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791 advisors near
60477
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Ryan G
Series 66
Mokena, IL
AdvisorNet Wealth Partners
Ryan Gandurski is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 license. He has 20 years of industry experience, with prior roles at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of his advisory work, Gandurski coaches a 15U youth baseball team and serves on the advisory school board at St. Judes Catholic School. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and employs both discretionary and non-discretionary management.
Paul G
Series 65
Mokena, IL
First Advisors National, LLC
Paul Gnap is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Lupo Securities for eight years and has operated his own business since 1995. Outside of his advisory role, he serves as a salaried trader for Galnet Asset Management, a hedge fund based in Frankfort, IL. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support recommendations of individual securities.
Mark G
Series 63, Series 65
Palos Heights, IL
First Advisors National, LLC
Mark Gordon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been involved with Noble Marketing Partners since 2013, where he also serves as an independent insurance agent. Additionally, he owns Gordon & Baird, Inc., through which he executes customer orders as an options broker without providing investment advice or dealing with the general public. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs a discretionary management approach that emphasizes third-party money managers alongside fundamental analysis and formal annual reviews to maintain portfolio suitability.
John R
Series 66
Chicago Heights, IL
ON Investment Management CO
John Rhode is a financial advisor at ON Investment Management CO with 11 years of industry experience. He holds a Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2018. Outside of his advisory role, he is involved in insurance sales and mortgage financing, working with realtors and builders to assist homebuyers. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and manages client assets through both discretionary and non-discretionary advisory relationships.
Zachary M
CFP®, CFA®, Series 66
Mokena, IL
AdvisorNet Wealth Partners
Zachary Morgan is a financial advisor at AdvisorNet Wealth Partners with four years of industry experience. He holds the CFP® and CFA® designations, along with a Series 66 license. Prior to joining AdvisorNet Wealth Partners in 2022, he worked at Northern Trust for five years. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm manages diversified portfolios through equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management arrangements.
Uma M
Series 66
Frankfort, IL
StoneX Advisors Inc.
Uma Murthy is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation, bringing 25 years of industry experience. Prior to joining StoneX in 2019, she was involved with U-WIN Investment for 28 years. Outside of her advisory role, she owns and manages several businesses focused on medical student placement services and insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed and model-based investment solutions supported by proprietary and third-party platforms.
Timothy M
CFP®, Series 63
Mokena, IL
AdvisorNet Wealth Partners
Timothy Mccabe is a CFP® professional with 45 years of industry experience, currently serving at AdvisorNet Wealth Partners since 2019. He previously worked at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and may include sub-advisors or internal model portfolios to meet client objectives.
Donald Z
CFP®, Series 66
New Lenox, IL
Sowell Management
Donald Zolfo is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Sowell Management since 2020. He previously worked at 83rd Street Wealth Management, LLC from 2016 to 2020. Outside of advisory work, he is also involved in insurance sales and service, dedicating time to that activity outside trading hours. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple investment management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.
Jody R
Series 66
Burr Ridge, IL
Kingsview Wealth Management, LLC
Jody Robinson is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Kingsview Wealth Management and Kingsview Partners LLC since 2015. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led financial planning, model-based strategies, and access to a broad range of investment instruments and third-party managers.
Eric M
Series 63, Series 65
Mokena, IL
IP Financial Advisory Services LLC
Eric Medina is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2019, with prior roles at CFD Investments Inc and Creative Financial Designs. Outside of his advisory work, Medina serves as a high school tennis coach at Bishop Noll. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and specialized advisory services, including actuarial and insurance consulting, emphasizing non-high-net-worth investors and retirement plan participants.
Maria T
Series 63, Series 65
Willowbrook, IL
Kcd Financial, Inc.
Maria Tipton is a financial advisor with KCD Financial, Inc. in Willowbrook, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with KCD Financial since 2012 and has also been self-employed since 2011. Outside of her advisory role, she is licensed as an insurance agent, focusing on the sale of fixed annuities, life insurance, long-term care, and disability products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, employing a range of investment strategies and due diligence on third-party managers as part of its approach.
Lori H
Series 66
Woodridge, IL
Sowell Management
Lori Hall is a Series 66 licensed financial advisor with 25 years of industry experience. She has worked at Sowell Financial Services, LLC since 2016 and previously at Concert Wealth Management Inc for four years. In addition to her advisory role, she is involved as a planning specialist at Sapphire Wealth Management, where she supports sales, client relationship management, and financial planning. Sowell Management is a multi-team registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment advisor representatives.
Joe W
Series 65
Orland Park, IL
Thrivent Advisor Network, LLC
Joe Witkowski is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and five years of industry experience. He has been with Thrivent Advisor Network since 2020, following a prior role at Thrivent Financial. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers a range of portfolio management and financial planning services, emphasizing customized asset allocations and long-term investment strategies with diversified mutual funds, ETFs, and other investment vehicles.
Michael M
Series 63, Series 65
Mokena, IL
Gradient Advisors, LLC
Michael Moylan is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Gradient Advisors since 2012 and is also a partner in Advanced Planning Advisors, a firm focused on insurance and retirement planning, which he co-founded in 2010. Moylan has over 30 years of experience through his ownership of Moylan Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.
Roland S
Series 63, Series 65
Olympia Fields, IL
Valic Financial Advisors
Roland Szilard is a financial advisor with Valic Financial Advisors in Olympia Fields, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also affiliated with Agia since 2022. Outside of his advisory role, Szilard serves as a board member involved in organizing youth soccer training and play activities and acts as a youth soccer referee. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its client base of nearly 300,000 across more than 1,200 advisors.
Michael D
Series 66
Burr Ridge, IL
Kestra Advisory
Michael Dahill is a financial advisor with Kestra Advisory in Burr Ridge, IL, holding a Series 66 designation. He has less than one year of industry experience, with prior roles including time at BlueLake Wealth Advisors, LLC and Heartland Bank and Trust Company. He has also worked at Edgewood Valley Country Club while completing his education. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a range of clients from large institutional investors to sovereign wealth funds.
Lewis M
CFP®, Series 66
Burr Ridge, IL
Kestra Advisory
Lewis Martin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Bank of America, Merrill, Legion Insurance Group, and Axa Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.
Ronadev M
Series 63, Series 65
Darien, IL
William Blair
Ronadev Mitra is a financial advisor at William Blair with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2014. Outside of his advisory role, he is a member of Cornerstone Angels, an angel investing network based in Chicago, where he contributes time monthly. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management and financial planning. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and private fund access to its clients.
Joseph C
Series 63, Series 65
Darien, IL
Creative Planning
Joseph Chmiel is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Investors Securities Corporation and Diversified Investors Securities Corp. prior to joining Creative Planning. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.
Anthony C
ChFC®, Series 63, Series 65
Calumet City, IL
VOYA Financial Advisors, Inc.
Anthony Carter is a financial advisor at Voya Financial Advisors, Inc. with the ChFC® designation and four years of industry experience. His prior roles include positions at Charles Schwab Bank, Merrill, J.P. Morgan Securities, Baird, and Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based, non-discretionary arrangements.
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Finding advisors...
791 advisors near
60477
within the area shown on the map
Out of 400,000+ nationwide