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Joseph C

CFP®, Series 66

New Lenox, IL

Edward Jones

Joseph Cerullo Jr. is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for nine years at Allegiant Commodity Group. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Arthur K

Series 63, Series 65

Lemont, IL

Equitable Advisors

Arthur Karman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC during the same period. Karman operates a separate business under the name KARMAN & ASSOCIATES. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that emphasizes tailored client intake and offers both advisory and brokerage services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Gil H

Series 63, Series 65

Homer Glen, IL

Mass Mutual Investors Services

Gil Hannon is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining MassMutual Investors Services in 2017. Outside of his advisory role, he is a USCG licensed captain who charters boats in the Chicago area and also assists motorists with urgent roadside needs through the Good Hands Rescue Network. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce, estate-settlement, and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Ryan S

CFP®, Series 66

Lockport, IL

Edward Jones

Ryan Sharp is a financial advisor with Edward Jones in Lockport, IL, holding CFP® and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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David T

Series 63, Series 66

Lemont, IL

J.P. Morgan Securities

David Teska is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked within the J.P. Morgan organization since 2013, including roles at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach incorporates an ESG eligibility framework and offers a range of approved funds and strategies, with services delivered on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Edward D

Series 63, Series 66

Joliet, IL

Edward Jones

Edward Dollinger is a financial advisor with Edward Jones in Joliet, IL, holding Series 63 and Series 66 designations. He has 39 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, Dollinger serves on the Joliet Rotary and the boards of the Joliet Finance Council and the Will County Community Foundation. 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 and investment strategies, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Edward M

CFP®, Series 63, Series 65

Orland Park, IL

LPL Financial

Edward Murphy is a CFP® professional with 40 years of industry experience, currently serving at LPL Financial since 2023. He previously worked at Noyes Advisors LLC for eight years and at David A. Noyes & Company for 29 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining proprietary research, third-party subadvisors, and advanced technologies to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Jorn Erik M

Series 66

Oswego, IL

Equitable Advisors

Jorn Erik Madsen is a financial advisor with Equitable Advisors in Oswego, IL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Stifel Independent Advisors, Mutual of Omaha Investor Services, Edward Jones, and Transworld Systems, Inc. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored and other TAMP platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Sarah S

Series 66

Homer Glen, IL

Edward Jones

Sarah Stapleton is a financial advisor at Edward Jones in Homer Glen, IL, holding a Series 66 designation with two years of industry experience. She previously worked at Stepping Stones and has additional experience with Missouri Property Services and RayJus Inc. Outside of her advisory role, she manages sound for Sunday services at Crossroads Christian Church in Joliet, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm is notable for its extensive nationwide network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Linda H

Series 66

Frankfort, IL

Ameriprise

Linda Huculak is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at LaSalle St Securities and Edward Jones. Outside of her advisory role, she is involved as a travel sales agent with World Travel Mart. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeffrey K

Series 66

Orland Park, IL

Cetera

Jeffrey Kubiak is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and also operates Kubiak Wealth Management and Kubiak & Kubiak CPA, focusing on wealth management and tax planning services, respectively. Prior to his advisory role, he has experience connected to professional hockey organizations and a background that includes time at Cornell University. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dorian H

CFP®, Series 63, Series 65

Joliet, IL

LPL Financial

Dorian Holmes is a CFP® with 12 years of industry experience currently affiliated with LPL Financial in Joliet, IL. His career includes roles at BMO Harris Bank, Ameriprise, The Huntington Investment Company, Fidelity Investments, Morgan Stanley Smith Barney LLC, Ally Invest Securities LLC, AXA Advisors, LLC, and Scottrade. Holmes operates under the trade name BMO Investment Services through LPL Financial. 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 broad range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Thomas H

Series 63, Series 65

Mokena, IL

LPL Financial

Thomas Hentschel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Waddell & Reed, Inc. for 17 years and has been involved with various nonprofit organizations, including the Northern Illinois Food Bank and the Kankakee Symphony Orchestra, where he performs as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Lee K

Series 63, Series 65

Mokena, IL

Cambridge Investment Research Advisors

Lee Kaz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Lionheart Financial LTD. He serves as a board member of the Mokena Police Pension Board and is involved with the Builders Tee Club, a local organization related to sports and fitness. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Thomas B

ChFC®, Series 63, Series 65

Orland Park, IL

Cetera

Thomas Borsellino is a financial advisor at Cetera with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His career includes positions at Cetera Advisors LLC, Megent Financial, Opus Wealth Partners, LPL Financial, and MetLifeSecurotoes Inc. He is also the owner of Aspire Financial, a business focused on tax harboring for securities and tax purposes, and serves as a notary providing notarization services. Cetera Investment Advisers LLC is an SEC-registered adviser distributing services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through various program structures and affiliated third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Anthony F

Series 66

Orland Park, IL

OSAIC

Anthony Frangella is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 11 years. Outside of advisory services, he is a managing member of a commercial real estate LLC and a passive investor in a local restaurant. OSAIC serves a diverse group of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and access to third-party managers to create portfolios that include various asset classes and investment strategies.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephanie R

CFP®, Series 63, Series 66

Oswego, IL

Wells Fargo Advisors

Stephanie Ross is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. Her prior roles include six years at Edward Jones and leadership of Stephanie Hartke Agency, Ltd., an insurance agency she managed until 2019. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to create tailored recommendations across various planning areas including retirement, education, and business-owner transition planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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James S

Series 63, Series 66

Shorewood, IL

J.P. Morgan Securities

James Sorley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank and Dean Witter since 2000 and 1999, respectively. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Patrick J

Series 63, Series 66

Frankfort, IL

LPL Financial

Patrick Jarzembowski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He worked at J.P. Morgan Securities for seven years before joining LPL Financial in 2019. Outside of advising, he manages Patrick Jarzembowski, INC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 various model portfolios and research resources.

College savings (529s, UTMA, etc.)
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Jacquelyn A

Series 66

Orland Park, IL

Morgan Stanley

Jacquelyn Andrews is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2019 and has concurrently worked at Wrights Furniture Warehouse since 2004. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

General estate planning guidance
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