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

Venkatram K

Series 63, Series 65

Naperville, IL

V2 Financial Group, LLC

Venkatram Krishnamurthy is a financial advisor at V2 Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with V2 Financial Group since 2006. In addition to his advisory role, he has been involved with the College of Lake County since 2004. V2 Financial Group serves individual and small-business clients, including high-net-worth individuals, offering discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar client assets through strategic and tactical investment approaches.

Active portfolio management Options & derivatives strategies
user avatar
firm logo

Graham C

Series 66

Wheaton, IL

Tower Wealth Advisors, Inc.

Graham Craig is a financial advisor at Tower Wealth Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at Tower Wealth Advisors since 2016 and at Robert Baird & Co. since 2011. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $47 million across about 218 client accounts. The firm focuses on exchange-traded equities, supplemented by registered investment companies and cash, and offers both discretionary and non-discretionary portfolio management alongside assistance with 401(k) plans.

Wealth management
user avatar
firm logo

Ibrahim G

ChFC®, Series 66

Naperville, IL

Galaria Capital Management, LLC

Ibrahim Galaria is the principal of Galaria Capital Management, LLC in Naperville, IL, holding the ChFC® designation and Series 66 license with 23 years of industry experience. He has been with Galaria Capital Management since 1994. Outside of advisory work, he manages a family-owned medical office property in Virginia. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation, diversification, and accommodating faith-based or socially conscious preferences when practicable.

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Disability insurance ESG / Sustainable investing Founder/Business Owner
user avatar
firm logo

Rajan S

Series 65

Oakbrook Terrace, IL

SC Wealth Advisors

Rajan Shah is a financial advisor at SC Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at Secure Capital Wealth Advisors LLC since 2019 and Secure Capital Management USA LLC since 2012. Outside of his advisory role, he assists clients with life insurance and annuity purchases through various insurance carriers. SC Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation investment approach and offers discretionary portfolio management, financial planning, and pension plan consulting.

General retirement planning Income planning Retirement withdrawal strategies Life insurance needs analysis Long-term care insurance
user avatar
firm logo

Arminas R

Series 63, Series 65

Oakbrook Terrace, IL

Parkview Asset Management, Inc.

Arminas Rajuncas is a financial advisor at Parkview Asset Management, Inc. with 17 years of industry experience. He has previously worked at LPL Financial and Unique Wealth Strategies, LLC. Rajuncas holds Series 63 and Series 65 licenses. Parkview Asset Management, Inc. is a two-advisor SEC-registered firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning with a primarily long-term, client-specific investment approach using low-cost diversified mutual funds, ETFs, and individual securities when appropriate.

General retirement planning Retirement income strategy Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
user avatar
firm logo

Samuel H

Series 63, Series 66

Wheaton, IL

Cambier Capital, LLC

Samuel Hardy is a financial advisor with Cambier Capital, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at 2642 Capital, Stenger Family Office, PT Asset Management, and Performance Trust Capital Partners. Cambier Capital provides wealth management and investment services for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other entities. The firm offers customized portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing a long-term investment approach complemented by fundamental and technical analysis and third-party manager reviews.

Private / alternative investments Equity compensation tax strategy Retirement withdrawal strategies Wealth management
user avatar
firm logo

Matthew H

Series 66

Chicago, IL

K2 Wealth Management LLC

Matthew Heckler is a financial advisor at K2 Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. His prior work includes roles at Kovitz Investment Group Partners, Telemus Capital, and HPM Partners. He holds life and health insurance licenses. K2 Wealth Management serves individual and high-net-worth clients and related trusts and estates, providing discretionary investment management and comprehensive financial counseling. The firm uses a goals- and risk-based approach to build customized portfolios, combining quantitative methods with diverse investment vehicles while coordinating with third-party professionals as part of ongoing client service.

General retirement planning Life insurance needs analysis Options & derivatives strategies
user avatar
firm logo

Cameron D

Series 66

Chicago, IL

Aurelien Capital Partners

Cameron Dickerson is a financial advisor at Aurelien Capital Partners with nine years of industry experience. He holds a Series 66 designation and has previously worked at A&O Advisors, Bank of America, Merrill, and Morgan Stanley. In addition to his advisory role, he is a licensed independent insurance agent. Aurelien Capital Partners serves individuals, families, and high-net-worth clients, including professional athletes and exonerees, offering wealth management, financial planning, and family office services. The firm employs an open-architecture investment approach that combines active and passive strategies across public and private markets with a focus on diversified portfolios and long-term allocation.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Cash flow / budgeting Professional Athlete Retired Founder/Business Owner Executive Retired
user avatar
firm logo

Brett R

CFA®

Naperville, IL

Windrock Wealth Management

Brett Rentmeester is a CFA® charterholder and president of Windrock Wealth Management in Naperville, IL, with 13 years of industry experience. He was previously employed by Altair Advisers, a Chicago-based investment advisor, until early 2013. Rentmeester is also a partial owner of Iridius Investment Advisors LLC, a private fund advisory firm focused on real estate, cross-border, and financial services investments. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm emphasizes a macroeconomic, multi-year asset-allocation framework and offers clients access to private investment opportunities alongside traditional advisory services.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Kortney M

Series 63, Series 65

Westchester, IL

McCulley Financial Group, LLC

Kortney Mcculley is the principal advisor at McCulley Financial Group, LLC, an independent registered investment adviser based in Westchester, IL. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. In addition to his advisory role, Mcculley is involved in several entrepreneurial ventures, including ownership of a technology company and participation in agriculture commodities investment and consulting businesses. He is also the author of a book focused on helping clients plan and organize their financial goals. McCulley Financial Group serves individuals, trusts, estates, charitable organizations, small businesses, and retirement plan clients, providing financial planning, portfolio management, and corporate retirement plan consulting. The firm offers both discretionary and non-discretionary asset management integrated with written financial plans and ongoing investment monitoring.

Founder/Business Owner
user avatar
firm logo

Roger K

CFP®, Series 65

Naperville, IL

Kadisak Financial Services, Inc.

Roger Kadisak is a CFP® and Series 65-licensed advisor with 27 years of industry experience. He has been with Kadisak Financial Services, Inc. since 1995. The firm provides discretionary investment management and financial planning to both high-net-worth and non-HNW individual and trust clients. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs.

Active portfolio management General retirement planning Retirement income strategy Income planning
user avatar
firm logo

Alzena S

CFP®, Series 63, Series 65

Naperville, IL

Galaria Capital Management, LLC

Alzena Saleem is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Galaria Capital Management, LLC since 2012. She holds Series 63 and Series 65 licenses and is based in Naperville, IL. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation and diversification across various investment styles and sectors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Disability insurance ESG / Sustainable investing Founder/Business Owner
user avatar
firm logo

Jeffrey C

Series 63, Series 65

Burr Ridge, IL

VIA IV Investments, LLC

Jeffrey Coyner is a financial advisor at VIA IV Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Jeffrey Jacob Holland Investments, LLC since 2013. Outside of VIA IV, he performs financial research and portfolio management full-time at HTG Capital, a firm formed from a merger with Goldenberg Hehmeyer. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm offers diversified, custom-indexed model portfolios with periodic rebalancing and access to alternative private funds for accredited investors, alongside a digital advice program with lower minimums.

Private / alternative investments Passive / index investing Active portfolio management
user avatar
firm logo

Sarah P

Series 66

Oak Brook, IL

Watershed Private Wealth

Sarah Pierce is a financial advisor at Watershed Private Wealth with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Northwestern Mutual and Creative Planning. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering customized portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and technical analyses along with third-party research to develop individualized investment programs, typically managing accounts on a discretionary basis.

Options & derivatives strategies Real estate investing
user avatar
firm logo

Charles M

Series 63, Series 65

Wheaton, IL

McKenna Capital, Inc.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.

Options & derivatives strategies Wealth management
user avatar

Todd R

Series 63, Series 66

Midlothian, IL

Tim Reeves & Associates

Todd Reeves is a financial advisor at Tim Reeves & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. since 2015. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, focusing on discretionary management and financial planning. The firm uses hourly and flat fee structures rather than asset-based fees and maintains affiliations with a broker-dealer and insurance licensing.

Life insurance needs analysis
user avatar
firm logo

Julie M

CFP®, ChFC®, Series 63, Series 65

Chicago, IL

JMC Wealth

Julie Murphy is a financial advisor at JMC Wealth with over 31 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including Sequoia Wealth Management and LPL Financial. Outside of her advisory work, she is the owner of Beyond Your Wildest Dreams, LLC. JMC Wealth provides project-based financial planning for individuals, business owners, and other entities, focusing on fixed, plan-oriented engagements rather than ongoing discretionary portfolio management. The firm covers a broad range of planning topics and refers clients seeking implementation to third-party managers and platforms.

College savings (529s, UTMA, etc.) Business succession planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals Approaching retirement Young Professionals
user avatar
firm logo

Nicholas L

Series 65

Chicago, IL

Steward Advisors, LLC

Nicholas Lovitsch is a financial advisor at Steward Advisors, LLC with a Series 65 designation and two years of industry experience. He previously worked at The Red Lion from 2019 to 2023. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets and integrates financial planning into its services, using a range of investment vehicles including ETFs, mutual funds, individual stocks, bonds, and privately placed securities.

General tax planning College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Ryan K

CFP®, Series 66

Orland Park, IL

Brickwork Financial Planning, LTD

Ryan Kavois is a CFP® professional with 20 years of industry experience, currently serving at Brickwork Financial Planning, LTD. He has held roles at firms including 4Wealth Advisors, Inc., IPI Asset Management, Inc., and Wells Fargo Clearing. Kavois is also involved in insurance sales as an owner and officer of Brokerage Unlimited. Brickwork Financial Planning offers financial planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on written analyses and implementation recommendations without discretionary portfolio management, emphasizing fixed or hourly fee arrangements and using tools such as MoneyGuide Pro and FI360 to support its planning process.

Retirement income strategy General tax planning Business succession planning Charitable giving & philanthropy
user avatar
firm logo

Andrew K

Series 65, Series 63

Oak Brook, IL

Kuhn Capital Partners

Andrew Kuhn is a financial advisor with Kuhn Capital Partners, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at Kuhn Capital Partners since 2016 and also has experience with Focused Compounding Capital Management. Kuhn serves as a partner of the General Partner for Bison Alpha Fund, a private fund managed by Kuhn Capital Partners. Kuhn Capital Partners is an SEC-registered investment adviser providing discretionary and non-discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, foundations, and other entities. The firm manages tailored portfolios and pooled investment vehicles, including private funds, employing a range of strategies and ongoing portfolio monitoring.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner 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”)