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1,090 advisors near
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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.
Gina M
Series 63, Series 66
Homer Glenn, IL
J.P. Morgan Securities
Gina Messina is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and First Republic Investment Management. Outside of her advisory role, she assists with administrative tasks at a real estate company on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their approach combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.
James W
Series 63, Series 65
Chicago Heights, IL
Cetera
James Weissman is a financial advisor at Cetera with 38 years of industry experience. His career includes long-term roles at Avantax Investment Services and Avantax Advisory Services, as well as involvement with Butterscotch Foxx LLC. Outside of advising, he is a Reiki Master-Teacher and participates in photography through his minority ownership in a small media business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of investment management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.
Anthony H
Series 63, Series 65
Orland Park, IL
Cetera
Anthony Harris is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been associated with Cetera since 2013 and owns The Harris Group, LLC, a financial services business that provides investment advisory services and offers fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.
Jessie B
CFP®, Series 63, Series 65
Hinsdale, IL
Wells Fargo Advisors
Jessie Barrett is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2023. Prior to this, Barrett worked at Wells Fargo Clearing from 2016 to 2023. Outside of advisory work, Barrett is a board member of the Goodfellows Group Partnership, a local philanthropic organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels through an extensive network of financial advisors.
Denis C
CFP®, Series 66
Orland Park, IL
LPL Financial
Denis Conlon is a CFP® professional with 25 years of experience in financial advisory. He is currently with LPL Financial and has held prior roles at firms including Securities America Advisors, Inc. and Retirement Plan Advisors, LLC. Outside of advisory work, he is an Enrolled Agent who prepares basic tax returns for select clients and family members. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and diverse investment strategies through a large network of investment adviser representatives.
Michael B
Series 63, Series 65
Hickory Hills, IL
Cetera
Michael Breslin is a financial advisor with Cetera in Hickory Hills, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Cetera since 2018 and previously spent over two decades at INVEST Financial Corp. Breslin is also affiliated with Marquette Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.
Michael M
Series 63, Series 65
Orland Park, IL
LPL Enterprise
Michael Minnis is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 38 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities LLC. Minnis also serves as a trustee and power of attorney for several family trusts. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Thomas O
Series 63, Series 66
Lockport, IL
LPL Enterprise
Thomas Ogrady is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Principal Life Insurance, and Princor Financial Services. Outside of his advisory work, he is a co-owner of a business entity involved in tax and investment activities. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a model-driven investment approach.
Mark W
CFP®, Series 66
Hinsdale, IL
Edward Jones
Mark Wanless is a financial advisor at Edward Jones in Hinsdale, IL, holding the CFP® designation and Series 66 license, with eight years of industry experience. He worked at Cree from 2009 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and associated services, supported by a nationwide network of financial advisors and branch offices.
Brian B
Series 63, Series 65
Downers Grove, IL
LPL Financial
Brian Bellot is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL in 2021, he worked at J.P. Morgan Securities for nine years and Chase Investment Services Corp. for one year. He serves on the board of the nonprofit Go Team 2704. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including model portfolios, third-party asset management, and institutional platforms.
Kevin W
Series 63, Series 65
Orland Park, IL
LPL Financial
Kevin Wall is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial during two separate periods totaling 11 years and has prior experience with FSC Securities Corp and MSI Financial Services, Inc. Outside of his advisory role, Wall has been involved in independent fixed insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory representatives with various investment strategies and operational tools.
Craig L
Series 66
Woodridge, IL
Edward Jones
Craig Lehmann is a financial advisor with Edward Jones in Woodridge, Illinois. He holds a Series 66 designation and has 14 years of industry experience, including 15 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.
Brian F
Series 63, Series 65
Frankfort, IL
Edward Jones
Brian Fahrner is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Midwest Bank and LPL Financial. He is based in Frankfort, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities.
Larry L
Series 63, Series 65
Mokena, IL
LPL Financial
Larry Loving is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 36 years of industry experience. His prior work includes roles at Protective Life, Waddell & Reed, Inc., and various insurance carriers associated with W&R insurance agencies. He is also engaged in insurance agency activities outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a large network of independent advisors utilizing both discretionary and non-discretionary strategies.
Martin D
Series 65, Series 63
Orland Park, IL
Cetera
Martin Durkan III is a financial advisor with Cetera, holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Cetera's advisory businesses in 2025 and 2026, he worked at Prime Trading LLC and Interactive Brokers LLC. He also serves with the City of Chicago Fire Department since 2022. Cetera Investment Advisors LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with a wide range of program options and over $256 billion in assets under management.
Richard P
Series 66
Lemont, IL
Cetera
Richard Panush is a Series 66-licensed advisor with Cetera, where he has worked since 2005, accumulating 28 years of industry experience. His career includes roles at Cetera Financial Specialists LLC since 1997 and leadership as president of Essington Sports Group Limited since 1996. In addition to his advisory work, he is actively involved in accounting and tax preparation and serves as a trustee for a family trust. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management services and operates a multi-manager platform that includes automated allocations, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets through over 10,000 advisors.
Enailah S
Series 63, Series 65
Evergreen Park, IL
LPL Financial
Enailah Shaw is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her career includes roles at Waddell & Reed, Inc., United Investors Life Insurance Company, and D.D.E. Partners, LLC, where she serves as Managing Partner. Outside of advisory work, she is a marketing consultant for Facets Of Touch Nail Salon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions delivered through a large network of advisors utilizing both proprietary and third-party strategies.
Brian H
Series 63, Series 65
Orland Park, IL
Cetera
Brian Healy is a financial professional with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience with Midwest Equity and the Chicago Police Department. Outside of advisory work, he is also a mortgage loan originator at The Mortgage Exchange and a part owner of a short-term vacation rental business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.
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1,090 advisors near
60462
within the area shown on the map
Out of 400,000+ nationwide