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Peter C
Series 65, Series 63
Chicago, IL
Embree Financial Group
Peter Cecil is a financial professional at Embree Financial Group with six years of industry experience. He previously worked at Cetera Investment Advisers, Cetera Advisors LLC, PNT Financial, Akuna Capital LLC, and Citigroup Derivatives Markets Inc. Outside of his advisory role, he serves as president of North Shore Ice Arena LLC, a nonprofit hockey rink, and is licensed to sell fixed insurance products. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutions. The firm serves both high-net-worth and non-HNW clients and integrates fundamental, technical, and cyclical analysis into its investment process.
Joseph S
Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Joseph Savenok is a financial advisor with Harvest Investment Services, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at firms including Jones Lang LaSalle and T. Rowe Price. He also serves as an Advisor Assistant with Envoy Advisory Inc., an affiliated investment advisory firm. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and uses a range of investment strategies including tactical management and various analytical techniques.
Peter R
Series 63, Series 65
Burr Ridge, IL
4 Wealth Advisors, Inc.
Peter Recchia is a financial advisor with 24 years of industry experience, currently serving at 4 Wealth Advisors, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as president of an accounting and tax practice and is an owner and agent in an associated insurance group. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm utilizes customized portfolios and a range of analytical methods, including technical analysis, and is affiliated with accounting and insurance entities to offer integrated client services.
Samantha D
Series 65, Series 63
Chicago, IL
Vestor Capital, LLC
Samantha Dubuque is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding Series 65 and Series 63 licenses with 15 years of industry experience. She has been with Vestor Capital and its affiliated entities since 2010. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm uses a centralized Investment Committee to implement diversified strategies across multiple asset classes and offers co-advisory and sub-advised programs, supported by its affiliation with Focus Financial Partners.
Peggy H
Series 66
Oakbrook Terrace, IL
SAGE Private Wealth Group, LLC
Peggy Hauser is a financial advisor with SAGE Private Wealth Group, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at SAGE Private Wealth Group since 2015 and previously spent five years with Raymond James Financial Services Advisors Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that incorporates tailored asset allocation and diverse investment strategies.
Nicholas T
Series 65
Chicago, IL
Chicago Wealth Management, Inc.
Nicholas Thompson is a financial advisor at Chicago Wealth Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Chicago Wealth Management since 2007. Chicago Wealth Management, Inc. is an SEC-registered advisory firm operating as a four-advisor team managing approximately $307 million for individuals, non-profits, and institutional clients. The firm uses a tactical investment approach focused on maximizing absolute long-term returns while limiting large portfolio losses, employing a mix of equities, ETFs, mutual funds, fixed income, and selective options strategies with periodic rebalancing informed by proprietary signals.
Janis S
CFP®, Series 63, Series 65
Oak Brook, IL
Ruggaard & Associates
Janis Sleeter is a CFP® professional with 32 years of experience in the financial industry, currently serving at Ruggaard & Associates since 2023. Her prior experience includes roles at LPL Financial and Cetera Advisor Networks LLC. Outside of finance, she has long-term involvement in agricultural businesses, holding leadership roles in family farm corporations. Ruggaard & Associates serves individual clients, including high-net-worth households, as well as pension and corporate retirement plans, offering discretionary and non-discretionary portfolio management, retirement plan advisory, comprehensive financial planning, and tax preparation services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis, implementing strategies ranging from long-term buy-and-hold to shorter-term trading, including options and margin where appropriate.
Jason A
Series 66
Burr Ridge, IL
Unique Wealth Strategies
Jason Andryzak is a financial advisor at Unique Wealth Strategies with 18 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers asset management through its proprietary wrap program and provides ERISA plan advisory roles, employing a mix of fundamental, technical, quantitative, and modern portfolio theory approaches.
Ronald D
Series 66
Naperville, IL
San Blas Advisory, Inc.
Ronald Doweidt is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Prosperity Wealth Management, Brokers International Financial Services, and Morgan Stanley Dw Inc. He is based in Naperville, IL. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals and businesses, managing approximately $218.9 million for about 664 clients. The firm’s investment approach integrates fundamental, technical, and qualitative analysis, using a range of investment vehicles and offering access to third-party managers while allowing clients to set account restrictions.
Ethan W
Series 65
Naperville, IL
Stenger Family Office, LLC
Ethan Willett is a financial advisor with Stenger Family Office, LLC, holding a Series 65 designation and beginning his career in the industry in 2026. Prior to joining Stenger, he gained experience through internships and roles at VCapital Management and Medline, alongside ongoing studies at Northwestern University. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and businesses, managing approximately $735 million. The firm offers financial planning, portfolio management, wealth and family office services, and pension consulting, using a structured investment approach with factor analysis, fundamental security analysis, and periodic rebalancing overseen by an investment committee.
Andrew N
CFA®, Series 63
Chicago, IL
Embree Financial Group
Andrew Nigh is a CFA® charterholder with two years of industry experience. He is currently with Embree Financial Group and has previously worked at Envestnet, Frontier Partners, MSCI, and Northern Trust. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporations. The firm employs a fiduciary approach using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities.
Ryan L
Series 63, Series 65
Naperville, IL
Lantz Financial LLC
Ryan Lantz is a financial advisor at Lantz Financial LLC in Naperville, IL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Lantz Financial, he worked at J. P. Morgan Securities LLC and JPMorgan Chase Bank N. A. from 2022 to 2024. Lantz Financial provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs a globally diversified investment approach based on modern portfolio theory, using primarily mutual funds and exchange-traded funds.
George T
Series 63, Series 65
Chicago, IL
RCM Wealth Advisors
George Tkaczuk is a financial advisor at RCM Wealth Advisors in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Know Your Options, LLC since 2011. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm offers portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients, utilizing a combination of fundamental and cyclical analysis alongside various tactical and options-based strategies.
James D
Series 63, Series 66
Lisle, IL
Chicago Capital Management Advisors, LLC
James Dingle is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. His prior roles include positions at American Trust Investment Services Advisory, Inc., Lasalle St. Securities, L.L.C., and LPL Financial. Outside of his advisory work, he serves as head coach of the Lincoln-Way hockey team. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers tailored strategies across multiple asset classes, utilizing hedging techniques and access to third-party managers.
Hanna A
CFP®
Oak Brook, IL
Chicago Oakbrook Financial Group
Hanna An is a CFP® professional at Chicago Oakbrook Financial Group with one year of industry experience. She previously worked at Daniel Choi CPA, Inc. for two years. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm uses a wide range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in client assets through a multi-advisor team.
Daniel H
CFP®, Series 66
Burr Ridge, IL
Sikich Financial
Daniel Hamburger is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He is currently with Sikich Financial and has held positions at firms including UBS Financial Services and Wells Fargo Clearing. His background also includes self-employment and roles at several other advisory firms. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides integrated wealth management through financial planning and portfolio management, utilizing an asset-allocation approach supported by both in-house and third-party managers.
Sean M
CFP®, Series 63, Series 66
Western Springs, IL
Pinnacle Financial Group LLC
Sean Moran is a CFP® with 21 years of experience in financial services. He is currently with Pinnacle Financial Group LLC and has previously worked at Charles Schwab and UBS Financial Services Inc. Pinnacle Financial Group LLC is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research to provide personalized financial planning and investment management.
William T
Series 66
Burr Ridge, IL
4 Wealth Advisors, Inc.
William Tasker is a financial advisor at 4 Wealth Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has prior experience at Retirement Income Management, Inc. and Mach 6, LLC. Tasker also serves as an adjunct professor teaching finance classes at Lewis University. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and financial planning solutions, utilizing a variety of analytical methods and maintaining affiliations with accounting and insurance entities.
Peter C
Series 65
Chicago, IL
RCM Wealth Advisors
Peter Clementz is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation. He has one year of industry experience, having joined RCM Wealth Advisors in 2025. Prior to this, he worked at Culvers and Aurora University, and has experience in the fitness industry through XSport Fitness. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and financial planning with a focus on tailored strategies and a combination of fundamental and cyclical analysis.
Aldo V
CFA®
Downers Grove, IL
Capstone Financial Advisors Inc
Aldo Vultaggio is a CFA® charterholder with 18 years of industry experience. He has been with Capstone Financial Advisors Inc since 2016. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset-class allocation, cost control, and tax efficiency, employing a multi-year investment outlook with a range of strategies and access to private fund investments for qualified investors.
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Finding advisors...
8,135 advisors near
60558
within the area shown on the map
Out of 400,000+ nationwide