Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

65 advisors near
60950

Out of 400,000+ nationwide

user avatar
firm logo

Thomas V

Series 63, Series 66

Bourbonnais, IL

Edward Jones

Thomas Vaccaro is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets 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

Donna W

Series 63, Series 66

Bourbonnais, IL

Wells Fargo Advisors

Donna Wascher is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has been with Wells Fargo in various capacities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she co-owns a rental property with her spouse. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and delivers tailored recommendations using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
firm logo

Christopher S

Series 66

Wilmington, IL

Edward Jones

Christopher Scholtes is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at MetLife for 23 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

General retirement planning Wealth management Educators, Teachers, and Academics Sales Professional Young Professionals Established Professionals
user avatar
firm logo

Chad M

Series 66

Bourbonnais, IL

Raymond James Financial

Chad Mc Cleary is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and has a long career background that includes sixteen years at Court Street Ford. Outside of his advisory role, he is an independent contractor financial advisor with Faber Financial Group. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, and institutional clients, providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on technology and specialized municipal and public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jeff S

Series 66

Bourbonnais, IL

STIFEL

Jeff Schimmelpfennig is a financial advisor with Stifel who holds a Series 66 designation and has 18 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent three years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Schimmelpfennig serves as Commissioner for the Chicagoland Collegiate Athletic Conference. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar
firm logo

Nicholas B

Series 63, Series 66

Bourbonnais, IL

Ameriprise

Nicholas Bufford is a financial advisor with Ameriprise in Kankakee, Illinois, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He previously worked at Investment Professionals Inc before joining Ameriprise Financial Services, Inc., and then Ameriprise. Bufford serves on the boards of the YMCA of Kankakee and Limestone Youth Baseball/Softball and is a committee member of the Community Foundation of Kankakee River Valley. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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

Joseph R

Series 63, Series 65

Bourbonnais, IL

Wells Fargo Advisors

Joseph Romary is a financial advisor with Wells Fargo Advisors in Bourbonnais, Illinois, holding Series 63 and Series 65 designations and 29 years of industry experience. His career within Wells Fargo includes roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Advisors since 2009. He also has an ownership interest in Vista Wealth Advisors, LLC, where he is actively involved. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Michael M

Series 65

Wilmington, IL

Raymond James Financial

Michael Merten is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 65 designation and has been with Raymond James Financial Services Advisors Inc. since 2009. Outside of his advisory role, he provides accounting, bookkeeping, payroll, and tax preparation services through Chamness & Merten. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Carole E

Series 63, Series 65

Bourbonnais, IL

Raymond James Financial

Carole Eckberg is a financial advisor with Raymond James Financial in Bourbonnais, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Raymond James Financial and Raymond James Financial Services since 2011. Outside of her advisory role, she works as a sales assistant and cashier at Faber Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and promotes implementation through its advisory programs and other providers, with a notable affiliation to a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Susan H

Series 63, Series 65

Bourbonnais, IL

Raymond James Financial

Susan Hoover is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has held roles at Raymond James Financial Services, Inc. since 2001. Outside of her advisory work, she serves on the zoning board in Sheldon, Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

James W

Series 63, Series 65

Manteno, IL

Edward Jones

James Woods is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services. There are no notable outside business activities reported. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies supported by a large nationwide network of advisors and branch offices.

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

Susan L

Series 63, Series 66

Manteno, IL

Raymond James Financial

Susan Lockwood is a financial advisor at Raymond James Financial with 39 years of industry experience. Her career includes roles at Midland States Bank, HomeStar Bank, and Raymond James Financial Services Advisors. She holds Series 63 and Series 66 designations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor recommendations and supports both advisory programs and institutional portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Karyn M

Series 63, Series 66

Manhattan, IL

UBS Financial Services

Karyn Mitrano is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior roles include nine years at Morgan Stanley and five years at Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

David F

Series 63, Series 65

Bourbonnais, IL

Raymond James Financial

David Faber is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2011. In addition to his advisory role, he owns and operates an insurance agency that offers group and individual health insurance, life and disability options, Medicare supplements, and property and casualty insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm delivers tailored, non-discretionary planning using analytical tools and supports a large network of advisors with both institutional consulting and portfolio management services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Robert W

Series 66

Beecher, IL

Cetera

Robert Walker is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, The Federal Savings Bank, and several regional banks. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with both discretionary and non-discretionary program options.

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

Michael W

Series 66

Bourbonnais, IL

Thrivent Investment Management

Michael Williams is a financial advisor with Thrivent Investment Management in Bourbonnais, IL, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Thrivent Financial and its affiliated investment management firm since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without implementing those recommendations. The firm combines planning with managed-account programs through a consolidated billing option while maintaining separate planning and investment services.

Business ownership considerations
firm logo

Pamela R

Series 63, Series 65

Bradley, IL

Edward Jones

Pamela Regel is a financial advisor at Edward Jones with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Molly M

Series 63, Series 66

Kankakee, IL

Fidelity

Molly Munneke is a financial advisor with Fidelity in Kankakee, IL, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes positions at Fidelity Investments since 2022, as well as prior roles in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Jason S

Series 63, Series 65

Bourbonnais, IL

Wells Fargo Advisors

Jason Soucie is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. He also serves as an investment committee member for the Riverside Healthcare Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses Wells Fargo research and tools to develop tailored recommendations for its clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Joseph S

CFP®, Series 63, Series 65

Bourbonnais, IL

STIFEL

Joseph Sikma is a CFP® professional with three years of experience in financial advising, currently with Stifel since 2022. Before joining Stifel, he worked at PrairieView Wealth Partners and has held roles in both community education and manufacturing. Outside of his advising role, he serves on finance committees for local organizations including a church and a YMCA, and also proctors college admissions exams at a community college. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, providing brokerage and advisory services along with financial planning supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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")