Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Ganita Y
Series 66
South Holland, IL
Primerica Advisors
Ganita Young is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Primerica Advisors since 2018. Outside of her advisory role, Young is involved in several business activities, including tax preparation, sales, and business consulting through her ownership of Local Business Logistics & Solutions, LLC. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.
Les H
CFP®, Series 63, Series 65
Woodridge, IL
OSAIC
Les Hunzinger is a CFP® with 33 years of industry experience currently serving as a financial advisor at OSAIC Wealth, Inc. He has previously worked with Royal Alliance Associates and Ameriprise. In addition to his advisory role, he owns Hunzinger & Co., providing tax and accounting services to investment clients, and is involved in personal real estate development projects. 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, supporting various investment strategies and third-party manager programs.
Keith D
Series 66
Orland Park, IL
Ameriprise
Keith Davison is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for Rebuilding Together - Duneland and acts as their Fundraising Chairman. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Christopher W
Series 63, Series 65, Series 66
Orland Park, IL
Fidelity
Christopher Wurster is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in wealth and investment strategies, focusing on helping clients plan for their futures. Prior to his current role, he served as Vice President and Branch Leader at Fidelity Investments from 2019 to 2022. His professional background includes roles such as Vice President and Sales Desk Manager at Goldman Sachs & Co from 2015 to 2019, Regional Consultant at Goldman Sachs & Co from 2012 to 2015, Financial Advisor at PNC Bank from 2011 to 2012, Financial Advisor at Morgan Stanley from 2005 to 2011, and Client Service Associate at JP Morgan from 2000 to 2005. Christopher emphasizes listening to client needs and educating them on available financial tools, aiming to provide a responsive and attentive client experience.
Russell F
Series 65, Series 63
Evergreen Park, IL
LPL Financial
Russell Fratto is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His work history includes roles at BMO Bank NA since 2018 and BMO Harris Bank NA from 2009 to 2018. 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 a range of financial planning and investment services, utilizing a combination of proprietary research, third-party subadvisors, and technology-driven tools across extensive advisory and non-advisory platforms.
Matthew N
Series 63, Series 65
Lemont, IL
OSAIC
Matthew Nawrocki is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guggenheim Funds Distributors, Royal Alliance Associates, and Alt Fund Distributors. In addition to his advisory role, he provides consulting services to other financial firms, assisting with investment models, rebalancing, and market research. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through various programs such as comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of investment strategies across a complex, multi-advisor platform.
Paul M
Series 66
Highland, IN
Edward Jones
Paul Marconi is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2026, he worked at Raymond James and Preferred Medical Systems. He serves as a volunteer subcommittee member for his local homeowners association, assisting with budget and vendor matters. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs and investment options supported by a large national network of financial advisors and branch offices.
Sean J
Series 63, Series 66
Orland Park, IL
Fidelity
Sean Jones is a Financial Consultant currently working with Fidelity Investments. He has been in this role since 2024, having previously served as an Investment Consultant at Fidelity Investments earlier the same year. Prior to joining Fidelity Investments, Sean worked as a Financial Advisor at Northwestern Mutual from 2021 to 2024. Sean's professional experience spans financial consulting and investment advising, where he collaborates with clients to navigate financial decisions. He emphasizes teamwork with clients to address their financial needs and goals. Outside of his professional work, Sean has interests in baseball, fitness, football, golf, and traveling.
Matthew D
Series 63, Series 65
New Lenox, IL
Edward Jones
Matthew Delestowicz is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Empathy Claims, Megent Financial, Cetera Advisors, and the Orland Fire Protection District. He is also involved with Delestowicz Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Carol S
Series 63, Series 65
Orland Park, IL
Cetera
Carol Steele is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2018. Prior to this, she spent 15 years at Invest Financial Corporation and has a concurrent role as First Vice President at Marquette National Bank, where she oversees retail banking and the wealth management program. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.
Mark K
Series 63, Series 65
New Lenox, IL
Ameriprise
Mark Keith is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at The Huntington Investment Company and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.
Sharon E
Series 63, Series 66
Chicago, IL
J.P. Morgan Securities
Sharon Edgerton is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary program.
Stacey D
CFP®, Series 63, Series 65
Orland Park, IL
Fidelity
Stacey Decker is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2016. Prior to this role, she worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2016 and as a Financial Advisor at Riverside Financial from 2012 to 2014. In her current role, Stacey plays an active role in educating clients on retirement planning, including income and investment strategies. Her professional experience encompasses comprehensive financial consulting aimed at assisting clients in planning their retirement effectively. Outside of her professional career, Stacey is involved in activities such as hiking, military service, outdoor adventures, parenthood, reading, and volunteering.
Jeffrey N
Series 63, Series 65
Orland Park, IL
Primerica Advisors
Jeffrey Nabicht is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Primerica Advisors since 2013 and previously spent 11 years with Heine Mccarthy. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.
Paul B
Series 63, Series 65
Mokena, IL
Wells Fargo Advisors
Paul Becht is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliates in various roles since 2016. Outside of his primary work, he holds ownership interests in several investment-related firms, including Innovative Retirement Associates LLC and Bull & Bear Associates, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services that cover cash flow, retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, offering clients tailored recommendations supported by Wells Fargo research and planning tools.
Alan S
CFP®, Series 63
Highland, IN
Cetera
Alan Swingler is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cetera since 2014. He has worked with Cetera Investment Services since 2004 and has a longstanding association with Centier Bank dating back to 1994. Outside of his advisory role, he participates as a pension committee member at ARC Bridges Inc. and evaluates student essays for a stock market educational program. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors and serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.
Todd Y
Series 66
New Lenox, IL
LPL Financial
Todd Youngberg is a financial advisor with LPL Financial in New Lenox, Illinois, holding a Series 66 designation and 20 years of industry experience. He previously worked at BMO Harris Financial Advisors for 15 years and Waddell & Reed for one year. He serves in a fiduciary capacity for the Children's Single Fund Trust. 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 institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools and a broad platform extending to non-advisory financial services.
James B
PFS™, Series 63, Series 65
Oak Forest, IL
Cetera
James Buiter is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ designation and Series 63 and 65 licenses, with 29 years of industry experience. His prior roles include positions at Avantax Investment Services, American Trust Investment Services, and Chicago Capital Management Advisors. Buiter is also the owner and CEO of Global Communications and Associates, Inc., and serves as the Clerk of Crete Township, Illinois, where he manages board meeting minutes and local government contracts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, providing access to affiliated and third-party managers via multiple program structures and custodial relationships.
Rosario P
Series 63, Series 65
Orland Park, IL
STIFEL
Rosario Petrizzo is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 44 years of industry experience. He worked at RBC Capital Markets from 2008 to 2017 before joining Stifel Nicolaus & Co Inc, where he has been since 2017. Petrizzo serves as Vice President of the Disabled Patriot Fund, a nonprofit organization assisting local U.S. veterans and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.
William O
Series 63, Series 65
Willowbrook, IL
Cetera
William Omalley Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of his advisory work, he serves as Secretary of the Endowment Committee for Good Shepherd Church in Downers Grove, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.
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 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”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide