Overwhelmed by options?
Answer a few questions to see advisors matched to you.
3,244 advisors near
60015
within the area shown on the map
Out of 400,000+ nationwide
Donald M
Series 63
Lake Bluff, IL
Landolt Securities, Inc.
Donald Mckiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with Landolt Securities since 2005. Outside of his advisory role, Mckiernan is the managing partner of Nekimi Equity Growth Fund I LLC, where he manages investments within a private equity fund. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages a significant portion of client assets in small-cap growth stocks and employs both short-term and long-term trading strategies tailored to client objectives.
Matthew M
Series 66
Lake Bluff, IL
Landolt Securities, Inc.
Matthew Mc Kiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, Illinois. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Landolt Securities in 2018, he worked in roles at Miami University and Aparium Hotel Group. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations. The firm’s investment process emphasizes fundamental analysis and manages a majority of client assets in small-cap growth stocks, using both short-term and long-term trading strategies tailored to client objectives.
Megan N
Series 66
Evanston, IL
Romano Brothers And Company
Megan Naydenova is a financial advisor at Romano Brothers and Company with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services with a conservative, fundamentals-based investment approach.
Cary K
Series 63, Series 66
Round Lake, IL
Journey Advisory Group, LLC
Cary Kornick is a financial advisor at Journey Advisory Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Herr Investment Group LLC and Monere Investments, Inc. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and uses a variety of analysis methods and instruments, managing approximately $1.47 billion in assets.
William L
CFP®, Series 63
Skokie, IL
Uhlmann Investment Management, L.L.C.
William Lillwitz is a financial advisor at Uhlmann Investment Management, L.L.C. in Skokie, IL, holding CFP® and Series 63 credentials with 29 years of industry experience. His prior roles include positions at Uhlmann Price Securities, LLC, Avellino Financial Advisors, Inc., and Forest Securities, Inc. He also serves as a FINRA Arbitrator and operates Lillwitz Financial, LLC, a non-investment-related business. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, emphasizing fundamental analysis and long-term asset allocation. The firm offers a range of managed account solutions combining stocks, bonds, ETFs, and alternatives, and operates as a subsidiary of Uhlmann Price Securities, L.L.C.
Michael S
Series 66
Lake Forest, IL
TSFG, LLC
Michael Schremser is a financial advisor at TSFG, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at TSFG since 2018 and LPL Financial since 2012. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection, offers retirement-plan advisory services, and sponsors its own wrap-fee program, managing portfolios tailored to each client’s objectives.
Gabriel L
Series 65
Buffalo Grove, IL
SGL Financial, LLC
Gabriel Lewit is a financial advisor at SGL Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and co-founded Wealth Financial Group, an insurance wholesaler and brokerage organization that supports and trains insurance agents. Lewit is also a licensed insurance agent. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizes diversified asset allocation with long-term horizons, and commonly implements portfolios through third-party managers.
Valerie H
Series 65
Hoffman Estates, IL
Clearwater Capital Partners
Valerie Hogan is a financial advisor at Clearwater Capital Partners with a Series 65 designation and one year of industry experience. She previously worked at National Christian Foundation and Orchard Ministry Development and spent a decade at Gibbs & Associates. Outside of advising, she manages several non-investment related LLCs involved in real estate oversight. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering family office and private wealth management, institutional advisory, and retirement plan services. The firm employs a disciplined investment approach based on written Investment Policy Statements and offers access to alternative investments and private placements.
Eric B
Series 63, Series 65
Evanston, IL
Romano Brothers And Company
Eric Bederman is a financial advisor at Romano Brothers and Company with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Romano Brothers since 2016. Outside of his advisory role, Mr. Bederman serves as a Trustee and Treasurer of the Wilmette Public Library District, a volunteer position. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term, fundamentals-based investment approach that includes active and passive strategies tailored to client needs.
Alec R
Series 66
Hainesville, IL
SB Advisory, LLC
Alec Riss is a financial advisor at SB Advisory, LLC with eight years of industry experience. He previously worked at Edward Jones for seven years and at Marco Technologies for two years. Alec holds the Series 66 designation. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management, various financial planning services, and access to third-party managers and model portfolios, primarily providing advice on a non-discretionary basis.
Michael D
Series 66
Skokie, IL
Uhlmann Investment Management, L.L.C.
Michael Dunne is a financial advisor at Uhlmann Investment Management, L.L.C. in Skokie, Illinois, holding a Series 66 designation with 37 years of industry experience. His work history includes roles at Avellino Financial Advisors, Native Tribal Alliance, Quegh Ke Holdings, and Forest Securities. Uhlmann Investment Management offers discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, using a process based on fundamental analysis and long-term asset allocation that incorporates a variety of asset types and third-party managers.
Kaleb G
Series 66
Buffalo Grove, IL
SGL Financial, LLC
Kaleb Gandy is a financial advisor at SGL Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Hantz Financial Services, Midland Brewing Company, Northwestern Mutual, and in roles at Genji Japanese Steakhouse and Northwood University. SGL Financial, LLC is a fee-based adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on diversified, long-term asset allocation and typically implements portfolios through third-party money managers and a contractually exclusive sub-advisory relationship with Savant Capital.
Jason D
CFP®, Series 65
South Barrington, IL
Vermillion Financial Advisors, Inc.
Jason Dhooghe is a CFP® with four years of industry experience, currently serving at Vermillion Financial Advisors, Inc. He previously worked at Wealth Enhancement Group and Wealth Enhancement Advisory Services from 2021 to 2025. Vermillion Financial Advisors provides financial planning, investment advisory, and employer-sponsored retirement plan services to individuals, trusts, business entities, and pension/profit-sharing plans. The firm offers both model and customized portfolios, non-discretionary trade approvals, and educational workshops for plan participants.
Clemens C
Series 63, Series 65
Deerfield, IL
Roberts, Glore & Co.
Clemens Ciupke is a financial advisor at Roberts, Glore & Co. with 35 years of industry experience. He has held his current role since 1995 and previously worked at La Salle St. Securities, Inc. from 1989 to 2017. He holds Series 63 and Series 65 designations. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers portfolio management and financial planning, constructing customized portfolios that emphasize fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.
Sheldon K
CFP®, Series 63
Northfield, IL
Mack Investment Securities, Inc.
Sheldon Kaiz is a CFP® with 42 years of industry experience, currently with Mack Investment Securities, Inc., where he has worked since 1988. He holds a Series 63 license and is based in Northfield, IL. Mack Investment Securities serves individual investors, retirement and pension plans, and institutional accounts, offering portfolio management, financial planning, and market timing services. The firm employs a manager-of-managers approach through its Money Managers Plus program, utilizing both internal and third-party subadvisors and incorporating tactical and timing strategies.
Zachary W
CFP®, Series 66
Highland Park, IL
Walled Lake Planning & Wealth Management, LLC
Zachary Walters is a CFP® and Series 66 licensed advisor with 20 years of industry experience. He has worked at Walled Lake Planning & Wealth Management, LLC since 2018 and previously spent 10 years at RBC Capital Markets Corporation. Walters holds an insurance license and provides servicing of insurance-related accounts in addition to his advisory work. Walled Lake Planning & Wealth Management offers wealth and portfolio management services to individuals, institutions, and charitable organizations. The firm combines discretionary and non-discretionary management with comprehensive financial planning, tailoring portfolios to client objectives using various analytical methods and delivering services through a wrap fee program.
Kevin C
Series 65
Hoffman Estates, IL
Clearwater Capital Partners
Kevin Carani is a financial advisor with Clearwater Capital Partners, holding a Series 65 credential and 11 years of industry experience. He has been with Clearwater Capital Partners since 2014. Outside of his advisory role, he serves as a facility manager for Westminster Presbyterian Church in Elgin, Illinois. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services that include private wealth management, institutional advisory, and retirement plan strategies. The firm manages portfolios based on written Investment Policy Statements and employs a variety of analytical approaches, with a focus on discretionary management and access to alternative investments.
Ari N
CFP®, Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Ari Nadler is a CFP® and holds a Series 66 designation with three years of industry experience. He is currently part of Nadler Financial Group, Inc. in Deerfield, IL, and has prior experience with Ausdal Financial Partners, PricewaterhouseCoopers, and Amplify Investments. His background also includes roles in education and accounting. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients, including individuals, charitable organizations, business entities, and retirement plans. The firm uses tactical asset allocation with diversified mutual funds, ETFs, independent managers, and Schwab sub-advisory solutions, offering discretionary investment management alongside financial planning and retirement-plan consulting services.
Michael N
Series 66
Lake Forest, IL
TSFG, LLC
Michael Nagel is a Series 66 licensed advisor at TSFG, LLC with four years of industry experience. Before joining TSFG, he worked at LPL Financial LLC and held roles in the hospitality industry, including positions at Giordano's, Summer House, and Lettuce Entertain You. TSFG, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, family members, trusts, and retirement plans. The firm uses fundamental analysis for security selection and tailors portfolios to clients’ objectives, offering formal reviews at least annually.
Mathew M
Series 66
Lincolnshire, IL
Truvestments Capital LLC
Mathew Manning is a financial advisor with Truvestments Capital LLC, holding a Series 66 designation and six years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Cetera, and Manning Silverman & Company over the course of his career. Manning is also a minority owner and partner of the CPA firm Manning Silverman & Company, which provides tax and accounting services. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary investment management alongside financial planning. The firm builds customized, primarily long-term portfolios that emphasize low-cost mutual funds and ETFs and manages a private Bitcoin fund through an affiliated general partner.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
3,244 advisors near
60015
within the area shown on the map
Out of 400,000+ nationwide