Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Ronald K

Series 63

Schaumburg, IL

Cetera

Ronald Kapraun is a financial advisor with Cetera in Schaumburg, IL, holding a Series 63 designation and over 36 years of industry experience. His prior roles include positions at Raymond James & Associates and Martingale Investment Group. Outside of advisory work, he is a partner in Kapraun Family Farm, LLC, and serves as a teacher aid providing religious education at Resurrection Catholic Church. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or build custom strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Richard J

Series 66

Downers Grove, IL

Thrivent Investment Management

Richard Jadron is a financial advisor at Thrivent Investment Management in Downers Grove, IL. He holds a Series 66 designation and began his career in the financial services industry in 2026. His prior work experience includes positions at several financial institutions, including Chase Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics, with options to combine planning services with managed accounts under a consolidated billing arrangement.

Business ownership considerations
user avatar
firm logo

Ethan M

Series 66

Geneva, IL

OSAIC

Ethan Miller is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. His prior roles include positions at JMC Financial Solutions, LLC and J. Krug & Associates, Inc. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm uses proprietary asset-allocation tools and risk-tolerance assessments to build diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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

Matthew B

Series 66

Geneva, IL

Edward Jones

Matthew Briggs is a financial advisor at Edward Jones in Geneva, Illinois, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at St. Charles Trading, Inc. for four years and held roles at Judson University and Ergadoo Inc. He does not have any additional business activities noted. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Inheritance planning Founder/Business Owner
firm logo

Brian B

Series 66

Wheaton, IL

Edward Jones

Brian Bare is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and with 21 years of industry experience. He has been with Edward Jones since 2009. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
firm logo

Rej H

Series 63, Series 66

Schaumburg, IL

Fidelity

Rej Hoxha is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His career in financial services began in 2019 and includes experience as a Financial Advisor at Thrivent from 2021 to 2024, and as a Retirement Account Executive at Horace Mann Brokerage from 2019 to 2021. In his work, Rej focuses on developing and implementing wealth strategies to benefit clients and their families both currently and in the future. He leverages Fidelity's brand, technology, and financial planning resources, working alongside his team to provide approachable financial insights. Outside of his professional responsibilities, Rej has personal interests that include fitness, football, golf, caring for pets, and volunteering.

Wealth management Retirement income strategy General retirement planning Financial Professional
user avatar
firm logo

Richard S

Series 63, Series 65

Batavia, IL

OSAIC

Richard Sackett is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. He serves as co-trustee of a charitable remainder trust established with his wife. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

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

Steven U

Series 63, Series 66

Schaumburg, IL

Wells Fargo Clearing

Steven Urosevich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors LLC. He is based in Schaumburg, Illinois. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Retired Founder/Business Owner
firm logo

Samuel R

Series 63, Series 66

Deer Park, IL

Fidelity

Samuel Ruiz is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to assist their clients in achieving financial clarity and confidence. He provides personalized guidance and planning services, helping individuals navigate key financial decisions, including retirement and investment strategies as well as long-term goal setting. His role focuses on simplifying complex financial topics and delivering actionable insights to empower clients throughout their financial journey. Samuel has held multiple positions at Fidelity Investments, beginning as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager in 2025, before assuming his current role as Planning Consultant in 2025. Through these roles, he has developed experience in supporting clients and advisors with financial planning and relationship management. Outside of his professional responsibilities, Samuel enjoys skiing, tennis, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management Cash flow / budgeting
user avatar
firm logo

Robert G

Series 66

Huntley, IL

Edward Jones

Robert Gajewski Jr. is a financial advisor at Edward Jones with seven years of industry experience. He has held roles at Edward Jones since 2018 and previously worked at Service Printing Corporation and Trend Graphics Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Ashley C

Series 66

Barrington, IL

UBS Financial Services

Ashley Childress is a financial advisor with UBS Financial Services, holding a Series 66 designation and with two years of industry experience. Prior to joining UBS, Ashley worked in various roles including coaching junior alpine ski racers at Wilmot Mountain, a seasonal position held since 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Mark L

Series 66

Barrington, IL

Morgan Stanley

Mark Lessert is a financial advisor at Morgan Stanley in Barrington, Illinois, with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010. Outside of his advisory role, he is involved as an advisor in a manufacturing business, NAPCO Inc., where he participates in manufacturing processes and coffee purchasing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
user avatar
firm logo

Brianna H

Series 66

Elgin, IL

Robert Baird & Co.

Brianna Hook is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and previously worked at First Investments & Planning, First National Bank of Omaha, and Raymond James Financial Services. Brianna is part of The DDK Group within Baird’s Private Wealth Management team, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax-management, and other investment approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
firm logo

Ashton R

Series 63, Series 66

Schaumburg, IL

Fidelity

Ashton Rudd-Washington is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has progressed through various roles within Fidelity, including Investment Consultant, Planning Consultant, and Relationship Manager from 2021 to 2023. Prior to joining Fidelity, Ashton worked at JP Morgan Chase Bank from 2017 to 2020, where he served as Lead Teller Operation Specialist, Relationship Banker, and Private Client Banker. In his role as a Financial Consultant, Ashton focuses on helping clients accumulate wealth through tax-efficient investing while minimizing risk. He collaborates with clients to co-create financial plans that address important goals such as retirement and legacy planning, including generating income strategies for retirement. Outside of his professional work, Ashton has personal interests in cooking and baking, fitness, hiking, visiting museums, and traveling.

Wealth management General retirement planning Income planning Retirement income strategy General estate planning guidance
firm logo

Kencie Z

CFP®, Series 66

Bloomingdale, IL

Edward Jones

Kencie Zmich is a Certified Financial Planner® (CFP®) with 13 years of industry experience, currently serving as an advisor at Edward Jones since 2012. She participates on the advisory board for the Finance Department at Western Illinois University, attending semi-annual meetings to provide input on the finance curriculum and labor market trends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Executive
user avatar
firm logo

Karen W

Series 63, Series 66

Schaumburg, IL

Cetera

Karen White is a financial advisor with Cetera in Schaumburg, IL, holding Series 63 and Series 66 registrations and possessing 16 years of industry experience. Her prior work includes roles at First Allied Securities LLC and LPL Financial, LLC. She is also a partner in a family business distributing health products through Shaklee.Com/Teamknopp LLC. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Artiz S

Series 63, Series 66

Schaumburg, IL

Cetera

Artiz Stroud is a financial advisor at Cetera with 14 years of industry experience and holds Series 63 and Series 66 registrations. His background includes a long tenure at Fidelity Investments and roles at multiple Cetera entities. Outside of his advisory work, Stroud is engaged as a professional life coach and co-owns Shepherd Effect, an organization focused on fatherhood and family education. He also operates businesses providing estate planning preparation coaching, budget coaching, and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management programs, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Andrew M

Series 63, Series 65

Itasca, IL

Wells Fargo Advisors

Andrew Martin is a financial advisor with Wells Fargo Advisors in Itasca, IL, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a youth hockey referee with the Illinois Hockey Officials Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and tools, with planning engagements typically being discrete and tailored to client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Aaron T

Series 63, Series 65

Batavia, IL

Ameriprise

Aaron Turner is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports, supported by a centralized consulting team and a structured oversight process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Timothy K

Series 63, Series 65

St Charles, IL

LPL Financial

Timothy Kamin is a financial advisor with LPL Financial based in St. Charles, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes 25 years with Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. In addition to his advisory role, he is involved with DataAnnotation, a non-investment related home-based business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")