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Casey C
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Casey Ciesla is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, Casey worked at Desrochers Backyard Pools & Spas for three years. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses a variety of investment strategies, including strategic and dynamic asset-allocation models and options-enhanced strategies, while operating a turnkey asset management platform and serving as a sub-advisor to other advisory programs.
Traci E
ChFC®, Series 63
Wheaton, IL
Kestra Advisory
Traci Eisner is a financial advisor with Kestra Advisory Services, holding the ChFC® and Series 63 designations and bringing 23 years of industry experience. She has worked extensively with Kestra Investment Services and Bensman & Associates Ltd prior to her current role. Eisner also engages in case design and insurance plan consulting through multiple affiliated financial and insurance entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms, with a client base that includes large institutional investors and sovereign wealth funds.
Daniel C
Series 63, Series 66
Wheaton, IL
Commonwealth Financial Network
Daniel Carthew is a financial advisor with Commonwealth Financial Network in Wheaton, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Murphy Financial Group, Raymond James Financial Services, Crux Wealth Advisors, Kestra Investment Services, and Favia Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers various program structures including discretionary model portfolios and personalized indexing options.
George D
Series 63, Series 65
St. Charles, IL
FIFTH THIRD SECURITIES, Inc.
George Dogandjiev is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Star Logistics Solutions LLC. Outside of his advisory role, he owns Level Solutions LLC, a business consulting firm. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.
Brian G
Series 66
Batavia, IL
William Blair
Brian Gilmore is a financial advisor at William Blair with a Series 66 designation and 10 years of industry experience. He has worked at William Blair since 2022 and previously spent seven years at PNC Wealth Management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across a range of asset classes and provides proprietary models and access to private funds and co-investment opportunities.
Dariusz G
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Dariusz Godlewski is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2013. In addition to his advisory role, he owns Financial Wealth Alliance Inc., an independent life insurance and annuity business. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and managed accounts.
Patricia P
Series 63, Series 66
Aurora, IL
FIFTH THIRD SECURITIES, Inc.
Patricia Prado Gutierrez is a financial advisor with Fifth Third Securities, Inc. in Aurora, Illinois, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Fifth Third Securities since 2014 and has a longer tenure with Fifth Third Bank dating back to 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, corporations, and institutional investors. The firm combines bank affiliation with broker-dealer and municipal advisor registrations, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.
Jerard W
Series 63, Series 66
Wheaton, IL
Brookstone Capital Management LLC
Jerard Woods is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Performance Trust Capital Partners, LLC for six years. Outside of his advisory role, he is also a musician. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses strategic and dynamic asset-allocation models, integrates proprietary and affiliated funds, and offers discretionary portfolio management through various investment vehicles and sub-advisory relationships.
Nathan P
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Nathan Parchman is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Cambridge Capital Management, LLC and Regions Bank. Outside of his advisory role, he is an owner of Nitro Family Foods, a local food production business, and serves as an alderman for the City of O'Fallon, where he participates in municipal lawmaking. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with turnkey asset management platform services.
Anthony W
Series 66
Wheaton, IL
Brookstone Capital Management LLC
Anthony Wheeler is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at FIS Brokerage & Securities Services LLC, Edward Jones, Old Second National Bank, and The First National Bank in Amboy. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment vehicles, and serves as both an investment advisor representative platform and a sub-advisor to other advisory programs.
Timothy M
CFP®, Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Timothy March is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2020 and previously worked at First Trust Portfolios L.P. for 12 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
William H
ChFC®, Series 63, Series 65
Oswego, IL
Private Advisor Group, LLC
William Hammond is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His prior roles include positions at T2 Asset Management, LLC, Woodbury Financial Services, Inc., and LaSalle St. Investment Advisors, L.L.C. In addition to investment advisory services, Mr. Hammond provides tax advice and tax preparation through Hammond Capital Management Ltd, separate from his work with Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model and integrates both proprietary and third-party investment platforms.
Frank P
Series 63, Series 65
Joliet, IL
Lincoln Investment
Frank Palmasani is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles at Sourcebooks and Great American Advisors, Inc., as well as over three decades at Hinsdale South High School. He has worked with Lincoln Investment for 16 years. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.
Joshua G
Series 63, Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Joshua Green is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Benjamin F. Edwards, he worked at T. Rowe Price, American Funds, and Invesco. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charities, corporations, and institutions. The firm provides a range of services such as financial planning, investment management, and retirement plan consulting through fee-based wrap programs and uses both strategic allocations and tactical adjustments in its investment models.
Garrett H
Series 63, Series 65
Naperville, IL
Integrated Wealth Concepts LLC
Garrett Hall is a financial advisor at Integrated Wealth Concepts LLC in Naperville, IL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at LPL Financial, CCO Staffing, CCO Capital, Cole Capital Corporation, and Equity Fund Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios primarily comprised of mutual funds, ETFs, equities, and fixed income with a long-term approach complemented by shorter-term trading for rebalancing and cash needs.
Courtney L
Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Courtney Lach is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 12 years of industry experience, including her tenure at Morgan Stanley since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a range of strategies and an internal trading desk to support its advisors and clients.
James B
Series 65, Series 63
Naperville, IL
Stratos Wealth Partners, Ltd
James Blaydes is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Securities America, Inc. and OSAIC. Outside of his advisory duties, he serves as President of his condominium association. Stratos Wealth Partners serves individual and institutional clients, offering financial planning, advisor-managed portfolios, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies.
Nicholas S
Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Nicholas Swan is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his advisory role, he was involved in various community church organizations from 2007 to 2025. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs and financial planning services, supported by several hundred advisors and tens of billions in assets under management.
Datta Prasad J
Series 63, Series 65
Plainfield, IL
Integrity Alliance, LLC
Datta Prasad Janamanchi is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. Outside of his advisory role, he is involved in life and health insurance sales through multiple business activities. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a large network of advisors, offering a variety of portfolio management and financial planning services alongside third-party manager referrals.
Rajeswaran V
Series 63, Series 65
Lisle, IL
VOYA Financial Advisors, Inc.
Rajeswaran Venkatraman is a financial advisor with VOYA Financial Advisors, Inc. in Lisle, Illinois, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Venkatraman serves as treasurer for the Highland Field Home Owners Association, where he oversees financial statements and budget approvals. VOYA Financial Advisors serves a broad mix of individual and institutional clients, including retirement plan sponsors and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary, recommendation-based advisory services.
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1,414 advisors near
60538
within the area shown on the map
Out of 400,000+ nationwide