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264 advisors near
60431
within the area shown on the map
Out of 400,000+ nationwide
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 bringing 20 years of industry experience. Her career includes roles at Old National Bank, First Midwest Financial Network, The Huntington Investment Company, Fifth Third Securities, and Fifth Third Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
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 bringing 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.
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 who holds a Series 66 designation and has 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Paul M
Series 66
Morris, IL
LPL Financial
Paul Markiewicz is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions with Old National Bank, First Midwest Bank, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research provided by both in-house and third-party sources.
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.
John S
Series 63, Series 66
Plainfield, IL
Edward Jones
John Schimanski is a financial advisor at Edward Jones in Plainfield, IL, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.
Karyn M
Series 63, Series 66
Manhattan, IL
UBS Financial Services
Karyn Mitrano is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior roles include nine years at Morgan Stanley and five years at Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.
Matthew N
Series 63, Series 65
Lemont, IL
OSAIC
Matthew Nawrocki is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior roles include positions at Guggenheim Funds Distributors, LLC, Royal Alliance Associates, Inc., and Alt Fund Distributors. Nawrocki also serves as a consultant to Bell & Associates and NobleMark Financial Strategies, assisting with investment models and market research. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools, risk questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.
Matthew D
Series 63, Series 65
New Lenox, IL
Edward Jones
Matthew Delestowicz is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Empathy Claims, Megent Financial, Cetera Advisors, and the Orland Fire Protection District. He is also involved with Delestowicz Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Jacob R
Series 66
Plainfield, IL
Thrivent Investment Management
Jacob Roberts is a financial advisor at Thrivent Investment Management with credentials including the Series 66 designation and one year of industry experience. His background includes roles at several churches between 2016 and 2025 and most recently at Resurgence Strength before joining Thrivent in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics, delivered through a network of financial advisors.
Gina M
Series 63, Series 66
Homer Glenn, IL
J.P. Morgan Securities
Gina Messina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Merrill Lynch for 22 years and has been with J.P. Morgan and First Republic Investment Management since 2019. Outside of her advisory role, she assists with administrative tasks at Vista Realty Group LLC, a real estate company, on weekends. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver comprehensive investment services.
Grant W
Series 66
Morris, IL
Edward Jones
Grant Whybark is a financial advisor with Edward Jones in Morris, IL, holding a Series 66 designation and four years of industry experience. He previously worked at First Midwest Bank for five years before joining Edward Jones. He serves as a trustee for the Morris Police Pension Fund and is president of the University of St. Francis Golf Foundation. 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 network of financial advisors and branch offices.
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Finding advisors...
264 advisors near
60431
within the area shown on the map
Out of 400,000+ nationwide