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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.
Richard M
CFP®, Series 63
Orland Park, IL
LPL Financial
Richard Morowczynski is a CFP®-credentialed financial advisor with 32 years of industry experience, currently affiliated with LPL Financial since 2024. He previously held roles at Avantax Advisory Services and Mutual of New York, spanning over two decades. In addition to his advisory work, he operates Morow Financial Network, which provides financial and health and life insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, combining broad financial services with a significant advisory network.
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.
Denise C
Series 63, Series 66
Orland Park, IL
J.P. Morgan Securities
Denise Cerny is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2019, previously serving at Chase Investment Services Corp from 2008 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.
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.
Caleb W
Series 63, Series 66
Orland Park, IL
Fidelity
Caleb Wilson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Doordash, Northwestern Mutual, AFlac, and UTSAV Inc., as well as six years as a self-employed referee working with the US Soccer Federation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and its advisory roles to multiple registered investment 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.
Logan W
Series 66
Lemont, IL
Edward Jones
Logan Watta is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Stockton Wealth Management and Bush Wookies. Outside of his advisory role, he is a co-owner of 7 Seas Caps, where he manages social media and oversees distribution and shipping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.
Amanda T
Series 66
Plainfield, IL
Edward Jones
Amanda Trizzino is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
John S
Series 63, Series 66
Plainfield, IL
Edward Jones
John Schimanski is a financial advisor at Edward Jones in Plainfield, IL, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.
Kyle V
Series 66
Mokena, IL
Wells Fargo Advisors
Kyle Van Hecke is a financial advisor with Wells Fargo Advisors based in Mokena, Illinois. He holds the Series 66 designation and has seven years of industry experience, including six years with Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory role, he has ownership interests in investment-related firms KVH Partners, LLC and Vansolten LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.
Karyn M
Series 63, Series 66
Manhattan, IL
UBS Financial Services
Karyn Mitrano is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior roles include nine years at Morgan Stanley and five years at Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.
Christopher W
Series 63, Series 65, Series 66
Orland Park, IL
Fidelity
Christopher Wurster is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in wealth and investment strategies, focusing on helping clients plan for their futures. Prior to his current role, he served as Vice President and Branch Leader at Fidelity Investments from 2019 to 2022. His professional background includes roles such as Vice President and Sales Desk Manager at Goldman Sachs & Co from 2015 to 2019, Regional Consultant at Goldman Sachs & Co from 2012 to 2015, Financial Advisor at PNC Bank from 2011 to 2012, Financial Advisor at Morgan Stanley from 2005 to 2011, and Client Service Associate at JP Morgan from 2000 to 2005. Christopher emphasizes listening to client needs and educating them on available financial tools, aiming to provide a responsive and attentive client experience.
Sean J
Series 63, Series 66
Orland Park, IL
Fidelity
Sean Jones is a Financial Consultant currently working with Fidelity Investments. He has been in this role since 2024, having previously served as an Investment Consultant at Fidelity Investments earlier the same year. Prior to joining Fidelity Investments, Sean worked as a Financial Advisor at Northwestern Mutual from 2021 to 2024. Sean's professional experience spans financial consulting and investment advising, where he collaborates with clients to navigate financial decisions. He emphasizes teamwork with clients to address their financial needs and goals. Outside of his professional work, Sean has interests in baseball, fitness, football, golf, and traveling.
Matthew D
Series 63, Series 65
New Lenox, IL
Edward Jones
Matthew Delestowicz is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Empathy Claims, Megent Financial, Cetera Advisors, and the Orland Fire Protection District. He is also involved with Delestowicz Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Carol S
Series 63, Series 65
Orland Park, IL
Cetera
Carol Steele is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2018. Prior to this, she spent 15 years at Invest Financial Corporation and has a concurrent role as First Vice President at Marquette National Bank, where she oversees retail banking and the wealth management program. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.
Michelle D
Series 66
Lockport, IL
Ameriprise
Michelle Dunigan is a financial advisor with Ameriprise in Lockport, IL, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at The Huntington Investment Company, LPL Financial, BMO Harris Financial Advisors, and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized retirement income planning service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
Mark K
Series 63, Series 65
New Lenox, IL
Ameriprise
Mark Keith is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at The Huntington Investment Company and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.
Stacey D
CFP®, Series 63, Series 65
Orland Park, IL
Fidelity
Stacey Decker is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2016. Prior to this role, she worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2016 and as a Financial Advisor at Riverside Financial from 2012 to 2014. In her current role, Stacey plays an active role in educating clients on retirement planning, including income and investment strategies. Her professional experience encompasses comprehensive financial consulting aimed at assisting clients in planning their retirement effectively. Outside of her professional career, Stacey is involved in activities such as hiking, military service, outdoor adventures, parenthood, reading, and volunteering.
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Finding advisors...
415 advisors near
60436
within the area shown on the map
Out of 400,000+ nationwide