Overwhelmed by options?
Answer a few questions to see advisors matched to you.
75 advisors near
60450
within the area shown on the map
Out of 400,000+ nationwide
Amy M
Series 63, Series 66
Joliet, IL
Commonwealth Financial Network
Amy Montgomery is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at LPL Financial from 2013 to 2022 and has been with Pursuit Wealth Group and Commonwealth Financial Network since 2022. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.
Adam P
Series 66
Joliet, IL
Commonwealth Financial Network
Adam Provance is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at First Midwest Bank and LPL Financial, both from 2013 to 2022, and is a co-owner of Compass Tax Advisors, LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.
Jessica M
Series 66
Joliet, IL
Commonwealth Financial Network
Jessica Martin is a financial advisor with Commonwealth Financial Network in Joliet, IL, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Stifel Independent Advisors, LPL Financial, and Clifton Larson Allen. Outside of advisory work, she is involved in tax preparation through JRM Consulting. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including customized portfolio solutions and third-party asset manager access. The firm supports its advisors with operations, technology, compliance, and investment management services.
Jacqueline I
Series 63, Series 66
Joliet, IL
J.P. Morgan Securities
Jacqueline Ibarra is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities 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.
Marie K
CFP®, Series 63, Series 65
Joliet, IL
LPL Financial
Marie Knorr is a CFP® professional with 24 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Wayne Hummer Investments, LLC for four years. Outside of her advisory role, she is involved with Knorr Enterprises and operates a tax preparation and accounting service through Trupoint Tax Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.
Ginevra B
Series 63, Series 66
Shorewood, IL
Cetera
Ginevra Basso Laha is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes roles at Cetera Wealth Services, Summit Financial Group, and Delco Financial Group. Outside of her advisory work, she volunteers as a Sunday school teacher at St. John's Church in Naperville, Illinois. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Connor S
Series 66
Coal City, IL
Edward Jones
Connor Skubic is a Series 66-credentialed financial advisor with Edward Jones, based in Coal City, Illinois. He has three years of industry experience, including roles at Edward Jones and prior work in construction and at Illinois State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.
Brian O
Series 66
Shorewood, IL
Cetera
Brian Odell is a financial advisor with Cetera, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Summit Financial Group and Delco Financial Services, where he has also maintained ownership and operated a tax preparation business. He serves as a board member for New City Life Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and oversees more than $256 billion in assets across more than 10,000 advisors.
Edward P
Series 66
Joliet, IL
Edward Jones
Edward Pizzo is a Series 66 licensed advisor at Edward Jones with five years of industry experience. His prior work includes roles at Hinsdale Bank & Trust, First American Bank, and a one-year period of unemployment. He serves as Treasurer for the Westwind Estates Homeowners Association in Minooka, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.
Michael G
Series 66
Shorewood, IL
J.P. Morgan Securities
Michael Gustafson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2020, having also worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Michael M
Series 66
Joliet, IL
Raymond James Financial
Michael Murray is a financial advisor at Raymond James Financial with three years of industry experience and holds a Series 66 designation. His work history includes roles at Raymond James Financial Services Advisors, Inc. and Elevate Private Wealth Management, among others. Outside of financial services, he has been involved with the Will County Brewing Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Michael W
Series 63, Series 66
Morris, IL
Edward Jones
Michael Wright is a financial advisor with Edward Jones in Morris, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is involved in commercial real estate ownership and management in the Morris area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports clients through a nationwide network of advisors and branch offices.
Jonathan W
Series 63, Series 66
Marseilles, IL
Edward Jones
Jonathan Walker is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is involved in commercial rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of advisors and offices.
Benjamen S
CFP®, Series 66
Minooka, IL
Edward Jones
Benjamen Sisk is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 license and operates out of Minooka, IL. Outside of his advisory role, Sisk is the owner of a rental property business, Sisk Properties, LLC. 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 with a large network of financial advisors, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Alvaro Z
Series 63, Series 66
Shorewood, IL
J.P. Morgan Securities
Alvaro Zavala Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to this, he was employed at US Bank and H&R Block. J.P. Morgan Securities 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 recommendations.
Scott S
CFP®, ChFC®, Series 66
Joliet, IL
Edward Jones
Scott Segobiano is a financial advisor at Edward Jones in Joliet, IL, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Aerotek from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Daniel D
Series 66
Minooka, IL
LPL Financial
Daniel Degraaf is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Stepan Chemical and APC Plumbing Co. He is the owner of Athena Capital Management LLC, where he acts in a fiduciary capacity. 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 various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diversified strategies.
Edward D
Series 63, Series 66
Joliet, IL
Edward Jones
Edward Dollinger is a financial advisor with Edward Jones in Joliet, IL, holding Series 63 and Series 66 designations. He has 39 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, Dollinger serves on the Joliet Rotary and the boards of the Joliet Finance Council and the Will County Community Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.
Jennifer H
Series 63, Series 66
Morris, IL
Edward Jones
Jennifer Hock is a financial advisor at Edward Jones with seven years of industry experience, including twelve years at Grundy Bank prior to joining Edward Jones in 2021. She holds Series 63 and Series 66 designations. Outside of her advisory role, she serves as president of the Morris Downtown Development Partnership, a nonprofit supporting local businesses, and co-owns a booth at a local antique and thrift store where she and her sister resell rehabbed furniture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices, as well as its affiliated trust company and securities-based lending options.
Dorian H
CFP®, Series 63, Series 65
Joliet, IL
LPL Financial
Dorian Holmes is a CFP® with 12 years of industry experience currently affiliated with LPL Financial in Joliet, IL. His career includes roles at BMO Harris Bank, Ameriprise, The Huntington Investment Company, Fidelity Investments, Morgan Stanley Smith Barney LLC, Ally Invest Securities LLC, AXA Advisors, LLC, and Scottrade. Holmes operates under the trade name BMO Investment Services through LPL Financial. 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 broad range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
75 advisors near
60450
within the area shown on the map
Out of 400,000+ nationwide