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785 advisors near
60411
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Out of 400,000+ nationwide
Peter G
Series 66
Lansing, IL
Cetera
Peter Germick is a financial advisor with Cetera and holds a Series 66 designation, bringing 28 years of industry experience. He has been associated with Cetera and its affiliated entities since 1998. Germick is also the owner of Hancock & Co., P.C., a CPA firm, and serves as treasurer of the Food Hangar Foundation, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with flexible investment strategies, encompassing discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Amie S
Series 66
Orland Park, IL
Cetera
Amie Sankey is a financial advisor with Cetera in Orland Park, IL, holding a Series 66 designation and over 10 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and Bill Hickey & Associates. Outside of her advisory work, she serves as treasurer of a nonprofit high school hockey club. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including third-party managers and bespoke strategies.
John D
Series 66
Palos Heights, IL
RBC Capital Markets
John Dwyer is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of internal and third-party investment managers.
Nicholas T
Series 66
Merrillville, IN
OSAIC
Nicholas Trajkovski is a financial advisor with OSAIC, holding a Series 66 designation and over 26 years of industry experience. He has been with OSAIC since 2007, following prior roles at SII Investments, Inc. and Merrill. Outside of his advisory work, he occasionally sells term life insurance policies to clients who request them. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools and supports a variety of investment programs, including Unified Managed Accounts and third-party money manager options.
Richard M
CFP®, Series 63
Orland Park, IL
LPL Financial
Richard Morowczynski is a CFP® professional affiliated with LPL Financial, with 33 years of industry experience. He previously worked for Avantax Advisory Services and Mutual of New York, holding various roles over two decades. Morowczynski also operates Morow Financial Network, which provides health and life insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Cailin S
Series 66
Mokena, IL
Ameriprise
Cailin Spiros is a financial advisor with Ameriprise in Saint John, Indiana, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Logan D
Series 66
Crown Point, IN
Edward Jones
Logan Dexter is a Series 66-licensed financial advisor with Edward Jones in Crown Point, Indiana, bringing seven years of industry experience. He has been with Edward Jones since 2019 and has previous experience at Co-Alliance and Purdue University. Outside of advising, Dexter is involved in property management through ownership of Dexter Properties 2 LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive retail advisor network and affiliated services such as a trust company and securities-based lending.
Michael H
Series 66
Orland Park, IL
Wells Fargo Clearing
Michael Herget is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Citigroup Global Markets, Citicorp Investment Services, Chase Investment Services Corp., Banc One Securities Corporation, and Merrill. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Denise C
Series 63, Series 66
Orland Park, IL
J.P. Morgan Securities
Denise Cerny is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and Chase Investment Services Corp. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.
Cecily D
Series 63, Series 66
Merrillville, IN
Wells Fargo Clearing
Cecily Dcruz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.
Grant G
Series 66
Merrillville, IN
Merrill
Grant Gingerich is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in executive compensation, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Grant works closely with clients to develop personalized financial plans that align with their unique ambitions and long-term goals. He holds a Bachelor's Degree from Indiana University Northwest and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Grant aims to provide clarity and transparency in wealth planning, helping clients navigate the complexities of investing. Outside of his professional role, Grant has interests in camping, chess, hiking, ice hockey, music, reading, skiing, traveling, and writing.
Ryan J
Series 63, Series 65
Tinley Park, IL
Cetera
Ryan Jonker is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Jonker & Associates since 2008, providing tax preparation and corporate accounting services. Additionally, he is the owner and CFO of Niche Interactive Media, Inc., an online affiliate marketing business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.
Alina W
Series 66
Mokena, IL
LPL Financial
Alina Wold is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and previously worked at First Midwest Bank from 2016 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.
David M
Series 65, Series 63
Orland Park, IL
Cetera
David Mallett is a financial advisor with Cetera, holding Series 65 and Series 63 designations. He has professional experience in financial services beginning in 2015, including roles at Morningstar Investment Management, Betterment, Ernst & Young, and Accenture. He joined Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a variety of investment management and planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.
Maria D
PFS™, Series 66
Orland Park, IL
OSAIC
Maria Delre is a financial advisor at OSAIC with 26 years of industry experience. She holds the PFS™ designation and Series 66 license. Her prior roles include tenures at Royal Alliance Associates, LPL Financial, and Waterstone Financial Group. Outside of advising, she owns Delre & Associates, Inc., a firm focused on tax preparation and accounting services. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and the use of third-party managers.
Caleb W
Series 66, Series 63
Orland Park, IL
Fidelity
Caleb Wilson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at DoorDash, Northwestern Mutual, Aflac, UTSAV Inc., and Foster Specialty Floors. He also worked as a self-employed referee with the US Soccer Federation for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across a broad range of funds.
Jeremiah M
Series 63, Series 66
Merrillville, IN
Wells Fargo Clearing
Jeremiah Muryasz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he serves as a guardian for his son. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Gregory K
Series 63, Series 65
Crown Point, IN
LPL Financial
Gregory Kuehl is a financial advisor with LPL Financial in Crown Point, IN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at New England Securities for four years before joining LPL Financial in 2007. Outside of his advisory role, he is involved in an internet start-up specializing in consumer revolving debt options and manages a family farm alongside his wife and parents. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with research tools and multiple investment strategies.
Richard O
Series 63, Series 66
Orland Park, IL
J.P. Morgan Securities
Richard Osty is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. In addition to his advisory role, he serves as a commissioner for the Village of Tinley Park, advising on economic development initiatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.
Donna L
Series 63, Series 65
Cedar Lake, IN
Cetera
Donna Lameka is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Cetera and its affiliates since 2021 and previously was with Voya Financial Advisors from 2015 to 2021. Lameka is also the owner of Lameka Financial and an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a range of investment strategies under discretionary and non-discretionary authorities.
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785 advisors near
60411
within the area shown on the map
Out of 400,000+ nationwide