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Ryan B
Series 65
Tinley Park, IL
Midwest Financial Network, LLC
Ryan Biniak is a financial advisor at Midwest Financial Network, LLC with eight years of industry experience. He holds the Series 65 designation and has worked previously at EverGreen Capital Management and RK Advisors. Outside of his advisory role, Biniak is also an insurance agent, spending a portion of his time on insurance sales and service. Midwest Financial Network serves individual investors, businesses, and retirement-plan sponsors, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a Core + Satellite investment approach combining passive and active strategies and places a notable emphasis on client education through seminars.
Egon M
Series 65
Orland Park, IL
Contour Financial
Egon Menker is a financial advisor at Contour Financial with 24 years of industry experience. He holds a Series 65 designation and has been with Contour Financial since 2001. Contour Financial serves individual households focused on retirement planning and investment management, primarily for clients who are not high-net-worth. The firm offers diversified portfolios using mutual funds and ETFs alongside comprehensive financial planning services, operating as a fee-only fiduciary under the NAPFA code.
Christopher O
Series 63, Series 65
New Lenox, IL
North South Capital, LLC
Christopher Odonnell is a financial advisor at North South Capital, LLC with 23 years of industry experience. He has held his current role since 2008 and holds Series 63 and Series 65 licenses. Additionally, he is a licensed life insurance agent. North South Capital serves individual and high-net-worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory services, financial planning, securities advice, and insurance product recommendations.
Brian B
Series 65, Series 63
Lemont, IL
Pensinger Financial, Inc.
Brian Bardachowski is a financial advisor at Pensinger Financial, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and has operated Wisdom Financial, Inc., a mortgage brokerage firm, since 2007 where he serves as owner and mortgage loan originator. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses, focusing on long-term investing through indexed equities and fixed income using mutual funds and ETFs. The firm emphasizes documented risk tolerance, regular portfolio monitoring, and annual reviews.
Eliseo Jojo P
Series 63, Series 66
Hammond, IN
P/E Capital Investments
Eliseo Jojo Prisno is a financial advisor at P/E Capital Investments with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has served in senior roles at P/E Capital Investment Management Partners since 2014. P/E Capital provides discretionary investment management and advisory services to individuals, trusts, charitable organizations, corporations, and retirement accounts. The firm employs a total-return oriented approach using quantitative, fundamental, technical, and cyclical analysis, offering diverse strategies including model portfolios, a fund-of-funds solution via Ameritas separate accounts, and a technology-focused growth hedge program executed through Interactive Brokers.
Charles C
Series 63, Series 65
Olympia Fields, IL
Lexus Wealth Management
Charles Clemons is a financial advisor with Lexus Wealth Management, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at EverGreen Capital Management for nine years and has been involved in insurance sales through various carriers since 2009. Lexus Wealth Management serves individual, high-net-worth, and institutional clients, managing approximately $42.3 million across about 279 accounts. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches, focusing on strategic asset allocation and regular portfolio reviews.
Timothy R
Series 63
Midlothian, IL
Tim Reeves & Associates
Timothy Reeves is the sole advisor at Tim Reeves & Associates in Midlothian, IL, holding a Series 63 designation with 51 years of industry experience. He has worked at Fortune Financial Services, Inc. since 2015 and has operated Tim Reeves & Associates since 1972. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, alongside financial planning services. The firm uses hourly and flat fee arrangements rather than asset-based fees and often recommends mutual funds, variable annuities, and insurance products as part of its advisory approach.
Aaron V
Series 63, Series 66
New Lenox, IL
North South Capital, LLC
Aaron Vasil is a financial advisor at North South Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North South Capital since 2009. In addition to his advisory role, he is a partner at Fundamental Financial Group, LLC, where he offers insurance products to securities clients and teaches college courses approximately one night per month. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs multiple methods of analysis and goal- and risk-based model allocations, tailoring plans through client interviews and periodic reviews, and combines investment advisory and broker-dealer services with a focus on education and conflict monitoring.
Timothy S
Series 63, Series 65
Dyer, IN
Gineris Wealth Management
Timothy Shaw is a financial advisor with Gineris Wealth Management, holding Series 63 and Series 65 licenses and over 24 years of industry experience. His career includes roles at Osaic, FNML, Inc., and World Equity Group, Inc. He is also a silent partner and board member of an accounting firm, Gineris & Associates. Gineris Wealth Management serves individual clients and small businesses, offering non-discretionary portfolio management, hourly financial planning, and access to third-party advisory programs. The firm emphasizes diversified asset allocation and long-term investment strategies, recommending model portfolios and third-party sub-advisers while implementing changes only with client approval.
Michael C
Series 66
Homewood, IL
Savant Investment Advisers, Inc.
Michael Cameron is a financial advisor at Savant Investment Advisers, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Savant & Associates, Inc. since 2013. His other business activities include insurance sales focused on fixed annuities and life insurance. Savant provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach centers on asset-allocation planning and risk tolerance, offering model and advisor-managed portfolios with continuous monitoring and periodic rebalancing.
Daoran A
Series 66
Frankfort, IL
JT Asset Allocation LLC
Daoran Alabin is a financial advisor at JT Asset Allocation LLC with six years of industry experience. He holds the Series 66 designation and has worked with First Allied Securities, Inc. and Smartcorr Systems Inc. Prior to joining JT Asset Allocation, he has been active in advisory and other business roles since 2016. JT Asset Allocation LLC is a small registered investment adviser that provides discretionary portfolio management and individualized investment plans for private individuals. The firm emphasizes portfolio construction, asset allocation, and active monitoring, employing strategies that include derivatives and both long- and short-term trading.
Michael P
Series 66
Highland, IN
Atis, Inc
Michael Parianos is a financial advisor at Atis, Inc with a Series 66 credential and one year of industry experience. His background includes roles at Indiana University Northwest, Napelton Nissan, and Lake Central High School prior to joining Atis. Atis, Inc. serves individual investors and trusts, focusing on IRA rollovers and offering portfolio management along with financial, retirement, estate, and legacy planning. The firm utilizes fundamental and technical analysis with an emphasis on asset allocation and diversification through predetermined mutual fund and ETF models, primarily managing assets on a non-discretionary basis.
Joseph M
Series 66
Highland, IN
Atis, Inc
Joseph Mastej is a financial advisor at Atis, Inc with nine years of industry experience. He holds a Series 66 designation and has been with Atis since 2016. Atis, Inc serves individual investors and trusts, focusing on IRA rollovers and providing portfolio management, financial, retirement, estate, and legacy planning services. The firm primarily uses wrap-fee programs through RBC-sponsored platforms, emphasizing asset allocation and diversification with predetermined mutual fund and ETF models, and operates largely on a non-discretionary basis.
John E
Series 63, Series 65
Highland, IN
Atis, Inc
John Evanich is a financial advisor at Atis, Inc with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Atis since 2009, following five years at American Trust Investment Services, Inc. Outside of his advisory work, he is managing partner of Evolution Investments, LLC, which manages office facilities related to Atis. Atis, Inc serves individual investors and trusts, focusing on IRA rollovers through wrap-fee programs on RBC-sponsored platforms. The firm employs both fundamental and technical analysis with an emphasis on asset allocation and diversification, primarily managing assets on a non-discretionary basis.
Raymond K
Series 65, Series 63
Tinley Park, IL
Midwest Financial Network, LLC
Raymond Kozicki is a financial advisor with Midwest Financial Network, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has held positions at EverGreen Capital Management and Horter Investment Management, and has been self-employed since 2009. In addition to advisory work, he operates as an independent insurance agent. Midwest Financial Network serves individual investors, high-net-worth clients, businesses, and retirement-plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Core + Satellite investment approach, blending passive and active strategies, and emphasizes client education through seminars and retirement plan consulting.
Stephen T
Series 66
New Lenox, IL
North South Capital, LLC
Stephen Truesdale is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with four years of industry experience. He holds a Series 66 designation and previously worked for CN Railroad for ten years before joining North South Capital in 2021. Outside of advising, he manages a small rental property in Cedar Lake, Indiana. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across about 120 client accounts. The firm uses multiple methods of analysis and goal- and risk-based model allocations, offering discretionary portfolio management, financial planning, and insurance- and brokerage-related services.
Joel P
Series 66
Mokena, IL
GPS Financial Group, LLC
Joel Poortenga is a financial advisor at GPS Financial Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with GPS Financial Group since 2016. The firm provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. GPS Financial Group manages approximately $64 million in assets using a two-advisor structure and applies modern portfolio theory with a long-term trading approach, typically managing accounts on a discretionary basis.
Karen N
Series 65
Orland Park, IL
Contour Financial
Karen Nordstrom is a financial advisor at Contour Financial with 24 years of industry experience. She holds the Series 65 designation and has been with Contour Financial since 2001. Contour Financial serves individual households primarily focused on retirement planning and investment management, emphasizing clients who are not high-net-worth. The firm offers diversified portfolios mainly composed of mutual funds and ETFs, alongside comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.
Lisa C
Series 66
Homewood, IL
Savant Investment Advisers, Inc.
Lisa Cameron is a financial advisor with Savant Investment Advisers, Inc. She holds a Series 66 credential and has 21 years of industry experience. Cameron has been with Savant & Associates, Inc. and Royal Alliance Associates, Inc. since 2004 and also owns a CPA practice where she prepares income taxes. She serves as adjunct faculty at Moraine Valley Community College and is involved in consulting through Results Now, Inc. Savant Investment Advisers provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach emphasizes asset allocation, risk tolerance assessment, and continuous portfolio monitoring, utilizing model and advisor-managed portfolios with a variety of investment products.
Robert K
Series 66
Orland Park, IL
Casey Wealth Management, Inc.
Robert Kristof is a financial advisor at Casey Wealth Management, Inc. in Orland Park, Illinois, with 20 years of industry experience. He holds a Series 66 designation and has worked at Sammons Securities Company, LLC since 2009 while also maintaining his role at Casey Wealth Management since 2005. Casey Wealth Management, founded in 2002, provides customized financial planning, consulting, and investment management primarily to individual clients and occasionally to pension and profit-sharing plans. The firm employs fundamental security analysis and a buy-and-hold strategy with quarterly portfolio reviews, managing non-discretionary assets without focusing on high-net-worth households.
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669 advisors near
60443
within the area shown on the map
Out of 400,000+ nationwide