Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,544 advisors near
60134

Out of 400,000+ nationwide

user avatar
firm logo

Mark B

CFP®, Series 63, Series 65

Naperville, IL

M.Brown Financial Advisors

Mark Brown is a CFP® with 38 years of industry experience, currently serving at M. Brown Financial Advisors in Naperville, IL. He has previously worked at Ausdal Financial Partners since 2010 and led M Brown & Associates from 2006 to 2025. Outside of advising, he serves as vice president of the Naper Courtyards Condo Association, where he helps oversee budget and expenses. M. Brown Financial Advisors primarily acts as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm employs a combination of active tactical allocation and diversified, monitored models, often managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Christopher D

CFA®, Series 63, Series 66

Geneva, IL

Leelyn Smith, LLC

Christopher Dieckow is a CFA® charterholder with 16 years of experience in the financial industry. He is currently affiliated with Leelyn Smith, LLC and LPL Financial, having previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab and Co. Inc. since 2009. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, and trusts by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using equities, fixed income, mutual funds, and ETFs, supported by various technology platforms and third-party managers.

Options & derivatives strategies Tax-loss harvesting Private / alternative investments
user avatar
firm logo

Martin B

CFP®, Series 63, Series 65

Naperville, IL

Apollon Financial, LLC

Martin Beck is a CFP® with 40 years of industry experience. He is currently with Apollon Financial, LLC and was previously associated with LPL Financial LLC for 19 years. Beck is based in Naperville, IL. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments, utilizing a combination of centrally managed models and advisor-led portfolios enhanced by technology and generative AI tools.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
user avatar
firm logo

Ethan H

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Ethan Hulgaard is a financial advisor with Timothy Financial Counsel, Inc. He holds a Series 65 designation and has prior work experience at RSM US LLP and Wheaton College. Hulgaard has been with Timothy Financial Counsel since 2025. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without managing client assets, focusing on diversified investment strategies and offering educational seminars and structured planning services.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Richard G

CFP®, Series 63, Series 65

Aurora, IL

River Street Advisors, LLC

Richard Gartelmann is a CFP® with 28 years of experience in the financial services industry. He is affiliated with River Street Advisors, LLC and Old Second National Bank, where he has worked since 2011. Gartelmann holds Series 63 and Series 65 licenses and serves as Senior Vice President managing client relationships for trust accounts at Old Second Wealth Management. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a disciplined investment process incorporating written policy statements, quantitative and fundamental analysis, and may use derivatives and option strategies as part of its portfolio management.

Options & derivatives strategies Concentrated stock management Cash flow / budgeting
user avatar
firm logo

Joseph C

Series 66

Naperville, IL

T2 Asset Management, LLC

Joseph Contorno is a financial advisor at T2 Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at T2 Asset Management since 2017. His prior experience includes roles at The Strategic Coach and Jurs Montgomery. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million on a discretionary basis using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

William F

CFP®

Wheaton, IL

Paulson Wealth Management Inc.

William Fan is a CFP® professional at Paulson Wealth Management Inc. in Wheaton, IL, with one year of industry experience. Prior to joining Paulson Wealth Management in 2022, he worked at Calvin University and Wheaton Academy. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other registered advisers. The firm employs a diversified, index-based investment approach with active option strategies and offers comprehensive portfolio management including integrated financial planning.

Active portfolio management Options & derivatives strategies Tax strategies for small businesses Charitable giving & philanthropy General estate planning guidance
user avatar
firm logo

Tannen R

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Tannen Reed is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Timothy Financial Counsel, he held roles at All Capital Bank and Firstitle, LLC. His background also includes four years at Wheaton College and seven years at Metro Christian Academy. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides consultation and project-based advice across a range of financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Jeanne T

Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Jeanne Tackett is a financial advisor at Total Clarity Wealth Management, Inc. with 19 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial LLC and Cetera Advisors Networks LLC. Outside of her advisory role, she is involved in a non-investment business entity, Indigo Adviser Services, Inc. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, employing a variety of investment programs including model portfolios, third-party managed accounts, and an actively traded strategy for qualified investors.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
user avatar
firm logo

Carl C

Series 66

Naperville, IL

IntentGen Financial Partners

Carl Christiansen is a financial advisor at IntentGen Financial Partners with one year of industry experience. He holds a Series 66 designation and has worked previously with Thrivent Advisor Network, LLC and Thrivent Investment Management Inc. Outside of his advisory roles, he has held positions at Cress Creek Country Club and Illinois Wesleyan University. IntentGen Financial Partners provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm employs a multi-advisor team approach and uses a range of investment methods to construct diversified portfolios tailored to client needs.

Retirement income strategy Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Joshua H

CFP®, Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Joshua Henderson is a CFP® with three years of industry experience currently serving at Timothy Financial Counsel, Inc. He joined the firm in 2022 after seven years at TransMarket Operations LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm offering individual consultations and project-based advice on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and trusts, focusing on advisory and implementation coaching without managing client assets or exercising discretionary authority.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Matthew S

CFA®

Glen Ellyn, IL

North Star Investment Management Corporation

Matthew Schwerin is a CFA® charterholder with 21 years of experience in the financial services industry. He is affiliated with North Star Investment Management Corporation and has longstanding roles with CAPS Financial Group, Hometown Financial Group, and Flanagan State Bank. Schwerin serves as a director on the board of Flanagan State Bank and is president of the Flanagan Bank Holding Company, Hometown Financial Group. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and frequently integrates its proprietary mutual funds into client portfolios as part of its investment approach.

Tax-loss harvesting Concentrated stock management Wealth management Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Charles H

Series 63, Series 65

Geneva, IL

Leelyn Smith, LLC

Charles Hartman is a financial advisor with Leelyn Smith, LLC in Geneva, Illinois, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at LPL Financial LLC and National Planning Corporation. Hartman is also involved in providing investment advisory services through independent firms such as The Retirement Network and Leelyn Smith, LLC. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using equities, fixed income, mutual funds, ETFs, and model portfolios, supplemented by various technology platforms and service providers.

Options & derivatives strategies Tax-loss harvesting Private / alternative investments
user avatar
firm logo

Jeremy R

Series 63, Series 65

Lisle, IL

Vantage Point Financial, LLC

Jeremy Reiland is a financial advisor at Vantage Point Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prosperity Capital Advisors and The Chamberlin Group. Outside of his advisory role, he is a licensed insurance agent with Reiland Financial Group, offering life and health insurance products and Medicare planning. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners by providing investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost funds and ETFs, with flexibility to include alternative investments and tax-sensitive strategies.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar
firm logo

Michael W

Series 66

Naperville, IL

Total Clarity Wealth Management, Inc

Michael Walschot is a financial advisor with Total Clarity Wealth Management, Inc. in Naperville, IL, holding a Series 66 designation and having 14 years of industry experience. His career includes roles at LPL Financial and CETERA Advisor Networks, and he served as an adjunct accounting instructor from 2004 to 2018. Outside of advising, he is involved in tax preparation and accounting through American Capital Tax Preparation and Accounting. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized services using a range of investment strategies and products tailored to client needs.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
user avatar
firm logo

Vanessa C

Series 65

St. Charles, IL

Total Clarity Wealth Management, Inc

Vanessa Croessmann is a financial advisor at Total Clarity Wealth Management, Inc. with three years of industry experience. She holds a Series 65 designation and has worked as a financial planner with Wall Street Financial Advisors and as an independent licensed insurance agent. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and utilizes a range of investment strategies including model portfolios, third-party separately managed accounts, and an actively traded strategy for qualified investors.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
user avatar
firm logo

John H

CFP®, ChFC®, Series 63

Naperville, IL

Fiduciary Financial Partners, LLC

John Hillman is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Purshe Kaplan Sterling Investments and Fiduciary Financial Partners, LLC since 2012. Outside of his advisory role, he serves as a trustee managing investments for a family trust. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and retirement plan advisory services. The firm employs a team-based approach, managing approximately $293 million in assets across five offices.

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Vincent C

Series 63, Series 66

Naperville, IL

T2 Asset Management, LLC

Vincent Cione is a financial advisor at T2 Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and Wayne Hummer Investments. In addition to his advisory role, he is a licensed agent for fixed and traditional insurance products. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage multi-asset portfolios and downside risk across several investment profiles.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Corey S

CFP®, Series 63, Series 66

Naperville, IL

IntentGen Financial Partners

Corey Schmidt is a CFP® professional with 28 years of experience in the financial industry, currently serving at IntentGen Financial Partners in Naperville, IL. His career includes long tenures at Thrivent Financial and Purshe Kaplan Sterling Investments. Schmidt holds board positions at All Saints Catholic Academy and Luther College and serves on the board of directors and as Vice Chair of Grounds at Cress Creek Country Club. IntentGen Financial Partners is a multi-advisor team firm managing approximately $756 million, providing asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a diverse investment approach that integrates modern portfolio theory, fundamental and technical analysis, quantitative models, and manager research.

Retirement income strategy Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

John M

CFA®, Series 63, Series 66

Wheaton, IL

Timothy Financial Counsel, Inc.

John Mchenney is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Timothy Financial Counsel, Inc., where he has worked since 2023. His prior experience includes roles at First Trust Advisors L.P., Fidelity Investments, LLC, and The Vanguard Group, Inc. Timothy Financial Counsel, Inc. is a fee-only financial planning firm that provides hourly, project-based advice to individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified investment exposure using mutual funds and ETFs, asset allocation, and periodic rebalancing, focusing on advisory and implementation coaching rather than ongoing portfolio management.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")