Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Timothy K

CFP®, Series 65, Series 63

Lisle, IL

Vantage Point Financial, LLC

Timothy Kuntz is a CFP® professional with 11 years of industry experience, currently serving at Vantage Point Financial, LLC since 2019. He previously worked at Sigma Financial Corporation and SPC. Kuntz is a co-author of the book *Elevate Your Retirement: The Path to Financial Clarity and Confidence* and manages aspects of operations and strategic planning for multiple affiliated entities. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using a variety of investment vehicles and provides integrated planning advice, including tax and estate-planning coordination through affiliated entities.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar
firm logo

David H

CFP®, Series 63

Naperville, IL

T2 Asset Management, LLC

David Heinle is a CFP® with 10 years of industry experience, currently serving as an advisor at T2 Asset Management, LLC since 2015. He holds a Series 63 license and is based in Naperville, IL. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm employs proprietary, rules-based models that combine technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Paul M

CFP®, Series 63, Series 65

Naperville, IL

DHJJ Financial Advisors

Paul Minta is a CFP® professional with 28 years of experience in financial advising. He has been with Digiovino, Hnilo, Jordan & Johnson Financial Advisors, Ltd. since 1996. He is based in Naperville, IL, and holds Series 63 and Series 65 licenses. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million through a team of eight advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services, and offers integrated access to tax preparation and accounting through an affiliated CPA firm.

Options & derivatives strategies Founder/Business Owner Retired
user avatar
firm logo

Adivaraha J

Series 65

Naperville, IL

Bellwether Investment Group, LLC

Adivaraha Jayasankar is a financial advisor at Bellwether Investment Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Bellwether since 2023, following roles at Mainstay Capital Advisors and Wealth Foundations Solutions, LLC. Outside of his advisory role, Jayasankar is involved in insurance sales through Wealth Foundation Solutions and provides tax preparation and review services at Zoller, Swanson and Company. Bellwether Investment Group offers advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, delivering financial planning, portfolio management, and retirement consulting. The firm employs a range of investment strategies including equities, ETFs, bonds, and managed programs, and is notable for its multi-office team structure and use of leverage and structured strategies.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Jacqueline R

CFP®, Series 63, Series 66

Aurora, IL

River Street Advisors, LLC

Jacqueline Runnberg is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at River Street Advisors, LLC and Old Second National Bank. She has been with River Street Advisors since 2015 and concurrently works within the wealth management department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual, institutional, and charitable clients. The firm employs a disciplined investment process using written policy statements, model portfolios, and a combination of quantitative and fundamental analysis.

Options & derivatives strategies Concentrated stock management Cash flow / budgeting
user avatar
firm logo

Derek R

Series 65

Naperville, IL

Lantz Financial LLC

Derek Raridon is a financial advisor with Lantz Financial LLC in Naperville, IL. He holds a Series 65 designation and has two years of industry experience. Prior to joining Lantz Financial, he worked at Sears Holdings from 2016 to 2018. Lantz Financial LLC provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs an investment approach based on modern portfolio theory with global diversification, primarily using mutual funds and ETFs.

General retirement planning Founder/Business Owner
user avatar
firm logo

Charles B

CFP®, Series 66

Naperville, IL

M.Brown Financial Advisors

Charles Brown is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. in Naperville, IL. He has worked at both Ausdal Financial Partners since 2012 and M.Brown Financial Advisors since 2021. Outside of his advisory duties, he serves as president of The Manors of White Eagle Homeowners Association, where he assists with financial decisions affecting the community. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm provides a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management through various account structures and investment options.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Kristin C

Series 65

Naperville, IL

Lantz Financial LLC

Kristin Crowley is a financial advisor at Lantz Financial LLC in Naperville, IL, holding a Series 65 designation with three years of industry experience. She has been with Lantz Financial since 2019. Lantz Financial LLC provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs an investment approach based on modern portfolio theory, focusing on global diversification primarily through mutual funds and exchange-traded funds.

General retirement planning Founder/Business Owner
user avatar
firm logo

Christopher V

Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Christopher Vivian is a financial advisor at Total Clarity Wealth Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisor Networks LLC. Vivian also maintains a financial services business entity for tax and investment purposes. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, utilizing a range of investment strategies including model portfolios and third-party separately managed accounts.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
user avatar
firm logo

Anne Marie W

Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Anne Marie Woodrich is a financial advisor at Total Clarity Wealth Management, Inc with six years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, CETERA Advisor Networks LLC, Pesch Law Office, P.C., and Wall Street Financial Advisors, Inc. Woodrich also provides administrative support to Total Clarity Wealth Management. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management through various programs, customizing asset allocations and employing a range of investment strategies.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
user avatar
firm logo

Kenneth D

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Kenneth Daemicke is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Cherry Bekaert Advisory, LLC, Mueller & Co., LLP d/b/a PKF Mueller, and Mulcahy, Pauritsch, Salvador Ltd. He is also president of Kenneth G. Daemicke, Ltd. d/b/a AllPro Financial Solutions Ltd., a consulting firm providing tax preparation, tax planning, and advisory services. MPS LORIA Financial Planners serves individuals, corporations, employee benefit plans, estates, and trusts with portfolio management, financial planning, and pension consulting. The firm uses an open-architecture investment approach focused on diversified allocations primarily through no-load mutual funds and ETFs, aligning asset mixes with client risk profiles and goals.

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

Maureen J

Series 63, Series 65

Downers Grove, IL

Apollon Financial, LLC

Maureen James is a financial advisor with Apollon Financial, LLC in Downers Grove, IL. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her prior roles include positions at Highpoint Advisor Group and LPL Financial. In addition to her advisory role, she has provided bookkeeping services since 2001. Apollon Financial, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion with a team of 16 advisors, offering financial planning, portfolio management, and access to private and alternative investments through a combination of centrally managed models and advisor-led portfolios.

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

Brian K

Series 66

Oakbrook Terrace, IL

Goldstone Financial Group, LLC

Brian Korienek is a financial advisor with Goldstone Financial Group, LLC, holding a Series 66 license and 12 years of industry experience. He has worked with Goldstone Financial Group since 2014 and was previously associated with TCM Securities Inc. He is also a licensed insurance agent offering life, health, and fixed annuities. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, and quantitative methods aligned with modern portfolio theory and offers a variety of strategies including tactical ETF models and alternative approaches such as options-based and hedged strategies.

Wealth management Active portfolio management Real estate investing Annuities
user avatar
firm logo

Madeline G

Series 65

Naperville, IL

Lantz Financial LLC

Madeline Griffith is a financial advisor at Lantz Financial LLC in Naperville, IL, holding a Series 65 designation with two years of industry experience. She has been with Lantz Financial since 2017. Lantz Financial provides portfolio management, investment advisory, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in assets and employs a globally diversified investment approach primarily using mutual funds and ETFs, tailored to client goals and risk tolerance.

General retirement planning Founder/Business Owner
user avatar
firm logo

Matthew H

CFP®

Downers Grove, IL

Feldman, Ingardona & Co

Matthew Hart is a CFP® professional at Feldman, Ingardona & Co with three years of industry experience. He has been with the firm since 2019 and previously worked at Aon from 2015 to 2019. Feldman, Ingardona & Co provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutional clients, focusing on long-term strategic asset allocation and manager selection. The firm employs a combination of active and passive mutual funds and ETFs, regularly reviews portfolios, and offers both discretionary and non-discretionary management.

Active portfolio management Passive / index investing Founder/Business Owner
user avatar
firm logo

Nicholas S

Series 66

Naperville, IL

Stenger Family Office, LLC

Nicholas Stenger is a Series 66-licensed financial advisor with nine years of industry experience. He is currently part of Stenger Family Office, LLC, where he has worked since 2023, following six years at Morgan Stanley. In addition to his advisory work, he is a co-founder of Stenger Tax Advisory LLC, a certified public accounting firm. Stenger Family Office manages approximately $735 million for individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, portfolio management, wealth and family office services, and pension consulting, employing a disciplined investment process overseen by an investment committee.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
user avatar
firm logo

Haili C

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Haili Cochran is a financial advisor at Timothy Financial Counsel, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at Timothy Financial Counsel since 2024, following roles at First Trust and Centric Bank. Her background includes diverse work experience spanning education and retail. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice focused on comprehensive financial planning topics and favors diversified, no-load mutual funds and ETFs with an emphasis on asset allocation and rebalancing.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar
firm logo

Connor L

Series 66

Oakbrook, IL

Rothschild Wealth LLC

Connor Ladone is a financial advisor at Rothschild Wealth LLC with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Baxter International. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses asset-allocation models and quantitative tools to construct and manage portfolios across various investment vehicles, offering comprehensive financial planning, portfolio management, and retirement plan consulting services.

Retirement income strategy Tax strategies for small businesses Business exit / sale strategy Equity compensation tax strategy Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Daniel F

CFP®, Series 66

Western Springs, IL

Pinnacle Financial Group LLC

Daniel Fitzgerald is a CFP® with 13 years of industry experience, currently serving as an advisor at Pinnacle Financial Group LLC. He is a managing member of ALBATROSS41, LLC, which owns 50% of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing and quantitative optimization, offering personalized financial planning and investment management through a small team of four advisors.

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

Christopher A

Series 65

Hinsdale, IL

Activ8 Family Office LLC

Christopher Anest is a financial advisor at Activ8 Family Office LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services, Inc. for eight years and Cross America Partners for one year. Activ8 Family Office primarily serves professional athletes and their related families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services, utilizing outsourced CIO and TAMP platforms with individualized portfolios.

ESG / Sustainable investing Cash flow / budgeting Professional Athlete
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")