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Roger R
Series 63, Series 65
Downers Grove, IL
OSAIC
Roger Ryndak is a financial advisor with OSAIC based in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He spent 54 years with Lincoln Financial Advisors Corporation before joining OSAIC in 2025. In addition to his advisory work, he owns a sole proprietorship marketing various insurance products to his clientele. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and financial planning services supported by advanced portfolio construction and management tools.
Justin G
Series 66
Wheaton, IL
Ameriprise
Justin Gutierrez is a financial advisor at Ameriprise in Wheaton, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he was a full-time student-athlete and has also worked in various roles including at Volv Fitness Dubuque and Canes Illinois Baseball. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Jeffrey K
Series 66
Orland Park, IL
Cetera
Jeffrey Kubiak is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and also operates Kubiak Wealth Management and Kubiak & Kubiak CPA, focusing on wealth management and tax planning services, respectively. Prior to his advisory role, he has experience connected to professional hockey organizations and a background that includes time at Cornell University. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.
Keith H
CFP®, Series 63
Hinsdale, IL
LPL Financial
Keith Hill is a CFP® professional affiliated with LPL Financial, with 28 years of industry experience. He previously worked at Raymond James Financial Services for ten years. Outside of his advisory role, Hill is involved with Serve City, Inc., where he coaches volleyball. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning and advisory programs supported by research and various management strategies.
Linda J
CFP®, Series 63, Series 65
Tinley Park, IL
LPL Financial
Linda Jody is a CFP®-designated financial advisor with LPL Financial in Tinley Park, IL, bringing 27 years of industry experience. She has been with LPL Financial since 2010. Outside of finance, she is involved in acting and film production under the stage name "Jodi London." LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Thomas H
Series 63, Series 65
Mokena, IL
LPL Financial
Thomas Hentschel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Waddell & Reed, Inc. for 17 years and has been involved with various nonprofit organizations, including the Northern Illinois Food Bank and the Kankakee Symphony Orchestra, where he performs as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.
Perry F
Series 63, Series 65
Oak Brook, IL
Morgan Stanley
Perry Favia is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he has involvement with WILANN LLC, a family limited partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques to support client planning.
Michael M
Series 63, Series 65
Lisle, IL
Mass Mutual Investors Services
Michael Miller is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Resources from 2006 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers various programs including money-manager and educational seminars.
Lee K
Series 63, Series 65
Mokena, IL
Cambridge Investment Research Advisors
Lee Kaz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Lionheart Financial LTD. He serves as a board member of the Mokena Police Pension Board and is involved with the Builders Tee Club, a local organization related to sports and fitness. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.
Kevin K
CFA®, Series 63
Oak Brook, IL
LPL Financial
Kevin Kehres is a CFA® charterholder and investment advisor at LPL Financial with six years of industry experience. Before joining LPL Financial in 2019, he worked at BNP Paribas Asset Management for seven years. His background also includes roles at Goodworth Wealth Management and Goodworth Kitchie & Associates. 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, financial planning, retirement plan consulting, and brokerage services incorporating both discretionary and non-discretionary management with access to model portfolios and research.
Thomas B
ChFC®, Series 63, Series 65
Orland Park, IL
Cetera
Thomas Borsellino is a financial advisor at Cetera with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His career includes positions at Cetera Advisors LLC, Megent Financial, Opus Wealth Partners, LPL Financial, and MetLifeSecurotoes Inc. He is also the owner of Aspire Financial, a business focused on tax harboring for securities and tax purposes, and serves as a notary providing notarization services. Cetera Investment Advisers LLC is an SEC-registered adviser distributing services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through various program structures and affiliated third-party managers.
Anthony F
Series 66
Orland Park, IL
OSAIC
Anthony Frangella is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 11 years. Outside of advisory services, he is a managing member of a commercial real estate LLC and a passive investor in a local restaurant. OSAIC serves a diverse group of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and access to third-party managers to create portfolios that include various asset classes and investment strategies.
Donald P
Series 63, Series 65
Chicago, IL
J.P. Morgan Securities
Donald Pendleton is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. and Banc One Securities since 2004. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis with a centralized due-diligence framework.
Fatma A
Series 66
Matteson, IL
J.P. Morgan Securities
Fatma Awadalla is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and five years of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Bank of America Merrill Lynch for seven years. Outside of her advisory role, she is involved in education as a part-time substitute teacher for several local school districts and also serves as a personal assistant for the Illinois Department of Human Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.
Moe E
Series 63, Series 65
Willowbrook, IL
J.P. Morgan Securities
Moe El Turkey is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Citigroup, U.S. Bancorp Investments, and JPMorgan Chase Bank. Outside of his advisory role, he has provided voluntary counsel on the management of an event staffing business. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.
Lynda N
ChFC®, Series 63, Series 65
Downers Grove, IL
LPL Enterprise
Lynda Nordling is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses, with 23 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2007. Outside of her advisory role, she works as a Medicare consultant, providing education on Medicare basics and health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.
Jeffrey O
Series 63, Series 65
Darien, IL
LPL Financial
Jeffrey Osterman is a financial advisor with LPL Financial in Darien, IL, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with LPL Financial since 2011 and also has a background with First American Bank dating back to 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing various investment management strategies supported by both in-house and third-party research.
Joshua P
Series 66
Downers Grove, IL
LPL Enterprise
Joshua Pillo is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Capital One and The Prudential Insurance Company of America. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with brokerage and insurance products.
Delali A
Series 66
Oak Brook, IL
Equitable Advisors
Delali Afenya is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and with seven years of industry experience. Prior to joining Equitable Advisors, Delali worked at AXA Advisors and Mike Fultz, and also spent five years at Elmhurst College. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a range of LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions.
Patrick M
Series 63, Series 66
Downers Grove, IL
Ameriprise
Patrick Murray is a financial advisor with Ameriprise in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Ameriprise since 2018, with prior experience at Investment Professionals, Inc. and operating his own practice from 2014 to 2017. Outside of advising, he serves as a Program Manager for Republic Bank of Chicago’s Financial Services Program. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
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