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682 advisors near
60403
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Ryan G
Series 66
Mokena, IL
AdvisorNet Wealth Partners
Ryan Gandurski is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 license. He has 20 years of industry experience, with prior roles at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of his advisory work, Gandurski coaches a 15U youth baseball team and serves on the advisory school board at St. Judes Catholic School. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and employs both discretionary and non-discretionary management.
Paul G
Series 65
Mokena, IL
First Advisors National, LLC
Paul Gnap is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Lupo Securities for eight years and has operated his own business since 1995. Outside of his advisory role, he serves as a salaried trader for Galnet Asset Management, a hedge fund based in Frankfort, IL. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support recommendations of individual securities.
Zachary M
CFP®, CFA®, Series 66
Mokena, IL
AdvisorNet Wealth Partners
Zachary Morgan is a financial advisor at AdvisorNet Wealth Partners with four years of industry experience. He holds the CFP® and CFA® designations, as well as a Series 66 license. Prior to joining AdvisorNet, he worked at Northern Trust for five years. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and third-party managers while offering both discretionary and non-discretionary management.
Uma M
Series 66
Frankfort, IL
Stonex Advisors Inc.
Uma Murthy is a financial advisor with StoneX Advisors Inc. in Frankfort, IL, holding a Series 66 license and bringing 25 years of industry experience. She has been with StoneX Advisors and related entities since 2019 and previously operated U-WIN Investment for 28 years. Outside of her advisory role, she owns and manages a health, life, and property insurance brokerage and is involved in medical student placement services through several related companies. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs multiple investment strategies and platforms to accommodate a wide range of client needs, including high-net-worth clients and ERISA plans.
Timothy M
CFP®, Series 63
Mokena, IL
AdvisorNet Wealth Partners
Timothy Mccabe is a CFP® professional with 45 years of industry experience, currently serving at AdvisorNet Wealth Partners since 2019. He previously worked at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and may include sub-advisors or internal model portfolios to meet client objectives.
Donald Z
CFP®, Series 66
New Lenox, IL
Sowell Management
Donald Zolfo is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Sowell Management since 2020. He previously worked at 83rd Street Wealth Management, LLC from 2016 to 2020. Outside of advisory work, he is also involved in insurance sales and service, dedicating time to that activity outside trading hours. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple investment management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.
Jeffrey H
Series 63, Series 66
Plainfield, IL
Packerland Brokerage Services, Inc.
Jeffrey Holmes is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Wunderlich Securities, Inc./B. Riley Wealth Management and Stifel Nicolaus & Co Inc. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services, combining individualized planning with discretionary or non-discretionary account management through firm-managed portfolios and third-party programs.
Oduardo P
Series 63, Series 65
Joliet, IL
Interactive Financial Advisors
Oduardo Periu is a financial advisor at Interactive Financial Advisors with 24 years of industry experience. He has been with Interactive Financial Advisors since 2005 and previously worked at Citgo for over three decades. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, applying Modern Portfolio Theory and fundamental analysis in its investment approach.
Jennifer P
Series 63, Series 65
Joliet, IL
Capital Analysts
Jennifer Prosise is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has worked with Lincoln Investment Planning, Inc. and The Voyager Group since 2007 and is the owner of Proside Consulting, Inc. She serves as Vice President of the National Tax-Deferred Savings Association and as Treasurer and board member of the Estate Planning Council of Joliet. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.
Lori H
Series 66
Woodridge, IL
Sowell Management
Lori Hall is a Series 66 licensed financial advisor with 25 years of industry experience. She has worked at Sowell Financial Services, LLC since 2016 and previously at Concert Wealth Management Inc for four years. In addition to her advisory role, she is involved as a planning specialist at Sapphire Wealth Management, where she supports sales, client relationship management, and financial planning. Sowell Management is a multi-team registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment advisor representatives.
Michael M
Series 63, Series 65
Mokena, IL
Gradient Advisors, LLC
Michael Moylan is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Gradient Advisors since 2012 and is also a partner in Advanced Planning Advisors, a firm focused on insurance and retirement planning, which he co-founded in 2010. Moylan has over 30 years of experience through his ownership of Moylan Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.
Manuel M
Series 66
Shorewood, IL
FIFTH THIRD SECURITIES, Inc.
Manuel Macias is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2024. Prior to that, he worked at Edward Jones for five years and held teaching positions at Robert Morris University and DeVry University. He also served in the U.S. Army Reserves for 12 years. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs on the Passageway platform, including mutual fund/ETF models, SMA strategies, and tax-overlay and direct-indexing options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and has a broad advisor and client base with various affiliated service offerings.
Krystal W
CFP®, Series 63
Joliet, IL
Commonwealth Financial Network
Krystal Wyss is a CFP® professional with three years of industry experience, currently affiliated with Commonwealth Financial Network in Joliet, IL. Her prior roles include positions at LPL Financial LLC, Busey Bank, and First Midwest Bank. She has also worked at Mistwood Golf Course / JPM Golf Properties. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.
Douglas S
Series 63, Series 65
Frankfort, IL
Eagle Strategies (NY Life)
Douglas Schultz is a financial advisor with Eagle Strategies (NY Life) based in Frankfort, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with New York Life Insurance Company since 1991 and Nylife Securities Inc. since 1993. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice and implements solutions across multiple program types, with the majority of its assets managed on a non-discretionary basis.
Juan V
Series 66
Plainfield, IL
PNC Wealth Management
Juan Viamontes Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees with PNC Bank online-banking credentials. The firm utilizes approved mutual fund and ETF strategies managed or delegated to third parties, with a focus on model-driven portfolio implementation and annual rebalancing.
Jerry P
Series 63, Series 65
Mokena, IL
FIFTH THIRD SECURITIES, Inc.
Jerry Parker Jr. is an advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank NA since 2014. He is currently based in Mokena, Illinois. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing third-party portfolio managers and multiple investment strategies.
Melvin H
Series 63, Series 65
Bolingbrook, IL
Guardian Life
Melvin Hobson is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His career includes roles at Transamerica Financial Advisor, World Financial Group, and Midwest Insurance Broker Service. He has also been involved with 1015 Towner, LLC, an outside business activity. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms. The firm serves a diverse client base, including high-net-worth individuals and retirement plan sponsors, and offers a range of financial planning and consulting services.
Monica K
CFA®, Series 66
Oswego, IL
William Blair
Monica Kaminski is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at BMO Harris Bank. Outside of her financial advisory role, she is a skincare consultant for Rodan and Fields. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds through its integrated investment platform.
Scott W
Series 63, Series 65
Oswego, IL
Ameritas Advisory Services, LLC
Scott Weinstein is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Ameritas Wealth Advisors, Lake Michigan Benefit Associates, Ohio National Financial Services, and Ameritas Life Insurance Corp. He is also licensed as an independent insurance agent for fixed insurance products and is a partner in a private business venture. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies, including model portfolios and customized solutions, supported by multiple program platforms and third-party technology.
Brian T
Series 66
Joliet, IL
Integrated Wealth Concepts LLC
Brian Tarro is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. Prior to this, Tarro held roles at Level Four Advisory Services and LPL Financial, among others. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.
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682 advisors near
60403
within the area shown on the map
Out of 400,000+ nationwide