Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 271 near 61072
Out of 400,000+ nationwide
Erna C
CFP®, Series 66
Rockford, IL
Edward Jones
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Divorce financial planning
Business ownership considerations
Founder/Business Owner
Tara H
Series 66
Rockford, IL
Edward Jones
Retirement income strategy
General retirement planning
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Founder/Business Owner
Stacy B
Series 66
Rockford, IL
Edward Jones
Retirement income strategy
Wealth management
Business ownership considerations
Business succession planning
General estate planning guidance
Military & Veterans
Carl G
CFP®, Series 66
Rockford, IL
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Business succession planning
Military & Veterans
Founder/Business Owner
Kevin D
CFP®, Series 66
Rockford, IL
Edward Jones
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Retirement withdrawal strategies
Founder/Business Owner
Karre C
ChFC®, Series 66
Rockford, IL
Edward Jones
Retirement income strategy
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Multi-generational wealth transfer
Nicole M
Series 66
Loves Park, IL
Edward Jones
Retirement income strategy
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Active portfolio management
Financial Professional
Daisy F
ChFC®, Series 63, Series 66
Rockford, IL
Edward Jones
Retirement income strategy
Business exit / sale strategy
Business ownership considerations
General estate planning guidance
Charitable giving & philanthropy
Hispanic/Latino/Latinx
Casondra R
Series 66
Loves Park, IL
Edward Jones
Divorce financial planning
General retirement planning
Bryan O
Series 63, Series 66
Loves Park, IL
Edward Jones
© 2026 Warmer Holdings Inc. (“Warmer”)
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent
fiduciary advisors. Our advice is limited to these digital matches—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.
Finding advisors...
Loading...
Loading...
Loading...
Top 30 financial advisors of 271 near 61072
Out of 400,000+ nationwide