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1,069 advisors near
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Mark H
Series 63, Series 66
West Chicago, IL
Edward Jones
Mark Hilde is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.
Susan H
Series 63, Series 66
Naperville, IL
STIFEL
Susan Hills is a financial advisor at Stifel with 22 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory role, she serves as a board member and treasurer for Just Giants Rescue Inc., an organization that rescues giant breed dogs, and works as a co-trustee of non-family trusts. She is also involved with Melaleuca as a consumer direct marketer. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.
Ignacio G
Series 63, Series 65
Saint Charles, IL
LPL Financial
Ignacio Guerrero is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at several notable firms, including BMO Harris Financial Advisors, J.P. Morgan Securities, and Citigroup Global Markets. Guerrero also operates a DBA related to his LPL business under the name BMO Investment Services. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced advisor-facing tools and oversight of substantial discretionary assets.
Kevin R
Series 63, Series 66
Lisle, IL
Merrill
Kevin Riordan is a financial advisor with Merrill in Lisle, Illinois, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Ryan S
Series 66
St Charles, IL
Edward Jones
Ryan Skibinski is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James Financial Services and Amsted Rail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with both discretionary and non-discretionary investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Paul C
Series 65, Series 63
Naperville, IL
LPL Financial
Paul Caputo Jr. is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at BMO Bank, N.A., The Prudential Insurance Company of America, and Mutual of Omaha Investor Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.
Kenneth N
Series 63, Series 65
Wheaton, IL
LPL Financial
Kenneth Norkus is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked with several mortgage companies, including Great Mortgage Company and Celebrity Home Loans. He is also involved with Great Mortgage Company outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Anna B
Series 63, Series 65
Naperville, IL
OSAIC
Anna Bloom is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Advisor Services Group since 2010, following roles at Independent Financial Group, LLC and Wells Fargo Clearing. Outside of advisory work, she serves as a notary when needed and works part-time as a bartender at a Marriott hotel. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. Its investment approach uses model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party managers and proprietary models.
Kevin M
Series 63, Series 65
St Charles, IL
Ameriprise
Kevin Madden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameriprise in various capacities since 2009. Madden is also the owner of Kevin J. Madden, Inc., a business involved in managing his Ameriprise activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.
Alan H
Series 63, Series 66
Naperville, IL
Fidelity
Alan Hrizak is a Financial Consultant currently working with Fidelity Investments since 2023. In his role, he collaborates with clients to develop plans aimed at achieving their short-term and long-term financial goals. He has extensive experience in the financial services industry, having served as a Private Client Advisor at JPMorgan Securities, LLC from 2019 to 2023. Prior to that, he was a Private Client Banker at JPMorgan Chase Bank, N.A. from 2013 to 2019, and began his career as an Assistant Branch Manager Sales at JPMorgan Chase Bank, N.A. from 2011 to 2013. Outside of his professional work, Alan has interests in comedy, fitness, movies, pets, reading, and traveling.
Donna E
Series 66
Lisle, IL
Merrill
Donna Enright is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.
Michael S
Series 63, Series 65
Lisle, IL
Morgan Stanley
Michael Sullivan is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Bank of America and Merrill. His current role includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies.
Joshua N
Series 66
Batavia, IL
Edward Jones
Joshua Nybroten is a financial advisor at Edward Jones in Batavia, IL, holding a Series 66 credential with less than one year of industry experience. Prior to joining Edward Jones, he held various positions outside the financial sector, including roles at Edelweiss Lodge and Resort and several hospitality and food service companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory services and managing approximately $1.01 trillion in assets.
Daniel S
CFP®, Series 63, Series 65
South Barrington, IL
Raymond James Financial
Daniel Savas is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has held roles at Raymond James Financial Services, Inc. since 2004. Outside of his advisory work, he is a co-owner of Savas Sweet Spoonfuls LLC, which operates a Menchie's Frozen Yogurt franchise managed by his spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporate and institutional investors, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports both advisory programs and institutional portfolio management.
Jeffrey J
Series 63, Series 65
Lisle, IL
Merrill
Jeffrey Janssen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has dedicated over 25 years to serving clients. Since joining the firm in 1997, he has focused on helping clients develop customized strategies to meet their unique financial goals. His areas of expertise include divorce transition planning, education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jeffrey holds a Bachelor's Degree in Finance from Northern Illinois University. He also holds the designation of Personal Investment Advisor (PIA). Born and raised in Naperville, Illinois, Jeffrey resides there with his wife and their three children. Outside of his professional role, he actively coaches his children in various sports and enjoys basketball, biking, chess, football, hiking, soccer, and spending time with his family.
Christopher F
Series 66
Elgin, IL
Edward Jones
Christopher Folmar is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked briefly at LSC Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Malcolm T
CFP®, Series 63
Naperville, IL
Primerica Advisors
Malcolm Todd is a CFP® professional with 39 years of experience in the financial services industry. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. His other business activities include part-time involvement in sales of loan products and home security and automation referrals through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.
Randall H
Series 63, Series 65
Warrenville, IL
OSAIC
Randall Hanson is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Fortis Investors, Inc. for 35 years and operates Forty Four Financial, LLC, where he offers traditional life insurance and fixed annuities. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management, supported by model-based asset allocation and risk management tools.
Sonia O
Series 65, Series 63
South Elgin, IL
LPL Financial
Sonia Olivo is a financial advisor with LPL Financial in South Elgin, Illinois, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include seven years at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A., as well as twelve years with Sally Beauty Supply LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,900 advisors.
Sagar T
Series 66
Naperville, IL
Cetera
Sagar Thakkar is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has been involved in his own financial services firm since 2019. In addition to his advisory role, Thakkar is active in real estate leasing and sales through One Real Estate Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a multi-manager platform.
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1,069 advisors near
60175
within the area shown on the map
Out of 400,000+ nationwide