Overwhelmed by options?
Answer a few questions to see advisors matched to you.
2,737 advisors near
60093
within the area shown on the map
Out of 400,000+ nationwide
Christian L
Series 65
Park Ridge, IL
Maia Wealth
Christian Luna is a financial advisor at Maia Wealth with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Wealth Watch Advisors and Senior Solutions LLC. Luna has also served in the United States Naval Reserve. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm uses a variety of analytical approaches with a long-term focus and coordinates estate-planning and tax services through third-party specialists.
Allan K
ChFC®, Series 63
Skokie, IL
M HOLDINGS SECURITIES, Inc.
Allan Kaplan is a financial advisor with M HOLDINGS SECURITIES, Inc., holding the ChFC® designation and a Series 63 license, with 39 years of industry experience. He has worked at M. Holdings Securities since 2001 and The Robinson Financial Group, Inc. since 2017, following a 32-year tenure at New Century Planners. Kaplan serves as a trustee for Lake Forest Academy, a nonprofit high school board position. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.
Christopher O
Series 65
Lake Forest, IL
Foundations Investment Advisors LLC
Christopher Owens is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at AE Wealth Management, Impact Partnership Wealth, and Station-M. Owens is also president of Owens Financial Group, LLC, where he is involved in insurance sales and client insurance and annuity plan reviews. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis with an asymmetric rebalancing approach and employs third-party sub-advisers and custodians to support its services.
Constantine Q
Series 66
Glenview, IL
Savvy
Constantine Quintas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the Thorndyke Group at Merrill in 2020 and brings over two decades of experience in the financial services industry. He specializes in constructing and managing personalized, goal-based portfolios for clients and business owners to help them achieve their essential and aspirational financial goals while meeting their responsibilities and priorities. Constantine's expertise includes investment management, retirement and college planning, home financing, securities lending, banking, estate planning, and wealth transfer strategies. He utilizes a team of professionals to support clients in these areas. His client focus encompasses college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a Bachelor's degree from the University of Illinois and a Master of Business Administration (MBA) from DePaul University. Constantine has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is involved with the No Bats Baseball Club, a nonprofit organization dedicated to promoting charity and goodwill through baseball.
Levi P
Series 63, Series 65
Elmhurst, IL
Lasalle St. Investment Advisors, L.L.C.
Levi Palomo is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and TD Ameritrade. Palomo also serves as a financial planner at Pillar Financial Advisors, LLC. Lasalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, with a notable predominance of non-discretionary assets under management.
Mark W
CFP®, Series 65
Deerfield, IL
Dynamic
Mark Weil is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is currently with Dynamic and has previously worked at Strategic Wealth Partners. Weil owns seats on the Chicago Mercantile Exchange, which he rents out. Dynamic serves a broad range of clients including individuals, trusts, estates, charitable organizations, pension plans, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers services such as portfolio management, financial planning, and sub-advisory support.
Andrew P
Series 63, Series 65
Elmhurst, IL
Lasalle St. Investment Advisors, L.L.C.
Andrew Pagoulatos is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LaSalle St. in 2024, he worked at Stifel Nicolaus & Co Inc for 11 years. He is also involved with LaSalle St. Insurance Services, focusing on fixed insurance. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to a range of clients, including individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary asset management programs, emphasizing a predominance of non-discretionary assets.
Paul W
Series 65, Series 63
Deerfield, IL
Arax Advisory Partners
Paul Wehner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Kingswood Capital Partners, Schechter Investment Advisors, and Coe Capital Management, among others. Wehner is also involved in private equity investing through Schechter Private Capital. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individual, high-net-worth, family office, institutional, and retirement plan clients. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a notable use of performance-based fees and carried interest for certain investors and private funds.
Jeffrey B
Series 65
Buffalo Grove, IL
Kingsview Wealth Management, LLC
Jeffrey Birch is a financial advisor at Kingsview Wealth Management, LLC with a Series 65 credential and over 14 years of experience in the financial services industry. His prior roles include positions at American Express, Rain City Capital, and JPMorgan Chase, as well as running his own consulting firm, JBirch Consulting. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to third-party managers.
Joseph S
Series 63, Series 66
Elmhurst, IL
Lasalle St. Investment Advisors, L.L.C.
Joseph Supina is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, with 24 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2009. Supina holds Series 63 and Series 66 registrations. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, utilizing a range of asset classes and third-party manager arrangements.
Bruce V
Series 63, Series 65
Elmhurst, IL
Lasalle St. Investment Advisors, L.L.C.
Bruce Vollrath is a financial advisor with Lasalle St. Investment Advisors, L.L.C. in Elmhurst, IL. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including 30 years with La Salle St. Securities, Inc. He is also involved in fixed insurance activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches and manages a substantial portfolio with a notable emphasis on non-discretionary assets.
Elizabeth N
Series 66
Elmhurst, IL
Lasalle St. Investment Advisors, L.L.C.
Elizabeth Nanovic is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds the Series 66 designation and has 11 years of industry experience. She has been affiliated with Lasalle St. Securities, L.L.C. since 2014. Outside of her advisory role, Nanovic volunteers with the Archdiocese of Chicago's Marriage & Family Ministries, teaching premarital classes, and serves as Vice President of the Saint Peter and Paul Home and School. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, employing a range of asset-allocation models and investment vehicles, with a notable emphasis on non-discretionary asset management.
Jeffery W
CFP®
Northbrook, IL
Pure Financial Advisors, LLC
Jeffery Wille is a CFP® professional with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Gresham Partners, LLC for seven years. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for several thousand individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.
Oliver E
CFP®, Series 66
Northbrook, IL
Advisory Services Network
Oliver Ernst is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. His prior roles include positions at Raymond James Financial Services and SAGE Private Wealth Group. Outside of his advisory work, he is the founder and CEO of GlassNebula, a website and app providing ESG data to individuals. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.
Daniel M
Series 66
Elmhurst, IL
Lasalle St. Investment Advisors, L.L.C.
Daniel Mayer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has seven years of industry experience. Prior to joining LaSalle St. Securities LLC in 2018, he worked briefly at Speedway LLC and has operated Mayer Media Co., a freelance web and application development and digital marketing business. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.
Brian C
CFP®, Series 66
Deerfield, IL
Alera Investment Advisors, LLC
Brian Carlson is a CFP® with 22 years of industry experience, currently serving as Senior Vice President at Alera Investment Advisors, LLC. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors, Inc. He is also a board member and grade director for the Arlington Heights Youth Basketball Association, a local nonprofit organization. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, and offers comprehensive ERISA-focused services for retirement plans.
John K
Series 63, Series 66
Deerfield, IL
Alera Investment Advisors, LLC
John Kwasigroch is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securian Financial Services, Inc. and Triad Advisors, Inc. He is also involved with GCG Financial, providing fixed insurance products and investment advisory services. Alera Investment Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management with affiliate and independent managers, focusing on long-term allocations to mutual funds, ETFs, equities, and fixed income, while providing ERISA-related services for retirement plans.
Robert P
Series 66
Lake Forest, IL
Crescent Grove Advisors
Robert Peterson is a financial advisor at Crescent Grove Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at Crescent Grove Advisors since 2018, following a 17-year tenure at Ayco/Goldman Sachs. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by an investment committee and access to a broad range of investment options.
Jacqueline B
Series 65
Libertyville, IL
Harbour Investments, Inc.
Jacqueline Bramel is a financial advisor at Harbour Investments, Inc. with one year of industry experience. Prior to joining Harbour, she worked at Beacon Wealth Advisors and has a background that includes 14 years at HomeMaker. She volunteers as a board member for the Special Olympics of Illinois, participating in fundraising and event activities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized strategies and offers model-based solutions through a subscription platform.
Luke H
Series 66
Elmhurst, IL
Lasalle St. Investment Advisors, L.L.C.
Luke Hofsommer is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding a Series 66 designation and 11 years of industry experience. He has worked at LaSalle St Securities LLC and Raymond James Financial Services Advisors. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs and supervises third-party managers across a diverse mix of asset classes.
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...
2,737 advisors near
60093
within the area shown on the map
Out of 400,000+ nationwide