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David O

Series 66

Naperville, IL

LPL Financial

David Olson is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technology-driven solutions.

College savings (529s, UTMA, etc.)
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Michael H

Series 66

Aurora, IL

Edward Jones

Michael Hatch is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joshua R

Series 66

Shorewood, IL

Edward Jones

Joshua Ruland is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Minooka CCSD 201 from 2016 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Colin V

Series 66

Darien, IL

OSAIC

Colin Vorreyer is a financial advisor with OSAIC who holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Northpoint Financial Group and several years at the University of Wisconsin - Whitewater and Downers Grove South. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Malini M

Series 63, Series 66

Naperville, IL

J.P. Morgan Securities

Malini Murali is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, previously employed by Oxford Bank and Trust and Naperville School District 203. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Gehrig D

Series 66

Channahon, IL

Edward Jones

Gehrig Denoyer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Amazon and Potbelly. He was also involved with the Will County Officials Association for six years. 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 and is notable for its extensive retail advisor and branch network as well as affiliated financial services.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Professional Athlete Young Professionals
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Jason H

CFP®, Series 66

Joliet, IL

Edward Jones

Jason Hall is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Life Time Fitness for 14 years. He serves as Secretary on the board of the Mental Health Matters Fund. 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 nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Professional Athlete
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Justin B

Series 66

Oswego, IL

Edward Jones

Justin Broderick is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Edward Jones, where he has worked since 2026. His prior experience includes roles at JPMorgan Chase Bank, Ameriprise/Eric M Larson & Associates, Fisher Investments, William Blair, and Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ronald L

Series 63, Series 65

Joliet, IL

Equitable Advisors

Ronald Lambert is a financial advisor with Equitable Advisors in Joliet, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Stifel Independent Advisors, LPL Financial, and Wayne Hummer Investments. Outside of his advisory career, Lambert serves as a board member on the Lemont Fire Department Pension Board and is treasurer of the Lemont Firemen's Association, where he helps preserve the department’s history and supports local causes. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and endorses multiple third-party managers, offering both discretionary and non-discretionary investment solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Ryan B

Series 66

Joliet, IL

LPL Financial

Ryan Breytspraak is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked with TruStage, Gerald Ford, and College Fresh. 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 range of financial planning and advisory programs, including model portfolios and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Elvia D

Series 66

Bolingbrook, IL

UBS Financial Services

Elvia Delgadillo is a financial advisor at UBS Financial Services with 18 years of industry experience and holds a Series 66 designation. She has worked at UBS Financial Services since 2014, with a brief tenure at FTX US in 2021 and a two-year period of unemployment. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Harvey S

Series 65, Series 63

Naperville, IL

Merrill

Harvey Saint Jean is a financial advisor at Merrill with Series 65 and Series 63 credentials and two years of industry experience. His prior work includes positions at Bank of America, Morgan Stanley, and Robinhood Markets. Outside of finance, he owns and operates DJ Major, a sole proprietorship providing DJ services and digital content creation. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Bradford R

Series 63, Series 65

Plainfield, IL

Ameriprise

Bradford Richardson is a financial advisor with Ameriprise in Plainfield, IL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise since 2005 and also maintains a long-term affiliation with Ellis & Associates. Outside of his advisory work, he serves as a football official on a part-time basis. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, written recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Todd A

Series 66

Joliet, IL

Ameriprise

Todd Abramson is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Calamos Advisors LLC, Edward Jones, and Northern Trust. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining algorithmic modeling and tax-efficient strategies to provide tailored, written recommendation reports delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael N

CFP®, Series 63, Series 65

Yorkville, IL

LPL Financial

Michael New is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial since 2021 and has also worked at BMO Harris Financial Advisors since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including retirement plan consulting and model portfolios, supported by proprietary research and third-party strategies.

College savings (529s, UTMA, etc.)
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Lori G

Series 66

Oswego, IL

LPL Financial

Lori Galbraith is a financial advisor with LPL Financial in Oswego, IL, holding a Series 66 designation and with 10 years of industry experience. Her work history includes roles at LPL Financial, Fifth Third Securities, First Midwest Bank, and Waddell & Reed, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Diane W

Series 63, Series 65

Naperville, IL

LPL Financial

Diane Williams is a financial advisor at LPL Financial with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Avantax Investment Services, Inc. and Avantax Advisory Services. She also operates Susan S. Lewis, Ltd., where she prepares individual income tax returns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with diverse model portfolios and research resources.

College savings (529s, UTMA, etc.)
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Michael M

Series 63, Series 65

Naperville, IL

Fidelity

Michael Mcgriff is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Fidelity Investments and its affiliates since 2012. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Brian S

Series 66, Series 63

Lemont, IL

J.P. Morgan Securities

Brian Strandquist is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Brian S

Series 65, Series 63

Joliet, IL

Primerica Advisors

Brian Stacy is a financial advisor with Primerica Advisors in Joliet, IL, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes 16 years at 7-Eleven, Inc. Outside of advising, he is involved in non-investment activities such as driving for Play Poker Chicago. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers an advisory approach supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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