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1,414 advisors near
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Out of 400,000+ nationwide
Aaron D
CFP®, Series 65
Wheaton, IL
Timothy Financial Counsel, Inc.
Aaron Deeke is a CFP® with four years of industry experience, currently working at Timothy Financial Counsel, Inc. since 2021. Prior to joining Timothy Financial Counsel, he held roles at CME Group, Allstate Insurance, and State Farm Insurance. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice on a wide range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.
John D
Series 63, Series 65
Geneva, IL
Leelyn Smith, LLC
John Dorn is a financial advisor with Leelyn Smith, LLC in Geneva, IL, holding Series 63 and Series 65 credentials and having 21 years of industry experience. His prior career includes roles at National Planning Corporation and LPL Financial. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized asset allocations across various investment vehicles and utilizes multiple third-party technology platforms and service providers, distinguishing itself through its affiliation with an accounting practice and the incorporation of structured notes and AI tools in its processes.
Frank B
Series 63, Series 65
Lisle, IL
Asset Strategies, Inc
Frank Bodi is a financial advisor at Asset Strategies, Inc. with 41 years of industry experience. He previously worked at Landolt Securities Inc. for seven years and at IFS Securities for one year. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning and consulting services to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analyses, employing both long- and short-term strategies across various asset classes.
Lucas T
Series 66
Yorkville, IL
Trillium Wealth LLC
Lucas Thompson is a financial advisor at Trillium Wealth LLC in Yorkville, IL, with two years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and the University of Iowa prior to his current role. Thompson is also involved with The Write Stuff, a separate business activity. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm manages over $544 million in discretionary assets and employs a range of investment strategies including quantitative, fundamental, and technical analysis.
Andrew K
Series 65, Series 63
Lisle, IL
Vantage Point Financial, LLC
Andrew Kristofic is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and American Income Life. He is also a licensed insurance agent offering life and health insurance products. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach emphasizing long-term portfolio construction with low-cost mutual funds and ETFs, while also utilizing alternative investments and coordinated tax and estate planning services.
Travis B
Series 65
Aurora, IL
River Street Advisors, LLC
Travis Buoy is a financial advisor with River Street Advisors, LLC, holding a Series 65 credential and three years of industry experience. He also works as an investment research analyst for Old Second National Bank’s wealth management department. Prior to his advisory role, Buoy was employed at St. Charles Country Club for eight years. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual clients, high-net-worth individuals, institutional, and charitable entities. The firm uses written investment policy statements, model portfolios, and a combination of quantitative and fundamental analysis to manage diversified portfolios, including the use of derivatives and option strategies.
Ryan K
Series 63, Series 66
Geneva, IL
Leelyn Smith, LLC
Ryan Kahlenberg is a financial advisor with Leelyn Smith, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Kahlenberg Wealth Partners/Berthel Fisher & Co. and Dunham & Associates Investment Counsel, Inc. Since 2022, he provides investment advisory services through Leelyn Smith, LLC. Leelyn Smith, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing multiple technology platforms and investment strategies that include equities, fixed income, mutual funds, ETFs, and private investment funds for qualified clients.
Linda F
Series 66
Batavia, IL
Signature Financial Services, Ltd
Linda Foltos Mahler is a financial advisor with Signature Financial Services, Ltd, holding a Series 66 designation and 26 years of industry experience. She has been associated with Signature Financial Services since 1999 and First Heartland Capital, Inc. since 2001. In addition to her advisory roles, Mahler operates Mahler Financial Services and provides tax and accounting services through Linda F. Mahler, CPA. Signature Financial Services offers investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven investment approach based on modern portfolio theory, utilizing model portfolios and institutional strategists across various asset classes while emphasizing periodic rebalancing and risk-based guidelines.
Jack D
CFP®
Naperville, IL
RAI Wealth
Jack Dykema is a CFP® professional at RAI Wealth with two years of industry experience. He previously worked at Indiana Wesleyan University and the Chicago Golf Club. RAI Wealth provides investment advice and planning services to individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses. The firm uses risk-based proprietary model portfolios and modern portfolio theory, incorporating various investment strategies and third-party managers to tailor portfolios and deliver ongoing financial and tax planning services.
Thomas C
Series 66
Batavia, IL
Total Clarity Wealth Management, Inc
Thomas Castronovo is a financial advisor with Total Clarity Wealth Management, Inc, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Criterion Wealth Advisors. Outside of his advisory work, he serves as a program director and coach for boys' and girls' tennis programs at Benet Academy High School and provides tennis instruction at the Naperville Tennis Club. 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, and specialized advisory services, utilizing a range of investment strategies from conservative wrap programs to more active approaches involving derivatives and leverage.
Kristopher K
Series 66
Lisle, IL
Asset Strategies, Inc
Kristopher Kessler is a financial advisor at Asset Strategies, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked previously at WestPark Capital Inc and American Trust Investment Services, Inc. Mr. Kessler is a managing member and 50% owner of AmTru Fund Management LLC, where he manages an SPV related to AI inference ventures. Asset Strategies, Inc. provides discretionary portfolio management and financial planning to individual and charitable clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, implementing both long- and short-term strategies across various asset classes.
Maria W
CFP®, Series 63
Naperville, IL
Total Clarity Wealth Management, Inc
Maria Wilson is a CFP® with 42 years of industry experience, currently serving as an advisor at Total Clarity Wealth Management, Inc. in Naperville, IL. Her prior roles include positions at LPL Financial and Cetera Advisor Networks. She is also a board member of the Naperville Noon Lions service club. Total Clarity Wealth Management is a multi-advisor firm providing wealth management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, retirement planning, 401(k) advisory, and donor-advised fund services, utilizing a range of investment strategies including model portfolios, third-party managed accounts, and in-house programs.
Logan S
CFP®
Naperville, IL
Lantz Financial LLC
Logan Schaefer is a CFP® professional with Lantz Financial LLC in Naperville, IL. He has been with the firm since 2023 and has a total of nine years in the industry. Lantz Financial provides portfolio management, financial planning, and retirement-plan services to individuals, families, and businesses. The firm manages approximately $846 million in client assets and employs a globally diversified investment approach based on modern portfolio theory.
Jacob F
CFP®, Series 65
Wheaton, IL
Timothy Financial Counsel, Inc.
Jacob Frerichs is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Timothy Financial Counsel, Inc. since 2018 and previously held positions at Thrivent Financial, Stone Creek Golf Club, and the University of Illinois. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes time-based billing and offers advice on income management, retirement planning, tax strategies, and risk management, favoring diversified exposure through no-load mutual funds and ETFs rather than individual securities.
Andrew B
Series 63, Series 65
Naperville, IL
M.Brown Financial Advisors
Andrew Buttimer is a financial advisor with M.Brown Financial Advisors in Naperville, IL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with M.Brown Financial Advisors since 2021 and also works with Ausdal Financial Partners, Inc. since 2010. Outside of advisory work, he is involved in community business networking as a member of the BNI A.I.M. Naperville chapter, where he participates in referral building and member relations. M.Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, retirement plan consulting, and participant education. The firm uses a combination of active tactical allocation and diversified allocation models, employing various analytical methods and investment vehicles to manage client accounts on a discretionary basis.
Christopher L
Series 65
Aurora, IL
River Street Advisors, LLC
Christopher Laporta is a financial advisor with River Street Advisors, LLC and holds a Series 65 designation. He has two years of industry experience, including roles at Old Second National Bank, Midland Wealth Advisors, Midland Wealth Management, and ATG Trust Company. Laporta serves as a Senior Wealth Advisor in the Wealth Management Department at Old Second National Bank. 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 that includes written policy statements, model portfolios, and a combination of quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management and financial planning services.
Robyn O
Series 65
Lisle, IL
Chicago Capital Management Advisors, LLC
Robyn O'Halloran is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 65 designation and over 20 years of industry experience. She has been with Chicago Capital Management Advisors since 2005 and also works as a sales consultant for Heartland Business Systems, a technology solutions and engineering services firm. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a range of model portfolio styles, serving over 500 client relationships with approximately $122 million in discretionary assets.
Lucas M
Series 63, Series 65
Lisle, IL
Vantage Point Financial, LLC
Lucas Mroz is a financial advisor at Vantage Point Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 12 years. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while incorporating flexible investment options and integrated planning advice.
Patrick M
CFP®, Series 63, Series 66
Lisle, IL
Vantage Point Financial, LLC
Patrick May is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Vantage Point Financial, LLC and has previously worked at Prosperity Capital Advisors, The Chamberlin Group Tax & Wealth Advisors, and Scottrade, Inc. Outside of his advisory role, Mr. May is a licensed insurance agent offering various fixed insurance products. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using a range of investment vehicles and offers supplementary services such as tax planning, business-owner insights, and retirement education.
Katelyn W
CFP®
Naperville, IL
DHJJ Financial Advisors
Katelyn Wright is a CFP® professional at DHJJ Financial Advisors with four years at the firm and a total of seven years in the financial industry. Before joining DHJJ, she worked for six years at CUSD 200. DHJJ Financial Advisors serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm integrates accounting services through an affiliated CPA firm and employs discretionary investment management tailored to client-specific goals using asset allocation, fundamental analysis, and approved AI tools.
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1,414 advisors near
60538
within the area shown on the map
Out of 400,000+ nationwide