user avatar

Taryn Olszewski

Advisor at Cetera

Updated today

Location

Clifton, IL

Credentials

Series 66

Industry experience

20 years

About

Taryn Olszewski is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has been with Cetera and its affiliated entities since 2014, also working with Regions Bank during this period. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement solutions, combining advisor-managed accounts, model portfolios, and third-party managed options with fiduciary and retirement plan services.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Clifton, IL

Most active in

Illinois · Missouri · Texas

Work history

Cetera

2014 - Present (12 years)

Cetera Investment Services Llc

2014 - Present (12 years)

Regions bank

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Nickolas S

Series 66

Clifton, IL

Irontree Advisors LLC

Nickolas Simoneau is a Series 66-licensed financial advisor with 13 years of industry experience, serving as the sole advisor at Irontree Advisors LLC since 2013. In addition to his advisory role, he holds Illinois property/casualty and life/health insurance licenses and operates a tax preparation business, overseeing operations and assisting clients with annual tax filings. Irontree Advisors serves individual clients, high-net-worth individuals, and trusts with discretionary portfolio management and comprehensive wealth planning. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative, and modern portfolio theory methods, offering access to a broad range of financial instruments tailored to client objectives and risk tolerance.

Wealth management General retirement planning Tax-loss harvesting Active portfolio management Options & derivatives strategies Women Professionals

Stuart S

ChFC®, Series 66

Watseka, IL

Edward Jones

Stuart Swalls is a financial advisor with Edward Jones in Watseka, IL, holding the ChFC® and Series 66 designations and bringing 11 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, supported by a nationwide network of more than 23,700 advisors.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar

Kyle L

Series 63, Series 66

Gilman, IL

LPL Financial

Kyle Leydens is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has nine years of industry experience, having previously worked at Edward Jones and Busey Bank. Leydens is currently based in Gilman, Illinois. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Charles C

Series 66

Watseka, IL

Edward Jones

Charles Cady is a financial advisor with Edward Jones in Watseka, Illinois, holding a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Chicago Water and Fire Restoration and Servpro of Champaign Urbana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")