Overwhelmed by options?
Answer a few questions to see advisors matched to you.
131 advisors near
60468
within the area shown on the map
Out of 400,000+ nationwide
Kenneth S
ChFC®, Series 63
Frankfort, IL
OSAIC
Kenneth Schuyler is a financial advisor with OSAIC in Frankfort, IL, holding the ChFC® designation and Series 63 license, with 18 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and Securities America, Inc., among other firms. Outside of his advisory role, he has taken part in financial education by speaking at community colleges and Governors State University on topics such as financial responsibility and retirement savings, and he operates the financial resource website FinancialFitness101.org. OSAIC serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. Through a large network of affiliated advisers, the firm provides brokerage and investment advisory services along with financial planning and managed account solutions using a range of asset-allocation tools and third-party platforms.
Maria A
Series 63, Series 66
Crete, IL
Edward Jones
Maria Abney is a financial advisor with Edward Jones in Crete, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Edward Jones since 2018 and previously worked at Farmland Fabrication Co, a small business specializing in steel welding, where she was co-owner and vice president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.
Brad T
Series 66, Series 63
Frankfort, IL
J.P. Morgan Securities
Brad Terry is a financial advisor with J.P. Morgan Securities in Frankfort, IL. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Bank of America, Prudential Insurance, and Chubb. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a structured, non-discretionary process that combines quantitative asset-allocation modeling and centralized due diligence.
Lori D
Series 66, Series 65
Monee, IL
Cetera
Lori Derby is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 13 years of industry experience. She has worked at Cetera and Cetera Advisors LLC since 2019, with prior roles at Opus Wealth Partners and LPL Financial. She serves as executive manager at Megent Financial, a financial services firm, where she manages office operations. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.
Christina S
Series 63, Series 65
Frankfort, IL
LPL Financial
Christina Suchorabski is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research and technology solutions.
Patrick R
Series 63, Series 66
Frankfort, IL
Ameriprise
Patrick Rodgers is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes roles at Bank of America, Merrill, and PNC Bank. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, emphasizing a range of advisory, brokerage, and insurance solutions through affiliated companies.
Ian C
Series 66
Bourbonnais, IL
Thrivent Investment Management
Ian Cole is a financial advisor at Thrivent Investment Management with six years of industry experience and holds a Series 66 designation. Prior to joining Thrivent, he worked at Olivet Nazarene University and Momence Church of the Nazarene. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics without portfolio management or institutional advisory services. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.
Alex L
Series 66
Bourbonnais, IL
Edward Jones
Alex Leiser is a financial advisor at Edward Jones in Bourbonnais, Illinois, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Vista Wealth Advisors/Wells Fargo Advisors Financial Network LLC from 2024 to 2026 and at SMB Capital/KERSCHNER TRADE GROUP from 2022 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.
Susan F
Series 63, Series 65
Bourbonnais, IL
Wells Fargo Advisors
Susan Feller is a financial advisor with Wells Fargo Advisors in Bourbonnais, IL, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with Wells Fargo Advisors and related affiliates since 2009. Outside of her advisory work, she serves on the finance committee of St. Margaret Mary Catholic Church and is involved in her family’s farm business and her spouse’s architecture and construction enterprises. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.
James B
Series 66
New Lenox, IL
Edward Jones
James Budzinski is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 40 years at Xerox Corporation. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Kevin R
Series 63, Series 65
Chicago Heights, IL
LPL Financial
Kevin Raftery is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at LPL Financial since 2010 and concurrently holds a role at Old National Bank since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.
Jeffrey O
CFP®, Series 63, Series 66
Frankfort, IL
LPL Financial
Jeffrey Otway is a CFP® with 13 years of experience in the financial services industry. He is currently an advisor with LPL Financial and previously worked at Edward Jones, TD Ameritrade, and EF Legacy Securities. Outside of his advisory work, he is a musician and performs as the lead guitarist in a live cover band called Cellar Door. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management alongside research from both internal and third-party sources.
Marsha P
Series 63, Series 65
Bourbonnais, IL
Ameriprise
Marsha Peterson is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she has inherited interests in oil, gas, and mineral leases, as well as family farm properties. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports.
Joseph W
Series 63, Series 65
Frankfort, IL
Ameriprise
Joseph Wojcik is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is involved in a real estate business that manages office rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.
David G
Series 66, Series 63
Frankfort, IL
LPL Financial
David Gustafson is a financial advisor at LPL Financial with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining LPL Financial, he worked at J & J Ventures Inc, PNC Bank, and Chase Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various technologies.
Ronald O
CFP®, Series 63, Series 65
Bourbonnais, IL
STIFEL
Ronald Ouwenga is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, he worked at Morgan Stanley Private Bank, N.A. from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Sean C
Series 63, Series 66
Crete, IL
LPL Financial
Sean Claiborne is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at LPL Financial since 2025 and has been self-employed with Vexint Co. since 1997. Outside of his advisory role, he engages in rideshare driving on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, supported by in-house and third-party research and technology.
Michael B
Series 63, Series 65
Bourbonnais, IL
STIFEL
Michael Bruner is a financial advisor at Stifel with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously was with Morgan Stanley Private Bank for three years. Outside of his advisory role, Bruner serves as a municipal trustee in Herscher, Illinois, manages a low-income housing property as president of Herscher Townhouses Inc., and holds leadership roles at Trinity Lutheran Church and the Herscher Foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.
Tyler B
Series 66
Frankfort, IL
J.P. Morgan Securities
Tyler Berg is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior experience at Equitable Financial Life Insurance and Equitable Advisors LLC. His work history also includes roles outside the financial sector, such as with the Prestige Baseball Organization and Palos Parks Public Works. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.
Robert N
Series 65
Manhattan, IL
LPL Financial
Robert Naselli is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 65 credential and has been with LPL Financial since 2024. Prior to joining LPL, he worked at Avantax Planning Partners, Inc. from 2022 to 2024 and has been owner of Topel Forman LLC, a tax preparation and accounting firm, since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.
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...
131 advisors near
60468
within the area shown on the map
Out of 400,000+ nationwide