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James B
Series 63, Series 65
Oak Brook, IL
Morgan Stanley
James Brigham is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a partner in a real estate business based in Rolling Meadows, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.
Don B
CFP®, Series 63
Burr Ridge, IL
Cetera
Don Barnes is a financial advisor with Cetera in Burr Ridge, IL, holding CFP® and Series 63 credentials and 38 years of industry experience. He also owns Don W. Barnes, CPA PC, a tax preparation and accounting business. Barnes has worked with Cetera and its affiliated entities since 1988 and founded Cornerstone Advisers, LLC in 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, charitable, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with diverse program options and more than $256 billion in assets under management.
Jarrod J
Series 66
Lisle, IL
Morgan Stanley
Jarrod James is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC and Waddell & Reed. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate partnerships.
Michael M
Series 63, Series 65
Lombard, IL
Cetera
Michael Molyneaux is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Cetera since 2019 and spent 22 years at Foresters Financial Services prior to that. He serves as co-trustee on his father's irrevocable life insurance trust. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services with multiple program structures and access to affiliated and third-party managers.
James F
Series 63, Series 65
Orland Park, IL
Morgan Stanley
James Ferguson is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets from 1998 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by structured planning tools and broad investment offerings.
Vanessa A
Series 63, Series 65
Orland Park, IL
Cetera
Vanessa Aldape is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including LPL Financial and Waddell & Reed. Aldape is also involved as a licensed assistant with Megent Financial, supporting advisors with paperwork and trade processing. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.
John J
Series 63, Series 66
Lisle, IL
LPL Financial
John Jermak is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. His career includes roles at Knights of Columbus and Waddell & Reed Inc. He is president of JG Jermak & Associates, a home-based business entity primarily for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using various portfolio strategies and technology tools.
Robert M
CFP®, Series 66
Oak Brook, IL
Wells Fargo Clearing
Robert Mclane is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2017. He previously worked at Bank of America, NA from 2009 to 2017 and Merrill from 1999 to 2017. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.
Philip T
Series 63, Series 65
Downers Grove, IL
Cetera
Philip Tumea is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2021. His prior experience includes six years at NOW Health Group, Inc. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with over $256 billion in assets under management.
Bryce M
Series 63, Series 66
Orland Park, IL
Fidelity
Bryce Martin is a Financial Consultant at Fidelity Investments, where he has been serving since 2015. He has over 12 years of experience in the financial services industry, having previously worked as a Financial Advisor at The Heartland Group from 2013 to 2015, Edward Jones from 2011 to 2013, and as a Financial Representative at TD Waterhouse from 2000 to 2001. Bryce specializes in wealth planning and assisting clients in developing, implementing, and maintaining customized financial plans. He is dedicated to helping his clients and their families pursue their financial goals and maintain confidence regardless of market conditions. Bryce values Fidelity's brand of dedication and integrity, which align with his own professional principles. Outside of his professional work, Bryce enjoys art, family activities, golf, movies, music, and skiing.
Jackie E
Series 66, Series 63
Naperville, IL
J.P. Morgan Securities
Jackie Emerick is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 66 and Series 63 licenses and has six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked at 4 Hermanos LLC for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence combining quantitative and qualitative research, and may include ESG considerations.
Richard R
Series 63, Series 65
Burr Ridge, IL
Edward Jones
Richard Reilley is a financial advisor with Edward Jones in Burr Ridge, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Jackson D
Series 66
Oak Brook, IL
Morgan Stanley
Jackson Degiorgio is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His work history includes roles at Morgan Stanley Private Bank and US Bank, as well as earlier positions outside the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad suite of investment products and services.
Charles S
Series 63, Series 65
Lisle, IL
Merrill
Charles Schoenjohn Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1995, assisting clients with retirement planning and investments. Mr. Schoenjohn specializes in areas including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, and tax minimization. He holds a Bachelor's Degree in Finance & Investment from Babson College, with additional academic experience at Richmond College in London and Harvard University. His professional designations include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional role, Mr. Schoenjohn enjoys cooking, painting, and photography. He lives in the Chicago suburbs with his wife and four children and engages in personal interests such as riding his Harley Davidson motorcycle and developing black and white photographs.
Christina S
Series 63, Series 66
Orland Park, IL
J.P. Morgan Securities
Christina Sievers is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as a Township Trustee for Homer Township. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions and includes capabilities in derivatives and commodities.
Robby M
Series 66
Oak Brook, IL
Wells Fargo Clearing
Robby Mcclure is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. His prior work includes positions at UBS Financial Services and Morgan Stanley DW Inc. Outside of his advisory role, he owns and operates a closeout merchandise resale business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad array of investment advisory services and financial planning solutions, managing approximately $671 billion in assets through a large network of advisors.
John M
Series 63, Series 66
Naperville, IL
LPL Financial
John Milder is a financial advisor with LPL Financial in Naperville, Illinois, holding Series 63 and Series 66 registrations and 27 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various investment strategies and operational tools.
Mirella S
Series 66
Oak Brook, IL
Morgan Stanley
Mirella Saucedo Marquez is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020, following roles at JPMorgan Chase Bank and JPMorgan Securities from 2016 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory process.
Matthew J
Series 63, Series 65
Oakbrook, IL
Wells Fargo Advisors
Matthew Junkins is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, A. G. Edwards & Sons, Morgan Stanley Dw Inc., and Merrill Lynch Investment Managers. Junkins has ownership interests in two investment-related firms and serves as a trustee for a 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations.
Belinda C
Series 66
Orland Park, IL
Morgan Stanley
Belinda Castellanos is a financial advisor at Morgan Stanley with 18 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2021 and previously worked at Fifth Third Securities from 2002 to 2021. Castellanos holds the Series 66 designation and is based in Orland Park, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing firm-approved tools and methodologies.
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2,591 advisors near
60464
within the area shown on the map
Out of 400,000+ nationwide