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1,747 advisors near
60510
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Out of 400,000+ nationwide
James D
Series 63, Series 66
Lisle, IL
Chicago Capital Management Advisors, LLC
James Dingle is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. His prior roles include positions at American Trust Investment Services Advisory, Inc., Lasalle St. Securities, L.L.C., and LPL Financial. Outside of his advisory work, he serves as head coach of the Lincoln-Way hockey team. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers tailored strategies across multiple asset classes, utilizing hedging techniques and access to third-party managers.
Michael C
CFP®, CFA®, Series 63
Aurora, IL
River Street Advisors, LLC
Michael Cava is a CFP® and CFA® with eight years of industry experience. He is a vice president and senior portfolio manager in the wealth management department at Old Second National Bank and also serves as an advisor at River Street Advisors, LLC. Prior to this, he worked at Fifth Third Private Bank from 2014 to 2018. River Street Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies to construct and monitor portfolios.
Andrew A
Series 66
Naperville, IL
IntentGen Financial Partners
Andrew Abel is a financial advisor at IntentGen Financial Partners in Naperville, IL, with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Thrivent Investment Management, and J.P. Morgan Securities. 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 utilizes a variety of investment methods, including modern portfolio theory, fundamental and technical analysis, and quantitative models, to build diversified portfolios.
Camilla C
CFP®
Bartlett, IL
DHJJ Financial Advisors
Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.
Cynthia M
CFP®, Series 65
Downers Grove, IL
Vertex Partners
Cynthia Mittlestaedt is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vertex Partners. Her prior roles include positions at Edward Jones, Aspire Planning Group, and Highpoint Planning Partners. Vertex Partners provides advisory services to a diverse client base, including individuals, trusts, estates, and retirement plans, offering financial planning, investment management, and consulting. The firm’s approach combines asset allocation, diversification, and behavioral finance principles, utilizing both active and passive strategies implemented through a range of investment vehicles and third-party platforms.
Stefny H
Series 65
Naperville, IL
IntentGen Financial Partners
Stefny Heeley is a financial advisor at IntentGen Financial Partners and holds a Series 65 designation. She has been operating SLHeeley Tax Preparation Services, Inc. since 2005 and joined IntentGen in 2026. 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 and employs a multi-advisor team approach utilizing a range of investment methods and strategies.
Julia F
Series 66
Naperville, IL
Stenger Family Office, LLC
Julia Foran is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Calamos Investments, as well as served in the United States Senate. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, wealth and family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers overseen by an investment committee.
Andrew G
CFA®, Series 63, Series 65
Geneva, IL
Leelyn Smith, LLC
Andrew Grider is a CFA® charterholder with 18 years of industry experience. He has worked at Leelyn Smith, LLC since 2011 and has held roles at LPL Financial and National Planning Corporation. Grider is also involved with Leelyn Smith Tax, LLC, a firm providing tax preparation and accounting services. Leelyn Smith, LLC offers 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 portfolio allocations across a range of investment vehicles and utilizes various technology platforms and third-party managers in its advisory process.
Melissa I
CFP®, Series 66
Naperville, IL
RAI Wealth
Melissa Imbrogno is a CFP® with 15 years of industry experience, currently serving as a team leader and relationship manager at RAI Wealth. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. She and her husband volunteer with Bridge Communities, mentoring a homeless family through a two-year transitional housing program. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm combines third-party model portfolios and in-house management using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.
Gregory B
CFP®, ChFC®, Series 63, Series 65
Downers Grove, IL
Vertex Partners
Gregory Benner is a financial advisor with Vertex Partners in Downers Grove, IL, holding CFP® and ChFC® designations and over 24 years of industry experience. His prior experience includes roles at Highpoint Advisor Group, LPL Financial, Chase Investment Services, and Banc One Securities. Benner is also involved in an accounting practice, Vertex Accounting Partners, LLC, which offers tax preparation and CPA services. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach focuses on asset allocation, diversification, and behavioral finance, utilizing a combination of active and passive strategies across various investment vehicles and third-party platforms.
Martin F
Series 66
St. Charles, IL
Total Clarity Wealth Management, Inc
Martin Fogarty is a financial advisor with Total Clarity Wealth Management, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Total Clarity in 2024, he was with Capital Point Financial Group, Ltd. for seven years. In addition to his advisory work, he is the founder and practicing attorney at The Heartland Law Firm since 2000. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors, providing discretionary portfolio management, financial planning, and donor-advised fund support. The firm employs customized asset allocations, utilizes multiple managed account programs, and incorporates third-party model portfolios while offering specialized strategies for sophisticated investors.
James B
Series 65
Naperville, IL
Stenger Family Office, LLC
James Bailey is a financial advisor at Stenger Family Office, LLC with a Series 65 credential and experience in the industry dating to 2022. He previously worked at Brown Brothers Harriman and Northern Trust Company. Stenger Family Office serves a diverse client base including individuals, trusts, and pension plans, managing approximately $735 million. The firm offers tailored portfolio management, financial planning, and family office services, using a combination of mutual funds, ETFs, and independent managers, supported by factor analysis and an investment committee.
Sean B
CFA®, Series 66
Downers Grove, IL
Vertex Partners
Sean Baloun is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is currently associated with Vertex Partners, where he has worked since 2022, and previously worked at The Mather Group and LPL Financial. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and corporate entities, offering financial planning, wealth management, and consulting. The firm emphasizes asset allocation, diversification, and behavioral finance, employing a blend of active and passive investments across various platforms and strategies.
Christopher H
Series 63, Series 65
Downers Grove, IL
Vertex Partners
Christopher Huston is a financial advisor at Vertex Partners with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including LPL Financial and Highpoint Advisor Group, LLC, now operating as Vertex Planning Partners. Huston is also involved with Reflexivity LLC, a non-investment-related business entity used for tax and investment purposes. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and various entities through financial planning, investment and wealth management, and consulting. The firm’s investment approach combines asset allocation, diversification, and behavioral finance using both active and passive strategies implemented via multiple platforms and tax-aware overlays.
Yamilet S
Series 66, Series 65
Aurora, IL
River Street Advisors, LLC
Yamilet Suarez is a financial advisor with River Street Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has worked at River Street Advisors since 2019 and previously spent four years with LPL Financial. In addition to her advisory role, she serves as AVP Wealth Advisor in the Wealth Management Department at Old Second National Bank. River Street Advisors provides discretionary portfolio management and financial planning to individual clients, state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies in portfolio construction and monitoring.
Bradley J
CFP®, CFA®, Series 65
Aurora, IL
River Street Advisors, LLC
Bradley Johnson is a CFP®, CFA®, and Series 65 credentialed advisor at River Street Advisors, LLC with 16 years of industry experience. He has worked at River Street Advisors and Old Second National Bank since 2010 and serves as Vice President and Senior Trust Investment Officer for the bank's Wealth Management Department. River Street Advisors, a subsidiary of Old Second National Bank, manages approximately $539 million in client assets, providing discretionary portfolio management and financial planning to individuals, institutions, and charitable organizations through a team of ten advisors. The firm employs a mix of quantitative, fundamental, and technical analysis and utilizes derivative strategies within separately managed accounts when appropriate.
Marty G
Series 63, Series 65
Roselle, IL
Acrylic Financial, Inc.
Marty Grzynkowicz is a financial advisor at Acrylic Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Acrylic Financial since 2020. Prior to this, he was affiliated with Interactive Financial Advisors, Brooklight Place Securities, and Cornerstone Financial Group, where he also serves as president of an insurance brokerage. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets, employing a combination of asset-allocation frameworks, momentum models, fundamental and technical analysis, and modern portfolio theory to tailor client programs to their goals and risk tolerance.
Chad N
Series 65
Wheaton, IL
Model Wealth
Chad Nolte is a financial advisor at Model Wealth with a Series 65 credential and no prior industry experience. His background includes roles at RSM US LLP and Walgreens, among other positions. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm follows a broadly passive investment approach emphasizing cost-effective, tax-aware implementation and integrates robo-managed strategies and direct indexing within a flat annual fee structure.
Michael K
CFA®, Series 63
Naperville, IL
Calamos Wealth Management LLC
Michael Kassab is a CFA® charterholder with 21 years of industry experience. He has been with Calamos Wealth Management LLC since 2014 and also holds roles at affiliated entities including Calamos Advisors LLC and Calamos Financial Services LLC. Calamos Wealth Management offers discretionary wealth management, financial planning, and institutional advisory services for high-net-worth clients, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach integrates asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a range of individual securities, mutual funds, ETFs, and private investment funds.
Arash K
CFP®, Series 65, Series 66, Series 63
Downers Grove, IL
Highpoint Planning Partners
Arash Kadivar is a CFP®-certified financial advisor with 15 years of industry experience. He is affiliated with Highpoint Planning Partners and has worked at firms including LPL Financial and TD Ameritrade. Kadivar also provides administrative support to Highpoint Advisor Group. Highpoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary asset management and financial planning services, constructing client investment policies through personal consultations and employing a varied approach that includes mutual funds, ETFs, individual securities, and third-party platforms.
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1,747 advisors near
60510
within the area shown on the map
Out of 400,000+ nationwide