Overwhelmed by options?
Answer a few questions to see advisors matched to you.
131 advisors near
60468
within the area shown on the map
Out of 400,000+ nationwide
Anthony L
CFP®, Series 66
Frankfort, IL
LPL Financial
Anthony Lodovico is a financial advisor at LPL Financial with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2020, he worked at Edward Jones from 2015 to 2020. He is also involved with Valor Capital Partners LLC, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management options, supported by proprietary research, third-party subadvisors, and various portfolio management tools.
Joseph R
Series 63, Series 65
Bourbonnais, IL
Wells Fargo Advisors
Joseph Romary is a financial advisor with Wells Fargo Advisors in Bourbonnais, Illinois, holding Series 63 and Series 65 designations and 29 years of industry experience. His career within Wells Fargo includes roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Advisors since 2009. He also has an ownership interest in Vista Wealth Advisors, LLC, where he is actively involved. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning.
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.
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.
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.
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.
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.
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.
David F
Series 63, Series 65
Bourbonnais, IL
Raymond James Financial
David Faber is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2011. In addition to his advisory role, he owns and operates an insurance agency that offers group and individual health insurance, life and disability options, Medicare supplements, and property and casualty insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm delivers tailored, non-discretionary planning using analytical tools and supports a large network of advisors with both institutional consulting and portfolio management services.
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.
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.
Robert W
Series 66
Beecher, IL
Cetera
Robert Walker is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, The Federal Savings Bank, and several regional banks. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with both discretionary and non-discretionary program options.
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.
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.
James A
Series 66
New Lenox, IL
Thrivent Investment Management
James Allen Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he earns residuals as an agent with Assured Partners for servicing property and casualty insurance contracts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering a wide range of topics such as retirement, tax, and estate planning. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate advisory services.
Zackery K
CFP®, Series 66
New Lenox, IL
Edward Jones
Zackery Kuster is a CFP® professional with eight years of industry experience, currently advising clients at Edward Jones in New Lenox, IL. He has been with Edward Jones since 2016 and previously worked with the University of Illinois Horticulture Department from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
William M
Series 66
Frankfort, IL
LPL Financial
William Moore is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab Bank and Charles Schwab & Co., Inc. Moore serves on the Leadership Advisory Board of City Church Chicago, where he evaluates financial decisions related to property and renovation projects. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple portfolio strategies.
Michael R
Series 63, Series 66
New Lenox, IL
Raymond James Financial
Michael Robbins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Robbins previously worked at Edward D. Jones & Co., L.P. for 29 years. He is also the owner of Apex Capital Management, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, supported by analytical tools and unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.
Jason S
Series 63, Series 65
Bourbonnais, IL
Wells Fargo Advisors
Jason Soucie is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. He also serves as an investment committee member for the Riverside Healthcare Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses Wells Fargo research and tools to develop tailored recommendations for its clients.
George C
Series 63, Series 66
Mokena, IL
J.P. Morgan Securities
George Curtin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a long tenure with JPMorgan Chase Bank, N.A. dating back to 2003. From 2013 to 2021, he was involved with Curtin Rental Properties. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
131 advisors near
60468
within the area shown on the map
Out of 400,000+ nationwide