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

Lee N

Series 63, Series 65

Lake Bluff, IL

SeaCrest Wealth Management, LLC

Lee Nysted is a financial advisor with SeaCrest Wealth Management, LLC in Lake Bluff, IL, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with SeaCrest Wealth Management since 2015. Outside of finance, he operates an online music sales business. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and utilizes both proprietary and third-party AI tools to support decision-making.

Annuities Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Founder/Business Owner Executive Approaching retirement
user avatar
firm logo

Mark W

Series 63, Series 66

Libertyville, IL

Harbour Investments, Inc.

Mark Wolter is a financial advisor with Harbour Investments, Inc. and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has worked at firms including Beacon Wealth Advisors, LLC and Gradient Securities, LLC. Wolter serves as a volunteer board member for the Special Olympics Illinois Golf Outing, assisting with event planning and fundraising. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a blend of fundamental and technical analysis to create customized strategies across various asset classes. The firm offers discretionary and non-discretionary portfolio management, model-based solutions, and works with multiple custodians and third-party managers.

Annuities Options & derivatives strategies
user avatar
firm logo

Randall C

Series 63, Series 66

Grayslake, IL

Signal Advisors Wealth, LLC

Randall Cashmore is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and Berthel Fisher and Company. He also operates Cashmore Investments, an independent venture he has maintained since 2009. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment process focused on tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
user avatar
firm logo

Dwight O

Series 65

Beach Park, IL

Integrated Advisors Network LLC

Dwight Ower is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 designation and 17 years of industry experience. He previously worked at Mitchell, Vaught and Taylor for 18 years before joining Integrated Advisors Network and Shields Capital Advisors in 2025. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and often utilizes third-party sub-adviser platforms while providing ongoing portfolio oversight.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
user avatar
firm logo

Anne C

Series 63, Series 65

Pleasant Prairie, WI

Simplicity Wealth

Anne Coupe is a financial advisor at Simplicity Wealth with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including UBS Global Asset Management, BMO Asset Management, and Aegon USA Investment Management. Outside of her advisory role, she serves on the board of Special Gifts Theatre, a therapeutic theatre program for children and adults with special needs. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and a managed account platform. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
user avatar
firm logo

Annirose W

CFP®, Series 63

Libertyville, IL

Capital Analysts

Annirose Womack is a CFP® with 16 years of industry experience, currently serving at Capital Analysts. She has worked previously at Lincoln Investment and Horace Mann Investors, Inc., and maintains a contractor role with Astraios Financial-East, LLC. Outside of advisory roles, she owns Womack Enterprises LLC, which is used for tax and accounting purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team and a proprietary mutual-fund screening process.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
user avatar
firm logo

Michael K

CFA®, Series 63

Town Lakes, IL

First Advisors National, LLC

Michael Kreusch is a CFA® charterholder with seven years of industry experience. He is currently with First Advisors National, LLC and previously worked at Asylum Trading LLC, TD Ameritrade, Marquette Partners, and Celtic Trading LLC. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm oversees third-party money managers and supplements portfolios with advice on equities, ETFs, and mutual funds, typically managing accounts on a discretionary basis through tactical and strategic asset allocation.

Passive / index investing
user avatar
firm logo

Carlene A

Series 65, Series 63

Libertyville, IL

Harbour Investments, Inc.

Carlene Abraham is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Money Concepts Capital Corp. She is also involved as a financial advisor at The Tranel Financial Group and as a salaried employee at 818 Capital Group, LLC. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and various institutional and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms tailored to individual advisor strategies.

Annuities Options & derivatives strategies
user avatar
firm logo

Eric C

Series 63, Series 65

Libertyville, IL

Harbour Investments, Inc.

Eric Cima is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Money Concepts Capital Corp for over 30 years. In addition to his advisory roles, he is a salaried employee of 818 Capital Group, LLC and is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, offering a range of portfolio management options and model-based solutions.

Annuities Options & derivatives strategies
user avatar
firm logo

Candice B

Series 63, Series 65

Kenosha, WI

Johnson Wealth Inc.

Candice Baker is a financial advisor at Johnson Wealth Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has served as Vice President and Team Lead at Johnson Bank since 2014. Baker has worked at Johnson Wealth Inc. since 2017 and maintains a dual role with Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional organizations. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering services such as discretionary portfolio management and financial planning.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
user avatar
firm logo

Steven L

Series 63, Series 66

Lake Forest, IL

BFC PLANNING, Inc.

Steven Lee is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with BFC Planning since 2016. Lee also serves as president of the Taiwanese American Chamber of Commerce of Greater Chicago and acts as an advisor to the Overseas Community Affairs Council for the Taiwanese government. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors, with investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Concentrated stock management Options & derivatives strategies Real estate investing
user avatar
firm logo

Joshua Z

ChFC®, Series 63, Series 65

Kenosha, WI

Harbour Investments, Inc.

Joshua Zoerner is a financial advisor with Harbour Investments, Inc. He holds the ChFC® designation and has 23 years of industry experience. His prior roles include work at Securities America and MWA Financial Services, and he is the owner of Zoerner Financial. Outside of advising, Zoerner is an author of the book "20 Point System." Harbour Investments serves a broad range of clients, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, utilizing diverse investment approaches tailored to each advisor and client.

Annuities Options & derivatives strategies
user avatar
firm logo

Joey B

Series 63, Series 65

Libertyville, IL

Harbour Investments, Inc.

Joey Bunton is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. He has previously worked at firms including Money Concepts Capital Corp. and NYLIFE Securities LLC. Outside of his advisory role, Bunton is an independent insurance agent and is involved with 818 Capital Group, a customer service and payroll company. Harbour Investments serves a diverse client base including individual, trust, pension, and corporate clients. The firm offers a range of portfolio management and financial planning services utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Annuities Options & derivatives strategies
user avatar
firm logo

Ryan A

Series 65

Mundelein, IL

Wealth Management

Ryan Anderson is a financial advisor at Wealth Management with eight years of industry experience. He holds a Series 65 designation and concurrently serves as an Accounting Manager at Accounting Freedom, a CPA firm, where he focuses on accounting and tax services. Prior to his current roles, he worked at PPG for two years. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs to implement model portfolios.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner Executive
user avatar
firm logo

Deacon H

Series 66, Series 65

Libertyville, IL

Harbour Investments, Inc.

Deacon Heath is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds Series 65 and Series 66 licenses and has held prior advisory roles at Money Concepts Capital Corp, 818 Capital Group, LLC, and The Tranel Financial Group. Outside of his advisory work, Heath is also employed in a customer service and payroll capacity at 818 Capital Group, LLC. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through third-party managers and proprietary platforms.

Annuities Options & derivatives strategies
user avatar
firm logo

Joshua S

Series 63, Series 65

Lake Forest, IL

Thurston Springer Advisors

Joshua Simon is a financial advisor with Thurston Springer Advisors in Lake Forest, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Wells Fargo Advisors since 2009. Outside of his advisory role, Simon is president of Java Culture, a family-owned integrated marketing agency. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm provides tailored financial planning, estate-planning facilitation, portfolio management, wrap-fee programs, and ERISA fiduciary services, employing a range of investment strategies from buy-and-hold to more active tactical approaches.

General estate planning guidance Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Options & derivatives strategies Founder/Business Owner Executive
user avatar
firm logo

Francesco F

Series 65

Mundelein, IL

Wealth Management

Francesco Fiore is a financial advisor at Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Wealth Management since 2014. In addition to his advisory role, he is president of Accounting Freedom, Ltd, a CPA firm he has managed since 2005. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a portfolio approach based on modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner Executive
user avatar
firm logo

Eric N

Series 63, Series 65

Round Lake, IL

First Advisors National, LLC

Eric Netzel is a financial advisor with First Advisors National, LLC, based in Round Lake, IL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2016, he has been involved with Noble Marketing Partners, where he engages in the sales of investment-related products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, using tactical and strategic asset allocation with ongoing monitoring and fundamental analysis.

Passive / index investing
user avatar
firm logo

Cecil M

Series 65

Libertyville, IL

Interactive Financial Advisors

Cecil Means is a financial advisor at Interactive Financial Advisors with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Charles Schwab and Alight Solutions. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios, supported by a multi-advisor network and proprietary tools such as the CARES process.

Annuities Long-term care insurance College savings (529s, UTMA, etc.)
user avatar
firm logo

Cray C

CFP®, Series 63

Lake Bluff, IL

Mission Wealth Management, LP

Cray Coppins III is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2024. He previously worked for 12 years at Stonepath Wealth Management, LLC. Mission Wealth Management is a multi-team, SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as entities such as pension plans and endowments. The firm emphasizes customized, long-term investment strategies across a broad range of asset classes and offers a variety of service models tailored to client needs.

Private / alternative investments Options & derivatives strategies Cross-border / expatriate tax planning Business exit / sale strategy Founder/Business Owner Executive
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 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")