Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Tyler P

Series 66

Crystal Lake, IL

LPL Financial

Tyler Pesola is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. He has also worked outside the financial industry, including at Amazon and Olive Garden. 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, utilizing model portfolios, third-party asset managers, and customized strategies across various account types.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Michael M

Series 66

Libertyville, IL

Robert Baird & Co.

Michael Marella III is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2007. Outside of his advisory role, he is involved with The Land Barons LLC, an LLC focused on real estate rental properties, where he handles general maintenance and bookkeeping. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations, with both discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Michael D

Series 63, Series 65

Lake Zurich, IL

LPL Financial

Michael Davern is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Cetera Advisor Networks and Cetera, and has been involved with Exemplar Tax & Accounting since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Terrence M

Series 63, Series 65

Lake in the Hills, IL

Cambridge Investment Research Advisors

Terrence Maryniw is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has operated Maryniw Financial since 1985. He is also a partner in Monetary Solutions, LLC, a non-investment-related business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, offering financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Quinn L

Series 66

Antioch, IL

Fidelity

Quinn Landl is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to his current role, he had positions at The Prudential Insurance Company of America and Pruco Securities LLC. He also spent time working at the Krannert Art Museum and in the retail sector before entering finance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Paul A

CFP®, Series 66

Lake Forest, IL

Edward Jones

Paul Adams is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is based in Lake Forest, IL, and is a member of the Kiwanis Club of Lake Bluff. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

Andrea J

Series 63, Series 66

Lake Forest, IL

STIFEL

Andrea Jones is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch from 2008 to 2022 before joining Stifel Nicolaus & Co. Inc. in 2022. Andrea is also a commissioned notary with the American Association of Notaries. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes proprietary investment methodologies and provides fee-based financial planning and model allocations intended to support client decision-making.

General retirement planning Income planning
user avatar
firm logo

Joseph L

Series 66

Lake Zurich, IL

Cetera

Joseph La Vanne is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has held roles at James Hamlin Financial Services, LLC dba Traverse, and JHFS Management Corporation, where he is involved in the active management of financial services entities. La Vanne has a background that includes engineering experience prior to entering the financial sector. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

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

Wayne P

CFP®, Series 66

Crystal Lake, IL

LPL Financial

Wayne Pover is a CFP® professional with 28 years of industry experience, currently advising at LPL Financial since 2018. He has previously worked at Cetera Advisor Networks, Total Clarity Wealth Management, Criterion Wealth Advisors, and Cetera Wealth Services. Pover is a founding board member of the Heart and Soul Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Amy P

CFP®, Series 63, Series 65, Series 66

North Barrington, IL

Edward Jones

Amy Poduch is a CFP® with 25 years of industry experience and has been with Edward Jones since 2010. She holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through 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

Paul S

Series 63, Series 65

Oakwood Hills, IL

Cetera

Paul Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Cetera and its affiliates since 2018 and also owns Smith & Associates Inc Insurance Services, where he sells fixed, health, property and casualty, and commercial insurance. Additionally, he serves as a notary public. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services with over $256 billion in assets under management.

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

James D

Series 63, Series 65

Crystal Lake, IL

LPL Financial

James Davids is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. from 2000 to 2019. He is also a partner in Dorion-Gray Financial Services Inc., a business entity for tax and investment purposes. 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 financial planning and investment services, utilizing both proprietary research and third-party strategies across various platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Ellen C

Series 66

Crystal Lake, IL

LPL Financial

Ellen Crabtree is a financial advisor with LPL Financial in Crystal Lake, IL, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at BMO Harris Bank and Home State Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Bruce F

Series 66

Lake Forest, IL

LPL Financial

Bruce Friedman is a financial advisor with LPL Financial in Lake Forest, IL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, Securian Financial Services, Minnesota Life Insurance, Banc of America Investment Services, and Northern Trust Securities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Kamaljit K

Series 63, Series 65

Crystal Lake, IL

LPL Financial

Kamaljit Kalia is an advisor at LPL Financial based in Crystal Lake, IL, holding Series 63 and Series 65 designations with two years of industry experience. Prior to joining LPL Financial, Kalia worked at BMO Harris Bank from 2015 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Trevor T

Series 66

Vernon Hills, IL

LPL Financial

Trevor Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Aon Hewitt Financial Advisors and Equitable Advisors. In addition to his advisory role, he is involved with Baxter Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Christopher K

Series 63, Series 65

Lake Forest, IL

STIFEL

Christopher Kolososki is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and JP Morgan Securities LLC. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Jameson B

Series 63, Series 66

Lake Bluff, IL

Fisher Investments

Jameson Brinks is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Early in his career, he was associated with New Holland Brewing Company. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach managed by a five-member Investment Policy Committee and offers sub-advisory and retirement plan services to a diverse client base.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Dru M

Series 66

Buffalo Grove, IL

Merrill

Dru Martin is a financial advisor at Merrill in Buffalo Grove, IL, holding a Series 66 designation with one year of industry experience. He previously worked at Liggett Vector Brands for 13 years and has been with Bank of America and Merrill since 2025. Martin was also involved with Good Times USA LLC in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Brian O

CFP®, Series 66

Lincolnshire, IL

LPL Financial

Brian Olson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Edward Jones for 15 years. Olson is also involved with Forte Financial Planning LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of investment programs, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)