Independent, debt management financial advisors in Chicago, IL

Edgar Giron Ramos is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan-related entities since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Charisma Lariosa is a financial advisor with Transamerica Financial Advisors in Chicago, IL, holding Series 65 and Series 63 licenses with five years of industry experience. She has worked at Transamerica Financial Advisors since 2020 and concurrently with World Financial Group, Inc. since 2018. Outside of advisory work, she is a physical therapist providing therapy staffing services through Select Rehabilitation. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including a range of proprietary and third-party investment models, with both discretionary and non-discretionary program options.

Johnel Mayberry is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and two years of industry experience. His background includes roles at PFS Investments Inc. and self-employment, along with prior experience in healthcare and academic settings. He also receives compensation for referrals related to home security, automation products, and loan services through affiliates of his firm. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model-driven strategies and operates at scale with thousands of advisors and billions in assets under management.

Mario Bear is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Prudential Insurance Company of America, PNC Bank, FIFTH THIRD SECURITIES, and JPMorgan Chase Bank. Outside of his advisory role, Bear is involved with FinBe USA, where he promotes the company’s services to automotive dealerships. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform combining advisory programs with brokerage and insurance product sales.

Nahal Sabbagh Kermani is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Goldman Sachs and JPMorgan Chase Bank. Nahal is based in Chicago, IL. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers financial planning, portfolio management, and consulting services, utilizing a combination of centrally managed strategies and locally managed portfolios across various investment vehicles.

Timothy Coyne is the sole advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Coyne Capital Management since 2010. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 in investable assets. The firm emphasizes asset-class diversification, utilizes both fundamental and technical analysis, and offers tailored Investment Policy Statements to align with clients’ goals and risk tolerance.

Jorden Bastien is a financial advisor at LifeSteps Financial with 13 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2012. The firm serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. LifeSteps Financial employs an ETF-centric investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary advisory services combined with integrated financial planning and a hands-on bill-payment and reconciliation service.

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

Marilynne Shadow is a financial advisor with Empower Advisory Group in Canton, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and Charles Schwab. Outside of her advisory role, she is the sole proprietor of The Barking Crab, an art and culture business based in Centennial, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.