Overwhelmed by options?
Answer a few questions to see advisors matched to you.
649 advisors near
60012
within the area shown on the map
Out of 400,000+ nationwide
Randall C
Series 63, Series 66
Grayslake, IL
Signal Advisors Wealth, LLC
Randall Cashmore is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and Berthel Fisher and Company. He also operates Cashmore Investments, an independent venture he has maintained since 2009. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment process focused on tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.
Jack S
Series 66
Crystal Lake, IL
Ausdal Financial Partners, Inc.
Jack Steen is a financial advisor at Ausdal Financial Partners, Inc. based in Crystal Lake, IL. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Ausdal, his work experience includes roles at Hyatt Hotels and Lee & Associates, among others. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of investment and financial planning services tailored to client objectives and integrates multiple custodians and third-party managers into client solutions.
John M
Series 63, Series 65
Deer Park, IL
Harbour Investments, Inc.
John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Harbour Investments in 2023, he worked for Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak is also involved in the sale of fixed insurance and annuity products through various insurance carriers. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional and corporate entities. The firm offers portfolio management, financial planning, and a range of investment approaches tailored to advisors and clients, including use of third-party managers and multiple execution platforms.
James S
Series 66
McHenry, IL
Cornerstone Wealth Management, LLC
James Schmidt is a financial advisor with LPL Financial in McHenry, Illinois, holding a Series 66 designation and 11 years of industry experience. He has been associated with Cornerstone Wealth Management, LLC since 2014, operating under LPL Financial during this period. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.
Christopher H
Series 66
Hampshire, IL
Wealthcare Capital Management LLC
Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and over 25 years of industry experience. He has worked at Wealthcare Capital Management since 2010 and previously at Smb Advisors LLC, Waterstone Financial Group, Inc., and LaSalle Financial Services, Inc. Hessenflow serves on the advisory board of Financeware, Inc., a technology firm related to investment services. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for more than 5,600 clients through 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals and high-net-worth clients, as well as retirement plan advisory and investment strategist services to intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics.
Alexander M
Series 66
Cary, IL
Arkadios Wealth Advisors
Alexander Marmitt is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at J.P. Morgan Securities, Robert Baird & Co., and Wintrust Investments. He is also a partner at Klestinski Rapp Marmitt Investment Counsel, where he is involved in investment management and financial planning. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies through a range of portfolio management programs and incorporates fundamental, technical, and cyclical analysis while accommodating client-imposed restrictions.
Joshua G
Series 63, Series 65
Deer Park, IL
Northrock Partners, LLC
Joshua Glorch is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He has worked at NorthRock Partners since 2019 and previously spent three years at Ameriprise Financial Services, Inc. He holds the Series 63 and Series 65 licenses and maintains current Illinois insurance licensure. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing while integrating private market allocations and utilizing AI tools alongside human oversight.
William Y
Series 66
Fox River Grove, IL
Integrated Advisors Network LLC
William Yocius Jr. is a financial advisor at Integrated Advisors Network LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Shields Capital Advisors Inc. and Mitchell, Vaught & Taylor, Inc. In addition to his advisory role, he provides insurance advice to individual clients. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and frequently utilizes third-party sub-advisers while offering a range of portfolio management and financial planning services.
John D
CFP®, Series 65
North Barrington, IL
Robertson Stephens
John Dorn is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at Robertson Stephens since 2024 and previously spent 11 years at CAFG Wealth Management. Dorn prepares tax returns during tax season from his residence and is a licensed insurance agent authorized to offer life, accident, and health insurance. Robertson Stephens Wealth Management serves individual clients, families, trusts, charitable organizations, and retirement plans, offering portfolio management, financial planning, tax and estate planning, and access to public and private funds. The firm combines advisor guidance with centrally developed model portfolios and oversight by an Investment Office and Committee.
Ryan A
Series 66
Crystal Lake, IL
Sound Income Strategies, LLC
Ryan Alexander is a financial advisor at Sound Income Strategies, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, TD Ameritrade, Merrill, and PNC. Alexander is also involved in Crystal Lake Tax and Financial, where he provides investment advisory and fixed insurance services. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, ERISA plan services, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while incorporating third-party managers and ETF portfolio management.
Michael P
Series 65
Crystal Lake, IL
Encompass More Asset Management LLC
Michael Portincaso is a financial advisor at Encompass More Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has previous experience at firms including Verity Asset Management, ED&F Man Capital Markets, Mizuho Securities, and BGC Financial. Outside of his advisory role, he is an insurance producer at Appreciation Financial, LLC. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based approach combining quantitative, qualitative, and fundamental analysis, including exposure to digital-asset related vehicles, and manages approximately $582 million for around 4,000 clients.
Bradley S
Series 66
Deer Park, IL
Harbour Investments, Inc.
Bradley Saurbaugh is a financial advisor at Harbour Investments, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc. and various insurance carriers associated with W&R Insurance Agencies. He is also engaged in insurance sales through Chicago Investment Advisory Council, Inc. as a financial associate. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional and corporate entities, offering portfolio management, financial planning, and various managed account solutions. The firm utilizes a range of investment approaches through individual advisers and third-party managers, and provides multiple execution pathways for clients.
Kolton R
Series 66
Crystal Lake, IL
Ausdal Financial Partners, Inc.
Kolton Rominski is a financial advisor at Ausdal Financial Partners, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Larson Financial Group and Rock Harbor Capital LLC. Outside of his advisory role, he serves as a referral partner for a direct prescription service. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial services.
Eric N
Series 63, Series 65
Round Lake, IL
First Advisors National, LLC
Eric Netzel is a financial advisor with First Advisors National, LLC, based in Round Lake, IL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2016, he has been involved with Noble Marketing Partners, where he engages in the sales of investment-related products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, using tactical and strategic asset allocation with ongoing monitoring and fundamental analysis.
Francesco V
Series 63, Series 66
Barrington, IL
Merit Financial Advisors
Francesco Vitale is a financial advisor at Merit Financial Advisors with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including VOYA Financial Advisors, Cetera, and Purshe Kaplan Sterling Investments. He also serves as a trustee on a family trust. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through in-house and third-party resources, and supports both discretionary and non-discretionary accounts.
James S
Series 63, Series 65
McHenry, IL
Cornerstone Wealth Management, LLC
James Schmidt is a financial advisor at Cornerstone Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone since 2014, following a long tenure at LPL Financial dating back to 1995. Outside of his advisory work, he sells a baseball card collection on eBay. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs advisor-led discretionary management and various LPL-sponsored programs, combining fundamental, quantitative, and qualitative analysis to tailor investment advice to client goals.
Andrew L
Series 66
McHenry, IL
LaSalle St. Investment Advisors, L.L.C.
Andrew Lewis is a Series 66-registered financial advisor with LaSalle St. Investment Advisors, L.L.C. in McHenry, Illinois, and has three years of industry experience. Prior to joining LaSalle St. Securities, LLC, he worked at Dry Dock for nine years. He is also involved in a fixed insurance business outside his advisory role. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to a diverse client base that includes individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary portfolio management programs and utilizes a range of investment vehicles and third-party manager oversight in its asset management approach.
Robert B
Series 63, Series 65
Port Barrington, IL
World Equity Group, Inc.
Robert Bieniek is a financial advisor with World Equity Group, Inc. in Port Barrington, IL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with World Equity Group since 2005 and has also been involved with Individual Financial Practitioners, Inc. since 1983, where he is engaged in the sale of individual life and long-term care insurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a wide range of clients including individuals, pension plans, and charitable organizations. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.
Kyle J
Series 65
Deer Park, IL
Creativeone Wealth, LLC
Kyle Janas is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and also operates the Law Offices of Craig A Janas, where he is involved in estate planning and life insurance sales. His work history includes roles at Safe Money Concepts, INC and Family Defined Benefits. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.
Eric T
Series 65, Series 66
Barrington, IL
Apollon Wealth Management, LLC
Eric Talbott is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Piershale Financial Group and Envestnet Asset Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients with services that include financial planning and portfolio management, utilizing a combination of centrally managed mandates and locally managed portfolios supported by advanced technology and risk models.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
649 advisors near
60012
within the area shown on the map
Out of 400,000+ nationwide