Filters

Direct booking

firm logo

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

5 advisors near 60970

Out of 400,000+ nationwide

user avatar
firm logo

Nickolas S

Series 66

Clifton, IL

Irontree Advisors LLC

Nickolas Simoneau is a Series 66-licensed financial advisor with 13 years of industry experience, serving as the sole advisor at Irontree Advisors LLC since 2013. In addition to his advisory role, he holds Illinois property/casualty and life/health insurance licenses and operates a tax preparation business, overseeing operations and assisting clients with annual tax filings. Irontree Advisors serves individual clients, high-net-worth individuals, and trusts with discretionary portfolio management and comprehensive wealth planning. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative, and modern portfolio theory methods, offering access to a broad range of financial instruments tailored to client objectives and risk tolerance.

Wealth management General retirement planning Tax-loss harvesting Active portfolio management Options & derivatives strategies Women Professionals
user avatar
firm logo

Taryn O

Series 66

Clifton, IL

Cetera

Taryn Olszewski is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has been with Cetera and its affiliated entities since 2014, also working with Regions Bank during this period. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement solutions, combining advisor-managed accounts, model portfolios, and third-party managed options with fiduciary and retirement plan services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
firm logo

Stuart S

ChFC®, Series 66

Watseka, IL

Edward Jones

Stuart Swalls is a financial advisor with Edward Jones in Watseka, IL, holding the ChFC® and Series 66 designations and bringing 11 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, supported by a nationwide network of more than 23,700 advisors.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar
firm logo

Kyle L

Series 63, Series 66

Gilman, IL

LPL Financial

Kyle Leydens is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has nine years of industry experience, having previously worked at Edward Jones and Busey Bank. Leydens is currently based in Gilman, Illinois. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
firm logo

Charles C

Series 66

Watseka, IL

Edward Jones

Charles Cady is a financial advisor with Edward Jones in Watseka, Illinois, holding a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Chicago Water and Fire Restoration and Servpro of Champaign Urbana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance 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
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.