Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,098 advisors near
60441

Out of 400,000+ nationwide

user avatar
firm logo

Thomas F

Series 65

Burr Ridge, IL

Managed Asset Portfolios, LLC

Thomas Fitzgerald is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 designation and 20 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm’s investment approach is based on fundamental, value-oriented equity analysis and detailed fixed-income research, with portfolio construction across multi-cap and global strategies.

Active portfolio management
user avatar
firm logo

Kirby C

CFP®, CFA®

Naperville, IL

FEFA Financial

Kirby Cundiff is a CFP® and CFA® with five years of industry experience, currently serving at FEFA Financial. He has held roles at VCI Wealth Management, AE Wealth Management, and FEFA-affiliated firms. In addition to his advisory work, he has been an adjunct professor of accounting and financial management at the University of Maryland Global Campus. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, with investment approaches tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar
firm logo

Michael P

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Michael Pauritsch is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with MPS-LORIA and its predecessor, Loria Financial Group, since 1999. He is also an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm provides investment advisory services, financial planning, and pension consulting, utilizing a predominantly discretionary, open-architecture investment approach focused on diversified allocations through no-load mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Hally D

Series 63, Series 65

Burr Ridge, IL

4 Wealth Advisors, Inc.

Hally Dunn is a financial advisor at 4 Wealth Advisors, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments for 10 years prior to her current role. Outside of advisory services, she is involved with 4Wealth Insurance Group, helping clients with life, disability, and long-term care insurance. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and employs a range of analytical methods, with affiliations that create integrated service pathways uncommon among peers.

General retirement planning Business succession planning Founder/Business Owner Retired
user avatar
firm logo

Ayman S

Series 65

Orland Park, IL

Strategic Investment Solutions, Inc.

Ayman Saidi is a financial advisor at Strategic Investment Solutions, Inc. with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Purshe Kaplan Sterling Investments and LPL Financial. He maintains an ownership and management role at Strategic Investment Solutions. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, and trustees. The firm provides discretionary portfolio management and model portfolio programs, utilizing a diversified, largely passive investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.

Passive / index investing Tax-loss harvesting General retirement planning Wealth management
user avatar
firm logo

Priyadarshan P

Series 66

Burr Ridge, IL

Unique Wealth Strategies

Priyadarshan Pradhan is a Series 66-licensed financial advisor with Unique Wealth Strategies in Burr Ridge, Illinois, bringing four years of industry experience. His prior roles include positions at Kingswood Capital Partners and several other financial firms since 2018. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm sponsors its own wrap-fee program and employs a range of investment approaches, including the use of derivatives and leverage, while also facilitating access to alternative managers.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Retired Executive
user avatar
firm logo

Michael W

Series 66

Naperville, IL

Total Clarity Wealth Management, Inc

Michael Walschot is a financial advisor at Total Clarity Wealth Management, Inc. in Naperville, IL, holding a Series 66 designation with 15 years of industry experience. He has worked at LPL Financial and CETERA Advisor Networks, and served as an adjunct and accounting instructor for 14 years. In addition to his advisory role, he has involvement with tax preparation and accounting services. Total Clarity Wealth Management provides wealth management and financial planning to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm offers discretionary portfolio management and customized asset allocations, utilizing a variety of investment vehicles and third-party managed programs, with an emphasis on regular account monitoring and specialized strategies for sophisticated investors.

Options & derivatives strategies Concentrated stock management Private / alternative investments Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Douglas S

CFP®, Series 66

Orland Park, IL

Strategic Investment Solutions, Inc.

Douglas Stepansky is a CFP® with 26 years of experience in the financial industry. He is currently affiliated with Strategic Investment Solutions, Inc., where he has worked for 16 years, and has held prior roles at Purshe Kaplan Sterling Investments, LPL Financial, Waterstone Financial Group, and Heritage Capital Management. He serves as a board member of the Orland Park Police Pension Board, providing oversight of the pension fund’s investments and administration. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and proprietary model portfolios. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis, incorporating institutional research and funds from Dimensional Fund Advisors.

Passive / index investing Tax-loss harvesting General retirement planning Wealth management
user avatar
firm logo

Michael I

Series 66

Mokena, IL

Chicago Investment Advisory Group

Michael Ilg is a financial advisor at Chicago Investment Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at UNest Securities and several other firms. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis and employs both long-term and shorter-term trading strategies tailored to client objectives.

Active portfolio management
user avatar
firm logo

Sean P

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Sean Prendergast is a financial advisor at MPS-LORIA Financial Planners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Hightower. Outside of his advisory role, he serves as a high school football official for the Chicago Catholic League. MPS LORIA Financial Planners, LLC serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Peter S

Series 65

Burr Ridge, IL

4 Wealth Advisors, Inc.

Peter Steigerwald is a financial advisor at 4 Wealth Advisors, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Retirement Income Management, Inc. and The Lending Company. Steigerwald also serves as Vice President of Mortgage Lending at Guaranteed Rate in Chicago. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers customized portfolio management and employs various analytical methods, including technical and cyclical analysis, while maintaining affiliations with accounting and insurance entities to support integrated client services.

General retirement planning Business succession planning Founder/Business Owner Retired
user avatar
firm logo

Wendy W

Series 66

Willow Springs, IL

Harvest investment Services, LLC

Wendy West is a Series 66-licensed financial advisor with Harvest Investment Services, LLC, bringing 28 years of industry experience. She has worked at Double W Financial Group, Inc. since 2014 and Harvest Financial Planning since 2012, with prior experience at Proequities from 2000 to 2018. West serves on the boards of the DeKalb Area Retirement Center and Kishwaukee United Way and chairs the IHSA Destination DeKalb, coordinating state high school football championships. Harvest Investment Services, LLC provides portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base including individuals, retirement plans, and institutions. The firm employs an actively managed tactical investment strategy and offers a multi-advisor team structure with several offices.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar
firm logo

Travis B

Series 65

Aurora, IL

River Street Advisors, LLC

Travis Buoy is a financial advisor with River Street Advisors, LLC, holding a Series 65 credential and three years of industry experience. He also works as an investment research analyst for Old Second National Bank’s wealth management department. Prior to his advisory role, Buoy was employed at St. Charles Country Club for eight years. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual clients, high-net-worth individuals, institutional, and charitable entities. The firm uses written investment policy statements, model portfolios, and a combination of quantitative and fundamental analysis to manage diversified portfolios, including the use of derivatives and option strategies.

Options & derivatives strategies Concentrated stock management Cash flow / budgeting
user avatar
firm logo

Michael R

Series 63, Series 65

Mokena, IL

Chicago Investment Advisory Group

Michael Russo is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with the firm since 2006 and serves as president of its independent insurance sales division. Chicago Investment Advisory Group offers discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm utilizes diversified, asset-allocation driven portfolios informed by fundamental, technical, and cyclical analysis, employing both long-term and active trading strategies tailored to client suitability.

Active portfolio management
user avatar
firm logo

Maria W

CFP®, Series 63

Naperville, IL

Total Clarity Wealth Management, Inc

Maria Wilson is a CFP® with 42 years of industry experience. She is affiliated with Total Clarity Wealth Management, Inc., where she has worked since 2012, and previously held positions at Cetera Advisor Networks and LPL Financial. Wilson serves on the board of the Naperville Noon Lions, a local service club. Total Clarity Wealth Management provides wealth management and financial planning for individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm offers discretionary portfolio management using a range of investment vehicles and third-party model portfolios, with monitoring at least quarterly and specialized strategies for sophisticated investors.

Options & derivatives strategies Concentrated stock management Private / alternative investments Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Andrew B

Series 63, Series 65

Naperville, IL

M.Brown Financial Advisors

Andrew Buttimer is a financial advisor with M.Brown Financial Advisors in Naperville, IL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with M.Brown Financial Advisors since 2021 and also works with Ausdal Financial Partners, Inc. since 2010. Outside of advisory work, he is involved in community business networking as a member of the BNI A.I.M. Naperville chapter, where he participates in referral building and member relations. M.Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, retirement plan consulting, and participant education. The firm uses a combination of active tactical allocation and diversified allocation models, employing various analytical methods and investment vehicles to manage client accounts on a discretionary basis.

Active portfolio management Options & derivatives strategies Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Robert B

CFP®, Series 63, Series 65

Orland Park, IL

Strategic Investment Solutions, Inc.

Robert Byrns is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is affiliated with Strategic Investment Solutions, Inc., where he has worked since 2005. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Cetera. Outside of advisory work, he engages in tax preparation and accounting services through his related business activities. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension plans, and trustees. The firm provides discretionary portfolio management with an investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis, employing diversified, primarily passive, long-term strategies combined with proprietary model portfolios.

Passive / index investing Tax-loss harvesting General retirement planning Wealth management
user avatar
firm logo

Christopher L

Series 65

Aurora, IL

River Street Advisors, LLC

Christopher Laporta is a financial advisor with River Street Advisors, LLC and holds a Series 65 designation. He has two years of industry experience, including roles at Old Second National Bank, Midland Wealth Advisors, Midland Wealth Management, and ATG Trust Company. Laporta serves as a Senior Wealth Advisor in the Wealth Management Department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a disciplined investment process that includes written policy statements, model portfolios, and a combination of quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management and financial planning services.

Options & derivatives strategies Concentrated stock management Cash flow / budgeting
user avatar
firm logo

Peter R

Series 63, Series 65

Burr Ridge, IL

4 Wealth Advisors, Inc.

Peter Recchia is a financial advisor with 24 years of industry experience, currently serving at 4 Wealth Advisors, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as president of an accounting and tax practice and is an owner and agent in an associated insurance group. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm utilizes customized portfolios and a range of analytical methods, including technical analysis, and is affiliated with accounting and insurance entities to offer integrated client services.

General retirement planning Business succession planning Founder/Business Owner Retired
user avatar
firm logo

Jason A

Series 66

Burr Ridge, IL

Unique Wealth Strategies

Jason Andryzak is a financial advisor at Unique Wealth Strategies with 18 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers asset management through its proprietary wrap program and provides ERISA plan advisory roles, employing a mix of fundamental, technical, quantitative, and modern portfolio theory approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Retired Executive
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 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”)