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

John D

Series 63, Series 65

Joliet, IL

Cetera

John Demarco is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has previously worked with Avantax entities for a decade and currently owns Strategize Home Solutions LLC, a referral marketing business for mortgages. John also serves as treasurer for The Cruisin' Tigers GTO Club, a membership organization for Pontiac automobile enthusiasts that hosts an annual car show. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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

Alec L

Series 66

Darien, IL

OSAIC

Alec Leasure is a financial advisor at Osaic Wealth Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, NorthRock Partners, and Woodbury Financial Services. Outside of his advisory role, he has been involved in real estate ownership unrelated to his investment activities. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset allocation tools and third-party platforms to manage portfolios across multiple investment types.

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

Matthew L

Series 66

Aurora, IL

Fidelity

Matthew Lenerville is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of his advisory work, he is involved in ecommerce as the owner of Net Brands, LLC, and participates in marketing and sales for Fae Forest Fungi, LLC, a gourmet and medicinal mushroom business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Jack K

Series 63, Series 65

Joliet, IL

Raymond James Financial

Jack Kristof is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wachovia/Wells Fargo for 14 years. Outside of his advisory role, he maintains bookkeeping responsibilities as an independent contractor for a support company called ELEVATE. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public finance work through unique affiliations uncommon among large institutional advisors.

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

Brian M

Series 63, Series 66

Sugar Grove, IL

Edward Jones

Brian Michel is a financial advisor with Edward Jones in Sugar Grove, IL, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, he serves as president of the Capitol Professional Center Association. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Siara S

Series 66

Bolingbrook, IL

Fidelity

Siara Spaulding is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments, J.P. Morgan Securities, and Thrivent Investment Management Inc. She has also held positions outside finance at Gap Inc. and Banana Republic. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and funds.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Curt K

Series 63, Series 65

Sugar Grove, IL

Cetera

Curt Karas is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Cetera since 2014 and has served as Township Assessor for Sugar Grove since 2018. Outside of advisory work, Karas is involved in local nonprofit organizations, including serving as treasurer for the Sugar Grove Kiwanis and the Sugar Grove Cemetery Association. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to third-party money managers and employs a range of portfolio management and financial planning services across various program structures.

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

Ledion I

Series 63, Series 65

Darien, IL

LPL Financial

Ledion Isufi is a financial advisor with LPL Financial in Darien, IL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory services, Isufi acts as a notary and is an agent for non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

David O

Series 63, Series 65

Shorewood, IL

Cetera

David Odell is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at multiple firms including Delco Financial Group, Inc., and Summit Financial Group Inc. Odell is a trustee of the David/Carol O'Dell Family Foundation and the O'Dell Family Fund, both charitable nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

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

Connor C

Series 66

Naperville, IL

Fidelity

Connor Cigrand is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes positions at Creative Financial Staffing Inc and Amazon.com, Inc. He studied at Iowa State University from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
firm logo

John B

CFP®, Series 63, Series 66

Naperville, IL

Edward Jones

John Bozett is a financial advisor at Edward Jones with 5 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Fifth Third Bank for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
firm logo

John G

CFP®, ChFC®, Series 66

Joliet, IL

Edward Jones

John Gillmann is a CFP® and ChFC® credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hometown National Bank from 2015 to 2021. 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 under management and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner Doctor or Medical Professional
user avatar
firm logo

Ryan M

Series 66

Lockport, IL

Thrivent Investment Management

Ryan Mitchell is a Series 66-credentialed advisor with Thrivent Investment Management, where he has worked since 2020. He has five years of industry experience and previously spent seven years with Buona Beef LLC. Mitchell serves as a board member of the Tinley Park Chamber of Commerce and chairs a committee for the Boy Scouts of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based planning on topics such as retirement, income tax, estate, and special needs planning, with reviews typically conducted annually and financial advisors responsible for plan delivery and updates.

Business ownership considerations
user avatar
firm logo

Peggy R

Series 66

Joliet, IL

Edward Jones

Peggy Robinson is a financial advisor with Edward Jones in Joliet, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2006. 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 strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

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

Michael O

CFA®, Series 63

Aurora, IL

Edward Jones

Michael O'Neill is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Edward Jones since 2020 and previously spent five years at The Northern Trust Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and over 15,000 branch offices.

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

Joseph K

Series 66

Naperville, IL

Fidelity

Joe Krzyzewski is a Financial Consultant at Fidelity Investments, a position he has held since 2025. His role involves providing financial guidance tailored to clients' individual goals and values. Prior to this, he worked as a Planning Consultant at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Joe's professional approach emphasizes integrity and personalized service, focusing on helping clients make informed financial decisions. He is committed to understanding each client's unique financial situation to develop appropriate plans. Outside of his professional work, Joe enjoys family activities, fitness, football, golf, and hiking.

Charitable giving & philanthropy Active portfolio management Financial Professional
user avatar
firm logo

Alonso E

Series 66

Naperville, IL

Fidelity

Alonso Espino is a Series 66 credentialed financial advisor with six years of industry experience. He has worked at Fidelity Investments since 2023 and previously held a role at Merrill from 2019 to 2023. His background also includes positions outside finance, such as at In The Swim Pool Supplies and Wireless Choice. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
firm logo

Bradley H

Series 63, Series 65

Naperville, IL

Fidelity

Brad Hansing is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity in 2021, serving initially as a Central Relationship Manager, then as a Planning Consultant before his current role. Prior to joining Fidelity, Brad worked as a Financial Advisor at Financial Partners from 2003 to 2021. Throughout his career, Brad has focused on financial planning and client relationship management. He emphasizes a collaborative and educational approach, aiming to build trust through transparency and personalized strategies that align with clients' long-term goals. Outside of his professional responsibilities, Brad is interested in baseball, family activities, fitness, and music.

General retirement planning Income planning Cash flow / budgeting
user avatar
firm logo

Eric N

Series 63, Series 65

Burr Ridge, IL

OSAIC

Eric Nelson is a financial advisor at OSAIC with 18 years of industry experience. He has worked at Woodbury Financial Services, Inc. and The Pension Specialists, and currently serves in the US Army Reserves. Nelson is also involved in processing life insurance applications through his role at EJN Solutions. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct diversified portfolios.

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

Mary Kay H

CFP®, ChFC®, Series 66

Plainfield, IL

Edward Jones

Mary Kay Hrdina is a financial advisor with Edward Jones in Plainfield, IL, holding the CFP®, ChFC®, and Series 66 designations. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Intergenerational Families
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")