Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

5,662 advisors near
60609

Out of 400,000+ nationwide

user avatar
firm logo

Brandon H

Series 63, Series 65

Chicago, IL

Pekin Hardy Strauss, Inc.

Brandon Hardy is a financial advisor at Pekin Hardy Strauss, Inc. in Chicago, IL, with 24 years of industry experience. He has been with Pekin Singer Strauss Asset Management since 1997. Hardy holds the Series 63 and Series 65 designations. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm employs a fundamental analysis and asset allocation approach that incorporates ESG factors and utilizes a variety of instruments, including derivatives, to manage income and risk.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management
user avatar
firm logo

Daniel F

ChFC®, Series 63

Hinsdale, IL

Apollon Financial, LLC

Daniel Foxen is a financial advisor at Apollon Financial, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial and The New England. Outside of advisory work, he is involved in life and long-term care insurance sales through Foxen Financial, Inc. Apollon Financial is an SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, combining centrally managed model strategies with locally led portfolios and sub-advisers. Its investment approach includes ESG risk-based models, Direct Indexing, tax-aware techniques, and access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
user avatar
firm logo

Eric K

Series 63, Series 65

Chicago, IL

North Star Investment Management Corporation

Eric Kuby is a financial advisor with North Star Investment Management Corporation in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at North Star since 2004 and previously held positions at NewEdge Securities and Wells Fargo Clearing. He is also an investment committee member at Regal Investment Advisors LLC. North Star Investment Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm provides discretionary portfolio management, financial planning, family office services, and manages approximately $2.5 billion in assets, often allocating client assets into its own mutual funds.

Tax-loss harvesting Concentrated stock management Wealth management Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

John K

Series 65

Chicago, IL

Truvestments Capital LLC

John Kostaken is a financial advisor at Truvestments Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Truvestments Capital since 2019. Outside of his advisory role, Kostaken is an associate at Demongronomics, where he is involved in marketing and technology administration. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

Private / alternative investments
user avatar
firm logo

Guadalupe L

CFP®, Series 63

Alsip, IL

Audible Wealth Management

Guadalupe Lechuga is a CFP®-certified financial advisor at Audible Wealth Management with four years of industry experience. Prior to joining Audible Wealth in 2025, Lechuga worked at Northwestern Mutual in various roles from 2019 to 2025 and has experience with WilsonHCG. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans by providing financial planning and portfolio management services. The firm employs a multifaceted investment approach and offers distinctive operational features such as a wrap-fee program, bill-pay services, and educational seminars.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
user avatar
firm logo

Ronald R

CFP®, Series 66

La Grange, IL

Horizon Wealth Management

Ronald Reitz Jr. is a CFP® professional with six years of industry experience, currently serving as an advisor at Horizon Wealth Management. Prior to joining Horizon, he held roles at LPL Financial, Capital Analysts, Lincoln Investment, and Equitable Advisors, among others. Horizon Wealth Management is an SEC-registered advisory firm that provides financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach, utilizing diversified portfolios and ongoing portfolio monitoring.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Randolph H

CFP®, CFA®, Series 63

Chicago, IL

Factor Wealth Management

Randolph Hardy is a CFP®, CFA®, and Series 63-licensed advisor with 22 years of industry experience. He has been with Factor Wealth Management since 2009 and previously worked at LWI Financial Inc. and Loring Ward Capital Management Inc. Hardy is based in Chicago, IL. Factor Wealth Management serves high-net-worth individuals, business entities, charitable organizations, and pension and profit-sharing plans, typically working with clients who meet a $1,000,000 account minimum. The firm employs a long-term, risk-based investment approach across multiple asset classes, incorporates third-party advisers, and uses borrowing strategies in separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Charitable giving tax strategies Wealth management Options & derivatives strategies
user avatar
firm logo

Mark S

Series 65

Chicago, IL

Financial Solutions Advisory Group

Mark Soehn is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Financial Solutions Advisory Group in Chicago, IL since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, offering portfolio management, financial planning, consulting, and retirement plan education services. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a mix of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

Wealth management General retirement planning Business Financial Management Founder/Business Owner Executive
user avatar
firm logo

Richert H

CFP®, Series 66

Chicago, IL

1834 Investment Advisors Co.

Richert Hart is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He is currently with 1834 Investment Advisors Co., where he has worked since 2026. His prior roles include positions at Mission Square Retirement, Mission Square Investment Services, Ausdal Financial Partners, Nadler Financial Group, Total Benefit Communications, Capital One Financial Advisors, and Chevy Chase Financial Services. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, operating as a wholly owned subsidiary of Old National Bancorp and offering specialized services such as cash-balance defined benefit plans and private investment consulting.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar
firm logo

Alexander S

CFA®

Chicago, IL

Sierra Summit Advisors LLC

Alexander Saf is a CFA® charterholder with three years of industry experience. He is currently with Sierra Summit Advisors LLC, where he has worked since 2023. Prior to that, he held positions at Innovis Asset Management LLC and Premier Asset Management. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, quantitative, and technical analysis across a range of equity and fixed-income strategies and manages over $600 million for approximately 115 clients.

Cash flow / budgeting General retirement planning
user avatar
firm logo

Richard L

Series 66

Chicago, IL

Serenity Investment Advisors

Richard Little is a financial advisor at Serenity Investment Advisors in Chicago, IL, with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Kingsview Asset Management and Edward Jones. He is also an independent insurance agent specializing in life insurance. Serenity Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tactical allocation approach supported by fundamental analysis and proprietary model portfolios tailored to client risk profiles.

Private / alternative investments Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Jacqueline S

Series 66

Chicago, IL

Rothschild Investment LLC

Jacqueline Sedlak is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 15 years of industry experience. She holds a Series 66 designation and has worked at Rothschild Wealth, LLC, Rothschild Investment, LLC, Hightower Advisors, William Blair, and Wintrust Investments. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses client-specific asset allocation models and incorporates quantitative analysis and third-party tools in its portfolio management and retirement plan consulting services.

Private / alternative investments Liquidity event planning Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Arielle H

Series 66

Chicago, IL

Rebellion Asset Management, LLC

Arielle Hannan is a financial advisor at Rebellion Asset Management, LLC in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. She has been with Rebellion Asset Management since 2016. Outside of her advisory role, she serves as an investment education consultant for project management, operations, general office management, and event planning. Rebellion Asset Management is a five-advisor firm providing fee-based investment management and financial planning to families, high-net-worth individuals, trusts, charitable entities, corporations, and other business clients. The firm employs quantitative methods, technical analysis, and options strategies, and also acts as a sub-advisor to independent RIAs and institutional clients.

Options & derivatives strategies Concentrated stock management
user avatar
firm logo

Christos K

Series 65, Series 63

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Christos Kyros is a financial advisor at MPS-LORIA Financial Planners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MPS-LORIA since 2006. Outside of advisory services, he has worked as an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners serves individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Scott S

Series 63, Series 65

Chicago, IL

Vestor Capital, LLC

Scott Stuth is a financial advisor at Vestor Capital, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestor Capital since 2020. His prior experience includes roles at Ausdal Financial Partners, Inc. and Oak Asset Management. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar
firm logo

John B

CFP®, Series 66, Series 63

Chicago, IL

Factor Wealth Management

John Burns is a CFP® professional based in Chicago, IL, with 10 years of experience in financial advising. He has worked at Factor Wealth Management since 2018 and previously at Merrill for two years. John holds the Series 66 and Series 63 licenses. Factor Wealth Management serves high-net-worth individuals, business entities, charitable organizations, and pension and profit-sharing plans, typically requiring a $1 million account minimum. The firm applies a long-term, risk-based investment approach across multiple asset classes and offers discretionary and non-discretionary management, financial planning, and pension consulting.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Charitable giving tax strategies Wealth management Options & derivatives strategies
user avatar
firm logo

Katie R

CFA®

Chicago, IL

Doyenne Wealth Advisors

Katie Reichart is a CFA® charterholder affiliated with Doyenne Wealth Advisors in Chicago, IL. She has one year of industry experience and was previously employed at Morningstar, Inc. for ten years. Doyenne Wealth Advisors offers personalized, fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term, diversified asset allocation using marketable investments, third-party managed accounts, and selective private investment vehicles, typically on a non-discretionary basis.

Wealth management Charitable giving & philanthropy Private / alternative investments Executive
user avatar
firm logo

James S

CFP®, CFA®, Series 63

Western Springs, IL

Pinnacle Financial Group LLC

James Stork is a CFP® and CFA® with 25 years of experience in financial advising. He has been with Pinnacle Financial Group LLC since 2000, currently serving as part of a four-advisor team. Outside of his advisory role, Mr. Stork is a managing member and co-owner of STU Partners, LLC, a holding company for the building Pinnacle leases as its principal place of business, and also manages Tower Management, LLC. Pinnacle Financial Group LLC is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research, offering personalized financial planning and investment management through a consultative, modular approach.

Factor investing / smart beta Active portfolio management Wealth management
user avatar
firm logo

Christopher K

CFP®, Series 63, Series 66

Chicago, IL

1834 Investment Advisors Co.

Christopher Knappstein is a CFP® with 15 years of industry experience and is currently a wealth management officer at Old National Bank. He has worked at 1834 Investment Advisors Co. since 2023 and previously held roles at LPL Financial and First Midwest Bank. He divides his time between his duties at Old National Bank and his advisory work. 1834 Investment Advisors Co. provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies, asset allocation, and uses both internally developed and external models, operating as a wholly owned subsidiary of Old National Bancorp with a close relationship to Old National Bank.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar
firm logo

Michael W

Series 63, Series 66

Chicago, IL

Truvestments Capital LLC

Michael Williams is a financial advisor with Truvestments Capital LLC in Chicago, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Truvestments since 2017 and previously at Insight Folios and Genesis Asset Management. Outside of his advisory role, Mr. Williams serves as a Managing Member of Advisor Revolution LLC, providing consulting services related to demography. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, employing a combination of fundamental, technical, charting, and cyclical analysis in its investment process.

Private / alternative investments
Warmer team member

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.

Find your advisor

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”)