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Nicole S
Series 65
Frankfort, IL
Providence Wealth Advisors, LLC
Nicole Smit is a financial advisor at Providence Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Providence Wealth Advisors since 2013. The firm is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. Providence Wealth Advisors serves a range of clients including high-net-worth individuals and employs asset-allocation models based on modern portfolio theory to construct diversified portfolios.
Colin K
Series 63, Series 65
Orland Park, IL
Strategic Investment Solutions, Inc.
Colin Kelly is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 63 and Series 65 licenses and offering 31 years of industry experience. His prior work includes positions at Purshe Kaplan Sterling Investments, LPL Financial Corporation, and Waterstone Financial Group. 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 that incorporate Modern Portfolio Theory and the Efficient Markets hypothesis, emphasizing diversified, largely passive, long-term investments.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Kevin H
CFP®, Series 66
Oak Lawn, IL
Navalign, LLC
Kevin Hawley is a CFP® professional with 16 years of industry experience, currently serving at Navalign, LLC since 2018. His prior roles include positions at Carter Jacobs, LLC, Avondale Asset Management, Waddell & Reed, and Equitable Advisors. Navalign provides investment advisory and planning services to individuals, retirement plans, trusts, and business entities. The firm follows a client-focused, fiduciary approach and offers a range of services including asset management, written financial planning, and pension consulting, with portfolio implementation that may involve options strategies, margin use, and third-party managers.
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.
Thomas B
Series 63, Series 65
Evergreen Park, IL
Signature Financial Services, Ltd
Thomas Broderick is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Signature Financial Services and First Heartland Capital since 2000 and 2001, respectively. Outside of finance, he is a minority investor and silent partner in a bar and event space. Signature Financial Services, Ltd provides portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a modern portfolio theory-based investment approach using mutual funds, ETFs, and third-party asset allocation strategies, offering services on both discretionary and non-discretionary bases.
Richard C
Series 65
Flossmoor, IL
Polaris Wealth Management, LLC
Richard Chew is a financial advisor with Polaris Wealth Management, LLC, holding a Series 65 license and five years of industry experience. He has worked at Polaris Wealth Management since 2021 and also runs 1st Capital Insurance Group, where he sells life insurance and annuities. Outside of his advisory role, Chew hosts a public-access radio talk show on WCPT AM-820. Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory to tailor investment strategies and conducts educational seminars for retirement-plan clients at no charge.
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1,067 advisors near
60467
within the area shown on the map
Out of 400,000+ nationwide