River Street Advisors, LLC

David Bach is a financial advisor at River Street Advisors, LLC in Aurora, Illinois, with seven years of industry experience. He holds a Series 65 designation and has been with River Street Advisors and Old Second National Bank since 2016, following a 20-year tenure at Old Second National Bank. In addition to his advisory role, he serves as the Wealth Compliance and Internal Control Officer for the Wealth Management Department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm provides discretionary and non-discretionary portfolio management and financial planning, utilizing diversified portfolios and a combination of quantitative and fundamental analysis.

Steven Meves is a CFA® charterholder and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has worked at Old Second National Bank and River Street Advisors, LLC since 2016, and previously at Northwestern Mutual Wealth Management Co. from 2011 to 2016. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual clients, including high-net-worth individuals, as well as institutional and charitable entities. The firm employs a disciplined investment process using written policy statements, model portfolios, and a combination of quantitative and fundamental analysis, and offers diversified portfolio management with strategies that may include derivatives and option techniques.

Amy Lynch is a financial advisor with River Street Advisors, LLC and holds a Series 65 designation. She has eight years of industry experience and has worked concurrently at Old Second Bank since 2015, where she serves as an investment assistant for the Wealth Department. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a combination of quantitative and fundamental analysis, written investment policies, and diversified portfolios, including the use of derivatives and option strategies for suitable accounts.

Jacqueline Runnberg is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at River Street Advisors, LLC and Old Second National Bank. She has been with River Street Advisors since 2015 and concurrently works within the wealth management department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual, institutional, and charitable clients. The firm employs a disciplined investment process using written policy statements, model portfolios, and a combination of quantitative and fundamental analysis.

Richard Gartelmann is a CFP® with 28 years of experience in the financial services industry. He is affiliated with River Street Advisors, LLC and Old Second National Bank, where he has worked since 2011. Gartelmann holds Series 63 and Series 65 licenses and serves as Senior Vice President managing client relationships for trust accounts at Old Second Wealth Management. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a disciplined investment process incorporating written policy statements, quantitative and fundamental analysis, and may use derivatives and option strategies as part of its portfolio management.

Travis Buoy is a financial advisor with River Street Advisors, LLC, holding a Series 65 credential and three years of industry experience. He also works as an investment research analyst for Old Second National Bank’s wealth management department. Prior to his advisory role, Buoy was employed at St. Charles Country Club for eight years. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual clients, high-net-worth individuals, institutional, and charitable entities. The firm uses written investment policy statements, model portfolios, and a combination of quantitative and fundamental analysis to manage diversified portfolios, including the use of derivatives and option strategies.

Christopher Laporta is a financial advisor with River Street Advisors, LLC and holds a Series 65 designation. He has two years of industry experience, including roles at Old Second National Bank, Midland Wealth Advisors, Midland Wealth Management, and ATG Trust Company. Laporta serves as a Senior Wealth Advisor in the Wealth Management Department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a disciplined investment process that includes written policy statements, model portfolios, and a combination of quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management and financial planning services.

Michael Cava is a CFP® and CFA® with seven years of industry experience. He is currently a Vice President and Senior Portfolio Manager at Old Second National Bank and serves as an advisor at River Street Advisors, LLC, where he has worked since 2018. Prior to that, he was with Fifth Third Private Bank from 2014 to 2018. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm uses a combination of quantitative and fundamental analysis to manage diversified portfolios and offers discretionary and non-discretionary services.

Yamilet Suarez is a financial advisor with River Street Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. She has worked at River Street Advisors since 2019 and previously at LPL Financial from 2015 to 2019. Suarez also serves as an AVP Wealth Advisor in the Wealth Management Department at Old Second National Bank, dedicating part of her time to bank-related investment activities. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual clients, including high-net-worth individuals, as well as institutional and charitable entities. The firm uses written investment policy statements, model portfolios, and a combination of quantitative and fundamental analysis to manage diversified portfolios.

Bradley Johnson is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He has been with River Street Advisors, LLC and Old Second National Bank since 2010, serving as Vice President and Senior Trust Investment Officer in the Wealth Management Department. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual clients, including high-net-worth individuals, as well as institutional and charitable entities. The firm employs a combination of quantitative and fundamental analysis, model portfolios, and written investment policy statements to manage diversified portfolios using individual securities, mutual funds, and ETFs.