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222 advisors near
60401
within the area shown on the map
Out of 400,000+ nationwide
Michael J
Series 66
St. John, IN
J.P. Morgan Securities
Michael Johnson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at various J.P. Morgan entities since 2015. Prior to his current role, he operated MJ Photography of NWI LLC for nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and includes broader derivatives and commodities capabilities.
David R
Series 63, Series 65
St. John, IN
LPL Financial
David Ray is a financial advisor with LPL Financial in St. John, Indiana, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at Cetera and Foresters Financial Services prior to joining LPL Financial in 2025. 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 financial planning and investment management services through a large network of advisors and utilizes various advisory platforms and tools to support client strategies.
Dirk B
Series 63, Series 66
Griffith, IN
LPL Financial
Dirk Brown is a financial advisor with LPL Financial in Griffith, Indiana, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Advisors LLC, FIFTH THIRD SECURITIES, Inc., and Hobson Financial Group. He is also involved with Lakeshore Indemnity Group, an insurance agency, and participates in mortgage and real estate services through Listing Leaders NW. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and model portfolio programs, with an emphasis on using research, technology, and multiple asset management options.
Maria A
Series 63, Series 66
Crete, IL
Edward Jones
Maria Abney is a financial advisor with Edward Jones in Crete, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Edward Jones since 2018 and previously worked at Farmland Fabrication Co, a small business specializing in steel welding, where she was co-owner and vice president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.
Brad T
Series 66, Series 63
Frankfort, IL
J.P. Morgan Securities
Brad Terry is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Prudential Insurance, and Chubb. His current role is based in Frankfort, IL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.
Lori D
Series 66, Series 65
Monee, IL
Cetera
Lori Derby is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 13 years of industry experience. She has worked with Cetera and affiliated firms since 2019 and previously with Opus Wealth Partners, LPL Financial, and Megent Financial. Outside of advising, she serves as an executive manager at Megent Financial and is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of over 10,000 advisors. The firm offers a multi-manager platform with a range of investment program structures and access to third-party and affiliated managers.
Christina S
Series 63, Series 65
Frankfort, IL
LPL Financial
Christina Suchorabski is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. She has been with LPL Financial since 2016. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Warren K
Series 66
Merrillville, IN
Cetera
Warren Kovacek is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. Before joining Cetera in 2026, he worked in various roles outside the financial sector, including positions at AAA Steel Supply Corp. and Target, as well as at Highland High School. Cetera Investment Advisers LLC is an SEC-registered 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, supporting a range of program structures and investment strategies.
Patrick R
Series 63, Series 66
Frankfort, IL
Ameriprise
Patrick Rodgers is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and PNC Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.
Ian C
Series 66
Bourbonnais, IL
Thrivent Investment Management
Ian Cole is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2020, including prior roles at Thrivent Financial. Before entering the financial industry, he spent time working at Olivet Nazarene University and Momence Church of the Nazarene. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and comprehensive financial planning without discretionary portfolio management. The firm offers clients the option to combine planning with managed accounts through a consolidated billing service called “WealthPlan.”
Jacob W
Series 65, Series 63
Merrillville, IN
Cetera
Jacob Wichlinski is a financial professional at Cetera with Series 63 and Series 65 licenses and no prior industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Wealth Services, LLC since 2025. Outside of Cetera, he provides financial advisory services through Lowden Financial Partners and is also an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.
Chase L
Series 65, Series 63
Merrillville, IN
Cetera
Chase Lowden is a financial professional at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, he serves as Vice Chairman of the Board of Directors for the Franciscan Health Foundation and is a board member of Schererville Civic Funds, Inc. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers through a nationwide network of over 10,000 advisors.
Robert D
Series 63, Series 65
Olympia Fields, IL
Cetera
Robert Davis Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is also the owner and president of Robert Davis & Associates, a firm involved in the sale and service of insurance and securities products, and works as an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets through more than 10,000 advisors.
Christopher R
Series 63, Series 65
Dyer, IN
Edward Jones
Christopher Ray is a financial advisor at Edward Jones with 15 years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at JPMorgan Securities LLC and Dick's Restaurant & Lounge. He holds the Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Samantha C
Series 66
Crown Point, IN
Ameriprise
Samantha Coates is a financial advisor with Ameriprise in Hebron, Indiana, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of her advisory role, she manages an advisory business through Mary Haluska & Associates LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and algorithmic tools to support these services while offering a wide range of advisory, brokerage, and insurance solutions.
Gavin G
Series 66
Crown Point, IN
Thrivent Investment Management
Gavin Gescheidler is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Third Coast Group as well as experience outside finance at Indiana University Northwest and Thomas Kia of Highland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on a broad range of planning topics without discretionary trading authority. The firm allows clients to combine planning services with managed accounts through a consolidated billing option while maintaining the services separately.
Kevin R
Series 63, Series 65
Chicago Heights, IL
LPL Financial
Kevin Raftery is a financial advisor with LPL Financial based in Chicago Heights, IL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining LPL Financial in 2010, he worked at First Midwest Bank from 1998 to 2022. He is also engaged with Old National Bank in an investment-related role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advisor-facing technology tools.
Jeffrey O
CFP®, Series 63, Series 66
Frankfort, IL
LPL Financial
Jeffrey Otway is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones, TD Ameritrade, and EF Legacy Securities. Outside of his advisory work, he performs as the lead guitarist for a live cover band called Cellar Door. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and research tools.
Joseph Z
Series 66
Schererville, IN
Edward Jones
Joseph Zuccarelli is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Thomas D
Series 63, Series 66
Schererville, IN
Edward Jones
Thomas Dinges is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has interests in oil royalties through involvement with Central Crude Corporation and CHS McPherson Refinery, Inc. 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 with a large nationwide advisor and branch network, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
222 advisors near
60401
within the area shown on the map
Out of 400,000+ nationwide