIF
Wealth Advisor
Alyssa Erickson
LPL Registered Associate/Client Services Manager
Amber DeVault
Client Services Director
LPL Financial: Independence Backed by Strength
We believe our clients deserve both independent advice and the security of a robust financial infrastructure. That’s why we’ve chosen to align with LPL Financial, the nation’s largest independent broker-dealer*.
As our broker-dealer and custodian, LPL provides the platform, research, compliance oversight, and operational support that allows us to focus on what matters most—you. While Exemplar Financial Network remains fully independent and privately owned, our relationship with LPL offers the resources of a large, well-established financial institution.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)