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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

9 advisors near 62274

Out of 400,000+ nationwide

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Chad R

Series 63, Series 65

Pinckneyville, IL

Steward Partners Investment Advisory, LLC

Chad Rushing is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Raymond James Financial and Freedom Street Partners. Outside of advisory roles, he owns an agricultural business and serves on the board of Pinckneyville Community Hospital. Steward Partners Investment Advisory, LLC manages over $28 billion in assets, serving a diverse client base including high-net-worth individuals, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across a wide range of asset classes.

ESG / Sustainable investing Founder/Business Owner Retired
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Tucker K

CFP®, Series 66

Du Quoin, IL

Edward Jones

Tucker Kuhnert is a CFP®-designated financial advisor at Edward Jones with four years of industry experience. He has worked at Edward Jones since 2021 and previously held positions at Intertape Polymer Group and Southern Illinois University College. Outside of his advisory role, Kuhnert is a band leader and performs live music locally in Tamaroa, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Dwayne E

Series 63, Series 65

Pinckneyville, IL

LPL Enterprise

Dwayne Epplin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Valic Financial Advisors, and North American Senior Benefits. Outside of his advisory work, he serves on the board of the PCHS Education Foundation and coaches sports and fitness at Pinckneyville Community High School. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Richard H

Series 63, Series 65

Duquoin, IL

Equitable Advisors

Richard Haines is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 48 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Andrew D

CFP®, Series 63, Series 66

Du Quoin, IL

Edward Jones

Andrew Darnell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he maintains ownership and management responsibilities for a commercial property in Du Quoin, IL. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nathanial S

Series 63, Series 65

Du Quoin, IL

LPL Enterprise

Nathanial Shupe is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mwa Financial Services Inc and Modern Woodmen Of America. Outside of his advisory role, Shupe is a business owner of Tomahawk Bar & Grill and serves on the boards of the Jr Indians Football and Indian Village Athletic Club nonprofits. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services to deliver a broad range of investment and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Nathan M

CFP®, Series 63, Series 66

Pinckneyville, IL

Edward Jones

Nathan Meagher is a financial advisor with Edward Jones in Pinckneyville, Illinois. He holds the CFP® designation along with Series 63 and Series 66 licenses and has 22 years of industry experience, having been with Edward Jones since 2000. Outside of his advisory role, Meagher owns and manages a promotional products business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner
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Charles S

Series 63, Series 65

Duquoin, IL

Cetera

Charles Smith Jr. is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2013, including his current role at Cetera since 2020. Cetera Investment Advisers serves 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, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Ryan W

Series 66

Pinckneyville, IL

Edward Jones

Ryan Winter is a financial advisor with Edward Jones in Pinckneyville, Illinois, holding a Series 66 designation and possessing 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 offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

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