Overwhelmed by options?
Answer a few questions to see advisors matched to you.
672 advisors near
60403
within the area shown on the map
Out of 400,000+ nationwide
Christina S
Series 63, Series 66
Orland Park, IL
J.P. Morgan Securities
Christina Sievers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has worked at J.P. Morgan Securities since 2016 in various capacities and serves as a Township Trustee for Homer Township. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence in its investment approach.
Patricia P
Series 63, Series 65
Plainfield, IL
LPL Financial
Patricia Paulik is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with LPL Financial since 2013 and previously worked at Heartland Bank for five years. Outside of her advisory role, she is a manager and owner of PPLK Management, a company involved in managing real estate rental collections. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.
Belinda C
Series 66
Orland Park, IL
Morgan Stanley
Belinda Castellanos is a financial advisor at Morgan Stanley with 18 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2021 and previously worked at Fifth Third Securities from 2002 to 2021. Castellanos holds the Series 66 designation and is based in Orland Park, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing firm-approved tools and methodologies.
Matthew B
Series 66
Oswego, IL
Edward Jones
Matthew Bish is a financial advisor with Edward Jones in Oswego, Illinois. He holds a Series 66 designation and has 15 years of industry experience, having been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Cataldo P
Series 63, Series 65
Frankfort, IL
LPL Financial
Cataldo Panici is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wayne Hummer Investments and Banc of America Investment Services. In addition to his advisory role, he is involved with Wintrust Wealth Management in non-variable insurance. 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 advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.
Christopher J
Series 63, Series 65
Plainfield, IL
Cetera
Christopher Jackson is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fifth Third Securities, FifthThird Bank, and Lincoln Investment Planning, Inc. His other business activities include fixed and life insurance through Financial Identity Advisors and JBC Companies. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a multi-manager platform with various portfolio management options and financial planning services.
George M
Series 63, Series 65
Orland Park, IL
OSAIC
George Mannella II is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 17 years. He is also president of Mannella Financial Services LLC and works as a financial consultant selling fixed annuities, fixed life insurance, and health insurance through Dato Pistorio Financial Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.
Nicholas T
CFP®, Series 66
Joliet, IL
Edward Jones
Nicholas Tyrell is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.
Brittany W
CFP®, Series 66
Plainfield, IL
Edward Jones
Brittany Wagner is a CFP® professional with 14 years of experience at Edward Jones, where she has worked since 2012. She holds the Series 66 designation and is based in Sugar Grove, Illinois. Outside of her advisory role, Wagner is involved in managing rental properties in St. Charles, Illinois. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and maintains a large nationwide network of advisors and branch offices.
Sandra H
CFP®, Series 63
Mokena, IL
Ameriprise
Sandra Hellstedt is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Beverly H
Series 66
Lemont, IL
Raymond James Financial
Beverly Hunziker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2014 and is also associated with Hunziker & Associates, Inc., where she assists with office activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.
Paul K
CFP®, ChFC®, Series 66
Shorewood, IL
Edward Jones
Paul Kalafut is a financial advisor with Edward Jones in Shorewood, IL, holding the CFP®, ChFC®, and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2007. In addition to his advisory role, Kalafut serves on the Holy Family Catholic School Board, where he contributes to policy and budget decisions. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kevin K
Series 66
Orland Park, IL
Ameriprise
Kevin Koney is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved in business ownership activities including managing payroll and general business expenses through Ninth Avenue LLC and owns a real estate-related entity, Koney Ranch LLC. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Jeffrey T
Series 66
Manhattan, IL
Cetera
Jeffrey Tromp is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 credential. He has been with Cetera since 2007 and also serves as a senior financial analyst at Navistar Inc., where he has worked since 2017. In addition to his advisory role, he is involved with BMA Management, Ltd. as an accountant. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.
Ben K
Series 63, Series 65
Orland Park, IL
Fidelity
Ben King is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with a team of investment professionals within Fidelity Private Wealth Management. In this role, he provides high net worth clients with account administration and maintenance services and focuses on building lifelong relationships. Ben has a long tenure with Fidelity Investments, having served in various capacities since 1999. His experience includes roles such as Investment Consultant (2011-2022), Financial Representative (2009-2011), Retirement Brokerage Representative (2004-2008), and Participant Service Representative (1999-2004). This extensive experience underpins his expertise in wealth management and investment consulting. Outside of his professional career, Ben's personal interests include comedy, family activities, football, military service, and movies.
Jamie P
Series 66
Minooka, IL
Edward Jones
Jamie Prodehl is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Prodehl worked at Sable Creek Homestead LLC, Citgo Petroleum, and Starcon International. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Seth C
CFP®, ChFC®, Series 66
Joliet, IL
Edward Jones
Seth Cooper is a CFP® and ChFC® with 11 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2015. He is based in Joliet, IL. Outside of his advisory role, he owns residential rental properties, including one held for his daughter’s college housing. Edward Jones is a full-service wealth management firm that supports over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and services, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.
Magdalena L
Series 65, Series 63
Homer Glen, IL
LPL Financial
Magdalena Lacek is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at LPL Financial since 2021 and previously at BMO Bank NA and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Jillian S
Series 66
Burr Ridge, IL
Ameriprise
Jillian Szafranski is a financial advisor with Ameriprise in Orland Park, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.
Robert M
Series 63, Series 66
Frankfort, IL
Ameriprise
Robert Meyers is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at LaSalle St Investment Advisors LLC and Edward Jones. Outside of advising, he serves as treasurer on the board of directors for the Center of Hope and is involved in several business ventures including co-ownership of a retail business and an affiliate marketing company. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, primarily focusing on assets held in Ameriprise Managed Accounts.
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 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")
Finding advisors...
672 advisors near
60403
within the area shown on the map
Out of 400,000+ nationwide