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23 advisors near 60550
Out of 400,000+ nationwide
Robert H
Series 63, Series 65
Sandwich, IL
EBH Financial, Inc.
Robert Harbour is a financial advisor with EBH Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at EBH Financial since 2010, with prior roles at LPL Financial and Infinity Financial Services Advisory. EBH Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm focuses on client-specific objectives and risk tolerance, using fundamental analysis and a preference for long-term investments, while maintaining a single custodian relationship with Charles Schwab.
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.
Ashley J
Series 63, Series 65
Rochelle, IL
LPL Financial
Ashley Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has worked at Central Bank of Illinois since 2011 and concurrently serves as a Client Relationship Officer there. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of financial planning and asset management solutions supported by an in-house research team.
Shelly S
Series 63, Series 65, Series 66
Sandwich, IL
Equitable Advisors
Shelly Sypien is a financial advisor at Equitable Advisors with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has previously worked at Cetera, Cetera Wealth Services, LLC, and Edward Jones. Outside of her advisory role, she owns and manages Family Focused Financial, LLC, a non-investment-related business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.
Susana B
Series 66
Rochelle, IL
LPL Financial
Susana Belmonte is a financial advisor at LPL Financial in Rochelle, IL, holding a Series 66 designation with one year of industry experience. She has been affiliated with Central Bank Illinois and LPL Financial since 2015. 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 range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
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.
Ivett M
Series 66
Delkab, IL
Raymond James Financial
Ivett Mc Han Frank is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. She has held roles at Raymond James Financial Services, First Investments and Planning, and First National Bank of Omaha. Outside of advising, she works as an advisor assistant in a support capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.
Scott C
Series 66
Rochelle, IL
LPL Financial
Scott Coutts is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. Prior to that, he held roles at Central Bank Illinois, Ameriprise Financial Services, and several other financial institutions. Coutts also serves as a Trust Administrator Officer at Central Bank Illinois. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Brian G
CFP®, Series 63, Series 65
Sandwich, IL
Edward Jones
Brian Grysiewicz is a CFP® professional with 36 years of experience in financial advising at Edward Jones, where he has worked since 1987. He also has a longstanding affiliation with the University of Missouri - St Louis, spanning over 40 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 advisors.
Charles F
Series 63, Series 65
Shabbona, IL
Cetera
Charles Foster is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Cetera since 2006 and has prior experience at the Midwest Orthopaedic Institute. Outside of his advisory role, Foster is involved in tax preparation and business consulting through Foster Tax & Accounting, LLC, and serves as a finance council member for St. James Church in Lee, Illinois. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.
Bradley S
Series 66
Rochelle, IL
Edward Jones
Bradley Stojan is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Mark C
Series 63, Series 66
Dekalb, IL
Edward Jones
Mark Cronshaw is a financial advisor with Edward Jones in Dekalb, Illinois, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Alison S
Series 66
Sandwich, IL
Edward Jones
Alison Smith is a financial advisor at Edward Jones in Sandwich, IL, with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory work, Alison owns ACE Music Productions, where she creates music arrangements for harp with vocals. 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, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.
Curtis G
Series 66
Sandwich, IL
Edward Jones
Curtis Grysiewicz is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, Morgan Stanley Private Bank, and BP Corporation. 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 and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.
Jennifer J
Series 66
Malta, IL
LPL Financial
Jennifer James is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2018, she worked in various roles including positions at IAU College and Northern Illinois University’s Study Abroad Department. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Michael J
Series 66
Sandwich, IL
LPL Financial
Michael Jerkatis is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, with prior experience at First Midwest Bank and currently Old National Bank. 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.
Michael B
Series 63, Series 65
Rochelle, IL
LPL Financial
Michael Brooks is a financial advisor with LPL Financial in Princeton, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2001. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.
Camden F
Series 66
Shabbona, IL
Cetera
Camden Foster is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. He has worked at Cetera and its affiliates since 2014 and also operates Foster's Financial Management, LLC, providing financial planning services, as well as Foster's Tax & Accounting, LLC, an accounting firm offering tax preparation and related services. 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 and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, alongside fiduciary and retirement capabilities integrated with its institutional platform.
Michelle T
Series 66
Cortland, IL
Fidelity
Michelle Todd is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with individuals and families to assess their financial situations and develop tailored financial plans. Michelle emphasizes regular reviews and adjustments to these plans to adapt to changes in clients' life circumstances or market conditions. Her experience at Fidelity Investments includes positions as Central Relationship Manager from 2023 to 2024 and Financial Representative from 2021 to 2023. Through these roles, she has developed expertise in client relationship management and financial planning. Outside of her professional responsibilities, Michelle has interests in pets, reading, traveling, and volunteering.
Gregory F
Series 66
Rochelle, IL
LPL Financial
Gregory Folmar is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2018 and previously spent three years with Edward Jones. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.
Jessica M
Series 66
Rochelle, IL
Edward Jones
Jessica Morris is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was with Luckett & Farley from 2015 to 2018. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
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23 advisors near 60550
Out of 400,000+ nationwide