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347 advisors near
60142
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Out of 400,000+ nationwide
Eric H
Series 63, Series 66
Fox River Grove, IL
LPL Financial
Eric Hilgart is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at LPL Financial since 2021 and concurrently with Harris Investor Services, Inc. since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting a range of investment strategies implemented by its advisors.
Michele M
Series 63, Series 66
Pingree Grove, IL
Fidelity
Michele Manfredi is a financial advisor at Fidelity with 14 years of industry experience. His work history includes roles at BMO Harris Bank, PNC Bank, and Ambit Energy, where he is involved in a multi-level marketing business that provides electricity and natural gas in deregulated markets. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including charitable funds and registered investment companies, and utilizes model portfolios with systematic methodologies.
Matthew D
Series 66, Series 63
Huntley, IL
Thrivent Investment Management
Matthew Drafall is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on topics such as retirement and estate planning, with options to combine planning and managed-account services under a consolidated billing system.
Matt F
Series 63, Series 66
Lake in the Hills, IL
J.P. Morgan Securities
Matt Foster is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria where applicable.
Michael R
Series 63, Series 66
Crystal Lake, IL
LPL Financial
Michael Reichman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes eight years at J.P. Morgan Securities and seven years at Chase Investment Services Corp. He operates in Crystal Lake, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management access, and institutional platforms, supporting advisors with model portfolios, customized strategies, and advanced research tools.
Janine K
Series 66
Crystal Lake, IL
Edward Jones
Janine Kerin is a financial advisor at Edward Jones in Crystal Lake, IL, holding a Series 66 designation and with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Boys & Girls Clubs of Dundee Township and Northwestern Medicine. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branches nationwide.
Adam T
CFP®, Series 63, Series 66
Crystal Lake, IL
LPL Financial
Adam Tatroe is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with LPL Financial since 2021 and previously worked at Harris Investor Services, Inc. and Edward Jones. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Matthew O
Series 66
Huntley, IL
Ameriprise
Matthew O Connor is a financial advisor at Ameriprise with a Series 66 designation. He joined Ameriprise in 2025 and has prior work experience in various industries, including home remodeling and credit union services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income reliability and tax-efficient withdrawal strategies.
Colin M
CFP®, Series 66
Elgin, IL
Edward Jones
Colin Marquardt is a financial advisor at Edward Jones in Elgin, IL, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for nine years at Libertyville Bank & Trust Co. Outside of his advisory role, he is a managing member of Blackhawk Property Investments LLC, which manages and leases rental properties. Edward Jones is a full-service wealth management firm serving more than 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.
Victor G
Series 63, Series 66
South Barrington, IL
Charles Schwab
Victor Giordano is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, with prior experience at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a comprehensive alternative investments program.
Kariann S
Series 63, Series 65
McHenry, IL
Cetera
Kariann Schuster is a financial advisor at Cetera with Series 63 and Series 65 licenses and three years of industry experience. She has worked with various branches of Cetera since 2021 and previously served the Village of Round Lake Beach for nine years. Outside of advising, she serves as a volunteer committee member for Wings and as an ambassador for the McHenry Chamber of Commerce and holds a vice president role in a local networking group, Business Before Breakfast. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing a range of portfolio management and financial planning options within a multi-manager platform.
Tyler P
Series 66
McHenry, IL
Cetera
Tyler Prickett is a financial professional with Cetera and holds a Series 66 designation. He has one year of industry experience and has worked with several firms including Batt Financial Group Inc. alongside his current roles. Outside of his financial services work, he is an Associate Manager in retail phone sales at T-Mobile. Cetera Investment Advisers LLC is a nationwide advisory platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform utilizing both affiliated and third-party managers.
Justin G
Series 65, Series 63
McHenry, IL
Cetera
Justin Gritmacker is a financial advisor at Cetera with Series 65 and Series 63 licenses. He has been associated with Cetera and its affiliates since 2023. Outside of his advisory work, he has connections to local agricultural businesses, including Richardson's Adventure Farm and Patyks Farm & Market. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting both discretionary and non-discretionary strategies.
Robert S
Series 63, Series 66
Elgin, IL
Robert Baird & Co.
Robert Schrieber is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, Schrieber serves as an acting board member of a bank holding company and is involved with several LLC ownerships and investments in non-investment related ventures. Robert W. Baird & Co.’s Private Wealth Management department, which includes The DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies along with internal research and technology tools.
Timothy O
CFP®, Series 63, Series 65
Huntley, IL
Ameriprise
Timothy O'Connor is a CFP® with 39 years of industry experience, currently advising at Ameriprise Financial Services, LLC. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley Dw Inc. He is also president of Green Marble Partners Inc., where he manages the financial operations of his franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
Brian P
Series 63, Series 65
Crystal Lake, IL
Merrill
Brian Pappalardo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2000 and joined Merrill in 2006, where he works alongside his father, Brian, a veteran of the industry. Brian has developed long-standing relationships with many clients who have known him since childhood, with these connections often spanning multiple generations. His approach focuses on building deep, personal bonds and helping clients achieve their financial goals. With experience navigating both volatile and thriving market conditions, Brian emphasizes a deliberate and conservative investment style. He supports clients in removing emotional decision-making from their financial choices, encouraging a focus on long-term results aligned with their needs and objectives. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement planning, philanthropic planning, portfolio management, small business strategies, and individual and corporate investment strategies. Brian earned a bachelor's degree from Western State College of Colorado. He holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Crystal Lake, Illinois, with his wife, Julia. Brian has been engaged in ice hockey since childhood and continues to play and coach his four children. His personal interests also include gardening, cooking, and traveling.
Christopher M
Series 66
Crystal Lake, IL
LPL Financial
Christopher Mikolajczewski is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Edward Jones, SPC, and Sigma Financial. Outside of his advisory practice, he owns Eagle Vigilance Training & Consulting, which provides self-defense and concealed carry training, and works as a part-time high school sports announcer. 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, model portfolios, third-party asset management, and institutional platforms.
Stephen T
Series 63, Series 65
Crystal Lake, IL
Mass Mutual Investors Services
Stephen Todd is a financial advisor with Mass Mutual Investors Services in Crystal Lake, IL, holding Series 63 and Series 65 licenses. He has 38 years of industry experience, having worked with Mass Mutual Investors Services since 1988 and MassMutual Life Insurance Company since 1986. Additionally, he is involved in sales as an agent with The Todd Group, specializing in property and casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software tools to develop collaborative, annual financial plans, with implementation conducted through separate brokerage or insurance arrangements.
Russell O
Series 63, Series 66
Woodstock, IL
Edward Jones
Russell Olsen is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Prior to that, he worked at Sandhurst Securities Ltd. since 1986. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.
John H
Series 66
Woodstock, IL
Wells Fargo Advisors
John Hanlin is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hanlin serves as a board member for Rose Farm Estates HOA in Woodstock, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, wealth-transfer, business-owner transition, sports and entertainment, special-needs, and divorce planning.
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Finding advisors...
347 advisors near
60142
within the area shown on the map
Out of 400,000+ nationwide