Overwhelmed by options?
Answer a few questions to see advisors matched to you.
3,276 advisors near
60563
within the area shown on the map
Out of 400,000+ nationwide
Alex I
Series 63, Series 65
Downers Grove, IL
Feldman, Ingardona & Co
Alex Ingardona is a financial advisor at Feldman, Ingardona & Co with over 41 years of industry experience. He has been with the firm since 1997. Outside of his advisory role, he serves on the board of a metal stamping company, holding a minority ownership interest. Feldman, Ingardona & Co provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions. The firm focuses on long-term strategic asset allocation with discretionary and non-discretionary management, utilizing mutual funds and ETFs across active and passive strategies.
Charles M
CFP®, Series 66
Naperville, IL
Millington Financial Advisors, LLC
Charles Millington is a CFP® with 40 years of industry experience. He is the president of Millington & Co and a manager at Millington Financial Advisors, LLC, where he has worked since 2000 and 2011, respectively. Prior to these roles, he spent 12 years at MacGregor Global Investments, LLC. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans, providing discretionary investment management along with financial planning, pension consulting, and retirement-plan advisory services. The firm incorporates tax planning and estate-planning facilitation into its offerings and manages portfolios using a mix of equities, fixed income, mutual funds/ETFs, alternative investments, and third-party managers.
Michael L
Series 65
Elmhurst, IL
Wellment Financial
Michael Leigh is a financial advisor at Wellment Financial with a Series 65 designation and one year of experience in advisory roles. He has over two decades of experience as a CPA through his own tax preparation business and has worked previously at firms including Jesser Ravid Jason Basso & Farber, LLC and Gilson, Labus & Silverman, LLC. Outside of advisory services, he continues to provide tax preparation on a part-time basis. Wellment Financial serves individuals, high-net-worth clients, and institutional sponsors by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes vetted model portfolios and a sub-advisor platform emphasizing tax-aware retirement planning, managing approximately $237 million in discretionary assets.
Jared W
ChFC®, Series 63
Oakbrook, IL
Rothschild Wealth LLC
Jared Winkers is a financial advisor at Rothschild Wealth LLC with five years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Northwestern Mutual Wealth Management Company and QCR Holdings. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executives, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm provides financial planning, portfolio management, retirement plan consulting, and coordinates tax and estate planning, utilizing asset-allocation models and quantitative tools to manage diversified investment portfolios.
Michael S
CFP®, CFA®, Series 63
Burr Ridge, IL
Sikich Financial
Michael Sedlak is a CFP® and CFA® with 24 years of experience in financial advising. He is currently with Sikich Financial and also serves as a manager for Golden Trail Advisers, where he has worked since 2010. Sedlak holds a Series 63 license and is based in Burr Ridge, Illinois. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a diversified, asset-class-based investment approach emphasizing passive strategies and integrates investment management with financial planning and retirement plan consulting.
Kenneth D
CFP®, Series 63, Series 65
Oakbrook Terrace, IL
SAGE Private Wealth Group, LLC
Kenneth Dow is a CFP® with 29 years of industry experience and currently serves at SAGE Private Wealth Group, LLC. He is the owner and managing partner of The Dow Group, a support company. His career includes roles at Morgan Stanley and Raymond James Financial Services. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process that incorporates equities, debt instruments, ETFs, mutual funds, options, and alternative investments.
Cole V
Series 66
Naperville, IL
IntentGen Financial Partners
Cole Vickrey is a financial advisor with IntentGen Financial Partners in Naperville, IL, holding a Series 66 designation and four years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments and Thrivent Investment Management. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a multi-advisor team structure and uses a variety of investment methods to construct portfolios that incorporate equities, fixed income, options, REITs, private funds, and other alternatives.
John F
ChFC®, Series 63, Series 65
Oak Brook, IL
Chicago Oakbrook Financial Group
John Ferrante is a ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. Ferrante is the owner of JAF Wealth Management, Inc., a private entity that facilitates securities, advisory, and insurance business. Chicago Oakbrook Financial Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.
David B
Series 65
Aurora, IL
River Street Advisors, LLC
David Bach is a financial advisor with River Street Advisors, LLC and holds a Series 65 credential. He has eight years of industry experience and has worked at River Street Advisors and Old Second National Bank since 2016. In addition to his advisory role, he serves as the Wealth Compliance & Internal Control Officer for the Wealth Management Department at Old Second National Bank. River Street Advisors provides discretionary portfolio management and financial planning services to individuals, state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors, employing a combination of quantitative and fundamental analysis, derivative strategies, and third-party tools to construct and monitor portfolios.
Jack A
Series 63, Series 65
Naperville, IL
IntentGen Financial Partners
Jack Ayotte is a financial advisor with IntentGen Financial Partners in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera and Thrivent Advisor Network, and he is also the managing member of Ayotte Decker LLC, a CPA firm he has operated since 1991. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm manages approximately $756 million in discretionary and non-discretionary accounts through a multi-advisor team and employs a diverse investment approach incorporating modern portfolio theory, fundamental and technical analysis, quantitative models, and third-party manager research.
Robert B
Series 65
Elmhurst, IL
Wellment Financial
Robert Bretl is a financial advisor with Wellment Financial in Elmhurst, IL, holding a Series 65 credential and 12 years of industry experience. He has worked at FSR Wealth Management, Ltd. since 2017 and has been involved with FSR Certified Public Accountants, Ltd. since 2004, where he assists with tax return preparation. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm utilizes vetted model portfolios and a sub-advisor platform focused on tax-aware retirement planning, managing approximately $237 million in discretionary assets.
David N
CFP®, ChFC®, Series 63
Oak Brook, IL
Chicago Oakbrook Financial Group
David Navarro is a CFP® and ChFC® with 39 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at CommonWealth Financial Network. Navarro is president and owner of Chicago Oakbrook Financial Group and serves as a 401(k) and brokerage cash balance plan trustee for the firm. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of investment strategies and securities tailored to client objectives.
Charles M
CFP®, Series 65
Naperville, IL
Millington Financial Advisors, LLC
Charles Millington is a financial advisor at Millington Financial Advisors, LLC in Naperville, IL, holding a Series 65 credential with two years of industry experience. Prior to his advisory role, he worked in the food service industry and has been a full-time student for several years. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans, offering discretionary investment management along with financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its services and manages portfolios using a diversified approach that includes equities, fixed income, mutual funds/ETFs, alternative investments, and third-party managers.
Luke L
CFP®, CFA®
Wheaton, IL
Timothy Financial Counsel, Inc.
Luke Lamar is a CFP® and CFA® affiliated with Timothy Financial Counsel, Inc. in Wheaton, IL, with six years of industry experience. He previously worked at First Trust for four years before joining Timothy Financial Counsel in 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers project-based advice and individual consultations on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and other entities, emphasizing asset allocation and diversified exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.
Phillip J
Series 63, Series 65
Oakbrook, IL
Rothschild Wealth LLC
Phillip Johnson is a financial advisor at Rothschild Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rothschild Wealth since 2018. Johnson also serves as President of Rothschild Wealth LLC and Managing Director of Rothschild Investment LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses asset-allocation models tailored to client objectives and risk tolerance, employing quantitative methods and third-party software alongside discretionary and non-discretionary portfolio management.
Donovan S
CFP®, Series 63, Series 65
Wheaton, IL
Model Wealth
Donovan Sanchez is a CFP® with 10 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has previously worked at Skyview Financial Planning, Savant Capital Management, and Northwestern Mutual. Sanchez is also a full-time financial planning instructor at the University of Illinois Urbana-Champaign. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates both robo-managed strategies and direct indexing within a flat annual fee structure.
Michael T
CFP®, Series 65
Wheaton, IL
Timothy Financial Counsel, Inc.
Michael Thrasher is a CFP® professional at Timothy Financial Counsel, Inc. in Wheaton, IL, with nine years of industry experience. He has been with Timothy Financial Counsel since 2015. 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 range of financial topics and emphasizes a time-based billing model with no custody of client funds or discretionary authority, focusing on advisory and implementation coaching rather than ongoing portfolio management.
Steven M
CFA®, Series 66
Aurora, IL
River Street Advisors, LLC
Steven Meves is a CFA® charterholder and holds a Series 66 designation with 13 years of experience in the financial industry. He has worked with Old Second National Bank and River Street Advisors, LLC for the past ten years. Both firms are located in Aurora, IL. River Street Advisors, LLC offers discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets through a team of ten advisors and employs quantitative techniques alongside fundamental and technical analysis to construct and monitor portfolios.
John G
Series 63, Series 65
Downers Grove, IL
Bentley Financial Group
John Gritis is a financial advisor with Bentley Financial Group in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Bentley Financial Group since 2014 and has prior experience at LPL Financial LLC and Domino, Gritis & Co. Gritis is also a one-third owner of a manufacturing company and provides tax preparation and corporate accounting services through his firm, Gritis & Associates, Ltd. Bentley Financial Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets, employing fundamental analysis, hedging strategies when appropriate, and third-party independent managers, with ongoing portfolio monitoring and formal annual reviews.
Randall B
CFP®, Series 63, Series 66
Wheaton, IL
Model Wealth
Randall Bruns is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has held roles at HighPoint Advisor Group and LPL Financial prior to joining Model Wealth. Model Wealth is a fee-only advisory firm that serves individuals, families, estates, trusts, high-net-worth clients, and small businesses. The firm uses a passive, cost- and tax-efficient investment approach, employing ETFs, mutual funds, individual equities, fixed income, and direct indexing strategies, supported by digital tools and collaboration with other professionals.
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.
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")
Finding advisors...
3,276 advisors near
60563
within the area shown on the map
Out of 400,000+ nationwide