Adam Underhill

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Shorewood, IL 60404-0665

Credentials

CFP®, Series 63, Series 66

Industry experience

14 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2016 - Present (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Mark K

CFP®, Series 63, Series 66

Joliet, IL

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management LGBTQIA

Tatyana G

Series 66

Oswego, IL

Fidelity

Tatyana Gorski is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. She is a CERTIFIED FINANCIAL PLANNER™ professional committed to creating personalized wealth plans to help clients pursue their financial goals and dreams. Prior to her current role, she served as Vice President, Financial Consultant at Fidelity Investments from 2023 to 2024 and held several positions at the company since 2014, including Financial Consultant, Investment Consultant, and Financial Representative. Throughout her career at Fidelity Investments, Tatyana has gained extensive experience in wealth planning and financial consulting. She focuses on helping clients take advantage of opportunities and protect against risks through tailored financial strategies. Outside of her professional work, Tatyana has interests in beach activities, golf, movies, outdoor adventures, parenthood, and traveling.

Wealth management Tax-loss harvesting Retirement income strategy General retirement planning Parents

Edward P

Series 66

Joliet, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner

Kevin G

Series 63, Series 65

Oswego, IL

Fidelity

Kevin Gelso is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients work towards their financial goals through planning and guidance, utilizing the full resources of Fidelity to support their objectives. Prior to joining Fidelity, he served as a Financial Advisor at Northwestern Mutual from 2019 to 2021. With experience in financial consulting and advising, Kevin is committed to earning client trust as an essential part of the advisor-client relationship. His professional background centers on providing financial planning services and support to individuals seeking to reach their financial aspirations. Outside of his professional work, Kevin has interests in baseball, cars, food, golf, puzzles, and running.

General retirement planning Income planning Cash flow / budgeting

Michael W

Series 63, Series 66

Morris, IL

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management LGBTQIA Divorced

Jordan P

Series 66

Romeoville, IL

Fidelity

Jordan Pemble is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, Jordan partners with families to develop financial plans and provides education to support well-informed financial decisions. Jordan specializes in retirement planning, investment strategy, and income protection, and collaborates with a wealth management team that addresses tax-efficient investing and estate planning considerations. Prior to joining Fidelity Investments, Jordan held positions at Merrill, serving as Assistant Vice President and Relationship Manager from 2020 to 2021, and as an Investment Consultant from 2017 to 2020. Jordan holds an Arkansas Insurance License. Outside of professional responsibilities, Jordan has personal interests in baseball, family activities, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management
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