Top business Financial Management financial advisors in Elgin, IL

Michael Ellsworth is a financial advisor with Ameriprise in Elgin, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has real estate ownership interests unrelated to investment activities. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and Social Security options. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kevin Sanders is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 12 years of industry experience. He is also the owner and sole proprietor of The Sanders Law Firm, where he provides legal services including real estate closing advice and estate planning. His prior work includes roles at Guardian Wealth Advisory Group and Sanders Financial Services Inc. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a variety of analytical methods to implement investment decisions, managing approximately $49.8 billion for over 127,000 clients.

Joseph Holakovsky is a financial advisor with PNC Wealth Management in Elgin, IL, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and manages investments via approved model strategies with mutual funds and ETFs.

Raymond Ercoli is a Series 66-credentialed financial advisor at Edward Jones in Elgin, IL, with 11 years of industry experience, all of which he has spent at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities through a nationwide network of advisors and branch offices.

Alexander Lenz is a financial advisor with J.P. Morgan Securities in Elgin, IL, holding a Series 66 designation and 20 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Zachary Olinger is a CFP® with 11 years of industry experience, currently serving as an advisor at CAP Partners, LLC since 2018. Prior to joining CAP Partners, he worked at Guardian Life from 2015 to 2018. CAP Partners, LLC is an SEC-registered, multi-member investment adviser that provides personalized investment management, financial planning, and counseling to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm typically employs a long-term, buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis.

Heath Biller is a Series 65-credentialed advisor with Fiduciary Financial Advisors in Grand Rapids, MI, bringing five years of industry experience. He also works part-time as a registered nurse at Mary Free Bed hospital. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and foundations. The firm offers a range of services such as discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO engagements, with a noted emphasis on digital-asset advisory and formal trust arrangements.

Michael Turvey is a CFP® with 12 years of industry experience and currently serves at Soltis Investment Advisors, LLC. His prior experience includes positions at Charles Schwab and Co., Inc., Td Ameritrade Institutional, and Thinkorswim Advisors, Inc. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory–based investment process combining quantitative and qualitative analysis and manages approximately $13 billion in client assets.