Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
27 years
Location
Quincy, IL 62301
Wells Fargo Clearing
Institution
John Stevenson Jr. is a financial advisor with Wells Fargo Clearing in Quincy, IL, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Wells Fargo since 2009, including prior tenure at Wells Fargo Advisors LLC. Stevenson serves as president of two family foundations that make charitable donations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a research-driven investment approach and provides both brokerage and advisory solutions.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
Quincy, IL Maine St 9th
510 Maine St 9th Fl
Quincy IL 62301
Advisors at this office
10
Illinois · Texas
27 years of industry experience
Wells Fargo Clearing
2016 - Present • 10 years
Quincy, IL
WELLS FARGO ADVISORS LLC
2009 - 2016 • 7 years
Quincy, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 65
Quincy, IL
Keybridge Capital
Blaine Troup is a financial advisor at Keybridge Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Keybridge Capital since 2017, following prior experience managing the Troup Family Office. In addition to advisory services, he is licensed as an insurance agent and may recommend or sell insurance products. Keybridge Capital is a single-advisor, independent firm serving individuals, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach focused on dividend growth and offers discretionary and non-discretionary asset management, financial planning, and consulting services. It also provides educational seminars and public workshops on financial planning and retirement topics.
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Timothy O'Connor is a financial advisor at O'Connor Financial Group LLC with 34 years of industry experience. He has held registrations including Series 63 and Series 65 and has worked at LPL Financial and his own wealth management practice prior to joining his current firm. He has also sold insurance products for over two decades to complement financial planning needs. O'Connor Financial Group LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm emphasizes a long-term, risk-focused investment approach with diversified portfolios, ongoing monitoring, and in-house tax preparation services.
CFP®, Series 66
Quincy, IL
PurposePath Capital, LLC
Michael Disalvo is a CFP® with 16 years of industry experience, currently serving as an advisor at PurposePath Capital, LLC since 2021. He previously worked at Krilogy Financial for 10 years. Disalvo is co-owner of PPC Tax, LLC, a tax preparation firm based in Quincy, IL. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for around 135 clients. The firm employs a Modern Portfolio Theory-based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds.
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Daniel Westergaard is a financial advisor at O'Connor Financial Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at First Trust Advisors L.P., First Trust Portfolios L.P., and J.P. Morgan Institutional Investments, Inc. prior to joining his current firm. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, risk-focused investment approach with diversified portfolios and periodic rebalancing, and also offers in-house tax preparation and educational seminars.
CFP®, Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Jackson O'Connor is a CFP® with 10 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining O'Connor Financial Group LLC in 2019, where he currently serves as an advisor. Jackson holds licenses including Series 63 and Series 65 and is also licensed in life insurance. O'Connor Financial Group LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, risk-focused investment approach, utilizing asset allocation and fundamental analysis, and offers additional services such as insurance planning and in-house tax preparation.
Series 65
Quincy, IL
IPI Wealth Management, Inc.
Tad Luebbehusen is a financial advisor at IPI Wealth Management, Inc. He holds a Series 65 designation and has over nine years of industry experience, including prior work at Casey Hlubek. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers proprietary, risk-based model portfolios alongside strategic asset allocation and active manager oversight.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)