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415 advisors near
60436
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Nicholas F
CFP®, Series 63, Series 66
Lockport, IL
Edward Jones
Nicholas Frontera is a Certified Financial Planner® at Edward Jones with 17 years of industry experience, all spent with the firm since 2009. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Matthew D
CFP®, CFA®, Series 66
Joliet, IL
Edward Jones
Matthew Dollinger is a financial advisor at Edward Jones in Joliet, IL, holding the CFP®, CFA®, and Series 66 credentials with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Monsanto from 2014 to 2017. Dollinger serves on the boards and finance committees of Big Brothers Big Sisters of Will and Grundy Counties, Joliet Catholic Academy, and the Will County Center for Economic Development. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.
Douglas K
Series 63, Series 66
Lockport, IL
Cetera
Douglas Klimah is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Cetera since 2019, with prior roles at Opus Wealth Partners and LPL Financial. In addition to his advisory work, Klimah serves as a notary providing notarization services for union member documents. Cetera Investment Advisers LLC is a large SEC-registered firm that offers a wide range of investment and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to various portfolio management strategies through discretionary and non-discretionary program structures.
Robert S
Series 66
New Lenox, IL
LPL Financial
Robert Sanfilippo is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wayne Hummer Investments LLC for eight years and retired for two years before joining LPL Financial in 2025. 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, and institutional platforms, supported by a large network of over 22,000 advisors.
Dennis G
Series 63, Series 65
Shorewood, IL
Cambridge Investment Research Advisors
Dennis Giese is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2010. Outside of his advisory role, he manages an independent insurance business specializing in various lines of insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies and multiple custody platforms.
Michael K
Series 66
Orland Park, IL
Equitable Advisors
Michael Kimmey is a financial advisor with Equitable Advisors in Orland Park, IL, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he owns and operates Michael Kimmey and Associates, Inc., providing bookkeeping, accounting, and tax preparation services. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and asset managers, focusing on matching clients with appropriate investment strategies and fiduciary services.
Amy F
Series 63, Series 66
Orland Park, IL
Fidelity
Amy Farber is a Financial Consultant currently working at Fidelity Investments since 2019. In her role, she focuses on building professional relationships with clients to provide exceptional experiences during every interaction. Prior to joining Fidelity Investments, Amy held the position of Assistant Vice President and Premium Elite Relationship Manager at Bank of America Merrill from 2016 to 2019. She began her career at Charles Schwab, serving as an Associate Financial Consultant from 2015 to 2016 and as a Derivatives Trade Specialist from 2012 to 2015. Outside of her professional work, Amy engages in various personal interests including fitness, hiking, playing musical instruments, skiing, theater, and traveling.
Anastacio G
CFP®, Series 66
Frankfort, IL
LPL Financial
Anastacio Gamino Jr. is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at Wayne Hummer Investments L.L.C., U.S. Bancorp Investments, Inc., and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services including model portfolios, third-party asset management, and institutional platforms.
Eric O
Series 63, Series 65
New Lenox, IL
LPL Financial
Eric O'Neill is a financial advisor with LPL Financial in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks from 2013 to 2018 and has been self-employed since 1996. Outside of advisory work, he is involved in tax preparation and accounting services through his Financial ServiCenter business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, portfolio management, and institutional platform solutions.
Katie G
Series 66
Channahon, IL
Edward Jones
Katie Groves is a financial advisor with Edward Jones in Channahon, Illinois. She holds a Series 66 designation and has eight years of industry experience, including five years at Rayjus prior to joining Edward Jones in 2018. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Lara S
Series 63, Series 66
Channahon, IL
Fidelity
Lara Stehlik is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been with Fidelity since 2021, progressing from Financial Consultant to Planning Consultant before her current role, which she began in 2024. Prior to joining Fidelity, Lara worked as a Financial Advisor and Branch Office Administrator at Edward Jones from 2016 to 2021, and as a Relationship Manager at JPMorgan Chase from 2014 to 2016. Throughout her career, Lara has focused on helping clients build financial plans tailored to their goals, leveraging the tools and resources available through her roles. Her experience spans various aspects of financial advising and planning, emphasizing client support and benefits consultation. Outside of her professional work, Lara enjoys board games, fitness activities, hiking, social events with friends, and volunteering.
Jacky S
Series 63, Series 65
Orland Park, IL
STIFEL
Jacky Smith is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member on the Economic Development Advisory Board in Orland Park, IL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which focus on capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.
Sophia D
Series 66
Orland Park, IL
Fidelity
Sophia Diforti is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked at Riverside School District 96 and the University of Mississippi Physics Department. She also has experience in recreational and hospitality roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include discretionary and non-discretionary portfolio management.
Brianne W
Series 66
Orland Park, IL
Cetera
Brianne Wolf is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. She has worked with multiple firms including Avantax Advisory Services and 1st Global Capital, and serves as Vice-President and Accounting Manager at Bill Hickey & Associates, Inc. Outside of her financial advisory work, she operates a direct sales business selling women's and children's clothing. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Benjamin H
CFP®, Series 66
Plainfield, IL
LPL Financial
Benjamin Heiler is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Plainfield, IL. He has worked at LPL Financial since 2015 and has prior experience at Heartland Bank and Trust Company and Decatur Earthmover Credit Union. Heiler is also involved in his family business, Silver Creek Gaming Lounge, Inc. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Michael M
Series 66
Orland Park, IL
LPL Financial
Michael Murphy is a financial advisor at LPL Financial with a Series 66 designation and 0 years of industry experience. His prior work includes roles in food and beverage and design industries. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.
Mark P
Series 66
Plainfield, IL
LPL Financial
Mark Pingul is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.
John D
Series 63, Series 65
Joliet, IL
Cetera
John Demarco is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has previously worked with Avantax entities for a decade and currently owns Strategize Home Solutions LLC, a referral marketing business for mortgages. John also serves as treasurer for The Cruisin' Tigers GTO Club, a membership organization for Pontiac automobile enthusiasts that hosts an annual car show. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Ashley F
Series 63, Series 66
Mokena, IL
Charles Schwab
Ashley Finney is a financial advisor at Charles Schwab with 10 years of industry experience. Her prior roles include positions at Fidelity Investments, JP Morgan Securities LLC, and JP Morgan Chase Bank. Outside of advising, she is the owner and maker of The Red House Designs, creating and selling handmade designs at farmers markets and online. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized supervision and custodial services.
Ryan C
Series 63, Series 65
Orland Park, IL
Fidelity
Ryan Carey is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on assessing clients' financial situations, collaborating with them to develop tailored financial plans, and implementing those plans while monitoring progress to ensure alignment with their goals. He has 19 years of experience in the financial services industry, having held various financial consultant and planning consultant positions. Prior to his current role, he worked at Fidelity Investments as a Planning Consultant from 2021 to 2022, at Merrill Edge as a Premier Life Services Relationship Consultant from 2018 to 2021, at LPL Financial as a Financial Consultant from 2016 to 2018, at World Equity Group as a Financial Consultant from 2014 to 2016, and at J.W. Cole Financial as a Financial Consultant from 2006 to 2014.
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415 advisors near
60436
within the area shown on the map
Out of 400,000+ nationwide