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1,054 advisors near
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Nicholas E
Series 63, Series 65
Naperville, IL
Fiduciary Financial Partners, LLC
Nicholas Economos is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fiduciary Financial Partners since 2012. Outside of his advisory role, he serves as president of the DuPage Legal Assistance Foundation and treasurer of Female Strong, both nonprofit organizations. Fiduciary Financial Partners provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a combination of fundamental and quantitative investment methods and manages approximately $248 million in client assets through a five-advisor team.
Ryan L
Series 66
Winfield, IL
USAdvisors Wealth Management, LLC
Ryan Lafler is a Wealth Advisor at USAdvisors Wealth Management, LLC with credentials including the Series 66 designation. He has been in the financial advisory industry since 2025. Prior to entering the advisory field, he worked for nearly a decade in retail at The Golf Warehouse/Baseball Savings and was involved with Champro Sports. Outside of his advisory role, he provides business consulting focused on operations, leadership training, and profitability optimization through Advocate Consulting LLC. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering advisor-directed portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services. USAdvisors combines asset-allocation model portfolios with fundamental security selection and both long- and short-term strategies, sourcing solutions from multiple institutional providers.
James B
Series 63
East Dundee, IL
James T. Borello & Co.
James Borello is a financial advisor with James T. Borello & Co. in East Dundee, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with the firm since 1985. James T. Borello & Co. serves individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities, managing approximately $514 million across about 700 client relationships with a four-advisor team. The firm offers discretionary portfolio management and comprehensive financial planning services, using asset-allocation models tailored to client goals and employing quantitative analysis and third-party software in managing diversified portfolios.
Gretchen R
Series 65, Series 66
Naperville, IL
Sikich Financial
Gretchen Radach is a financial advisor at Sikich Financial in Naperville, IL, holding Series 65 and Series 66 licenses with three years of industry experience. She previously operated Gretchen Radach Consulting LLC for eight years before joining Sikich Capital Management. Outside of her advisory role, she serves as president of Gretchen Radach LLC, an entity used for passive investments. Sikich Financial is a multi-team SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management with retirement plan consulting, using an asset-allocation approach supported by both in-house and third-party managers.
David W
Series 63, Series 66
East Dundee, IL
Strategic Asset Management LLC
David Willeumier is a financial advisor at Strategic Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, LLC and RDA Financial Network, Inc. Willeumier is also involved with Junior Achievement. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, focusing on long-term strategies supplemented by shorter-term tactics as needed.
Xavier B
Series 65
St. Charles, IL
Chicago Investment Advisory Council, Inc.
Xavier Brown is a financial advisor at Chicago Investment Advisory Council, Inc. He holds a Series 65 credential and has one year of industry experience. His prior work experience includes roles at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., as well as time as a full-time student athlete. Chicago Investment Advisory Council, Inc. serves both individual and high-net-worth retail investors, providing portfolio management, financial planning, and educational workshops. The firm employs proprietary model portfolios across various risk levels and oversees approximately 1,100 client relationships with a five-advisor team.
Michael F
Series 66
St. Charles, IL
Chicago Investment Advisory Council, Inc.
Michael Fulkerson is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 66 designation and has 23 years of industry experience. He has been affiliated with J.W. Cole Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 2004. Outside of his advisory role, he works as a substitute teacher in local school districts on a part-time basis. Chicago Investment Advisory Council, Inc. serves retail investors, including both individual and high-net-worth clients, providing ongoing portfolio management, financial planning, and educational workshops. The firm uses proprietary model portfolios and offers a scalable service model supported by a five-advisor team managing approximately 1,100 client relationships.
Stacy B
Series 63, Series 65
Hoffman Estates, IL
The Dala Group, LLC
Stacy Bromann is a financial advisor at The Dala Group, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Bromann serves as an ambassador for the Huntley Chamber of Commerce. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using ETFs, mutual funds, individual equities, fixed income, and REITs.
David H
CFP®, Series 63
Naperville, IL
T2 Asset Management, LLC
David Heinle is a CFP® with 10 years of industry experience, currently serving as an advisor at T2 Asset Management, LLC since 2015. He holds a Series 63 license and is based in Naperville, IL. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm employs proprietary, rules-based models that combine technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.
Paul M
CFP®, Series 63, Series 65
Naperville, IL
DHJJ Financial Advisors
Paul Minta is a CFP® professional with 28 years of experience in financial advising. He has been with Digiovino, Hnilo, Jordan & Johnson Financial Advisors, Ltd. since 1996. He is based in Naperville, IL, and holds Series 63 and Series 65 licenses. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million through a team of eight advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services, and offers integrated access to tax preparation and accounting through an affiliated CPA firm.
Derek R
Series 65
Naperville, IL
Lantz Financial LLC
Derek Raridon is a financial advisor with Lantz Financial LLC in Naperville, IL. He holds a Series 65 designation and has two years of industry experience. Prior to joining Lantz Financial, he worked at Sears Holdings from 2016 to 2018. Lantz Financial LLC provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs an investment approach based on modern portfolio theory with global diversification, primarily using mutual funds and ETFs.
Kristin C
Series 65
Naperville, IL
Lantz Financial LLC
Kristin Crowley is a financial advisor at Lantz Financial LLC in Naperville, IL, holding a Series 65 designation with three years of industry experience. She has been with Lantz Financial since 2019. Lantz Financial LLC provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs an investment approach based on modern portfolio theory, focusing on global diversification primarily through mutual funds and exchange-traded funds.
Christopher V
Series 66
St. Charles, IL
Total Clarity Wealth Management, Inc
Christopher Vivian is a financial advisor at Total Clarity Wealth Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisor Networks LLC. Vivian also maintains a financial services business entity for tax and investment purposes. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, utilizing a range of investment strategies including model portfolios and third-party separately managed accounts.
Anne Marie W
Series 66
St. Charles, IL
Total Clarity Wealth Management, Inc
Anne Marie Woodrich is a financial advisor at Total Clarity Wealth Management, Inc with six years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, CETERA Advisor Networks LLC, Pesch Law Office, P.C., and Wall Street Financial Advisors, Inc. Woodrich also provides administrative support to Total Clarity Wealth Management. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management through various programs, customizing asset allocations and employing a range of investment strategies.
Madeline G
Series 65
Naperville, IL
Lantz Financial LLC
Madeline Griffith is a financial advisor at Lantz Financial LLC in Naperville, IL, holding a Series 65 designation with two years of industry experience. She has been with Lantz Financial since 2017. Lantz Financial provides portfolio management, investment advisory, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in assets and employs a globally diversified investment approach primarily using mutual funds and ETFs, tailored to client goals and risk tolerance.
Nicholas S
Series 66
Naperville, IL
Stenger Family Office, LLC
Nicholas Stenger is a Series 66-licensed financial advisor with nine years of industry experience. He is currently part of Stenger Family Office, LLC, where he has worked since 2023, following six years at Morgan Stanley. In addition to his advisory work, he is a co-founder of Stenger Tax Advisory LLC, a certified public accounting firm. Stenger Family Office manages approximately $735 million for individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, portfolio management, wealth and family office services, and pension consulting, employing a disciplined investment process overseen by an investment committee.
Kristina T
Series 65, Series 63
St. Charles, IL
Total Clarity Wealth Management, Inc
Kristina Tenney Gatto is a financial advisor at Total Clarity Wealth Management, Inc, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Total Clarity Wealth Management in 2020, she worked for School District 308 Oswego for five years. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and employer 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management using a variety of investment vehicles and approaches tailored to client needs.
Laura C
Series 66
Geneva, IL
Leelyn Smith, LLC
Laura Chamness is a financial advisor with Leelyn Smith, LLC in Geneva, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at LPL Financial, LLC for multiple periods since 2014 and has been with Leelyn Smith, LLC since 2017. Outside of advising, she serves as a notary public. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach integrating equities, fixed income, mutual funds, ETFs, and multiple technology platforms, with access to private investment funds and structured products for qualified clients.
David K
CFP®, Series 65
Naperville, IL
Millington Financial Advisors, LLC
David Krist is a CFP® with 12 years of industry experience, currently serving as an advisor at Millington Financial Advisors, LLC since 2021. Prior to that, he worked for eight years at Vantage Financial Partners, Ltd. He holds a Series 65 license and is based in Naperville, IL. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans by providing discretionary investment management alongside financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its offerings and conducts educational seminars on retirement, estate, and college planning.
Gregory A
CFP®, Series 66
Naperville, IL
RAI Wealth
Gregory Aagaard is a Certified Financial Planner (CFP®) and holds a Series 66 license with 20 years of industry experience. He is a financial advisor and relationship manager at RAI Wealth in Naperville, IL, having previously worked at Private Client Services, Securities America Advisors, Trust Company of Illinois, and TC Wealth Partners. RAI Wealth serves individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses, offering tailored investment advice, financial planning, tax services, and retirement plan advisory. The firm uses risk-based proprietary model portfolios and employs modern portfolio theory alongside quantitative tools, with implementation supported by third-party managers on the TownSquare platform.
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1,054 advisors near
60175
within the area shown on the map
Out of 400,000+ nationwide