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247 advisors near
60404
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Out of 400,000+ nationwide
Jeffrey T
Series 66
Manhattan, IL
Cetera
Jeffrey Tromp is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He serves as a senior financial analyst at Navistar Inc., where he has worked since 2017, and he is involved with BMA Management, Ltd. since 2008. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, catering to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with various program structures and access to multiple managers.
Jamie P
Series 66
Yorkville, IL
Edward Jones
Jamie Prodehl is a financial advisor at Edward Jones in Yorkville, IL, holding a Series 66 designation. Prior to joining Edward Jones in 2026, Prodehl worked at Sable Creek Homestead LLC, Citgo Petroleum, and Starcon International. 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 nationwide.
Seth C
CFP®, ChFC®, Series 66
Joliet, IL
Edward Jones
Seth Cooper is a CFP® and ChFC® with 11 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2015. He is based in Joliet, IL. Outside of his advisory role, he owns residential rental properties, including one held for his daughter’s college housing. Edward Jones is a full-service wealth management firm that supports over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and services, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.
David M
Series 63, Series 65
Joliet, IL
Primerica Advisors
David Marquez is a Series 63 and Series 65 licensed financial advisor with Primerica Advisors in Joliet, IL, bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily via model-driven strategies created by unaffiliated asset managers.
Jeanette G
CFP®, Series 63, Series 65
Plainfield, IL
Cetera
Jeanette Gruber is a CFP® with 29 years of industry experience, currently affiliated with Cetera. She has held positions at Cetera Advisors LLC since 2013 and operates Gruber Financial, Ltd., Gruber CPA Services, Ltd., and Gruber Law Office, all of which she has managed for over two decades. She serves on the board of trustees for the Universalist Unitarian Church of Peoria, IL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and a multi-manager platform with access to both affiliated and unaffiliated third-party managers.
Carson W
Series 66
Lemont, IL
UBS Financial Services
Carson Walker is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, with prior experience at Bank of America and Merrill. Outside of his advisory work, he is a part-time rideshare driver for Uber and is involved in golf course maintenance at Ruffled Feathers Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and fiduciary services.
Michael K
Series 65, Series 63
Plainfield, IL
Cetera
Michael Klover is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has two years of industry experience. He has been associated with Cetera and its affiliated entities since 2023 and operates Klover & Co, a CPA practice providing tax return preparation and bookkeeping services. He has worked with the Channahon Park District since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.
Joan R
Series 63, Series 65
New Lenox, IL
LPL Financial
Joan Ripoli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. Her career includes roles at Old National Bank, First Midwest Bank, The Huntington National Bank, and Fifth Third Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Ryan P
Series 66
Plainfield, IL
Edward Jones
Ryan Peterson is a Series 66-credentialed financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007, based in Plainfield, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.
Austin F
CFP®, ChFC®, Series 66
Morris, IL
Edward Jones
Austin Feeney is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 10 years of experience in the financial industry. He has been with Edward Jones since 2016, based in Morris, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial products. The firm is notable for its large national advisor and branch network as well as its fiduciary standard in providing advisory services.
Lisa G
Series 63, Series 66
Joliet, IL
J.P. Morgan Securities
Lisa Gregori is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers access to a broad range of investment strategies, including those with ESG considerations.
Timothy O
Series 66
Shorewood, IL
Cetera
Timothy Odell is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 license and has worked with multiple firms, including Summit Financial Group and Delco Tax Advisory Services. Outside of his advisory role, Odell serves as an assistant coach for a local U8 soccer team. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary investment solutions.
Brett M
Series 66
Lemont, IL
J.P. Morgan Securities
Brett Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2014, he worked at Ameriprise for 13 years. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research and incorporates ESG considerations, supporting clients with centralized due diligence and a range of portfolio services.
Paul M
Series 66
Morris, IL
LPL Financial
Paul Markiewicz is a Series 66-credentialed financial advisor with LPL Financial, bringing eight years of industry experience. His prior roles include positions at Old National Bank, First Midwest Bank, Bank of America, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.
James F
Series 63, Series 66
Morris, IL
Edward Jones
James Feeney is a financial advisor with Edward Jones in Morris, Illinois, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Feeney is also set to purchase the existing Edward Jones office building in Morris, Illinois. 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.
Benjamin O
Series 66
Shorewood, IL
Cetera
Benjamin O'dell is a Series 66-registered financial advisor with Cetera, bringing three years of industry experience. He has worked with multiple Cetera entities since 2019 and is also involved with Delco Financial Group and related firms since 2012. Outside of advising, he engages in tax preparation and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Thomas C
Series 63, Series 66
Lockport, IL
Edward Jones
Thomas Crosby is a financial advisor at Edward Jones with 14 years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Goldman Sachs & Co from 2015 to 2017. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.
Michael P
Series 66
Morris, IL
Edward Jones
Michael Pfaff is a financial advisor with Edward Jones in Morris, Illinois, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he serves as a board member of the Morris Hospital Auxiliary. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.
Logan W
Series 66
Lemont, IL
Edward Jones
Logan Watta is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Stockton Wealth Management and Bush Wookies. Outside of his advisory role, he is a co-owner of 7 Seas Caps, where he manages social media and oversees distribution and shipping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.
Amanda T
Series 66
Plainfield, IL
Edward Jones
Amanda Trizzino is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
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Finding advisors...
247 advisors near
60404
within the area shown on the map
Out of 400,000+ nationwide