Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

77 advisors near
60481

Out of 400,000+ nationwide

firm logo

Dean S

Series 66

Wilmington, IL

Edward Jones

Dean Shepherd is a Series 66-licensed financial advisor with Edward Jones in Wilmington, IL, having 25 years of industry experience. He has been with Edward Jones since 2002. 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 through a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families
firm logo

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.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Susan F

Series 63, Series 65

Bourbonnais, IL

Wells Fargo Advisors

Susan Feller is a financial advisor with Wells Fargo Advisors in Bourbonnais, IL, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with Wells Fargo Advisors and related affiliates since 2009. Outside of her advisory work, she serves on the finance committee of St. Margaret Mary Catholic Church and is involved in her family’s farm business and her spouse’s architecture and construction enterprises. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Wesley S

CFP®, Series 66

Wilmington, IL

Raymond James Financial

Wesley Smith is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., bringing 14 years of industry experience. He has worked at Raymond James since 2012 and previously held roles at Daily & Francis Financial Services. Outside of his advisory practice, he is involved in managing Oak Knoll Insurance Strategies and supports bookkeeping for his wife’s piano and music lesson business, Prairie Lane Studios. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling, along with specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Marsha P

Series 63, Series 65

Bourbonnais, IL

Ameriprise

Marsha Peterson is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she has inherited interests in oil, gas, and mineral leases, as well as family farm properties. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Ronald O

CFP®, Series 63, Series 65

Bourbonnais, IL

STIFEL

Ronald Ouwenga is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, he worked at Morgan Stanley Private Bank, N.A. from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar
firm logo

Douglas H

Series 66

Wilmington, IL

Cetera

Douglas Hughes is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Summit Brokerage Services, Inc. He is a co-owner of Hughes & Hughes Financial Advisors, Inc. and also operates Hughes Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with a variety of program structures and discretionary authorities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Michael B

Series 63, Series 65

Bourbonnais, IL

STIFEL

Michael Bruner is a financial advisor at Stifel with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously was with Morgan Stanley Private Bank for three years. Outside of his advisory role, Bruner serves as a municipal trustee in Herscher, Illinois, manages a low-income housing property as president of Herscher Townhouses Inc., and holds leadership roles at Trinity Lutheran Church and the Herscher Foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Robert N

Series 65

Manhattan, IL

LPL Financial

Robert Naselli is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 65 credential and has been with LPL Financial since 2024. Prior to joining LPL, he worked at Avantax Planning Partners, Inc. from 2022 to 2024 and has been owner of Topel Forman LLC, a tax preparation and accounting firm, since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Michael M

Series 66

Wilmington, IL

Raymond James Financial

Michael Manner is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial and its affiliated entities since 2007. Outside of his advisory role, he is involved with Oak Knoll Financial Strategies, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, tailored approach using analytical tools to support client goals and provides specialized municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Brian W

Series 63, Series 65

Bourbonnais, IL

Cetera

Brian Wadley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Cetera since 2015 and has also been a partner at Wadley & Associates CPA since 1993. In addition to his advisory work, he co-manages and partially owns an 88-unit apartment complex in Bourbonnais, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to use affiliated and third-party model portfolios or create customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Tricia B

Series 66

Manhattan, IL

Robert Baird & Co.

Tricia Bivens is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Robert Baird & Co. since 2022. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, LPL Financial, and Herbst Financial Advisors. Outside of her advisory work, she is an Independent Certified OPTAVIA Wellness Coach, providing health coaching to individuals. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with consulting and portfolio management services tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Justin F

Series 63, Series 65

Bourbonnais, IL

Raymond James Financial

Justin Faber is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Mass Mutual, Liberty National, and the Marion County Sheriff’s Office. He is involved in local government through his role with the Kankakee County Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Brian T

Series 63, Series 65

Bourbonnais, IL

STIFEL

Brian Thomas is a financial advisor at Stifel with 36 years of industry experience. He has previously worked at Morgan Stanley Private Bank and has held his current position since 2018. Thomas serves as a board member of The 100 Club of Kankakee County, a nonprofit supporting dependents of firefighters and police officers killed in the line of duty. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
user avatar
firm logo

Zachary B

CFP®, Series 63, Series 66

Bourbonnais, IL

STIFEL

Zachary Birkey is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Stifel since 2018. He previously worked at Morgan Stanley Private Bank from 2015 to 2018. Outside of his advisory role, Birkey serves as treasurer for the Phi Delta Lambda scholarship fund at Olivet Nazarene University and is a board member of Parkview Christian Church. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar
firm logo

Michael C

Series 63, Series 65

Bradley, IL

LPL Enterprise

Michael Corum is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Minnis Insurance & Financial Services and Pruco Securities, LLC. Outside of advising, he is involved in a Prudential non-variable insurance agency based in Bradley, Illinois. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Paul O

Series 66

Kankakee, IL

Fidelity

Paul O’Connor is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and The Gage. Outside of his advisory work, he operates as an independent contractor driver for Uber in Kankakee, Illinois. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and oversight to manage a range of portfolios and registered investment companies.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Brian H

Series 63, Series 65

Bourbonnais, IL

Wells Fargo Advisors

Brian Hasbargen is a financial advisor with Wells Fargo Advisors in Bourbonnais, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he serves on the boards of the Watseka Public Library and the City of Watseka Development Committee. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations delivered through meetings and written summaries, with implementation options available through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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 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")