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Brian R

Series 63

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Brian Reilly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 56 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards & Co since 2013. Outside of his advisory role, he serves as a trustee for his deceased father-in-law’s investment-related affairs. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a variety of managed strategies with ongoing monitoring and rebalancing.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Maria F

Series 63, Series 66

Algonquin, IL

Ameritas Advisory Services, LLC

Maria Fessler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and METLIFE Securities Inc. since 2015. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs, combining in-house model portfolios and third-party managers, with a platform that integrates with Ameritas affiliates and financial institutions.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Jacklyn C

Series 63, Series 66

West Dundee, IL

ROCKEFELLER FINANCIAL Llc

Jacklyn Celano is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley from 2017 to 2023. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting, operating both as a registered broker-dealer and providing a range of investment and placement services through its integrated platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Jeanette M

Series 63, Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Jeanette Murray is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing a variety of managed strategies and maintaining an internal trading desk.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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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
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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 registrations. Her prior roles include positions at J.P. Morgan Securities and Northwestern Mutual Investment Services LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services, utilizing both strategic and dynamic approaches supported by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Danielle P

Series 63, Series 66

Lake in the Hills, IL

J.P. Morgan Securities

Danielle Prigge is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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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
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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
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David L

CFP®, Series 66

McHenry, IL

Edward Jones

David Lammers is a Certified Financial Planner (CFP®) with 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 manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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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
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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
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Mc Kenzie Q

Series 66

South Barrington, IL

Charles Schwab

Mc Kenzie Quinn is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Charles Schwab, Quinn held roles at Jonny Cabs, Coopers Hawk Winery and Restaurant, Dave and Busters, and American Airlines. Quinn is also involved with Jonny Cabs and Coopers Hawk Winery and Restaurant outside of the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach alongside centralized custody and operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Abraham C

CFP®, Series 66

McHenry, IL

Cetera

Abraham Chidalek is a CFP® with 19 years of experience in financial services. He is currently with Cetera and has held prior roles at Avantax Advisory Services and 1st Global Advisors. In addition to his advisory work, he serves on the finance committee of St. James Parish in Arlington Heights, providing financial consultation to the pastor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, and charitable clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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 credentials and has been with OSAIC since 2016. Outside of his advisory role, he owns and manages Pawula Financial Group, where he provides life and health insurance products and financial advice to individuals, families, and small companies. OSAIC serves a diverse client base including retail and institutional investors, offering services such as brokerage and investment advisory, financial planning, and retirement plan consulting. The firm employs a variety of asset-allocation and portfolio management tools and supports multiple advisory platforms and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Heather C

Series 66

McHenry, IL

LPL Financial

Heather Cortez is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Old National Bank, First Midwest Bank, and Chase Bank. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Mark L

Series 66

Crystal Lake, IL

LPL Financial

Mark Lechowicz is a financial advisor with LPL Financial in Crystal Lake, Illinois. He holds a Series 66 designation and has 21 years of industry experience, including prior work at Cetera Advisor Networks. He has also taught at McHenry County College since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with model portfolios and research.

College savings (529s, UTMA, etc.)
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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 18 years of industry experience. He has worked at Robert W. Baird & Co. since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 Homeowners Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Samantha L

Series 66

Crystal Lake, IL

LPL Financial

Samantha Lerette is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks. In addition to her advisory role, she operates Exemplar Accounting & Tax Advisors, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Debleena C

Series 66

Streamwood, IL

Merrill

Debleena Chaudhuri is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill, and US Bank since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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