Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Ledion I

Series 63, Series 65

Darien, IL

LPL Financial

Ledion Isufi is a financial advisor with LPL Financial in Darien, IL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory services, Isufi acts as a notary and is an agent for non-variable insurance products. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Adam B

Series 63, Series 66

Frankfort, IL

Cetera

Adam Beierle is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with firms including Nestlehut Financial Services and SSN Advisory. Outside of advising, he manages Beierle Holdings LLC, a business focused on expense management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Kevin W

Series 66

Oak Forest, IL

Cetera

Kevin Wallace is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Avantax, along with part-time tax preparation activities through P&L Accounting & Tax. He is based in Oak Forest, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio strategies supported by affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Mark N

ChFC®, Series 63

Oaklawn, IL

Cambridge Investment Research Advisors

Mark Nawrocki is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cambridge, he worked at Brooklight Place Securities, Inc. and Interactive Financial Advisors. Outside of his advisory role, Nawrocki owns and operates a fixed insurance sales and service business and is a certified public accountant. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals, utilizing multiple custody platforms and model-based investment solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

George E

Series 63, Series 65

Burr Ridge, IL

J.P. Morgan Securities

George Eleftheropoulos is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Jason G

Series 66

Munster, IN

Thrivent Investment Management

Jason Gena is a Series 66-credentialed financial advisor with Thrivent Investment Management in Munster, IN, where he has worked for 10 years. He serves as the chairperson of the board of education at St. Paul's Evangelical Lutheran Church, a Lutheran school focused on student development through faith and knowledge. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning on a one-time or ongoing basis without portfolio management or discretionary trading authority.

Business ownership considerations
firm logo

Kevin K

Series 66

Flossmoor, IL

Edward Jones

Kevin Kaminski is a financial advisor at Edward Jones in Flossmoor, Illinois, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Cristy R

Series 63, Series 66

Orland Park, IL

J.P. Morgan Securities

Cristy Ryan is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has been with J.P. Morgan Securities since 2014 and has also worked with JPMORGAN Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Christina V

Series 66

Orland Park, IL

Morgan Stanley

Christina Valtierra is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 credential with 1 year of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar
firm logo

Ewa K

Series 63, Series 66

Frankfort, IL

J.P. Morgan Securities

Ewa Karim is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, NA since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Kenneth Y

Series 63, Series 65

Highland, IN

Ameriprise

Kenneth Youga is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic automation to support its advisory process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Michael E

Series 66

Frankfort, IL

LPL Financial

Michael Edmonds is a financial advisor with LPL Financial and holds a Series 66 designation. He has six years of industry experience, having previously worked at CGO Wealth Management, Edward Jones, and a law office. His other business activities include involvement with MCE Capital, LLC, a business entity unrelated to investments used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology solutions.

College savings (529s, UTMA, etc.)
user avatar
firm logo

James M

Series 63, Series 66

Munster, IN

Edward Jones

James Mulkey is a financial advisor with Edward Jones in Munster, IN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1983. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Eric N

Series 63, Series 65

Burr Ridge, IL

OSAIC

Eric Nelson is a financial advisor at OSAIC with 18 years of industry experience. He has worked at Woodbury Financial Services, Inc. and The Pension Specialists, and currently serves in the US Army Reserves. Nelson is also involved in processing life insurance applications through his role at EJN Solutions. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Gabriela M

Series 66

Dyer, IN

OSAIC

Gabriela Minotti is a financial advisor with OSAIC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Woodbury Financial Services and the City of Chicago. Outside of her advisory work, she is president of a legal services corporation providing estate planning. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Dina S

Series 66

Orland Park, IL

Fidelity

Dina Sarlas is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Nick's Embroidery and held teaching positions at Moraine Valley Community College, Saint Xavier University, and Carl Sandburg High School. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, including model portfolios for intermediary platforms.

Charitable giving & philanthropy Active portfolio management
firm logo

Robert P

Series 66

Frankfort, IL

Edward Jones

Robert Pomorski is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Verax Biomedical for six years and Fresenius-Kabi (Fenwal) for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Gulio G

Series 66

Orland Park, IL

Morgan Stanley

Gulio Giometti is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and proprietary tools to develop tailored plans.

General estate planning guidance
user avatar
firm logo

Joseph N

CFP®, Series 63

Lemont, IL

OSAIC

Joseph Nawrocki is a CFP® professional with 38 years of experience in financial advising. He is currently with OSAIC and has previously been affiliated with Grove Point Advisors, LLC, and Grove Point Investments, LLC. He also serves as president and owner of Joseph A. Nawrocki, Inc., where he uses fixed annuities and life insurance products as part of his financial planning process. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Louis M

Series 63, Series 65

Lemont, IL

OSAIC

Louis Miller is a financial advisor at Osaic Wealth, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, Miller is the president of Financial Vistas, a sole proprietorship engaged in selling traditional fixed life insurance, fixed annuities, group health insurance, disability, and long-term care products. Osaic Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using a range of asset-allocation tools and investment vehicles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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")