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2,327 advisors near
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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 has held her current role since 2014 and previously worked at Wells Fargo Clearing for five years. She holds Series 63 and Series 66 registrations. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities by providing discretionary asset management, financial planning, and 401(k) consultative services. The firm utilizes a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice to client objectives and risk tolerance.
Todd M
CFP®, Series 63, Series 65
Batavia, IL
Masus Financial Group, LTD.
Todd Masus is a CFP®-designated financial advisor with 28 years of industry experience. He is the principal of Masus Financial Group, Ltd., where he has worked since 2015, and has been affiliated with LPL Financial since 2000. Masus also serves as a notary for his clients. Masus Financial Group, Ltd. provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages over $190 million in discretionary assets and employs a multi-disciplinary research approach to construct customized portfolios with a long-term focus, including a wrap fee program for bundled transaction costs.
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.
Ryan F
Series 66, Series 65, Series 63
Villa Park, IL
Apis Financial Group, LLC
Ryan Finn is a financial advisor at Apis Financial Group, LLC with 12 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to his current role, he has worked at firms including Great Point Capital, LLC, Command Financial Group, and E*Trade Securities. Outside of his advisory work, he serves as president of Command Financial Group LLC, a mortgage brokerage. Apis Financial Group provides investment management and financial planning services to individual and high-net-worth clients. The firm emphasizes asset-allocation strategies using fundamental, technical, and cyclical analysis combined with Modern Portfolio Theory, and offers fee-only planning with no account minimums.
Jeremiah Y
Series 66, Series 63
Wheaton, IL
Cambier Capital, LLC
Jeremiah Yi is a financial advisor at Cambier Capital, LLC in Wheaton, IL, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at 2642 Capital, ALPS Distributors, PT Asset Management, Performance Trust Capital Partners, Cresset, Compass Mortgage, Priority Health, Pumpkin, and Wheaton College. Cambier Capital provides wealth management and investment services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income, and offers family office services, financial planning, and consulting.
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.
Peter S
Series 63, Series 65, Series 66
Villa Park, IL
Apis Financial Group, LLC
Peter Soltesz is a financial advisor with Apis Financial Group, LLC in Villa Park, IL, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His prior work includes positions at Merrill and Waddell & Reed, Inc. Outside of finance, he serves as president of the Cook-Dupage County Beekeepers Association, a charitable organization. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm’s approach incorporates asset-allocation targets, fundamental and technical analysis, and Modern Portfolio Theory principles, offering both comprehensive and targeted planning engagements.
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.
Eric C
CFA®
Lombard, IL
Investment Consulting Services, LLC
Eric Cervantes is a CFA® charterholder with 20 years of experience at Investment Consulting Services, LLC, based in Lombard, IL. He has been with the firm since 2006. Outside of his advisory role, he is a partner in a rental property business in Texas. Investment Consulting Services, LLC provides financial planning, investment management, wealth management, and retirement plan consulting primarily to high-net-worth individuals and employer-sponsored retirement plans. The firm utilizes Modern Portfolio Theory and a combination of passive and active investment strategies, serving a small, concentrated client base with a focus on large-dollar assets.
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® with 26 years of industry experience. He is the principal owner and CEO of Left Brain Wealth Management, LLC, where he has worked since 2014. Prior to that, he held positions at Wells Fargo Clearing and Merrill. Langford also serves as director to Left Brain Capital Appreciation Master Fund and Offshore Fund and is involved with Left Brain Real Estate, a real estate development and management business. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities, providing discretionary asset management, financial planning, and 401(k) consultative reviews. The firm employs a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice, managing assets through both individual accounts and affiliated pooled funds.
Charles C
Series 63, Series 66, Series 65
Lisle, IL
Blackwatch Financial Group, LLC
Charles Campbell is a financial advisor with BlackWatch Financial Group, LLC in Lisle, Illinois. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and several other financial firms. 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 focuses on customized investment policies and diversified asset allocation, including alternatives, supported by ongoing 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 worked at Entrust Services since 2004, where he also serves as managing director of a non-investment-related business providing bill payment and financial reporting services. Prior to that, he was employed at Raymond James Financial Services and Deutsche Bank Securities. Clement Street Capital provides discretionary asset management and financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm manages portfolios using a tailored investment policy with a long-term orientation, employing a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options.
Nicholas K
Series 65, Series 63
Glen Ellyn, IL
Fortune Financial Group, Inc.
Nicholas Kalivas is a financial advisor at Fortune Financial Group, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously spent 13 years at Invesco Distributors, Inc. before joining his current firm. Fortune Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, serving both retail and higher-net-worth clients.
Thomas T
Series 63, Series 65
Naperville, IL
Wealth Strategies Counselors, Inc
Thomas Theodore is a financial advisor with Wealth Strategies Counselors, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at FSC Securities Corporation and Tax & Investment Services Inc. and serves as president of Wealth Strategies Counselors. Outside of advisory work, he owns a tax preparation and bookkeeping firm and participates as vice president on the board of his office condominium association. Wealth Strategies Counselors, Inc. offers personalized financial planning to a diverse client base, including individuals, trusts, and business entities. The firm emphasizes written, tailored plans with a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies, and operates primarily on fixed fees or retainers without discretionary portfolio management.
Robert G
CFP®
St Charles, IL
Cantlon Financial Planning LLC
Robert Gephart is a CFP® professional with 11 years of experience in financial advising. He is a principal at Cantlon Financial Planning LLC and also owns a web design and IT support business that he operates outside of securities trading hours. Cantlon Financial Planning LLC offers personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis and client-specific investment programs, including options strategies, and manages approximately $125 million across about 99 client relationships.
Nicole K
Series 66
Bolingbrook, IL
Evansbrook Capital Management
Nicole Kustok is a financial advisor at Evansbrook Capital Management with six years of industry experience. She holds a Series 66 designation and has worked at Romano Brothers and Company, Madison Capital Funding, and Sharmac Capital Funding. Kustok has been with Evansbrook Capital Management since 2023. Evansbrook Capital Management serves individual clients, families, trusts, estates, businesses, charities, and retirement plans, providing discretionary investment management, custom portfolio construction, and qualified plan consulting. The firm uses a strategic, diversified asset-allocation framework supported by various analytical approaches and manages over $225 million with a small advisory team.
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2,327 advisors near
60502
within the area shown on the map
Out of 400,000+ nationwide