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Barry F
CFP®, Series 63
Sycamore, IL
Family First Wealth Management
Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.
Phillip B
Series 65
Campton Hills, IL
Independent Investment Advisor, LLC
Phillip Baumann is a Series 65-licensed financial advisor at Independent Investment Advisor, LLC with five years of experience in investment advisory services and additional experience in accounting through his work at BL Management One, LLC. Prior to his advisory and accounting roles, he spent ten years at Windy City Harley Davidson. Outside of his advisory work, he provides accounting services. Independent Investment Advisor, LLC is a state-registered firm serving individuals, high-net-worth clients, and business entities with customized portfolio management. The firm employs multiple analytical methods and offers discretionary management, including strategies involving options and short sales, with client risk tolerance documented in Investment Policy Statements.
David T
Series 63, Series 65
Elburn, IL
Toellen Capital Management, LLC
David Toellen is the principal of Toellen Capital Management, LLC, an independent advisory firm based in Elburn, Illinois. He holds Series 63 and Series 65 licenses and has over ten years of industry experience, including a decade at First Trust Portfolios L.P. prior to founding his current firm. Toellen Capital Management provides discretionary managed-account services and investment advice to individuals and high-net-worth clients, with a focus on customized investment strategies that consider client objectives, risk tolerance, and time horizon. The firm employs various techniques such as asset allocation, dollar-cost averaging, and technical analysis, and it uses third-party service providers incorporating artificial intelligence and machine learning.
Scott N
Series 65
Sycamore, IL
Newport Investment Advisors, Inc.
Scott Newport is the sole advisor at Newport Investment Advisors, Inc. in Sycamore, Illinois, holding a Series 65 credential with 28 years of industry experience. He has led Newport Investment Advisors since 1996 and has provided farming business analysis services as CEO of Illinois Farm Business Farm Management since 1989. Newport Investment Advisors offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans, managing approximately $25.2 million. The firm integrates tax and accounting services with investment advice, employing multiple analytical methods and primarily managing assets on a non-discretionary basis.
Josiah D
CFA®, Series 65
Malta, IL
Kisher Capital, LLC
Josiah De Ford is a CFA® charterholder and financial advisor at Kisher Capital, LLC with three years of industry experience. He has previously worked at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of his advisory role, Josiah has taught private music lessons since 2015. Kisher Capital provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses proprietary investment models that combine passive and active strategies with factor-based equity tilts and biblically responsible investing screens, operating through a wrap-fee program with a focus on fee-only fiduciary standards.
Eric S
CFP®
Malta, IL
Kisher Capital, LLC
My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.
James H
Series 63, Series 65, Series 66
Peyton, CO
Kisher Capital, LLC
James Hanley is a financial advisor at Kisher Capital, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Envoy Advisory Inc., Edward Jones, and USAA in various advisory and financial planning roles. Kisher Capital provides discretionary investment management and financial planning services to individuals, self-directed pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs proprietary investment models incorporating faith-based and outcome-oriented strategies and operates as a wrap-fee program sponsor.
Matthew K
Series 65
Hampshire, IL
Simplicity wealth
Matthew Krueger is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth since 2022. In addition to his advisory role, he is involved in farming through Krueger Farms LLC and has over 20 years of experience in tax and business advisory with Krueger & Associates Tax & Business Advisory, Inc. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a model-driven, fund-of-funds investment approach and operates a technology platform that supports asset management and back-office services for advisers and institutions.
Christopher H
Series 66
Hampshire, IL
Wealthcare Capital Management LLC
Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Wealthcare Capital Management since 2010 and also maintains a role at SMB Advisors LLC since 2008. Hessenflow serves on the advisory board of Financeware, Inc., a technology firm related to investment services. Wealthcare Capital Management LLC is a multi-team SEC-registered advisory firm managing approximately $3.03 billion for a range of clients including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight by an Investment Policy Committee.
Jessica P
Series 63, Series 66
Pingree Grove, IL
Empower Advisory Group
Jessica Park is a financial advisor with Empower Advisory Group in Pingree Grove, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her previous roles include positions at GWFS Equities, Inc., JPMorgan Chase Bank, N.A., J.P. Morgan Securities, PNC Bank, and Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services tied to Empower’s recordkeeping and administrative platforms.
Mark M
CFP®, Series 66
Elburn, IL
Creative Planning
Mark Metz is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at The Vanguard Group and Vermillion Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.
Brittany S
CFP®, ChFC®, Series 66
Sycamore, IL
Edward Jones
Brittany Starkey is a CFP®, ChFC®, and Series 66 licensed financial advisor with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Constellation Brands Inc. from 2014 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.
Joshua K
Series 63, Series 66
Genoa, IL
Edward Jones
Joshua Kubiak is a financial advisor with Edward Jones in Genoa, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2009. Kubiak serves as president of the City of Genoa Police Pension Board, where he participates in decisions regarding pension fund allocations and obligations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.
Brendon G
Series 63, Series 65
Sycamore, IL
Ameriprise
Brendon Gallagher is a financial advisor with Ameriprise in Kirkland, Illinois, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His work history includes over two decades at Gallagher & Associates and a combined 21 years with Ameriprise and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of its institutional category.
Emily W
Series 66
Sycamore, IL
Edward Jones
Emily Willems is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 credential and has worked at Edward Jones since 2019, following prior roles at BB&T Securities and other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering advisory programs with discretionary and non-discretionary strategies, access to SMAs, affiliated mutual funds, and a proprietary money market fund, supported by a nationwide network of more than 23,700 financial advisors.
Patricia W
Series 63, Series 66
Sycamore, IL
Raymond James & Associates
Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, institutional consulting, and public finance services.
Shawn B
Series 66
Dekalb, IL
Thrivent Investment Management
Shawn Blobaum is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory work, he serves as a Deacon at Grace Free Lutheran Church, is a board member of the DeKalb County Community Foundation, and is Vice President of the local Lions Club, involved in various community-focused activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics but does not provide portfolio management for institutional clients, focusing instead on advisory planning and managed-account services.
Barry H
Series 63, Series 66
Sycamore, IL
LPL Financial
Barry Hamilton is a financial advisor with LPL Financial based in Sycamore, IL, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities LLC. Hamilton also serves as a financial consultant at Heartland Bank and Trust Company. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Jeannie D
Series 63, Series 66
Huntley, IL
Fidelity
Jeannie Dulson is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its related entities since 1998. Outside of her advisory role, she acts as an agent for Randy Hansen, assisting with correspondence related to patent matters and vendor meetings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products.
Bryan K
Series 66
Elburn, IL
Edward Jones
Bryan Kavanaugh is a financial advisor with Edward Jones in Elburn, IL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2025, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2020 to 2025, and spent twelve years with The White Chocolate Grill - Slatebridge Restaurant Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
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66 advisors near 60178
Out of 400,000+ nationwide