Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Maria F

Series 63, Series 66

Algonquin, IL

Ameritas Advisory Services, LLC

Maria Fessler is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 66 designations. She has 28 years of industry experience, including prior roles at Mass Mutual Investors Services, MetLife Securities, Wells Fargo Clearing, and Old Mutual Capital. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, interval funds, and individualized strategies across multiple program platforms.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Marta K

Series 63, Series 65

Elgin, IL

PNC Wealth Management

Marta Krupa is a financial advisor with PNC Wealth Management in Elgin, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at PNC Investments LLC for 10 years before joining PNC Wealth Management in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to select employees that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Judith N

Series 63, Series 66

Crystal Lake, IL

Lincoln Investment

Judith Noffke is a financial advisor at Lincoln Investment with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at J.P. Morgan Securities, Northwestern Mutual Investment Services, Cadaret Grant & Co., and Thrivent Investment Management. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to model portfolios and third-party managers, with investment strategies supported by an in-house Investment Management & Research team.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
user avatar
firm logo

Danielle P

Series 63, Series 66

Lake in the Hills, IL

J.P. Morgan Securities

Danielle Prigge is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and having 12 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a written asset allocation advice program supported by centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
user avatar
firm logo

Ryan L

Series 66

Elgin, IL

Robert Baird & Co.

Ryan Le Blanc is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at The Barn & Vineyard and Children's Plus Inc. He also spent six years at Beecher High School. Ryan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a mix of manager-traded and model-traded investment strategies along with tax-management and direct-indexing capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
firm logo

Lawrence G

CFP®, ChFC®, Series 66

Crystal Lake, IL

Edward Jones

Lawrence Grzybek is a financial advisor with Edward Jones in Crystal Lake, Illinois, holding the CFP®, ChFC®, and Series 66 designations. He has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
firm logo

Tyler S

Series 66

Elgin, IL

Edward Jones

Tyler Sawyer is a financial advisor at Edward Jones in Elgin, Illinois, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial sector, including five years at Batteries Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Military & Veterans
firm logo

Brittany S

CFP®, ChFC®, Series 66

Sycamore, IL

Edward Jones

Brittany Starkey is a CFP®, ChFC®, and Series 66 licensed financial advisor with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Constellation Brands Inc. from 2014 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
user avatar
firm logo

Joshua K

Series 63, Series 66

Genoa, IL

Edward Jones

Joshua Kubiak is a financial advisor with Edward Jones in Genoa, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2009. Kubiak serves as president of the City of Genoa Police Pension Board, where he participates in decisions regarding pension fund allocations and obligations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

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

Kenneth P

Series 63, Series 65

Crystal Lake, IL

OSAIC

Kenneth Pawula is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2016, following roles at StoneX Advisors Inc. and Wrp Investments, Inc. He is also the owner of Pawula Financial Group, where he provides financial advice to individuals, families, and small companies and offers life and health insurance products. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plans, charities, and corporate entities, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and rebalancing strategies.

Annuities Private / alternative investments
user avatar
firm logo

Mark L

Series 66

Crystal Lake, IL

LPL Financial

Mark Lechowicz is a financial advisor with LPL Financial, holding a Series 66 designation and more than 21 years of industry experience. His prior firms include Cetera Advisor Networks, Cetera Wealth Services, Investment Advisors International, and Ameriprise. He has experience teaching at McHenry County College. 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 and access to third-party asset management, using various model portfolios and strategies supported by technology tools for operational and research purposes.

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

John W

Series 66

Elgin, IL

Robert Baird & Co.

John Wedell is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, Wedell serves as a golf coach for the Judson University golf team and acts as treasurer for the Conifer Cove condominium association in Warrenville, IL. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through various investment management and financial planning services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, supported by internal research and ongoing manager oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Samantha L

Series 66

Crystal Lake, IL

LPL Financial

Samantha Lerette is a financial advisor with LPL Financial in Crystal Lake, IL, holding a Series 66 designation and 15 years of industry experience. She has also worked at Cetera Advisor Networks and has been associated with Exemplar Financial Network for over two decades. In addition to her advisory role, Lerette operates Exemplar Accounting & Tax Advisors, providing tax preparation and accounting 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 programs, including financial planning and model portfolio strategies, supported by extensive research and operational tools.

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

Steven W

Series 66

South Elgin, IL

Edward Jones

Steven Whiting II is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at WFGIA/Transamerica Financial Advisors and several major airlines, such as American Airlines Group, National Airlines, FedEx, and United Airlines. 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 solutions supported by a nationwide network of more than 23,000 financial advisors. The firm combines a large retail advisor and branch presence with affiliated capabilities, including a trust company and proprietary funds, operating under a fiduciary standard.

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

Katie B

Series 63, Series 66

Crystal Lake, IL

Charles Schwab

Katie Buckler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has been with Charles Schwab and its affiliated bank since 1998 and 2007, respectively. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Silvia C

Series 63, Series 66

St. Charles, IL

J.P. Morgan Securities

Silvia Corral is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials. Corral has held various roles within both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Founder/Business Owner
user avatar
firm logo

Hernesto G

Series 66

West Dundee, IL

Edward Jones

Hernesto Gamino is a financial advisor with Edward Jones in West Dundee, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Brendon G

Series 63, Series 65

Sycamore, IL

Ameriprise

Brendon Gallagher is a financial advisor with Ameriprise in Kirkland, Illinois, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His work history includes over two decades at Gallagher & Associates and a combined 21 years with Ameriprise and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of its institutional category.

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

Donald G

Series 63, Series 66

Elgin, IL

Edward Jones

Donald Gaylord Jr. is a financial advisor at Edward Jones in Elgin, IL, holding Series 63 and Series 66 licenses with 22 years of industry experience, all at Edward Jones since 2004. He is involved in real estate investment through ownership of multiple properties in Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, 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

Anthony M

Series 66, Series 63

Elgin, IL

Robert Baird & Co.

Anthony Manfrin is a financial advisor at Robert Baird & Co. in Elgin, IL, holding Series 66 and Series 63 licenses with three years of industry experience. His prior experience includes roles at Guardian Life, MetLife Investors Distribution Company, and Unum. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and unified fee arrangements, supported by internal research and technology including artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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”)