Overwhelmed by options?
Answer a few questions to see advisors matched to you.
2,591 advisors near
60464
within the area shown on the map
Out of 400,000+ nationwide
Domina T
Series 63, Series 65
Oakbrook Terrace, IL
Primerica Advisors
Domina Tingos is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at PFS Investments Inc. since 2015 and was previously employed by Zacks Investment Research from 2011 to 2019. Tingos has been associated with Primerica Financial Services since 2002. In addition to advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.
Lukas P
Series 66
Downers Grove, IL
LPL Enterprise
Lukas Petrus is a Series 66-licensed financial advisor with LPL Enterprise, holding one year of industry experience. He previously worked at the Kreshmore Group for three years and has experience at the University of Illinois Urbana-Champaign and Wheaton College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning and consulting services.
Tina W
Series 66
Palos Heights, IL
RBC Capital Markets
Tina Wilson is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's advisory risk profile.
Rosario V
Series 66
Hodgkins, IL
J.P. Morgan Securities
Rosario Vargas is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America N.A. and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team.
Kyle H
ChFC®, Series 66
Lisle, IL
LPL Financial
Kyle Harper is a financial advisor with LPL Financial in Lisle, IL, holding the ChFC® and Series 66 credentials and bringing 15 years of industry experience. His prior roles include positions at Good Life Advisors, LLC, Level Four Advisory Services, LLC, Opus Wealth Management Group, and MSI Financial Services, Inc. Outside of his advisory work, he is involved in entrepreneurship through HWMG Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.
Lynda C
Series 63, Series 65
Chicago, IL
Primerica Advisors
Lynda Cabrales is a financial advisor with Primerica Advisors in Chicago, IL. She holds Series 63 and Series 65 licenses and has one year of experience at Primerica Advisors. Prior to this, she worked at Standard Process and Patina Solution, among other positions. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
Timothy B
Series 66
Oak Brook, IL
Equitable Advisors
Timothy Barry is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at AXA Advisors, Royal Box Co., and the University of Dayton. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers, focusing on client risk assessment and tailored investment solutions without sponsoring its own wrap fee program.
Carl Z
Series 63, Series 65
Orland Park, IL
Cetera
Carl Zegan is a financial advisor with Cetera in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Strategize Wealth Management Group, Inc. and Avantax Investment Services, Inc. Outside of advisory work, he serves as a volunteer board member for his local homeowners association and provides tax preparation services through Strategize Tax Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services, with access to both affiliated and unaffiliated third-party managers across various program structures.
Ronald R
Series 66
Frankfort, IL
Cetera
Ronald Ramos is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. His career includes roles at Avantax Investment Services and Avantax Insurance Agency, along with significant experience managing accounting and payroll functions at American Security Services Inc, a business he has been involved with since 1998. Ramos also owns Personalized Tax, which provides personal and corporate tax preparation and small business accounting services. Cetera Investment Advisers LLC is an SEC-registered firm servicing individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, supporting advisors with model portfolios and access to third-party managers across multiple program structures and custodial relationships.
Daniel R
Series 66
Downers Grove, IL
LPL Enterprise
Daniel Restrepo is a Series 66-licensed advisor at LPL Enterprise with 12 years of industry experience. He previously worked at CTC Trading Group, L.L.C. for 12 years and has been with LPL Enterprise and Prudential Insurance Company of America since 2024. Outside of his advisory role, he is involved in proprietary fixed life insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of insurance and trust services.
John D
Series 63, Series 65
Orland Park, IL
Ameriprise
John Demarco is a financial advisor at Ameriprise Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. since beginning his career in 2001. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.
Shannon D
Series 66
Oak Brook, IL
Morgan Stanley
Shannon Druley is a Series 66-licensed financial advisor with Morgan Stanley in Oak Brook, IL, where she has been employed since 2009. She has three years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.
Thomas M
Series 66
Western Springs, IL
Edward Jones
Thomas Martyn is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked previously at HBKS Wealth Advisors and SUNY Fredonia. Outside of his advisory role, he participates in ice crew activities at the United Center, assisting during Chicago Blackhawks games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Anthony A
Series 66
Oak Brook, IL
Cambridge Investment Research Advisors
Anthony Albertino is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securities America Advisors, Allworth Financial, BMO Harris Financial Advisors, Harrisdirect LLC, and A.G. Edwards & Sons. Albertino is also involved with Hanson McClain Retirement Network, assisting employees of various companies with investment services. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.
Samuel M
CFP®, Series 63
Riverside, IL
Ameriprise
Samuel Mirza is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in commercial real estate ownership through Eagle Run LLC. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Joanne R
Series 63, Series 65
Mokena, IL
LPL Financial
Joanne Rincker is a financial advisor with LPL Financial who holds Series 63 and Series 65 registrations and has 33 years of industry experience. She previously worked at Waddell & Reed, Inc. and various insurance carriers for 28 years before joining LPL Financial in 2021. Her prior business activities include work related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.
Brian K
Series 66
Darien, IL
OSAIC
Brian Kiefer is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, LPL Financial, Edward Jones, and Merrill. Kiefer is president of Kiefer Financial Group, where he writes life insurance and disability income policies for businesses and individuals. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, using various tools and multiple custodial and legacy program arrangements.
David M
CFP®, Series 63, Series 66
Palos Heights, IL
RBC Capital Markets
David Moore is a CFP® professional at RBC Capital Markets with three years of industry experience. His prior roles include positions at Mesirow and William Blair. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a broad capital-markets platform.
Anastacio G
CFP®, Series 66
Frankfort, IL
LPL Financial
Anastacio Gamino Jr. is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at Wayne Hummer Investments L.L.C., U.S. Bancorp Investments, Inc., and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services including model portfolios, third-party asset management, and institutional platforms.
Eric O
Series 63, Series 65
New Lenox, IL
LPL Financial
Eric O'Neill is a financial advisor with LPL Financial in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks from 2013 to 2018 and has been self-employed since 1996. Outside of advisory work, he is involved in tax preparation and accounting services through his Financial ServiCenter business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, portfolio management, and institutional platform solutions.
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...
2,591 advisors near
60464
within the area shown on the map
Out of 400,000+ nationwide