Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Maxwell C
Series 66
Downers Grove, IL
Highpoint Planning Partners
Maxwell Cinnamon is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and two years of industry experience. He previously worked at the University of Kansas Athletic Department and State Bank of Herscher. Mr. Cinnamon is also a licensed insurance agent and splits his time between advisory and registered representative roles. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, offering discretionary asset management, financial planning, and retirement plan advisory. The firm constructs investment policies through personal consultations and implements portfolios using fundamental analysis across various asset classes and platforms.
Jeffrey F
Series 65
Lisle, IL
Mission Wealth Management, LP
Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. His prior experience includes roles at Goldman Sachs and Mako Metals. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing both internal and third-party investment resources.
Jeffrey M
Series 63, Series 65
Downers Grove, IL
Highpoint Planning Partners
Jeffrey Martin is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2013. Highpoint Planning Partners serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a multi-asset investment approach combined with third-party and LPL-sponsored platforms.
Frank D
Series 63, Series 65
Palos Park, IL
Madison Partners
Frank Diliberto is a financial advisor at Madison Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LPL Enterprise, The Prudential Insurance Company of America, and Edward Jones. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary investment approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.
Ryan K
Series 65
Hickory Hills, IL
Foundations Investment Advisors LLC
Ryan Kelly is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, where he has worked for three years. Prior to joining Foundations, he served in fire departments in Chicago and Cicero, and has experience at multiple other organizations including Jimmy Johns and Stafford Tower Crane of America. He has an educational background from Arizona State University. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios with an asymmetric rebalancing approach, and works through a large network of affiliated offices and advisers.
Christopher B
Series 66
Downers Grove, IL
Highpoint Planning Partners
Christopher Breitenbach is a financial advisor with Highpoint Planning Partners, holding a Series 66 registration and 18 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2014. Outside of his advisory work, he is an assistant coach with the Wheaton United Soccer Club. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to implement client portfolios.
Bradley D
Series 63, Series 66
Downers Grove, IL
VestGen Advisors, LLC
Bradley Doy is a financial advisor at VestGen Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, ValMark Advisers, Inc., ValMark Securities, Inc., and Woodbury Financial Services, Inc. Outside of advisory work, he is involved as a property manager for BDJV Properties LLC. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base, including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction and utilizes third-party managers as part of its investment approach.
Ryan M
CFP®, Series 65
Lisle, IL
Mission Wealth Management, LP
Ryan Miller is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with Mission Wealth Management, LP and previously held roles at the University of Illinois at Urbana-Champaign and Crep Protect Ltd. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios with a mix of ETFs, mutual funds, direct securities, and alternative investments.
Wojciech W
CFP®, Series 66
Hinsdale, IL
Performance Wealth
Wojciech Wojcik is a CFP® professional with two years of industry experience currently serving at Performance Wealth. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated, among other roles. Outside of finance, he is president of Soccer Sessions Inc., a non-compensated soccer training organization. Performance Wealth manages over $4 billion in client assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, portfolio-focused investment strategy using diversified allocations across a range of asset classes and provides both discretionary and non-discretionary wealth management services.
Michelle J
ChFC®, Series 63, Series 65
Downers Grove, IL
Highpoint Planning Partners
Michelle Juras is a ChFC® credentialed financial advisor with 20 years of industry experience. She is currently with HighPoint Planning Partners and has held positions at LPL Financial and MassMutual. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and comprehensive financial planning utilizing fundamental analysis and a range of investment vehicles, including mutual funds, ETFs, individual securities, and third-party platforms.
Calvin R
Series 63, Series 65
Downers Grove, IL
Highpoint Planning Partners
Calvin Rowland is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He previously worked at Prudential Financial Planning Services, The Prudential Insurance Company of America, and Pruco Securities, LLC from 2016 to 2024 before joining HighPoint Advisor Group and LPL Financial. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing fundamental analysis and a range of investment vehicles including mutual funds, ETFs, equities, debt securities, REITs, and third-party platforms.
James C
Series 63, Series 66
Downers Grove, IL
Highpoint Planning Partners
James Chase Jr. is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with HighPoint Advisor Group since 2018 and previously with Level Four Advisory Services and LPL Financial. Outside of his advisory roles, he is involved in non-investment activities including retail work at farmers markets and a home-based solar energy business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, constructing client investment policies through personal consultations and implementing diversified portfolios with fundamental analysis across various asset classes, utilizing both proprietary and third-party platforms.
David K
CFP®, ChFC®, Series 63, Series 65
Downers Grove, IL
Highpoint Planning Partners
David Kujawa is a CFP® and ChFC® financial advisor with 20 years of industry experience. He is affiliated with Highpoint Planning Partners and has worked with HighPoint Advisor Group, LLC and LPL Financial for over a decade. Outside of his advisory work, he is involved in the sale of fixed insurance products through his agency and collects watches as a non-investment related activity. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing portfolios through fundamental analysis and a range of investment vehicles while utilizing multiple advisory platforms.
Paul A
CFP®, ChFC®, Series 63, Series 65
Orland Park, IL
Ausdal Financial Partners, Inc.
Paul Alberts is a CFP® and ChFC® with 40 years of industry experience. He is affiliated with Ausdal Financial Partners, Inc. and also leads Alberts Wealth Advisors, LLC. Additionally, he serves as an election judge in Cook County, Illinois. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of investment products.
Bryant M
CFP®, Series 66
Lisle, IL
Mission Wealth Management, LP
Bryant Merryman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2019. He previously worked at Lido Advisors, LLC, HighTower Securities, LLC, and Merrill. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and investment consulting. The firm employs a total picture approach that integrates investment management with tax, trust, philanthropy, and risk planning, managing portfolios that include ETFs, mutual funds, direct securities, and alternative investments.
Anes K
CFP®, Series 66
Hinsdale, IL
Performance Wealth
Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.
William W
CFA®, Series 63, Series 65
Mokena, IL
AdvisorNet Wealth Partners
William Will is a financial advisor at AdvisorNet Wealth Partners with seven years of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining AdvisorNet, he worked at JPMorgan Chase Bank and JP Morgan Securities. Will also sells fixed insurance products, including life, health, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.
Kevin B
Series 65
Palos Hills, IL
Sequent Planning, LLC
Kevin Brown is a financial advisor at Sequent Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked concurrently in insurance and financial services roles, including positions at Futurity First Insurance Group and United Insurance Services, Ltd. Outside of advising, he is involved in offering insurance products and services to clients. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework and diversified investment approaches delivered through a network of advisors, providing a range of services from asset management to fiduciary retirement-plan consulting.
Brandon C
Series 63, Series 66
Matteson, IL
Principal Advised Services
Brandon Commodore is a financial advisor with Principal Advised Services in Matteson, IL, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Principal Securities, JPMorgan Chase Bank, and Fidelity Investments. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm’s approach combines third-party methodology and proprietary models, supported by affiliated entities within the Principal Financial Group family.
Dirk S
Series 65
Palos Park, IL
First Advisors National, LLC
Dirk Swiderek is a financial advisor at First Advisors National, LLC with two years of industry experience. He holds a Series 65 designation and has been the owner of Bella International LLC, a jewelry business in Chicago, since 2009, which is currently in the process of liquidation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual security recommendations.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide