Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

137 advisors near
60468

Out of 400,000+ nationwide

user avatar
firm logo

Melissa E

Series 65, Series 63

Frankfort, IL

LPL Financial

Melissa Eul is a financial advisor with LPL Financial in Frankfort, IL, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at LPL Financial since 2021 and concurrently at BMO Bank NA since 2013. 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 portfolio programs, third-party asset management, and institutional platforms, with a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Joan R

Series 63, Series 65

New Lenox, IL

LPL Financial

Joan Ripoli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. Her career includes roles at Old National Bank, First Midwest Bank, The Huntington National Bank, and Fifth Third Bank. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Nicholas B

Series 63, Series 66

Bourbonnais, IL

Ameriprise

Nicholas Bufford is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He previously worked at Investment Professionals Inc and PNC Wealth Management before joining Ameriprise in 2018. Bufford serves on the boards of the YMCA of Kankakee and Limestone Youth Baseball/Softball, and participates in the Community Foundation of Kankakee River Valley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Anthony L

CFP®, Series 66

Frankfort, IL

LPL Financial

Anthony Lodovico is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Edward Jones for five years. Lodovico is involved with Valor Capital Partners LLC, which operates as a DBA for his LPL business. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports its advisors with various tools and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

David J

Series 66

Frankfort, IL

Ameriprise

David Joyce is a financial advisor at Ameriprise Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Corcentric and positions in education at the University of Kansas, Lincoln Way East High School, and Hickory Creek Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning strategies and tax-aware withdrawal approaches. The firm’s recommendations incorporate its investment research and third-party data within an affiliated product framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Joseph R

Series 63, Series 65

Bourbonnais, IL

Wells Fargo Advisors

Joseph Romary is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2022. He also has a 20% ownership stake in Vista Wealth Advisors, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, leveraging proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Carole E

Series 63, Series 65

Bourbonnais, IL

Raymond James Financial

Carole Eckberg is a financial advisor with Raymond James Financial in Bourbonnais, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Raymond James Financial and Raymond James Financial Services since 2011. Outside of her advisory role, she works as a sales assistant and cashier at Faber Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and promotes implementation through its advisory programs and other providers, with a notable affiliation to a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Claudia M

ChFC®, Series 66

Frankfort, IL

Ameriprise

Claudia Marban is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. She has been with Ameriprise since 2000, currently serving at their Mokena, IL office. Outside of her advisory role, she manages a business, Marban & Associates, Inc. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Susan H

Series 63, Series 65

Bourbonnais, IL

Raymond James Financial

Susan Hoover is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has held roles at Raymond James Financial Services, Inc. since 2001. Outside of her advisory work, she serves on the zoning board in Sheldon, Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

James W

Series 63, Series 65

Manteno, IL

Edward Jones

James Woods is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services. There are no notable outside business activities reported. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Susan L

Series 63, Series 66

Manteno, IL

Raymond James Financial

Susan Lockwood is a financial advisor at Raymond James Financial with 39 years of industry experience. Her career includes roles at Midland States Bank, HomeStar Bank, and Raymond James Financial Services Advisors. She holds Series 63 and Series 66 designations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor recommendations and supports both advisory programs and institutional portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Karyn M

Series 63, Series 66

Manhattan, IL

UBS Financial Services

Karyn Mitrano is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior roles include nine years at Morgan Stanley and five years at Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

David F

Series 63, Series 65

Bourbonnais, IL

Raymond James Financial

David Faber is a financial advisor with Raymond James Financial in Bourbonnais, IL, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets before joining Raymond James in 2011. He also owns and operates an insurance agency that provides health, life, disability, Medicare supplement, and property and casualty insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and provides specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Matthew D

Series 63, Series 65

New Lenox, IL

Edward Jones

Matthew Delestowicz is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Empathy Claims, Megent Financial, Cetera Advisors, and the Orland Fire Protection District. He is also involved with Delestowicz Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Mark K

Series 63, Series 65

New Lenox, IL

Ameriprise

Mark Keith is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at The Huntington Investment Company and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Todd Y

Series 66

New Lenox, IL

LPL Financial

Todd Youngberg is a financial advisor with LPL Financial in New Lenox, Illinois, holding a Series 66 designation and 20 years of industry experience. He previously worked at BMO Harris Financial Advisors for 15 years and Waddell & Reed for one year. He serves in a fiduciary capacity for the Children's Single Fund Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools and a broad platform extending to non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Robert W

Series 66

Beecher, IL

Cetera

Robert Walker is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Cetera and has previous experience at Edward Jones, Merrill, Bank of America, and various regional banks. 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 range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Michael W

Series 66

Bourbonnais, IL

Thrivent Investment Management

Michael Williams is a financial advisor with Thrivent Investment Management in Bourbonnais, IL, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Thrivent Financial and its affiliated investment management firm since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without implementing those recommendations. The firm combines planning with managed-account programs through a consolidated billing option while maintaining separate planning and investment services.

Business ownership considerations
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)