Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

10,410 advisors near
60018

Out of 400,000+ nationwide

user avatar
firm logo

Jennifer J

Series 65

Riverside, IL

Pinelight Financial PLLC

Jennifer Johnson is the principal of Pinelight Financial PLLC, an independent registered investment adviser based in Riverside, Illinois. She holds a Series 65 credential and has one year of experience in the financial advisory industry. Prior to founding Pinelight Financial, she worked for 16 years at the Social Security Administration. Johnson is also a licensed CPA and offers accounting and tax preparation services under a separate engagement. Pinelight Financial serves individuals, high-net-worth households, businesses, retirement and pension plans, and selected institutional clients. The firm provides comprehensive financial planning and portfolio management using a mix of active and passive strategies tailored to client objectives, and it combines its advisory services with an affiliated accounting practice and pension consulting.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Founder/Business Owner Retired Self-Employed Approaching retirement
user avatar
firm logo

Thomas L

Series 65

Chicago, IL

Signet Private Wealth, LLC

Thomas Laughlin is a Series 65 licensed advisor with seven years of industry experience. He has worked at Signet Private Wealth, LLC since 2019 and is also involved with Andiamo Vento LLC and Twende Investment Group. He previously worked at Halliard Soap Company, LLC from 2016 to 2018. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, long-term investment approach using fundamental and technical analysis, strategic asset allocation, and offers services including portfolio management, financial planning, and assistance with IRA rollovers and IPO participation.

ESG / Sustainable investing Options & derivatives strategies
user avatar

Brian K

CIC

Northfield, IL

Kenney Investments Inc

Brian Kenney is a CIC-designated advisor with Kenney Investments Inc. in Northfield, IL, bringing 4 years of industry experience. He has been with Kenney Investments since 1989. Kenney Investments Inc. manages portfolios primarily for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets. The firm employs a long-term, fundamentally driven investment strategy with a focus on large-cap equities, high-quality fixed income, and selective use of ETFs and mutual funds, tailoring portfolios to individual risk parameters with regular reviews.

Retirement income strategy Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Bahdan Y

CFA®

Chicago, IL

Lestna Retirement, LLC

Bahdan Yakavenka is a CFA® charterholder with seven years of experience at BMO Capital Markets and prior experience at CDW and Y???venka Capital Management, totaling four years in the financial industry. He is based in Chicago, IL, and is affiliated with Lestna Retirement, LLC. Lestna Retirement is a fee-only wealth management firm serving individuals, families, and various institutional clients. The firm focuses on a long-term, strategic asset allocation approach using diversified, low-cost vehicles, with services that include fiduciary consulting and discretionary investment management.

General retirement planning Retirement income strategy Equity compensation tax strategy Charitable giving & philanthropy Tax-loss harvesting
user avatar
firm logo

Mark D

Series 63, Series 65

Downers Grove, IL

Clement Street Capital LLC

Mark Doyle is a financial advisor at Clement Street Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing his own advisory firm, Mark J Doyle Advisors LLC, since 2011. Additionally, he serves as Managing Director of Entrust Services, a non-investment business providing bill payment and financial reporting services, where he consults on operations. Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily for high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm builds tailored investment portfolios using a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options, with ongoing monitoring and rebalancing.

Wealth management Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies
user avatar
firm logo

Jeffrey R

Series 63, Series 65

Northbrook, IL

Main Street Investment Advisors, LLC

Jeffrey Ross is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors primarily serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice. The firm emphasizes a buy-and-hold investment approach focused on large-cap companies, integrates option strategies for income and downside protection, and utilizes a range of research sources to support its process.

Active portfolio management Options & derivatives strategies
user avatar
firm logo

Brendan M

Series 63, Series 65

Oak Brook, IL

Watershed Private Wealth

Brendan Moody is a financial advisor with Watershed Private Wealth LLC in Oak Brook, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His previous roles include positions at Spotlight Asset Group and Fidelity Investments. Moody serves as treasurer for the Fisher Falcon Education Foundation in a volunteer capacity. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management, financial planning, and access to various investment strategies including direct indexing and cryptocurrency-linked ETFs. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment programs aligned with clients’ goals and risk tolerance.

Options & derivatives strategies Real estate investing
user avatar
firm logo

Nicholas K

Series 65, Series 63

Glen Ellyn, IL

Fortune Financial Group, Inc.

Nicholas Kalivas is a financial advisor at Fortune Financial Group, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Invesco Distributors, Inc. for 13 years before joining Fortune Financial Group in 2026. Fortune Financial Group provides financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, offering comprehensive planning across multiple financial areas and managing approximately $141 million in client assets.

College savings (529s, UTMA, etc.) General tax planning Private / alternative investments
user avatar
firm logo

Bradley P

Series 63, Series 65

Northbrook, IL

Moonstone Asset Management, Inc.

Bradley Price is a financial advisor at Moonstone Asset Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DH2, Inc. for over 27 years, where he serves as director of trading and operations, managing trades, cash, and back office support for a family office. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management along with financial planning and consulting. The firm uses a range of investment strategies and conducts regular portfolio reviews to align allocations with client objectives and risk tolerance.

Retirement income strategy General estate planning guidance Tax-loss harvesting Cash flow / budgeting Wealth management
user avatar

Thomas T

Series 63, Series 65

Naperville, IL

Wealth Strategies Counselors, Inc

Thomas Theodore is a financial advisor with Wealth Strategies Counselors, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at FSC Securities Corporation and Tax & Investment Services Inc. and serves as president of Wealth Strategies Counselors. Outside of advisory work, he owns a tax preparation and bookkeeping firm and participates as vice president on the board of his office condominium association. Wealth Strategies Counselors, Inc. offers personalized financial planning to a diverse client base, including individuals, trusts, and business entities. The firm emphasizes written, tailored plans with a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies, and operates primarily on fixed fees or retainers without discretionary portfolio management.

General retirement planning Income planning Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.)
user avatar

Frank B

Series 63, Series 65

Lisle, IL

Asset Strategies, Inc

Frank Bodi is a financial advisor at Asset Strategies, Inc. with 41 years of industry experience. He previously worked at Landolt Securities Inc. for seven years and at IFS Securities for one year. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning and consulting services to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analyses, employing both long- and short-term strategies across various asset classes.

Wealth management General estate planning guidance
user avatar
firm logo

Paul H

Series 65

Wilmette, IL

Camelot Portfolios, LLC

Paul Hoffmeister is a financial advisor at Camelot Portfolios, LLC with eight years of industry experience and holds a Series 65 credential. He has held portfolio management roles at Camelot Event-Driven Advisors and KHA Capital, and previously worked at Quaker Funds Inc. and Bretton Woods Research. Outside of investment management, he is president of PKH Group LLC, a company involved in sales of CMMS software. Camelot Portfolios provides discretionary and non-discretionary asset management to individuals and other investment advisers, offering proprietary model strategies and custom accounts. The firm manages a range of strategies using ETFs, mutual funds, options, and alternative investments, often implementing models for clients referred by other advisers and supports pooled and charitable investment vehicles.

Active portfolio management Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Charitable giving & philanthropy Founder/Business Owner Christian Faith Based
user avatar
firm logo

John K

Series 63, Series 65

Schaumburg, IL

Asbury Research LLC

John Kosar is a financial advisor at Asbury Research LLC with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asbury Investment Management LLC from 2018 to 2023 and has been with Asbury Research since 2005. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors, money managers, and third-party advisers. The firm’s research focuses on growth equities, income securities, and high-yield bonds using fundamental, quantitative, and technical analysis.

Active portfolio management
user avatar
firm logo

Ara B

Series 65

Chicago, IL

Bayworth Capital

Ara Bayindiryan is a financial advisor at Bayworth Capital with 10 years of industry experience and holds a Series 65 designation. His career includes roles at Valyrian Financial, LLC, Xceed Planning, Inc., Bayworth Capital (dba XCEED CAPITAL MANAGEMENT, LLC), and Denali Financial Services, LLC. He is also involved as a managing member and agent of a licensed insurance agency and acts as a general partner to an investment fund. Bayworth Capital provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and retirement plans. The firm offers tailored investment strategies across various asset classes and facilitates client access to alternative investments through a specialized portal, emphasizing pension consulting and pooled investment vehicles.

Retirement income strategy Income planning Medicare planning Long-term care insurance Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Michelle S

CFP®, Series 65

Deer Park, IL

Financial Design Studio, Inc.

Michelle Smalenberger is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Financial Design Studio, Inc. since 2017 and previously spent 12 years at Kabarec Financial Advisors, Ltd. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning. The firm provides additional services including personal tax preparation, business bookkeeping, and educational seminars, emphasizing long-term asset allocation and buy-and-hold strategies using mutual funds and ETFs.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Founder/Business Owner
user avatar
firm logo

Keith N

Series 65

Des Plaines, IL

Kenora Financial, LLC

Keith Nyborg is a Series 65-licensed advisor with 26 years of industry experience, currently affiliated with Kenora Financial, LLC in Des Plaines, IL. He has worked at Invesco, LLC since 1990. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management across taxable and tax-deferred accounts. The firm emphasizes customized separately managed accounts with diversified equity holdings and a tax-aware, value-oriented investment approach.

General retirement planning FIRE (Financial Independence Retire Early) Approaching retirement Retired
user avatar
firm logo

Pamela L

Series 63, Series 65

Chicago, IL

Ziv Investment Company

Pamela Lambert is a financial advisor at Ziv Investment Company in Chicago, IL, holding Series 63 and Series 65 credentials with 23 years of industry experience. She has been with Ziv Investment Company since 2000. Ziv Investment Company provides discretionary portfolio management and securities and retirement-planning advice to individuals, businesses, and institutional clients. The firm manages approximately $22.9 million, focusing on tailored investment strategies that incorporate both fundamental and technical analysis, generally favoring long-term equity holdings and cash-equivalent instruments.

Active portfolio management
user avatar
firm logo

Daniel M

Series 65

Oak Brook, IL

Patrick Mauro Investment Advisor, Inc.

Daniel Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Patrick Mauro Investment Advisor, Inc. since 2002. Outside of his advisory role, he serves as Chief Investment Officer for Army Capital, LLC, a proprietary equity trading and investment entity, in a non-compensated capacity. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages discretionary portfolios for individuals, pension plans, trusts, and various entities. The firm employs tailored investment strategies including laddered bonds and growth-and-income equities, and integrates coordinated tax and estate planning through third-party providers.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar
firm logo

Freddy G

CFP®, Series 63, Series 65

Naperville, IL

Left Brain Wealth Management, LLC

Freddy Garcia is a CFP® with 27 years of industry experience, currently serving as an advisor at Left Brain Wealth Management, LLC in Naperville, IL. He has held roles at Capitas Financial Midwest LLC and The Leaders Group, Inc. since 2016. Left Brain Wealth Management provides discretionary asset management, financial planning, and 401(k) consultative services to individuals, trusts, corporations, and retirement plans. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to customize portfolios across various asset classes, including equities, fixed income, ETFs, mutual funds, and option strategies.

Options & derivatives strategies Concentrated stock management Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar
firm logo

Karen N

Series 63, Series 65

Northbrook, IL

Moonstone Asset Management, Inc.

Karen Natkin is a financial advisor at Moonstone Asset Management, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Moonstone since 2008. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management alongside financial planning and consulting. The firm uses fundamental, technical, and cyclical analysis to guide security selection and manages tailored portfolios that may include a variety of investment instruments.

Retirement income strategy General estate planning guidance Tax-loss harvesting Cash flow / budgeting Wealth management
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")