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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

30 advisors near 61938

Out of 400,000+ nationwide

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Kelsey S

Series 65

Charleston, IL

Avantax Planning Partners, Inc.

Kelsey Swing is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 65 designation. She has six years of industry experience and also serves as a partner and accountant at Gilbert, Metzger & Madigan, LLP, a CPA firm where she has worked since 2002. Additionally, Swing is a board member and treasurer for two nonprofit organizations, Eastern Dominican Christian Mission and Sexual Assault Counseling & Information Service. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, managing client accounts on a discretionary basis with centralized trading and reporting.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Brandi A

Series 63, Series 65

Lerna, IL

Planmember Securities Corporation

Brandi Ames is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Lincoln Financial Advisors. Outside of finance, she has experience in the fitness industry with Integrated Fitness, Inc DBA Curves. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Kendra H

Series 66

Mattoon, IL

Raymond James Financial

Kendra Hughes is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2017 and also works as an Operations Manager for the brokerage department of First Mid Wealth Management, where she assists advisors as a sales assistant. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations based on risk profiles and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Ryan M

Series 66

Charleston, IL

Raymond James Financial

Ryan Mefford is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. He has worked at First Mid Wealth Management and First Mid Bank and Trust since 2021 and previously spent five years at Pilson Auto Center. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm emphasizes non-discretionary advisory services supported by comprehensive financial planning and investment consulting.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Alexander D

Series 66

Charleston, IL

Raymond James Financial

Alexander Dick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he held various roles at First Mid Bank & Trust and First Mid Wealth Management. He also worked in education for 14 years at Stewardson-Strasburg CUSD #5A. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a significant advisory role without discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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James A

Series 66

Mattoon, IL

Ameriprise

James Argoudelis is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Based in Champaign, IL, Argoudelis has spent over six years in his current role at Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, combining research and modeling with a centralized consulting team to support clients’ retirement planning.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Victor M

CFP®, Series 66

Mattoon, IL

Edward Jones

Victor Matigian is a CFP® professional with 16 years of industry experience. He has been with Edward Jones since 2015 and is based in Mattoon, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including retail households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrew G

CFP®, Series 66

Charleston, IL

Wells Fargo Advisors

Andrew Grahn is a CFP®-designated financial advisor with eight years of industry experience. He currently serves at Wells Fargo Advisors and previously worked at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu and tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Emily P

Series 66

Mattoon, IL

Ameriprise

Emily Poulliard Becherer is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves as Director of Operations and Associate Financial Advisor at DDC INC. in Springfield, IL. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Aaron I

CFP®, Series 66

Mattoon, IL

Edward Jones

Aaron Ifft 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 Mattoon, IL. 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 and investment strategies, operating under a fiduciary standard.

Retirement income strategy Wealth management Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Dan C

Series 63, Series 65

Charleston, IL

Wells Fargo Advisors

Dan Cunningham is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, Cunningham serves on the finance committee of United Christian Church in Mattoon, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, with tailored recommendations supported by proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dustin S

CFP®, Series 66

Charleston, IL

Edward Jones

Dustin Sloat is a financial advisor at Edward Jones in Charleston, IL, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at R&M Pipeline. Outside of advising, he serves on the board of Cornerstone Daycare in Charleston, participating monthly in decisions regarding facility operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Passive / index investing Retired Founder/Business Owner Executive
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Craig C

CFP®, Series 66

Charleston, IL

Wells Fargo Advisors

Craig Cunningham is a CFP®-credentialed financial advisor with Wells Fargo Advisors, based in Charleston, IL, and has 13 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that include a broad range of specialized planning options. The firm combines proprietary research and planning tools with advisory services integrated with various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jeffrey O

Series 63, Series 66

Charleston, IL

OSAIC

Jeffrey Oetting is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation and Eastern Illinois University, where he is an instructor in the School of Business. Outside of advising, he is the owner of a recovery collections agency and manages several small businesses. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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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.

Retirement income strategy General estate planning guidance Divorce financial planning Retired Founder/Business Owner Executive
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Renee' H

Series 63, Series 66

Mattoon, IL

OSAIC

Renee' Huckstead is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 16 years and Lincoln Financial Securities Corporation for one year. Outside of advisory work, Huckstead owns Faith Financial, where she sells and services disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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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.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Granville C

Series 66

Charleston, IL

Edward Jones

Granville Colvin is a Series 66–licensed financial advisor with Edward Jones in Charleston, Illinois, and has 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a co-owner of SweetWoodville LLC, a barbecue business in Paris, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Harold P

CFP®, Series 63

Mattoon, IL

OSAIC

Harold Pope is a financial advisor at OSAIC with 42 years of industry experience. He holds the CFP® designation and Series 63 license. His career includes long-term roles at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. Outside of his advisory work, he serves as a licensed minister assisting local pastors in his community. OSAIC is a large investment advisory and broker-dealer firm serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools to deliver advisory services through a broad network of financial advisers.

Annuities Founder/Business Owner Executive Retired
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Kelly P

Series 63, Series 66

Mattoon, IL

LPL Financial

Kelly Purvis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2022, Purvis worked at Raymond James Financial Services and First Mid Bank and Trust. Outside of finance, Purvis has served as an aqua aerobics instructor at the YMCA since 2001. 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 delivers services through 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
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Nicholas F

CFP®, Series 66

Mattoon, IL

Edward Jones

Nicholas Fears is a Certified Financial Planner™ professional with 15 years of industry experience, all of which have been with Edward Jones since 2009. He holds the Series 66 license and is based in Mattoon, Illinois. 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 services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Bradley B

Series 63, Series 66

Mattoon, IL

Raymond James Financial

Bradley Beesley is a financial advisor with Raymond James Financial in Effingham, IL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Raymond James Financial since 2007 and holds leadership responsibilities as President and CEO of First Mid Wealth Management Company. His prior roles include positions at First Mid Bank & Trust and Camp New Hope. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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April S

CFP®, Series 66

Charleston, IL

Raymond James Financial

April Selstad is a CFP® professional with 14 years of experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. since 2012. She also holds an associate position at First Mid Bank & Trust. In addition to her advisory work, she acts as a personal support worker for her son under the State Medicaid Waiver Program. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Bridget D

Series 66

Mattoon, IL

Edward Jones

Bridget Diedrich is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011 in various roles. 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 through a network of more than 23,700 financial advisors, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and overlay tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew P

Series 63, Series 66

Mattoon, IL

OSAIC

Matthew Pope is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for a combined total of 25 years. Outside of advisory work, he owns and operates Pacesetter Universal Insurance Agency, which primarily sells property and casualty insurance along with life, health, and Medicare supplement products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools, and offers a range of advisory programs and third-party manager access.

Annuities Founder/Business Owner Executive Retired
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Robert F

CFP®, ChFC®, Series 66

Mattoon, IL

Edward Jones

Robert Fears is a CFP®, ChFC®, and Series 66 licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan F

Series 66

Charleston, IL

Edward Jones

Ryan Furnish is a financial advisor at Edward Jones in Charleston, Illinois, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Safety Storage Inc. and North American Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory solutions supported by a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General retirement planning Engineering Professional
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Kristi M

Series 66

Mattoon, IL

Raymond James Financial

Kristi Montgomery is a financial advisor with Raymond James Financial Services Advisors, Inc. and First Mid Wealth Management, holding a Series 66 designation and 14 years of industry experience. She has worked with First Mid Wealth Management since 2011 and holds a role involving financial planning and supervisory duties at the branch. Montgomery is also associated with First Mid Illinois Bank & Trust as an investment-related associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client assessments and supported by a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jill W

Series 66

Mattoon, IL

Raymond James Financial

Jill Worman is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. and First Mid Bank & Trust since 2015. She is also associated with First Mid Wealth Management as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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