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17 advisors near 61068
Out of 400,000+ nationwide
Nathan H
Series 65
Davis Junction, IL
Haas Trade Advisors LLC
Nathan Haas is a financial advisor at Haas Trade Advisors LLC holding a Series 65 designation. Based in Davis Junction, IL, he provides financial planning and consulting with a focus on long-term, strategic investment guidance. Haas Trade Advisors delivers written financial plans covering asset allocation, retirement, tax, estate, cash flow, and education planning primarily through virtual meetings. The firm emphasizes holistic, goal-based planning without managing client assets or accepting trading discretion.
Josiah D
CFA®, Series 65
Malta, IL
Kisher Capital, LLC
Josiah De Ford is a CFA® charterholder and financial advisor at Kisher Capital, LLC with three years of industry experience. He has previously worked at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of his advisory role, Josiah has taught private music lessons since 2015. Kisher Capital provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses proprietary investment models that combine passive and active strategies with factor-based equity tilts and biblically responsible investing screens, operating through a wrap-fee program with a focus on fee-only fiduciary standards.
Eric S
CFP®
Malta, IL
Kisher Capital, LLC
My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.
James H
Series 63, Series 65, Series 66
Peyton, CO
Kisher Capital, LLC
James Hanley is a financial advisor at Kisher Capital, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Envoy Advisory Inc., Edward Jones, and USAA in various advisory and financial planning roles. Kisher Capital provides discretionary investment management and financial planning services to individuals, self-directed pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs proprietary investment models incorporating faith-based and outcome-oriented strategies and operates as a wrap-fee program sponsor.
Ashley J
Series 63, Series 65
Rochelle, IL
LPL Financial
Ashley Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has worked at Central Bank of Illinois since 2011 and concurrently serves as a Client Relationship Officer there. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of financial planning and asset management solutions supported by an in-house research team.
Susana B
Series 66
Rochelle, IL
LPL Financial
Susana Belmonte is a financial advisor at LPL Financial in Rochelle, IL, holding a Series 66 designation with one year of industry experience. She has been affiliated with Central Bank Illinois and LPL Financial since 2015. 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 range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
Cynthia B
CFP®, Series 63
Oregon, IL
Edward Jones
Cynthia Byrd is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1999. She has 37 years of industry experience, including prior work at Polo National Bank and First Bank South. Outside of her advisory role, she and her spouse are joint owners of commercial property and farmland in Oregon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.
Scott C
Series 66
Rochelle, IL
LPL Financial
Scott Coutts is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. Prior to that, he held roles at Central Bank Illinois, Ameriprise Financial Services, and several other financial institutions. Coutts also serves as a Trust Administrator Officer at Central Bank Illinois. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Charles F
Series 63, Series 65
Shabbona, IL
Cetera
Charles Foster is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Cetera since 2006 and has prior experience at the Midwest Orthopaedic Institute. Outside of his advisory role, Foster is involved in tax preparation and business consulting through Foster Tax & Accounting, LLC, and serves as a finance council member for St. James Church in Lee, Illinois. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.
Bradley S
Series 66
Rochelle, IL
Edward Jones
Bradley Stojan is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Jennifer J
Series 66
Malta, IL
LPL Financial
Jennifer James is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2018, she worked in various roles including positions at IAU College and Northern Illinois University’s Study Abroad Department. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Michael B
Series 63, Series 65
Rochelle, IL
LPL Financial
Michael Brooks is a financial advisor with LPL Financial in Princeton, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2001. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.
Camden F
Series 66
Shabbona, IL
Cetera
Camden Foster is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. He has worked at Cetera and its affiliates since 2014 and also operates Foster's Financial Management, LLC, providing financial planning services, as well as Foster's Tax & Accounting, LLC, an accounting firm offering tax preparation and related services. 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 and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, alongside fiduciary and retirement capabilities integrated with its institutional platform.
Gregory F
Series 66
Rochelle, IL
LPL Financial
Gregory Folmar is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2018 and previously spent three years with Edward Jones. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.
Anthony R
CFP®, Series 66
Rochelle, IL
Edward Jones
Anthony Rowley is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience and is also a Major and Executive Officer in the United States Marine Corps Reserve. Outside of his advisory role, he is self-employed in raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of advisors and branch offices.
Edward C
Series 63, Series 65
Edmond, IL
Cetera
Edward Carey is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has been with Cetera since 2003 and operates a sole proprietorship providing tax accounting services. 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 fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.
Jessica M
Series 66
Rochelle, IL
Edward Jones
Jessica Morris is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was with Luckett & Farley from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
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17 advisors near 61068
Out of 400,000+ nationwide