Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

4,116 advisors near
60465

Out of 400,000+ nationwide

user avatar
firm logo

Tyler K

Series 65

Chicago, IL

McAdam LLC

Tyler Kendzior is a Series 65-licensed financial advisor with McAdam LLC in Chicago, IL, where he has worked since 2019. He has four years of industry experience, including prior roles at Room 38 and the University of Missouri. McAdam LLC serves a diverse clientele including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach with portfolios tailored through fundamental analysis and incorporates specialized exposures such as private investment funds and cryptocurrency via exchange-traded vehicles.

General retirement planning Private / alternative investments ESG / Sustainable investing
user avatar
firm logo

David F

CFP®, Series 63

Downers Grove, IL

Ausdal Financial Partners, Inc.

David Frohlichstein is a CFP® professional with 39 years of experience in the financial industry. He has been with Ausdal Financial Partners, Inc. since 2009 and also operates Frolicstein Financial, a financial advisory business he has managed since 1999. In addition to his advisory work, he has been a self-employed professional musician for over 50 years. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and financial planning services, utilizing both discretionary and non-discretionary strategies across various asset classes and account types.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Kirk H

CFP®, PFS™, Series 63

Downers Grove, IL

JMG Financial Group Ltd

Kirk Hackbarth is a financial advisor with JMG Financial Group Ltd in Downers Grove, IL, holding CFP®, PFS™, and Series 63 designations and bringing 17 years of industry experience. His career includes roles at Strategic Wealth Partners, Guidant Wealth Advisors, Liberty Financial Group, Richardson Capital Management, KABAREC Financial Advisors, and K. P. Financial. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing comprehensive wealth management, portfolio management, and financial consulting. The firm follows a planning-based, long-term investment approach focused on strategic asset allocation and employs a variety of investment vehicles along with tax-aware techniques and tactical portfolio management.

Tax-loss harvesting Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar
firm logo

Brian B

CFA®, Series 63, Series 65

Chiacgo, IL

Composition Wealth, LLC

Brian Bunker is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Composition Wealth, LLC and previously worked at Aviva Investors and Neuberger Berman BD LLC. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, with a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar
firm logo

Robert R

Series 63, Series 66

Chicago, IL

B. Riley Wealth Advisors, Inc.

Robert Runnfeldt Jr. is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. His prior roles include positions at Noyes Advisors LLC and David A. Noyes and Company. He serves as a trustee for the Eleanor B Runnfeldt Trust. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both firm-sponsored and third-party sub-advisers.

Wealth management Retirement income strategy Executive Founder/Business Owner Retired
user avatar
firm logo

Andrew J

CFA®, Series 63, Series 65

Lombard, IL

OnePoint BFG Wealth Partners

Andrew Janusz is a CFA® charterholder with 11 years of experience in financial services. He is currently an advisor at OnePoint BFG Wealth Partners and has held previous roles at firms including JP Morgan, Merrill Lynch, Bank of America, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integrations to support its investment and operational processes.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Kathleen G

CFP®, Series 63, Series 65

Oak Brook, IL

VestGen Advisors, LLC

Kathleen Gfrorer is a CFP® professional with 45 years of experience in the financial services industry. She is currently with VestGen Advisors, LLC and has held roles at LPL Financial, Securities America, Inc., and Landmark Capital, Inc. Kathleen serves as secretary for the Somonauk Gardens Owners Association, a homeowners association. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio construction and manages approximately $6.66 billion in assets with 61 advisors.

Retirement income strategy Tax-loss harvesting Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Jeffrey F

Series 65

Lisle, IL

Mission Wealth Management, LP

Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. His prior experience includes roles at Goldman Sachs and Mako Metals. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing both internal and third-party investment resources.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing
user avatar
firm logo

Jeffrey M

Series 63, Series 65

Downers Grove, IL

Highpoint Planning Partners

Jeffrey Martin is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2013. Highpoint Planning Partners serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a multi-asset investment approach combined with third-party and LPL-sponsored platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Frank D

Series 63, Series 65

Palos Park, IL

Madison Partners

Frank Diliberto is a financial advisor at Madison Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LPL Enterprise, The Prudential Insurance Company of America, and Edward Jones. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary investment approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Retirement income strategy Active portfolio management Options & derivatives strategies Private / alternative investments Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar
firm logo

Ryan K

Series 65

Hickory Hills, IL

Foundations Investment Advisors LLC

Ryan Kelly is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, where he has worked for three years. Prior to joining Foundations, he served in fire departments in Chicago and Cicero, and has experience at multiple other organizations including Jimmy Johns and Stafford Tower Crane of America. He has an educational background from Arizona State University. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios with an asymmetric rebalancing approach, and works through a large network of affiliated offices and advisers.

ESG / Sustainable investing
user avatar
firm logo

Christopher B

Series 66

Downers Grove, IL

Highpoint Planning Partners

Christopher Breitenbach is a financial advisor with Highpoint Planning Partners, holding a Series 66 registration and 18 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2014. Outside of his advisory work, he is an assistant coach with the Wheaton United Soccer Club. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to implement client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Bradley D

Series 63, Series 66

Downers Grove, IL

VestGen Advisors, LLC

Bradley Doy is a financial advisor at VestGen Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, ValMark Advisers, Inc., ValMark Securities, Inc., and Woodbury Financial Services, Inc. Outside of advisory work, he is involved as a property manager for BDJV Properties LLC. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base, including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction and utilizes third-party managers as part of its investment approach.

Retirement income strategy Tax-loss harvesting Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Logan A

CFP®

Downers Grove, IL

JMG Financial Group Ltd

Logan Andersen is a CFP® professional at JMG Financial Group Ltd with three years of industry experience. Prior to joining JMG Financial Group, he held positions at Marquette Companies and Miner Enterprises, Inc., and completed his education at the University of Illinois. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, including in-house tax consulting and private investment fund advisory. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and utilizes a variety of investment vehicles, along with operational features such as held-away account management and account aggregation tools.

Tax-loss harvesting Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar
firm logo

Ryan A

Series 63, Series 66

Chicago, IL

Northern Trust Securities, Inc.

Ryan Alsop is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, he spent time at The University of Chicago Booth School of Business from 2016 to 2017. Northern Trust Securities, Inc. provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through model-driven portfolios and a variety of separately managed accounts. The firm combines advisory, brokerage, and custody services, offering a broad range of investment options including proprietary and third-party products.

Passive / index investing Active portfolio management ESG / Sustainable investing Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Ryan M

CFP®, Series 65

Lisle, IL

Mission Wealth Management, LP

Ryan Miller is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with Mission Wealth Management, LP and previously held roles at the University of Illinois at Urbana-Champaign and Crep Protect Ltd. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios with a mix of ETFs, mutual funds, direct securities, and alternative investments.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing
user avatar
firm logo

Timothy M

CFP®, Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Timothy Mason is a CFP® professional with 10 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He volunteers as a basketball and track and field coach at St. Mary School in Mokena, IL. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Ryan B

Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Ryan Brown is a financial advisor at Ausdal Financial Partners, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ausdal, he worked at Berman Capital Management and held various roles in other industries including nutrition and brewing. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, tailoring investment strategies to client-specific objectives and utilizing multiple custodians and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Daniel D

CFP®, Series 65

Lombard, IL

Forum Financial Management, Lp

Daniel Drallmeier is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Forum Financial Management, LP. He has worked at Forum Financial Management, LP in various capacities since 2012. Outside of his advisory role, he is a member of F.A.M. LLC, which provides management services to Forum Financial Management under a service agreement. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Wealth management Passive / index investing ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Robert F

Series 65

Chicago, IL

Apollon Wealth Management, LLC

Robert Foley is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He previously worked at Podesta Capital Advisors, LLC and Gelber Group. Foley conducts his advisory practice from Chicago, IL. Apollon Wealth Management is a multi-team SEC-registered firm with approximately 145 advisors across 67 offices, managing about $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of investment and financial planning services with a combination of centrally managed strategies and locally managed portfolios.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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”)