Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

26 advisors near
60550

Out of 400,000+ nationwide

user avatar
firm logo

Barry F

CFP®, Series 63

Sycamore, IL

Family First Wealth Management

Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Robert H

Series 63, Series 65

Sandwich, IL

EBH Financial, Inc.

Robert Harbour is a financial advisor with EBH Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at EBH Financial since 2010, with prior roles at LPL Financial and Infinity Financial Services Advisory. EBH Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm focuses on client-specific objectives and risk tolerance, using fundamental analysis and a preference for long-term investments, while maintaining a single custodian relationship with Charles Schwab.

Wealth management General estate planning guidance Retirement income strategy College savings (529s, UTMA, etc.)
user avatar
firm logo

Josiah D

CFA®, Series 65

Dekalb, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder working with Kisher Capital, LLC. He has four years of industry experience, including prior roles at Harvest Investment Services and Christian Retirement Ministries. Outside of finance, he has taught private music lessons for over a decade. Kisher Capital is a fee-only registered investment adviser serving individual and high-net-worth clients, as well as retirement plans and charitable organizations. The firm manages portfolios through proprietary models using factor-based equity tilts, liquid alternatives, and Biblically Responsible Investing screens, operating exclusively via a wrap-fee program.

College savings (529s, UTMA, etc.) Cash flow / budgeting Religious/faith focused
firm logo

Eric S

CFP®

Dekalb, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me. Kisher Capital's office is located a 303 E Hillcrest Dr, Ste 6, DeKalb IL 60115, and we'd love to sit down with you, learn more about your story, and help you in any way that we can.

ESG / Sustainable investing General retirement planning Gen X (Born 1965-1980)
user avatar
firm logo

Ashley J

Series 63, Series 65

Rochelle, IL

LPL Financial

Ashley Jackson is a financial advisor with LPL Financial based in Rochelle, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Central Bank of Illinois (formerly 1st Nat'l Bank of Rochelle) since 2011, concurrently with her role at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Emily W

Series 66

Sycamore, IL

Edward Jones

Emily Willems is a financial advisor with Edward Jones in Sycamore, IL, holding a Series 66 designation and 11 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at BB&T Securities and J Crew. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies with a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Shelly S

Series 63, Series 65, Series 66

Sandwich, IL

Equitable Advisors

Shelly Sypien is a financial advisor at Equitable Advisors with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at firms including Morgan Stanley, Edward Jones, and Cetera. Shelly is also the owner of Family Focused Financial, LLC, which she operates alongside her advisory work. Equitable Advisors serves a broad client base including individuals, corporations, and institutions, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing third-party asset managers and advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Susana B

Series 66

Rochelle, IL

LPL Financial

Susana Belmonte is a financial advisor at LPL Financial in Rochelle, IL, holding a Series 66 designation with two years of industry experience. She has worked at Central Bank Illinois and LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Shawn B

Series 66

Dekalb, IL

Thrivent Investment Management

Shawn Blobaum is a financial advisor with Thrivent Investment Management in Dekalb, Illinois. He holds a Series 66 designation and has 18 years of industry experience, all with Thrivent Financial for Lutherans and its investment management arm. Outside of his advisory role, he serves as a Deacon at Grace Free Lutheran Church, is Vice President of the local Lions Club, and sits on the board of the DeKalb County Community Foundation. 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 without discretionary portfolio management, focusing on comprehensive written recommendations across a broad range of financial topics.

Business ownership considerations
user avatar
firm logo

Stacie B

Series 66

Sycamore, IL

Edward Jones

Stacie Barnett is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. Her career includes over eight years previously at Edward Jones and one year with LPL Financial LLC (Gateway Financial Partners). She is based in Sycamore, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Ivett M

Series 66

Delkab, IL

Raymond James Financial

Ivett Mc Han Frank is a financial advisor with Raymond James Financial, holding a Series 66 credential and one year of industry experience. She has experience working with multiple firms, including First Investments and Planning and First National Bank of Omaha. Outside of her advisory role, she works as an advisor assistant and is involved in non-investment support activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and promotes implementation through its advisory programs or other providers, with additional capabilities in municipal advisory services and specialized retirement plan consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jeffrey C

Series 63, Series 66

Rochelle, IL

LPL Financial

Jeffrey Carson is a financial advisor with LPL Financial in Rochelle, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He worked at INVEST Financial Corporation for 14 years before joining LPL Financial in 2018. Carson also operates a separate business entity, Carson Investments, Inc., for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Brian G

CFP®, Series 63, Series 65

Sandwich, IL

Edward Jones

Brian Grysiewicz is a CFP®-designated financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward Jones since 1987 and is also affiliated with the University of Missouri - St. Louis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
user avatar
firm logo

Charles F

Series 63, Series 65

Shabbona, IL

Cetera

Charles Foster is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2006. Foster also operates Foster's Financial Management, LLC, and is involved in tax preparation and business consulting through Foster Tax & Accounting, LLC. Outside of his advisory role, he serves as a finance council member at St. James Church and participates in local charitable activities with the St. James Knights of Columbus. Cetera Investment Advisers LLC is an SEC-registered advisor serving 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 program structures, supported by a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Bradley S

Series 66

Rochelle, IL

Edward Jones

Bradley Stojan is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Matthew M

Series 63, Series 66

Sycamore, IL

Edward Jones

Matthew Myre is a financial advisor with Edward Jones in Sycamore, IL, holding Series 63 and Series 66 credentials and with 47 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1979. Outside of his advisory role, he is involved as a partner in real estate investments, including a building housing his Edward Jones office and several other tenants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Alison S

Series 66

Sandwich, IL

Edward Jones

Alison Smith is a financial advisor at Edward Jones in Sandwich, IL, with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory work, Alison owns ACE Music Productions, where she creates music arrangements for harp with vocals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Curtis G

Series 66

Sandwich, IL

Edward Jones

Curtis Grysiewicz is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and BP Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar
firm logo

Jennifer J

Series 66

Malta, IL

LPL Financial

Jennifer James is a Series 66-credentialed financial advisor with LPL Financial, with six years of industry experience. She has been with LPL Financial since 2018, following roles at IAU College and Northern Illinois University's Study Abroad Department. 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 variety of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by operational tools including machine learning, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Michael J

Series 66

Sandwich, IL

LPL Financial

Michael Jerkatis is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Stanley and First Midwest Bank before joining LPL Financial. He is currently affiliated with Old National Bank in a financial institution role. 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, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Camden F

Series 66

Shabbona, IL

Cetera

Camden Foster is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and its affiliates since 2014 and also operates Foster's Financial Management, LLC and Foster's Tax & Accounting, LLC, providing financial planning and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform and supports both discretionary and non-discretionary account structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Catherine C

Series 66

Dekalb, IL

Ameriprise

Catherine Cooper is a Series 66 licensed financial advisor with two years of industry experience. She is currently with Ameriprise and has held roles within the firm since 2023. Outside of her advisory work, she is employed by Integrity Point LLC as an Associate Financial Advisor on the Sales and Advice team. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Michelle T

Series 66

Cortland, IL

Fidelity

Michelle Todd is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with individuals and families to assess their financial situations and develop tailored financial plans. Michelle emphasizes regular reviews and adjustments to these plans to adapt to changes in clients' life circumstances or market conditions. Her experience at Fidelity Investments includes positions as Central Relationship Manager from 2023 to 2024 and Financial Representative from 2021 to 2023. Through these roles, she has developed expertise in client relationship management and financial planning. Outside of her professional responsibilities, Michelle has interests in pets, reading, traveling, and volunteering.

General retirement planning Income planning Cash flow / budgeting Debt management
user avatar
firm logo

Gregory F

Series 66

Rochelle, IL

LPL Financial

Gregory Folmar is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for three years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diversified investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Anthony R

CFP®, Series 66

Rochelle, IL

Edward Jones

Anthony Rowley is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience and is also a Major and Executive Officer in the United States Marine Corps Reserve. Outside of his advisory role, he is self-employed in raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans
firm logo

Jessica M

Series 66

Rochelle, IL

Edward Jones

Jessica Morris is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was with Luckett & Farley from 2015 to 2018. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Wealth management Retired 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”)