Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
14 advisors near 61914
Out of 400,000+ nationwide
James M
Series 63, Series 66
Mt Zion, IL
Cetera
James Mcatee is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 37 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Summit Brokerage Services. Outside of advising, he is involved in a tax preparation and accounting business and serves as a notary public. 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 supported by various advisor-managed and third-party solutions.
John F
CFP®, ChFC®, Series 63, Series 65
Bethany, IL
Cetera
John Foley is a financial advisor at Cetera with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at multiple firms including Cetera Wealth Services, IPI Wealth Management, and Investment Planners Inc. Foley is also co-owner of Central Illinois Group LLC dba LifeWise Wealth Advisors and serves as an insurance agent selling life, disability, annuities, and long-term care products. Additionally, he has served as a trustee for family trusts and held a township government trustee position. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.
John V
Series 63, Series 65
Bethany, IL
Cetera
John Vanderburgh is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Cetera and its affiliated networks since 2020 and has a background that includes owning and managing accounting, payroll, and tax preparation services through Vanderburgh Financial Services, LLC. Outside of finance, Vanderburgh serves as treasurer for the Okaw Valley CUSD #302 school district and is involved in agricultural production on his family farm, as well as managing a local restaurant, The Bethany Diner Inc. 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 services, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.
Andrew M
Series 66
Bethany, IL
Cetera
Andrew Mcdowell is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at multiple firms including Cetera Wealth Services, LLC and Central Illinois Group LLC dba LifeWise Wealth Advisors. Outside of advisory work, he is also an insurance agent involved in selling life, disability, and annuity products. 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 services supported by a variety of investment programs and custodial arrangements.
Michael B
CFP®, Series 66
Mt Zion, IL
Edward Jones
Michael Brewer is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Mt Zion, Illinois. Brewer has spent his career focused at Edward Jones, a firm known for its extensive network of advisors and branch offices. 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 under management through a large nationwide advisor and branch footprint.
Jamie S
CFP®, Series 66
Sullivan, IL
Edward Jones
Jamie Shoot is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Troy R
CFP®, Series 66
Sullivan, IL
Edward Jones
Troy Rogers is a CFP® and holds a Series 66 license with Edward Jones, where he has been an advisor since 2021. He has four years of industry experience, including prior roles at Whitney Roofing Inc and over two decades with CUSD#300. Outside of his advisory work, Troy serves as a volunteer fireman with the Sullivan Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.
John K
Series 66
Bethany, IL
Cetera
John Kennedy is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously held roles at Investment Planners, Inc., IPI Wealth Management, Inc., and Sherwin Williams. Kennedy is also a registered representative of Central Illinois Group LLC dba LifeWise Wealth Advisors, where he is involved in financial services, and he maintains a minor role as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by multiple program structures and a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.
Ryan K
CFP®, ChFC®, Series 66
Arthur, IL
Edward Jones
Ryan Kleiss is a financial advisor with Edward Jones in Arthur, Illinois, holding CFP®, ChFC®, and Series 66 designations and having 18 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Timothy S
CFP®, Series 66
Decatur, IL
Edward Jones
Timothy Sadler is a CFP® with 10 years of industry experience, currently with Edward Jones since 2015 in Decatur, IL. In addition to his financial advisory role, he is active in church-related speaking engagements and serves as a pulpit supply preacher, focusing on church health, leadership, and community engagement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.
Travis R
CFP®, Series 66
Mt Zion, IL
Edward Jones
Travis Roach is a CFP® professional with 16 years of industry experience. He has been with Edward Jones since 2009, working as a financial advisor in Mt Zion, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment strategies and advisory services. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary portfolio management under a fiduciary standard.
Connor K
Series 66
Sullivan, IL
Edward Jones
Connor Klingele is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Syngenta for five years and at Southern Illinois College of Agriculture for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Caleb S
Series 66
Bethany, IL
Cetera
Caleb Smoes is a financial advisor at Cetera with 13 years of industry experience and holds the Series 66 designation. He has worked at several firms, including IPI Wealth Management and Investment Planners Inc., and currently co-owns Central Illinois Group LLC, doing business as LifeWise Wealth Advisors. In addition to his advisory role, he is involved in tax and accounting business administration through CIG Tax Advisors LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.
Hannah C
Series 66
Decatur, IL
Edward Jones
Hannah Coffey is a Series 66 licensed financial advisor with Edward Jones in Decatur, IL, with one year of industry experience. Prior to joining Edward Jones, she worked at Balls N Strikes and held positions with the City of Cape Girardeau and New City Greenhouse. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its large network of financial advisors and branch offices.
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.
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")
Finding advisors...
14 advisors near 61914
Out of 400,000+ nationwide