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2,459 advisors near
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Mary K
Series 63, Series 66
Batavia, IL
Masus Financial Group, LTD.
Mary Kilberg is a financial advisor with Masus Financial Group, LTD. in Batavia, Illinois, holding Series 63 and Series 66 credentials with 16 years of industry experience. She has been affiliated with Masus Financial Group and LPL Financial since 2005. Kilberg also serves as a Notary Public. Masus Financial Group provides wealth management and advisory services to individuals, trusts, estates, and businesses, utilizing a primarily long-term investment approach that incorporates fundamental and technical analysis. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services.
Scott N
Series 65
Hoffman Estates, IL
Wisdom Investments
Scott Neubauer is a Series 65-licensed financial advisor at Wisdom Investments with two years of industry experience. His background includes roles at Solace Hospice & Palliative Care and Watershed Ministries, reflecting a diverse career path. Neubauer is based in Hoffman Estates, IL. Wisdom Investments offers discretionary investment management and financial planning to individuals, nonprofits, and retirement plans. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, providing tiered planning services and client education through seminars and workshops.
Lisa C
Series 63, Series 65, Series 66
Geneva, IL
Lenity Financial, Inc.
Lisa Conrath Bova is a financial advisor at Lenity Financial, Inc. with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Lenity Financial since 2016. Outside of her advisory work, she is a senior independent consultant for BeautyCounter and a partner and blogger for Simply Better Choices, a health and wellbeing blog. Lenity Financial, Inc. is a fee-only, state-registered investment adviser serving high-net-worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan consulting with participant education, using strategic, diversified allocations tailored to clients’ objectives, risk tolerance, and tax situations.
Darin R
Series 66
Wheaton, IL
Cambier Capital, LLC
Darin Roth is a financial advisor with Cambier Capital, LLC, holding a Series 66 designation and 11 years of industry experience. He has previously worked at 2642 Capital, LLC, Stenger Tax Advisory, LLC, Stenger Family Office, LLC, Morgan Stanley, and Guggenheim Investments. Roth is a co-founder and former operational manager of Stenger Tax Advisory LLC, a certified public accounting firm. Cambier Capital provides wealth management and investment services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach alongside fundamental and technical analysis.
Colin S
Series 65
Aurora, IL
Cruz Investments & Wealth Management
Colin Staub is a financial advisor at Cruz Investments & Wealth Management in Aurora, IL. He holds a Series 65 designation and has been in the industry since 2025. His prior experience includes roles at Arbor Financial Advisors, Barcocina Lakeview, and Coda di Volpe, as well as non-financial positions at Open Range Southwest Grill and Kaneland High School. Cruz Investments & Wealth Management primarily serves pooled investment vehicles and institutional clients, focusing on financial planning, qualified plan management, and the selection and monitoring of third-party investment advisers. The firm’s investment approach centers on asset allocation informed by external research and analytical tools, with ongoing evaluation of recommended managers based on reputation, performance, and financial strength.
Mark M
CFP®, Series 63
Naperville, IL
Wealth Strategies Counselors, Inc
Mark Madia is a CFP® professional with over 33 years of experience in financial advising. He has been with Wealth Strategies Counselors, Inc. since 1998 and has held roles at FSC Securities Corporation and Tax & Investment Services, Inc. Additionally, Madia is involved with Tax & Accounting Strategies, Inc., a tax preparation and bookkeeping firm he leads. Wealth Strategies Counselors, Inc. provides personalized financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm focuses on written broad-based or modular financial plans without discretionary portfolio management and employs a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies.
Marina S
Series 63, Series 66
Naperville, IL
Left Brain Wealth Management, LLC
Marina Solomon is a financial advisor at Left Brain Wealth Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Left Brain Wealth Management since 2014. Outside her advisory role, she serves as an administrative assistant and non-registered fingerprint individual for The Leaders Group Broker Dealer. Left Brain Wealth Management provides discretionary asset management, financial planning, and 401(k) consultative services to individuals, trusts, corporations, and retirement plans. The firm utilizes a proprietary security-evaluation platform to tailor portfolios according to client objectives and risk tolerances.
Todd M
CFP®, Series 63, Series 65
Batavia, IL
Masus Financial Group, LTD.
Todd Masus is a CFP® professional with 28 years of experience in the financial industry. He has worked at LPL Financial since 2000 and has been with Masus Financial Group, Ltd. since 2015. In addition to his advisory roles, he provides notary services to his clients on a volunteer basis without charge. Masus Financial Group offers wealth management and advisory services to individuals, trusts, estates, and businesses, focusing on long-term investment strategies supported by a combination of fundamental, technical, cyclical, behavioral, and charting analyses. The firm manages discretionary and non-discretionary portfolios using diverse investment vehicles and sponsors its own wrap fee program.
Austin K
Series 63, Series 66
Wheaton, IL
Cambier Capital, LLC
Austin Kight is a financial advisor at Cambier Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 2642 Capital, LLC, ALPS Distributors, Inc., PT Asset Management LLC, Performance Trust Capital Partners LLC, Innovator Capital Management, Foreside Fund Services, LLC, and Weber Shandwick. Cambier Capital provides continuous wealth and investment management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a primarily long-term investment approach with flexibility to adjust based on client objectives or market conditions.
Jeremiah Y
Series 66, Series 63
Wheaton, IL
Cambier Capital, LLC
Jeremiah Yi is a financial advisor with Cambier Capital, LLC in Wheaton, IL. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at PT Asset Management LLC, Performance Trust Capital Partners LLC, and ALPS Distributors, Inc. Cambier Capital provides wealth management and investment services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios typically consisting of mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach combined with fundamental and technical analysis and independent third-party manager oversight.
Scott S
Series 65
Schaumburg, IL
Stephen Smith Financial Inc.
Scott Smith is a Series 65-licensed financial advisor with eight years of industry experience. He is affiliated with Stephen Smith Financial Inc. and has held roles at Significant Wealth Partners LLC, Capital Management Consultants, and other firms. In addition to advisory services, he is involved in insurance and fixed annuity sales. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients, offering portfolio management across various asset classes and one-time financial planning with ongoing oversight. The firm employs a tailored investment approach that integrates asset allocation, technical analysis, and may utilize third-party sub-advisors, supported by proprietary AI and machine-learning tools.
Richard H
Series 65
Woodridge, IL
Liberty Asset Management, Inc.
Richard Holmberg is a financial advisor at Liberty Asset Management, Inc. with 20 years of industry experience. He holds a Series 65 designation and has been with Liberty Asset Management since 2006. In addition to his advisory role, he is a partner in the law firm of Mosteller & Holmberg, P.C. Liberty Asset Management provides portfolio management and financial planning services to individuals, trusts, retirement plans, corporations, and charitable organizations, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory.
Brian G
Series 65
St. Charles, IL
Capital Management Group, Inc.
Brian Green is a financial advisor at Capital Management Group, Inc. in St. Charles, IL, holding a Series 65 designation with 24 years of industry experience. He has been with Capital Management Group since 2001. Capital Management Group, Inc. provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with a focus on conservative fixed-income management, serving both retail and certain institutional-style clients.
Nicholas N
CFP®, Series 66
Lisle, IL
Sebold Capital Management, Inc
Nicholas Niemi is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sebold Capital Management since 2023 and previously held positions at Bank of America, Merrill, and The Mather Group. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selected active funds, dividend-paying equities, and municipal bonds.
Natalia K
Series 65
Naperville, IL
Blue Cedar Advisors LLC
Natalia Kabbe is a financial advisor at Blue Cedar Advisors LLC with two years of industry experience. She holds a Series 65 designation and has been with Blue Cedar Advisors since 2021. In addition to her work in financial advising, she is a managing partner at Kabbe Law Group LLC, a law practice specializing in estate planning and elder law. Blue Cedar Advisors provides portfolio management and integrated financial planning services primarily to high-net-worth individuals. The firm uses a combination of analytical methods and maintains a long-term trading orientation, preparing individualized Investment Policy Statements and conducting ongoing monitoring, asset allocation, and security selection.
Jake O
Series 65
Arlington Heights, IL
Bjo Wealth Management LLC
Jake Owen is a financial advisor at Bjo Wealth Management LLC in Arlington Heights, IL, holding a Series 65 designation with one year of industry experience. Before entering finance, he worked at Walgreens for seven years and attended Penn State University for four years. Bjo Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm uses a diversified investment approach incorporating fundamental, cyclical, and technical analysis, tailoring asset allocations to client objectives and conducting quarterly account reviews.
Sean S
CFP®, CFA®, Series 63
Lisle, IL
Sebold Capital Management, Inc
Sean Sebold is a CFP® and CFA® with 28 years of industry experience. He is a principal at Sebold Capital Management, Inc., where he has worked since 1998. Prior to that, he has been affiliated with The Mather Group since 2026. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach that blends passive index and ETF exposures with select active funds, dividend-paying equities, and municipal bonds, offering both discretionary and non-discretionary portfolio management.
Noland L
CFP®, Series 66
Naperville, IL
Left Brain Wealth Management, LLC
Noland Langford is a CFP® and holds a Series 66 license, with 26 years of industry experience. He has been with Left Brain Wealth Management, LLC since 2014 and serves as the firm’s president and CEO. Outside of his advisory role, he is also the principal owner of Left Brain Capital Management and directs several associated investment funds. Left Brain Wealth Management, LLC provides discretionary asset management and financial planning services to individuals, trusts, retirement plans, and corporations. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to manage tailored portfolios and pooled private funds.
Charles C
Series 63, Series 66, Series 65
Lisle, IL
Blackwatch Financial Group, LLC
Charles Campbell is a financial advisor at BlackWatch Financial Group, LLC with 37 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining BlackWatch Financial Group, he worked at U.S. Bancorp Investments, Inc. for eight years. BlackWatch Financial Group serves ultra‑high‑net‑worth families and charitable organizations, offering discretionary investment management, financial planning, and multi‑family office services. The firm uses a customized investment approach that includes mean‑variance optimization across a range of traditional and alternative asset classes, along with ongoing portfolio monitoring and consolidated reporting.
Mark D
Series 63, Series 65
Downers Grove, IL
Clement Street Capital LLC
Mark Doyle is a financial advisor at Clement Street Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing his own advisory firm, Mark J Doyle Advisors LLC, since 2011. Additionally, he serves as Managing Director of Entrust Services, a non-investment business providing bill payment and financial reporting services, where he consults on operations. Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily for high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm builds tailored investment portfolios using a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options, with ongoing monitoring and rebalancing.
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2,459 advisors near
60174
within the area shown on the map
Out of 400,000+ nationwide