Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

568 advisors near
60554

Out of 400,000+ nationwide

user avatar
firm logo

Scott G

Series 65

St. Charles, IL

Chicago Investment Advisory Council, Inc.

Scott Graziano is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 65 designation and has less than one year of industry experience. Prior to joining Chicago Investment Advisory Council, he held positions at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., among others. Chicago Investment Advisory Council serves both individual and high-net-worth retail investors, providing portfolio management through its Active Asset Management Program, financial planning, and educational workshops. The firm uses proprietary model portfolios and maintains a high client-to-advisor ratio to deliver standardized and scalable advisory services.

Active portfolio management
user avatar
firm logo

Brent F

CFP®, Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Brent Fields is a CFP® with 27 years of experience in the financial industry. He is currently with Total Clarity Wealth Management, Inc., where he has worked since 2007, and previously held positions at LPL Financial LLC and Cetera Advisor Networks LLC. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of services including discretionary portfolio management, financial and retirement planning, and 401(k) plan advisory, utilizing various investment strategies from conservative wrap programs to more actively managed approaches.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
user avatar
firm logo

Kathleen P

Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Kathleen Panek Rickerson is a financial advisor with Total Clarity Wealth Management, Inc., holding a Series 66 designation and six years of industry experience. She has worked with Total Clarity Wealth Management and LPL Financial since 2018. Outside of financial advising, she has been involved with BabySnApps since 2013. Total Clarity Wealth Management is a multi-advisor wealth management and financial planning firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, utilizing a range of investment strategies from conservative wrap programs to more active approaches for qualified investors.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
user avatar
firm logo

Matthew G

CFP®, Series 63, Series 65

Naperville, IL

M.Brown Financial Advisors

Matthew Gill is a financial advisor with M. Brown Financial Advisors in Naperville, IL, holding CFP®, Series 63, and Series 65 credentials. He has six years of industry experience, including roles at Ausdal Financial Partners and other financial and service-related firms. Outside of advising, he is involved as a member in a farm land investment entity. M. Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, customized accounts, and retirement plan consulting. The firm combines active tactical allocation with diversified models and uses a variety of investment strategies, managing most client accounts on a discretionary basis.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Terrence C

CFP®, Series 65

St. Charles, IL

DHJJ Financial Advisors

Terrence Cicero is a CFP® credentialed financial advisor with 18 years of industry experience. He has been with DHJJ Financial Advisors and DigioVine, Hnilo, Jordan & Johnson, Ltd. since 2007. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million across eight advisors, serving both individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm offers integrated tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a range of investment vehicles.

Options & derivatives strategies Founder/Business Owner Retired
user avatar
firm logo

John D

Series 63, Series 65

St. Charles, IL

Chicago Investment Advisory Council, Inc.

John Davis is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. since the late 1990s and early 2000s, respectively. Outside of his advisory work, he serves as a board member of the Sunset Harbour Yacht Club and is a racecar driving instructor at Blackhawk Farms Raceway. Chicago Investment Advisory Council, Inc. serves retail clients, including both non‑high-net-worth and high-net-worth individuals, providing portfolio management, financial planning, and educational workshops through a team of five advisors. The firm employs proprietary model portfolios with discretionary trading authority and manages approximately 1,100 client relationships.

Active portfolio management
user avatar
firm logo

Ronny M

Series 65, Series 63

St. Charles, IL

Chicago Investment Advisory Council, Inc.

Ronny Mark is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Uhlmann Price Securities since 2013 and has been involved with Perpetual Wealth Capital Management, LLC since 2012, as well as the Price Group since 1994. Outside of his advisory roles, he serves as president of Price Futures Group, where he oversees all hedging activities. Chicago Investment Advisory Council, Inc. serves retail and high-net-worth investors through a five-advisor team, offering portfolio management via proprietary model portfolios and a range of financial planning and educational services.

Active portfolio management
user avatar
firm logo

Sean P

Series 66

Geneva, IL

Leelyn Smith, LLC

Sean Poquette is a financial advisor at Leelyn Smith, LLC with one year of industry experience. He holds a Series 66 designation and has prior work history at LPL Financial LLC and The State Bank of Geneva. Poquette is also a licensed notary in the state of Illinois. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach utilizing equities, fixed income, mutual funds, ETFs, and multiple technology platforms for reporting, risk analysis, and account management.

Options & derivatives strategies Tax-loss harvesting Private / alternative investments
user avatar
firm logo

Makinzie S

Series 66

Geneva, IL

Leelyn Smith, LLC

Makinzie Stack is a financial advisor with Leelyn Smith, LLC, holding a Series 66 designation and eight years of industry experience. She has worked at LPL Financial LLC since 2017 and has been with Leelyn Smith, LLC since 2013. Outside of her advisory role, she serves as a notary public. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes in-house management, separate managers, and model portfolios, supplemented by multiple technology and service providers.

Options & derivatives strategies Tax-loss harvesting Private / alternative investments
user avatar
firm logo

Daniel K

Series 63, Series 66

Naperville, IL

T2 Asset Management, LLC

Daniel Kuczero is a financial advisor at T2 Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with T2 Asset Management since 2015. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Suzanne L

Series 63, Series 65

St. Charles, IL

DHJJ Financial Advisors

Suzanne Lockwoodfisher is a financial advisor at DHJJ Financial Advisors with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Cetera Advisor Networks, and Total Clarity Wealth Management. Since 2020, she has been with DHJJ Financial Advisors, a team of eight advisors based in St. Charles, IL. DHJJ Financial Advisors manages approximately $543.5 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan services. The firm employs client-specific investment policies and manages accounts primarily on a discretionary basis, with a notable affiliation to a Certified Public Accounting firm that provides tax and accounting services under separate agreements.

Options & derivatives strategies Founder/Business Owner Retired
user avatar
firm logo

Paul N

Series 63, Series 65

Naperville, IL

T2 Asset Management, LLC

Paul Novak is a financial advisor with T2 Asset Management, LLC in Naperville, IL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with T2 Asset Management since 2015. Novak serves as a board member of The Alive Center, a nonprofit organization, since 2021. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Karmen R

CFP®, Series 63, Series 66

Geneva, IL

Leelyn Smith, LLC

Karmen Ritt is a CFP® with 10 years of industry experience, currently serving at Leelyn Smith, LLC. Prior to joining the firm, she worked at J.P. Morgan and JPMorgan Chase Bank, N.A. her combined 11 years. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm utilizes model-based and individualized allocations across various asset classes and employs third-party technology platforms and structured note strategies as part of its investment approach.

Options & derivatives strategies Tax-loss harvesting Private / alternative investments
user avatar
firm logo

Kevin P

CFP®, CFA®, Series 66

Geneva, IL

Leelyn Smith, LLC

Kevin Prendergast is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. He is currently with Leelyn Smith, LLC and LPL Financial, LLC, where he has worked since 2019. Prior to that, he was with Valmark Securities, Inc. and Executive Financial Group. In addition to his advisory role, he works as a ghostwriter for Wentworth Financial Communications. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs diversified investment strategies across equities, fixed income, mutual funds, and ETFs, utilizing both in-house and external managers, supported by multiple technology platforms and service providers.

Options & derivatives strategies Tax-loss harvesting Private / alternative investments
user avatar
firm logo

Gretchen R

Series 65, Series 66

Naperville, IL

Sikich Financial

Gretchen Radach is a financial advisor at Sikich Financial in Naperville, IL, holding Series 65 and Series 66 licenses with three years of industry experience. She previously operated Gretchen Radach Consulting LLC for eight years before joining Sikich Capital Management. Outside of her advisory role, she serves as president of Gretchen Radach LLC, an entity used for passive investments. Sikich Financial is a multi-team SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management with retirement plan consulting, using an asset-allocation approach supported by both in-house and third-party managers.

Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Xavier B

Series 65

St. Charles, IL

Chicago Investment Advisory Council, Inc.

Xavier Brown is a financial advisor at Chicago Investment Advisory Council, Inc. He holds a Series 65 credential and has one year of industry experience. His prior work experience includes roles at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., as well as time as a full-time student athlete. Chicago Investment Advisory Council, Inc. serves both individual and high-net-worth retail investors, providing portfolio management, financial planning, and educational workshops. The firm employs proprietary model portfolios across various risk levels and oversees approximately 1,100 client relationships with a five-advisor team.

Active portfolio management
user avatar
firm logo

Michael F

Series 66

St. Charles, IL

Chicago Investment Advisory Council, Inc.

Michael Fulkerson is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 66 designation and has 23 years of industry experience. He has been affiliated with J.W. Cole Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 2004. Outside of his advisory role, he works as a substitute teacher in local school districts on a part-time basis. Chicago Investment Advisory Council, Inc. serves retail investors, including both individual and high-net-worth clients, providing ongoing portfolio management, financial planning, and educational workshops. The firm uses proprietary model portfolios and offers a scalable service model supported by a five-advisor team managing approximately 1,100 client relationships.

Active portfolio management
user avatar
firm logo

David H

CFP®, Series 63

Naperville, IL

T2 Asset Management, LLC

David Heinle is a CFP® with 10 years of industry experience, currently serving as an advisor at T2 Asset Management, LLC since 2015. He holds a Series 63 license and is based in Naperville, IL. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm employs proprietary, rules-based models that combine technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Jacqueline R

CFP®, Series 63, Series 66

Aurora, IL

River Street Advisors, LLC

Jacqueline Runnberg is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at River Street Advisors, LLC and Old Second National Bank. She has been with River Street Advisors since 2015 and concurrently works within the wealth management department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual, institutional, and charitable clients. The firm employs a disciplined investment process using written policy statements, model portfolios, and a combination of quantitative and fundamental analysis.

Options & derivatives strategies Concentrated stock management Cash flow / budgeting
user avatar
firm logo

Charles B

CFP®, Series 66

Naperville, IL

M.Brown Financial Advisors

Charles Brown is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. in Naperville, IL. He has worked at both Ausdal Financial Partners since 2012 and M.Brown Financial Advisors since 2021. Outside of his advisory duties, he serves as president of The Manors of White Eagle Homeowners Association, where he assists with financial decisions affecting the community. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm provides a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management through various account structures and investment options.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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")