Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

3,660 advisors near
60185

Out of 400,000+ nationwide

user avatar
firm logo

Valerie L

Series 66

Lombard, IL

Capital Analysts

Valerie Love Parker is a financial advisor at Capital Analysts with 22 years of industry experience and holds a Series 66 designation. She has worked at Lincoln Investment since 2017 and previously at Legend Equities Corporation and Waddell & Reed. Outside of her advisory role, she is the CEO and founder of Phoenix Financial for Abundant Prosperous Life, where she promotes financial literacy through educational workshops targeted at youth and young adults. Additionally, she volunteers in community advocacy and works as an usher at Broadway in Chicago. Capital Analysts serves a diverse clientele, including retail and institutional investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice delivered through a combination of in-house discretionary management and advisor-managed third-party strategies.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
user avatar
firm logo

Ethan O

CFP®, Series 66

Oakbrook Terrace, IL

Maia Wealth

Ethan Ogden is a CFP® with seven years of industry experience currently affiliated with Maia Wealth. He has held roles at firms including Foreside Fund Services, Innovator Capital Management, and Astor Investment Management. Outside of his advisory work, he serves as managing member of Odgen Ventures, LLC, a bookkeeping entity related to his financial planning services. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment strategy complemented by tactical adjustments and integrates technology and third-party platforms in portfolio implementation.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Richard L

CFP®, Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Richard London is a CFP® professional with 20 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has held positions at multiple firms, including Securities America Advisors and Cooper McManus. Outside of his advisory work, he is involved in insurance sales as a financial advisor. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable focus on non-discretionary asset management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar
firm logo

Symour J

CFP®, Series 63

Downers Grove, IL

Wealthcare Advisory Partners LLC

Symour Jacobs is a CFP® with 36 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2021. Prior to that, he was with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for over a decade, and also operated Sy Jacobs CFP LLC. Jacobs is also an independent insurance agent for various insurance companies. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative and private placement investments. Their advisory process integrates goals-based planning with an evidence-based investment framework supported by proprietary quantitative tools.

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

John K

Series 63, Series 65

Oakbrook Terrace, IL

IHT Wealth Management LLC

John Kinsella is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar
firm logo

Jeannette A

Series 63, Series 65

Itasca, IL

Thurston Springer Advisors

Jeannette Adcock is a financial advisor at Thurston Springer Advisors with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at David A. Noyes & Company, Wayne Hummer Investments, Wells Fargo Clearing, and Prudential Equity Group. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a mix of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar
firm logo

Richard D

Series 63, Series 66

Downers Grove, IL

Highpoint Planning Partners

Richard Debruin III is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 registrations and possessing 17 years of industry experience. He has been with Highpoint Advisor Group, LLC and LPL Financial since 2013. Highpoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, employing fundamental analysis to construct client investment policies and utilizing a range of investment vehicles and program platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Conner T

Series 63, Series 65

Oakbrook Terrace, IL

Mutual Of Omaha Investor Services, Inc.

Conner Tilmon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining the firm, he worked at Mutual of Omaha Insurance Company, Epic Valet, We-Ko-Pa Golf Resort, and Rockford Country Club. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and supports a range of client-directed discretionary authority arrangements.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

Pavlo Y

Series 66

Downers Grove, IL

Highpoint Planning Partners

Pavlo Yanytskyy is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Ameriprise and LPL Financial. Outside of advising, he is involved with Opewek Inc as a laborer. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing a combination of fundamental analysis and multiple investment platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Jason B

CFP®, Series 63

Lombard, IL

OnePoint BFG Wealth Partners

Jason Balogh is a CFP® professional with six years of experience in financial services. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of advising, he may earn commissions from insurance product sales. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Joseph M

Series 65

Naperville, IL

Encompass More Asset Management LLC

Joseph Mougette is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at Appreciation Financial, Carmax, and Aramark Corp. He is also a licensed independent insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus exclusively on individual and HNW investors.

Private / alternative investments
user avatar
firm logo

Amy M

Series 63, Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Amy Marker is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 designations and over 30 years of industry experience. Her prior roles include positions at Edward Jones and Northern Trust. She has worked at Ausdal Financial Partners in two separate tenures totaling nine years. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of investment services and tailors strategies to client objectives, utilizing multiple custodians and integrating third-party managers in its solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

George C

Series 63, Series 65

Schaumburg, IL

Virtue Capital Management, LLC

George Clougher is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at OneAmerica Securities, Red Oak Risk Management, Praxis Capital Management, Safe Money Concepts, and MPS-LORIA Financial Planners. He is also involved in non-variable insurance sales. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a multi-team model to tailor portfolios to client goals and risk tolerance through tactical, strategic, and dynamic investment approaches.

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Steven B

Series 63, Series 65

Naperville, IL

Ausdal Financial Partners, Inc.

Steven Bruno is a financial advisor with Ausdal Financial Partners, Inc. based in Naperville, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work history includes roles at M. Brown Financial Advisors and Thumbprint, Inc. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a range of services including advisor-managed accounts and retirement plan advisory, with investment strategies tailored to clients’ objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Bradley U

Series 66

Schaumburg, IL

World Equity Group, Inc.

Bradley Underwood is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding a Series 66 credential and over 23 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, Underwood is involved in several entrepreneurial and consulting activities, including providing payroll, benefits, and HR services through Professional Employer Organizations as an independent contractor and offering prepaid legal and identity protection services. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, pensions, trusts, and business entities. The firm employs risk-tolerance questionnaires to guide asset allocation and offers managed portfolios with discretionary authority granted to third-party money managers and investment adviser representatives.

Active portfolio management
user avatar
firm logo

Colin K

Series 66

Oak Brook, IL

Belpointe Asset Management LLC

Colin Kelty is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and MB Financial Bank. Outside of his advisory role, he is involved in a tax planning business and participates in theatre production and venue management. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a customizable approach that includes passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Erin C

Series 66

Downers Grove, IL

Highpoint Planning Partners

Erin Carter is a financial advisor with Highpoint Planning Partners, holding a Series 66 license and bringing 13 years of industry experience. She has been affiliated with HighPoint Advisor Group, LLC (doing business as OnPath Financial) and LPL Financial since 2013. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a variety of investment approaches including fundamental analysis and third-party platforms to implement portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Richard L

Series 63, Series 66

Downers Grove, IL

Highpoint Planning Partners

Richard Lloyd Jr. is a financial advisor with Highpoint Planning Partners who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has been with Highpoint Advisor Group and LPL Financial since 2014, and he is also president of R. Lloyd & Company, Ltd., a full-service accounting firm he founded in 1980. In addition to his advisory role, he serves as co-trustee of a revocable trust. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and comprehensive financial planning, constructing client investment policies through fundamental analysis and utilizing a range of investment vehicles and third-party platforms to deliver advisory services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

John B

Series 66

Downers Grove, IL

Highpoint Planning Partners

John Boyer is a financial advisor with Highpoint Planning Partners, holding a Series 66 credential and 24 years of industry experience. He has worked at LPL Financial since 2013 and was previously with Level Four Advisory Services LLC. Boyer also provides investment advisory services through HighPoint Advisor Group, LLC. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and uses fundamental analysis to construct client investment policies across a range of securities and third-party platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Justin L

CFP®, Series 66

Downers Grove, IL

JMG Financial Group Ltd

Justin Lesch is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. He has worked at JMG Financial Group Ltd since 2013. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial and retirement consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers tax consulting, private investment fund advice, and distinctive operational features such as held-away account management and account aggregation tools.

Tax-loss harvesting Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
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")