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60435
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Melissa E
Series 65, Series 63
Frankfort, IL
LPL Financial
Melissa Eul is a financial advisor with LPL Financial in Frankfort, IL, holding Series 65 and Series 63 licenses and 14 years of industry experience. She has worked at LPL Financial since 2021 and has been with BMO Bank NA since 2013. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Michael K
Series 63
Homer Glen, IL
LPL Financial
Michael Kusay is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has been with LPL Financial since 1994 and has operated Kusay Financial Services since 1986. In addition to his advisory work, he is involved in tax preparation and accounting services through related businesses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, serving both discretionary and non-discretionary client needs.
Lester K
CFP®, Series 63, Series 65
Orland Park, IL
OSAIC
Lester Koryczan is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2023. He previously worked for 30 years at FSC Securities Corporation. Koryczan is a board member, treasurer, and investment committee member of the UCP Seguin Foundation, a nonprofit organization. He also operates a tax preparation practice and holds a notary public commission in Illinois. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to construct diversified portfolios that include various asset types.
Joan R
Series 63, Series 65
New Lenox, IL
LPL Financial
Joan Ripoli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her career includes roles at Old National Bank, First Midwest Financial Network, The Huntington Investment Company, Fifth Third Securities, and Fifth Third Bank. 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 range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
David R
Series 63, Series 65
Orland Park, IL
LPL Financial
David Rimkus is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for La Salle St. Securities, Inc. for 33 years before joining LPL Financial in 2022. Rimkus also has a business entity for tax and investment purposes and is involved in non-variable insurance activities. 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 comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Sheila M
Series 63, Series 66
Orland Park, IL
Ameriprise
Sheila Mc Farland is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Ameriprise since 2018 and previously held roles with various insurance carriers and firms including Waddell & Reed. Outside of her advisory role, she is involved with Ninth Ave LLC as a client service manager. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide non-discretionary, tax-efficient withdrawal recommendations. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.
Anthony L
CFP®, Series 66
Frankfort, IL
LPL Financial
Anthony Lodovico is a financial advisor at LPL Financial with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2020, he worked at Edward Jones from 2015 to 2020. He is also involved with Valor Capital Partners LLC, an investment-related business. 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 range of advisory programs and financial planning services, with both discretionary and non-discretionary management options, supported by proprietary research, third-party subadvisors, and various portfolio management tools.
Ryan P
Series 66
Plainfield, IL
Edward Jones
Ryan Peterson is a Series 66-credentialed financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007, based in Plainfield, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.
Aleece O
Series 66
Orland Park, IL
J.P. Morgan Securities
Aleece O'Connell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.
Colleen L
Series 66
Orland Park, IL
Edward Jones
Colleen La Ha is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she spent nine years at Hornblower Cruises and Events, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad spectrum, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Lisa G
Series 63, Series 66
Joliet, IL
J.P. Morgan Securities
Lisa Gregori is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.
Timothy O
Series 66
Shorewood, IL
Cetera
Timothy Odell is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 license and has worked with multiple firms, including Summit Financial Group and Delco Tax Advisory Services. Outside of his advisory role, Odell serves as an assistant coach for a local U8 soccer team. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary investment solutions.
Brett M
Series 66
Lemont, IL
J.P. Morgan Securities
Brett Martin is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Amie S
Series 66
Orland Park, IL
Cetera
Amie Sankey is a financial advisor with Cetera in Orland Park, IL, holding a Series 66 designation and over 10 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and Bill Hickey & Associates. Outside of her advisory work, she serves as treasurer of a nonprofit high school hockey club. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including third-party managers and bespoke strategies.
Jeffrey L
Series 63, Series 66
Naperville, IL
Edward Jones
Jeffrey Lattimer is a financial advisor at Edward Jones in Naperville, IL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.
Richard M
CFP®, Series 63
Orland Park, IL
LPL Financial
Richard Morowczynski is a CFP® professional with 32 years of experience in the financial services industry. He has worked at LPL Financial since 2024 and previously spent 20 years with Avantax Advisory Services and related entities, as well as 30 years at Mutual of New York. He is also involved in health and life insurance through Morow Financial Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.
Benjamin O
Series 66
Shorewood, IL
Cetera
Benjamin O'dell is a Series 66-registered financial advisor with Cetera, bringing three years of industry experience. He has worked with multiple Cetera entities since 2019 and is also involved with Delco Financial Group and related firms since 2012. Outside of advising, he engages in tax preparation and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Thomas C
Series 63, Series 66
Lockport, IL
Edward Jones
Thomas Crosby is a financial advisor at Edward Jones with 14 years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Goldman Sachs & Co from 2015 to 2017. 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, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.
Claudia M
ChFC®, Series 66
Frankfort, IL
Ameriprise
Claudia Marban is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. She has been with Ameriprise since 2000, currently serving at their Mokena, IL office. Outside of her advisory role, she manages a business, Marban & Associates, Inc. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Richard O
Series 63, Series 66
Orland Park, IL
J.P. Morgan Securities
Richard Osty is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, Osty serves as a commissioner for the Village of Tinley Park, advising on economic development initiatives. 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 team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.
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400 advisors near
60435
within the area shown on the map
Out of 400,000+ nationwide