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Michael S
CFP®, CFA®, Series 63
Burr Ridge, IL
Sikich Financial
Michael Sedlak is a financial advisor at Sikich Financial with 25 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Sedlak previously worked at Golden Trail Advisers for 13 years and MPS-LORIA Financial Planners, LLC for 9 years, and he continues to serve as manager for Golden Trail Advisers, LLC. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management, retirement plan consulting, and participant education, utilizing an asset-allocation approach supported by in-house and third-party managers across multiple platforms.
Brandon M
Series 65
Joliet, IL
1834 Investment Advisors Co.
Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. and holds a Series 65 designation. He has one year of experience at 1834 Investment Advisors and 19 years of experience at Old National Bank, where he is a portfolio manager. Outside of his advisory role, he serves as the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, working closely with its affiliate Old National Bank and offering specialized services such as cash-balance defined benefit plan management and private investment consulting.
Jay F
Series 65
Frankfort, IL
Providence Wealth Advisors, LLC
Jay Faler is a financial advisor at Providence Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Standard Bank & Trust from 2012 to 2016 before joining Providence Wealth Advisors in 2017. Providence Wealth Advisors is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients including high-net-worth individuals and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.
Douglas D
CFP®, Series 65
Frankfort, IL
Providence Wealth Advisors, LLC
Douglas Degroot is a CFP® with 15 years of industry experience and has been with Providence Wealth Advisors, LLC since 2010. He holds a Series 65 license and is based in Frankfort, IL. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning services to individuals, trusts, retirement plans, and government entities. The firm uses asset-allocation models based on modern portfolio theory to build diversified portfolios and serves a range of clients including high-net-worth individuals, offering financial planning at no additional charge.
Felicia G
Series 66
Flossmoor, IL
Polaris Wealth Management, LLC
Felicia Gates is a financial advisor at Polaris Wealth Management, LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2020 to 2023. Outside of her advisory role, she serves as an accountant for the Samuel Dewitt Proctor Conference, a nonprofit focused on human rights and social justice education and advocacy. Polaris Wealth Management advises individual investors and retirement plans, providing discretionary portfolio management, customized financial plans, and pension consulting. The firm builds portfolios using modern portfolio theory and tailored asset allocations, offering a broad range of investment products and educational seminars for clients.
Guadalupe L
CFP®, Series 63
Alsip, IL
Audible Wealth Management
Guadalupe Lechuga is a CFP®-certified financial advisor at Audible Wealth Management with four years of industry experience. Prior to joining Audible Wealth in 2025, Lechuga worked at Northwestern Mutual in various roles from 2019 to 2025 and has experience with WilsonHCG. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans by providing financial planning and portfolio management services. The firm employs a multifaceted investment approach and offers distinctive operational features such as a wrap-fee program, bill-pay services, and educational seminars.
Steven J
Series 63, Series 66
Mokena, IL
Chicago Investment Advisory Group
Steven Jacobson is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with the firm since 2006. Outside of his advisory role, he is also a licensed fixed insurance agent. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting for individuals, high-net-worth clients, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies supported by fundamental, technical, and cyclical analysis, offering both long-term buy-and-hold and active trading approaches.
Donald P
CFA®
Joliet, IL
1834 Investment Advisors Co.
Donald Powell is a CFA® charterholder with four years of industry experience. He is currently a Portfolio Manager at 1834 Investment Advisors Co. and also holds a similar role at 1834 Wealth Management, a division of Old National Bank. Both firms are subsidiaries of Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies and leverages both internal and external models, including proprietary strategies developed in affiliation with Old National Bank.
James V
Series 65, Series 63, Series 66
Orland Park, IL
Strategic Investment Solutions, Inc.
James Viktora is a financial advisor at Strategic Investment Solutions, Inc. with 12 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining Strategic Investment Solutions, he worked at Bank of America and Merrill for seven years, followed by roles at Paychex and PayEntry. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and model portfolio programs. The firm uses a diversified, largely passive investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis, incorporating proprietary model portfolios and institutional funds.
Joseph D
Series 66
Mokena, IL
Chicago Investment Advisory Group
Joseph Dawczak is a financial advisor at Chicago Investment Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of advising, he is a general partner in a real estate partnership where he handles bookkeeping and shares in profits and losses. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies using fundamental, technical, and cyclical analysis, and offers financial consulting and independent research while coordinating with clients’ outside professionals.
Eric G
Series 63, Series 65
Flossmoor, IL
Polaris Wealth Management, LLC
Eric Grant is a financial advisor with Polaris Wealth Management, LLC in Flossmoor, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Lion Street Financial and FSC Securities Corporation. Grant hosts a weekly current news talk radio show and serves as a founding board member of The Mecca Society, a fundraising 501(c)(3) supporting Howard University. Polaris Wealth Management advises individual investors and retirement plans with discretionary portfolio management, customized financial plans, and pension consulting. The firm employs modern portfolio theory to tailor asset allocations and utilizes a broad range of securities and strategies, while also providing educational seminars for retirement plan clients.
Eric J
Series 65
Mokena, IL
Chicago Investment Advisory Group
Eric Jacobsen is a financial advisor at Chicago Investment Advisory Group with six years of industry experience. He holds a Series 65 designation and has worked with Chicago Investment Advisory Group since 2019. Prior to his advisory role, he was employed at White Mountain Golf Park and studied at the University of Illinois Urbana-Champaign. Jacobsen is also licensed to sell life and health insurance. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm employs an asset-allocation approach that incorporates multiple analytical methods and offers both long-term and active trading strategies tailored to client objectives.
Brian G
Series 65
Frankfort, IL
Providence Wealth Advisors, LLC
Brian Granato is a Series 65-licensed financial advisor with Providence Wealth Advisors, LLC, where he has worked since 2010. He has 15 years of industry experience. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients, including high-net-worth individuals, and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.
Thomas O
CFP®, Series 63, Series 65
Flossmoor, IL
Polaris Wealth Management, LLC
Thomas O'Shaughnessy III is a CFP® with 11 years of industry experience, currently serving at Polaris Wealth Management, LLC since 2020. His previous roles include positions at Marcum Financial Services LLC and Raymond James Financial Services Advisors Inc. He is a part owner of SASI, Inc., a third-party administration firm involved in plan consulting and qualified plan administrative activities. Polaris Wealth Management advises individual investors and retirement plans through discretionary portfolio management, bespoke financial plans, and pension consulting. The firm applies modern portfolio theory with tailored asset allocation and offers educational seminars for retirement plan clients.
Howard R
Series 63, Series 65
Flossmoor, IL
Polaris Wealth Management, LLC
Howard Ramsamugh is a financial advisor at Polaris Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, Lion Street Financial, and FSC. In addition to his advisory role, he produces and shares articles on financial and lifestyle issues through his own firm, Howard Ramsamugh Inc. Polaris Wealth Management serves individual investors and retirement plans with discretionary portfolio management, customized financial planning, and pension consulting. The firm employs modern portfolio theory and tailored asset allocation, offering a broad range of security types and educational workshops for retirement clients.
Kevin K
Series 65
Orland Park, IL
Strategic Investment Solutions, Inc.
Kevin Kessenich is a Series 65-licensed advisor at Strategic Investment Solutions, Inc. with five years of industry experience. He previously worked at Desmond & Ahern for 13 years and serves as Secretary of JCK Farms, a family-owned farming business. Strategic Investment Solutions is an SEC-registered firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and model portfolio programs. The firm employs a largely passive, diversified investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.
Trent O
Series 66
Orland Park, IL
Strategic Investment Solutions, Inc.
Trent Overzet is a financial advisor with Strategic Investment Solutions, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Forum Financial Management, LP, LPL Financial, LLC, Purshe Kaplan Sterling Investments, and Charles Schwab & Co., Inc. Outside of advising, he is involved in tax preparation services through Robert Byrns EA. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees. The firm provides discretionary portfolio management and model portfolio programs using a diversified, largely passive investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.
Matthew K
Series 66
Mokena, IL
Kera Capital Partners
Matthew Komer is a financial advisor at Kera Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Guggenheim Funds Distributors, LLC for six years before joining Kera Capital Partners in 2022. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation framework, and it is notable for its active management of private pooled vehicles alongside client accounts.
David M
CFP®, Series 66
Orland Park, IL
Strategic Investment Solutions, Inc.
David Matuszak is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at Strategic Investment Solutions, Inc. in Orland Park, IL. His prior roles include positions at Forum Financial Management, Jones Lang Lasalle, The Huntington Investment Company, and BMO Harris Financial Advisors. He is also involved in fixed insurance sales as an outside business activity. Strategic Investment Solutions serves individuals, pension and profit-sharing plans, and trustees by providing discretionary portfolio management and model portfolio programs. The firm incorporates research and institutional funds from Dimensional Fund Advisors into its investment approach, which emphasizes diversified, largely passive, long-term investments based on Modern Portfolio Theory and the Efficient Markets hypothesis.
Nicole S
Series 65
Frankfort, IL
Providence Wealth Advisors, LLC
Nicole Smit is a financial advisor at Providence Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Providence Wealth Advisors since 2013. The firm is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. Providence Wealth Advisors serves a range of clients including high-net-worth individuals and employs asset-allocation models based on modern portfolio theory to construct diversified portfolios.
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700 advisors near
60448
within the area shown on the map
Out of 400,000+ nationwide