Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Taylor D
Series 63, Series 65
Orland Park, IL
Morgan Stanley
Taylor Depenaloza is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Prior to joining Morgan Stanley in 2025, Taylor spent 11 years at UBS Financial Services, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.
John P
Series 63, Series 65
Lombard, IL
Cetera
John Pizzoferrato is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior experience includes roles at First Allied Advisory Services, First Allied Securities, and Ogilvie Security Advisors Corporation. In addition to advisory work, he is a Certified Public Accountant providing tax compliance and consultation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and planning services via a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.
Patrick J
Series 63, Series 66
Downers Grove, IL
Thrivent Investment Management
Patrick Joyce is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Northwestern Mutual in various roles from 2014 to 2020. He serves as a board member of the Mount Carmel High School Alumni Association, organizing alumni activities and events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning on a range of financial topics and allows clients to integrate planning with managed-account programs under a consolidated billing option.
Wayne J
Series 63, Series 66
Homewood, IL
Edward Jones
Wayne Johnson is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 66 designations and joined Edward Jones in 2024. Prior to his current role, he worked at firms including Scent Air Corporation and Pacific Life Insurance Company. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers a variety of advisory strategies and investment options, supported by a large national network of financial advisors and branch offices.
Victor H
Series 66
Downers Grove, IL
Thrivent Investment Management
Victor Hildebrand is a Series 66-registered financial advisor with Thrivent Investment Management, based in Downers Grove, IL. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning in areas such as retirement, income tax, estate, business continuation, divorce, and special needs planning, with options to combine planning alongside managed accounts under a consolidated billing arrangement.
Jeffrey O
Series 63, Series 65
Homer Glen, IL
OSAIC
Jeffrey Oprondek is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 21 years before joining OSAIC in 2026. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across various investment types.
Margaret F
Series 63, Series 65
Oak Lawn, IL
LPL Enterprise
Margaret Furlong is a financial advisor at LPL Enterprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 31 years. She is also involved in Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to a broad range of brokerage and insurance products.
John K
ChFC®, Series 63, Series 65
Orland Park, IL
LPL Financial
John Keener III is a financial advisor with LPL Financial in Orland Park, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at FSC Securities Corp. He is also involved in a non-variable insurance business under the name Wall Street Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.
Robert D
Series 66
Orland Park, IL
Edward Jones
Robert De Young is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at White Castle System, Inc. for over four decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Brian S
Series 66, Series 63
Lemont, IL
J.P. Morgan Securities
Brian Strandquist is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework.
Yvette K
Series 63, Series 66
Orland Park, IL
Morgan Stanley
Yvette Kendall is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA between 2018 and 2023, and spent twenty years at Northern Trust from 1998 to 2018. Outside of her advisory role, she is involved as a travel agent with Inteletravel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of investment programs, managing approximately $2.74 trillion in client assets.
Casey A
CFP®, Series 66
Orland Park, IL
Ameriprise
Casey Adams is a CFP® certified financial advisor at Ameriprise with 10 years of industry experience. Prior to joining Ameriprise in 2023, he worked for Edward Jones from 2016 to 2023. Outside of his advisory role, he is involved with Ninth Avenue LLC, where he also provides financial advising services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that includes a written Recommendation Report and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Erik A
Series 66
Oak Brook, IL
Equitable Advisors
Erik Anderson is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously was affiliated with AXA Advisors, National Securities Corporation, and Olivet Nazarene University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a combination of firm-offered and third-party advisory solutions.
Mohammed G
Series 63, Series 66
Burr Ridge, IL
J.P. Morgan Securities
Mohammed Ghouse is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank N.A. and JPMorgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.
Desze A
Series 66
Downers Grove, IL
J.P. Morgan Securities
Desze Adams is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and previously worked at Bank of America N.A./Merrill Lynch from 2020 to 2025. Outside of finance, he has held roles with Amazon Flex and Comcast Xfinity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broad financial services organization offering access to a wide range of products.
Michael F
Series 66
Oak Brook, IL
Equitable Advisors
Michael Fultz is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 14 years of industry experience. He has worked at Equitable Advisors since 2012 and previously at Axa Advisors, LLC. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.
Khomeini K
Series 63, Series 65
Oak Brook, IL
Equitable Advisors
Khomeini Khan is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Outside of advising, he consults on employee benefits and owns Sustainable Ventures, a real estate investment and development business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary tools and third-party asset managers.
Maxwell D
Series 66
Oak Lawn, IL
Edward Jones
Maxwell Dunne is a financial advisor at Edward Jones in Oak Lawn, IL, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he spent 11 years at Brother Rice High School. Outside of finance, he performs and teaches music in Evergreen Park, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.
Steven W
Series 63, Series 65
Oak Brook, IL
Equitable Advisors
Steven Withey is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with Axa Advisors. Outside of his advisory role, Withey serves as a trustee for the Friends Foundation, a nonprofit involved in fundraising and food drives. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions.
Matthew R
CFP®, Series 63, Series 66
Downers Grove, IL
LPL Financial
Matthew Reynolds is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he is involved with Partnerland LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide