Our Team
Ted R. Putbress
847-749-2508
Ted R. Putbress has over 40 years of experience serving people in the Financial Services industry. He is the principal of Northern Resource Group, Inc. which he founded in 1992. The focus of the practice is in Chicago and suburbs, but clients have expanded to the fourteenth state area. Ted’s vision is to provide product, advice and services for people and business through a network financial institutions, associates and firms. Northern Resource Group, Inc. is a company that truly researches and works for the client. The mission of our firm is to help insure, preserve and protect retirement plans on behalf of individuals and companies.
Annalee Kruger
Long Term Care and Facilitator
Annalee started Care Right Inc., in 2011, providing virtual concierge services to families with aging loved ones. The mission is to help families develop a pro-active plan vs crisis management when aging loved ones start to decline.
She helps families across the globe develop their Aging Plan (where will your loved one live as they age, who will provide care, and how will care be paid). Often, families are overwhelmed with the care needs of their aging parents. With families rarely living in the same location as their aging loved ones, families often spend their time worrying about their loved one’s well-being and scrambling with every crisis.
Care Right develops a customized plan, plan implementation and overseeing the plan, all while offering support and guidance to the entire family unit. We also help our clients complete their Care Right Grab and Go binder. This important document organizational tool consists of 11 tabs (legal, insurance, accounts, passwords, etc) and is a "plug and play" solution to help families get their affairs in order AND each tab works as an agenda item so families can facilitate their own family meeting if desired.
President Of Care Right Inc
www.CareRightInc.com
27499 Riverview Center Blvd, Suite 112
Bonita Springs, FL 34134

* Annalee Kruger is not registered with Osaic Wealth, Inc.
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William Kelley
847-895-7320
Kelley, Kelley & Kelley
1535 West Schaumburg Road
Schaumburg, IL 60194
www.kelleykelleykelley.com
William Kelley completed his Juris Doctor cum laude at Loyola University of Chicago, in 1980, where he graduated in the top 2% of his class. He served as an Associate Editor on the editorial board of the Loyola University Law Journal and received the American Jurisprudence Award in 1980. He also earned his baccalaureate degree cum laude at Loyola University of Chicago. He was admitted to the Illinois Bar in 1980. Shortly after being admitted to practice in Illinois, he accepted a prestigious clerkship with the Louisiana Supreme Court from 1981 to 1982. In 1982, he returned to private practice in the State of Illinois.
His extensive transactional and commercial law experience and prudent counsel have proven to be a tremendous benefit to the firm’s business clientele. He has provided a broad range of experience in employment law matters, non-competition agreements, asset purchase agreements, stock repurchase agreements, commercial property development, lease negotiations, profit sharing plans, joint ventures, business formations and dissolutions, and tax related issues. His counsel has been instrumental in facilitating the acquisition, sale and transfer of multi-million dollar business ventures while minimizing the tax ramifications thereof.
William Kelley’s numerous professional and civic memberships reflect his energy and vision. He is a member of the American Trial Lawyers Association, Illinois Trial Lawyers Association, Illinois State Bar Association, Northwest Suburban Bar Association, and Federal Trial Bar. Bill currently serves as co-chair of the Bench-Bar Committee and is on the Board of Governors to the Northwest Suburban Bar Association. Bill is also an active member of the Northwest Suburban Estate Planning Council as well as the Estate Planning Committee and Judicial Review Committee to the Northwest Suburban Bar Association.
The attorneys listed here are not affiliated with or endorsed by Osaic Wealth, Inc.
Gerald J. Smoller
866.220.3152
Hardt, Stern & Kayne, P.C
2610 Lake Cook Road
Riverwoods, IL 60015
www.hsklaw.com
Mr. Smoller received his BA from the University of Illinois and a JD with High Honors from Chicago Kent College of Law. While in law school, he was Editor in Chief of the law review and received numerous awards for educational excellence. He has practiced law since 1968.
Mr. Smoller concentrates his practice in matters of commercial real estate, business organization and estate planning. He is regularly engaged by clients to represent them in the sale of commercial real estate and the drafting and negotiation of leases. He counsels business clients in the purchase and sale of their business and represents them through the complexities of the transaction as well as structuring the family's estate plan.
Mr. Smoller believes that it is his job as an attorney to educate his clients as to the full range of options open to them so they can make the best decisions regarding their business and estate planning needs.
He has served as an arbitrator in Cook County's Mandatory Arbitration Program, and lectures in the field of estate planning and asset preservation.
Mr. Smoller has received an AV Preeminent Peer Rating from Martindale Hubbell, the national organization ranking attorneys. It is the highest peer rating that one receives for having ethical standards and professional ability. He has been also named by Illinois Super Lawyers as being among the top attorney in Illinois in the 2006-2007, 2009-2014 and has been named a Leading Lawyer since 2015.
Mr. Smoller served as a director on the Harper College Foundation Board for 18 years and in 2016 was the recipient of the James McGrath Award to "special people who have unselfishly given time, effort and funds to uphold the excellence of the institution". He currently serves on the WINGS advisory board.
Direct: (847) 597-2145 Cell: (847) 373-3322 Fax: (866) 220-3152
The attorneys listed here are not affiliated with or endorsed by Osaic Wealth, Inc.
Patrick J. Arnold
Intellectual Property Attorney
312-775-8100
McAndrews, Held & Malloy Ltd.
500 West Madison Street, 34th Floor
Chicago, Illinois 60661
www.mcandrews-ip.com
The McAndrews law firm is a traditional, long-established patent boutique, with over 85 attorneys specializing in the area of patent, trademark, and copyright law. The McAndrews firm has vast experience in both intellectual property litigation and procurement, and the McAndrews attorneys’ backgrounds cover all areas of science and technology. With a background in physics, Pat’s experience in both litigation and procurement has included a wide variety of intellectual property matters.
The attorneys listed here are not affiliated with or endorsed by Osaic Wealth, Inc.