Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

8,749 advisors near
60634

Out of 400,000+ nationwide

user avatar
firm logo

Robert D

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Robert Devita is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ausdal Financial Partners since 2010. Outside of his advisory role, he is involved in an outside insurance brokerage focusing on fixed annuities and fixed life insurance. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of discretionary and non-discretionary investment strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Edward K

CFP®, Series 63, Series 65

Chicago, IL

FourStar Wealth Advisors, LLC

Edward Kollada Jr. is a CFP® certificant with 29 years of industry experience, currently serving as an advisor at FourStar Wealth Advisors, LLC. His prior experience includes roles at LPL Financial, Strategic Retirement Partners, Kestra Financial Services, and several other firms. He is also owner and president of Elite Wealth Partners, Inc., a tax preparation and CPA firm. FourStar Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan consulting, employing a combination of fundamental and technical analysis to tailor portfolios across various asset classes and investment vehicles.

Charitable giving & philanthropy Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Kyle S

Series 63, Series 66

Chicago, IL

SpiderRock Advisors, LLC

Kyle Schneider is a financial advisor at SpiderRock Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at BlackRock Investments LLC and BlackRock since 2023, as well as at Harris Associates and Harbor Capital Advisors earlier in his career. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based strategies that combine quantitative and fundamental analysis. The firm specializes in option-based hedges and yield-enhancing overlays, offering portfolio overlay, strategy management, and collateral services through both discretionary and sub-advisory mandates.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
user avatar
firm logo

John D

Series 63, Series 66

Downers Grove, IL

Highpoint Planning Partners

John Davila is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been associated with HighPoint Advisor Group, LLC (DBA TWG Wealth Partners) since 2016 and LPL Financial since 2009. Outside of his advisory roles, he operates John M. Davila and Associates LLC, which processes securities and non-variable insurance business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Brian S

CFP®, Series 66

Chicago, IL

The Mather Group, LLC

Brian Schmehil is a CFP® with 18 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2016. He previously worked at Morgan Stanley from 2008 to 2011. Outside of his advisory role, he manages personally owned real estate through leasing and property management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customized portfolio solutions including direct indexing and ESG factor portfolios.

Concentrated stock management Options & derivatives strategies Private / alternative investments ESG / Sustainable investing
user avatar
firm logo

Robert S

Series 63, Series 65

Oakbrook Terrace, IL

Private Client Services, LLC

Robert Sutherland is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Private Client Services since 2010. Outside of advising, he serves as the board president of Spirito, a 501(c)(3) choral organization in Oakbrook, Illinois. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm manages approximately $1.05 billion across over 3,200 client accounts and offers financial planning, consulting, and portfolio management through various implementation platforms and both discretionary and non-discretionary account management.

Options & derivatives strategies Tax-loss harvesting
user avatar
firm logo

Valentina C

Series 65, Series 63

Lombard, IL

Forum Financial Management, Lp

Valentina Canonaco is a financial professional at Forum Financial Management, LP with one year of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Forum, she worked at Cetera, Callero Capital Wealth Management, and APC Financial Group. Canonaco also has experience in education, having worked at Carol Von Linne Elementary and St. Procopius School. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management and financial planning based on Modern Portfolio Theory and supports independent advisors and RIAs through its turn-key asset-management and back-office services.

Wealth management Passive / index investing ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

John S

Series 63, Series 65

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

John Sciaccotta is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Forum Financial Management, LP. In addition to his advisory role, he is the managing partner of DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a CPA firm. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment management programs, including third-party manager selection and monitoring.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar
firm logo

Ryan Z

CFP®, ChFC®, Series 63, Series 65

Lombard, IL

Forum Financial Management, Lp

Ryan Zink is a CFP® and ChFC® with 13 years of experience in financial services. He is affiliated with Forum Financial Management, LP and has held roles at Element 30 Insurance Solutions Inc. and Purshe Kaplan Sterling Investments. Outside his advisory work, he serves as president and broker of an insurance firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, implementing model portfolios primarily using DFA mutual funds and ETFs within a Modern Portfolio Theory framework.

Wealth management Passive / index investing ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Adam S

Series 66

Elmhurst, IL

LaSalle St. Investment Advisors, L.L.C.

Adam Sarno is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America. He also mentors college students who are members of Beta Theta Pi at Butler University. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar
firm logo

Natalie D

Series 63, Series 65

Chicago, IL

New Edge Wealth

Natalie Dymkowski is a financial advisor at New Edge Wealth in Chicago, IL, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Charles Schwab, and Northwestern Mutual. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Private / alternative investments Options & derivatives strategies Wealth management ESG / Sustainable investing Executive Founder/Business Owner
user avatar
firm logo

Bradley R

Series 63, Series 66

Downers Grove, IL

Highpoint Planning Partners

Bradley Rist is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC, Mesirow Financial Inc., Lincoln Financial Distributors, and Keeley Asset Management Corp. He serves as co-secretary on the Parent Teacher Organization board for Horace Mann Elementary in Oak Park, IL. HighPoint Planning Partners serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary asset management and financial planning services, constructing personalized investment policies and implementing portfolios across multiple asset classes using fundamental analysis.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Mark P

CFP®, Series 63

Downers Grove, IL

Highpoint Planning Partners

Mark Powell is a CFP® with 25 years of industry experience, currently serving as an advisor at Highpoint Planning Partners since 2014. He is also registered with LPL Financial and has a background primarily with Highpoint Advisor Group, doing business as OnPath Financial Group. Outside of his advisory work, he is involved with MP Financial Solutions Holdings, LLC for non-investment related purposes and holds a notary role. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, utilizing fundamental analysis and multiple investment platforms to tailor portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Andrew K

Series 63, Series 65

Chicago, IL

Chicago Partners Investment Group LLC

Andrew Kang is a financial advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and for It's Boba Time, a beverage business. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering portfolio management, financial planning, and family office consulting. The firm employs a long-term, diversified, asset-allocation investment approach combining fundamental analysis with quantitative methods and serves clients through strategies including mutual funds, ETFs, direct indexing, and tax-aware portfolio construction.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar
firm logo

Zachary B

Series 66

Chicago, IL

Northern Trust Securities, Inc.

Zachary Bittenbender is a financial professional at Northern Trust Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Cetera and Jewel-Osco. His other business activities include providing financial services through North Star Resource Group. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management using a range of proprietary and third-party investment products, with oversight through a governance process and regular account reviews.

Passive / index investing Active portfolio management ESG / Sustainable investing Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Michael M

Series 63, Series 65

Glenview, IL

Advisory Services Network

Michael Markowitz is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior experience includes roles at PPM America, Inc. and UBS Asset Management (US) Inc. He has worked at Advisory Services Network since 2021. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of securities and third-party managers while accommodating flexible engagement types.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Daniel T

CFP®, Series 63, Series 65

Downers Grove, IL

Highpoint Planning Partners

Daniel Tresemer is a CFP® professional affiliated with HighPoint Planning Partners, with 29 years of experience in the financial services industry. He has been associated with LPL Financial since 2007 and has held roles at HighPoint Advisor Group, LLC, including co-managing partner and branch manager of OnPath Financial. Tresemer is also involved with OnPath Outreach, a for-profit board dedicated to charitable service initiatives. HighPoint Advisor Group serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of services such as discretionary asset management, financial planning, retirement plan advisory, and utilizes various investment platforms and strategies tailored to client needs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Joshua R

CFP®

Chicago, IL

Curi Capital, LLC

Joshua Rauterkus is a CFP® professional at Curi Capital, LLC with five years of industry experience. He previously worked at RMB Capital Management and Moneta Group Investment Advisors, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm uses a fundamentally driven, long-term investment approach across a variety of account types and offers both discretionary and non-discretionary services.

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals
user avatar
firm logo

Dimitri E

CFP®, Series 66

Chicago, IL

Curi Capital, LLC

Dimitri Eliopoulos is a CFP® with 25 years of experience in the financial industry. He is currently with Curi Capital, LLC and has previously worked at RMB Capital Management, LLC and UBS Financial Services. His background includes roles at both multi-team wealth management firms and private wealth advisory firms. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients such as plan sponsors and investment funds. The firm's investment approach combines bottom-up fundamental equity analysis with a relative-value fixed income strategy, offered through a range of investment vehicles and both discretionary and non-discretionary services.

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals
user avatar
firm logo

Paula S

Series 63, Series 65

Chicago, IL

Zacks Investment Management, Inc.

Paula Sauer is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has been with Zacks & Company and Zacks Investment Management since 2004. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Active portfolio management ESG / Sustainable investing Tax-loss harvesting Passive / index investing Retirement withdrawal strategies Founder/Business Owner Retired
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”)