Direct booking
Book time directly with this advisor, no back-and-forth required
142 advisors near 62293
Out of 400,000+ nationwide
Dalton P
CFP®, Series 65
O'fallon, IL
Cambridge Capital Management, LLC
Dalton Powers is a CFP®-certified financial advisor at Cambridge Capital Management, LLC with two years of industry experience. Prior to joining Cambridge Capital Management, he worked in education at Southern Illinois University - Edwardsville, Southwestern Illinois College, Belleville East High School, and Pontiac Jr. High. Cambridge Capital Management is a four-advisor SEC-registered firm managing over $450 million for individuals, high-net-worth investors, and institutional clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting with a focus on individualized investment policies and a combination of actively managed and passive funds.
Michael C
CFP®, Series 63, Series 65
O'fallon, IL
Clark Wealth Partners, LLC
Michael Clark is a CFP® professional with 19 years of industry experience. He is a principal at Clark Wealth Partners, LLC, where he has worked since 2016. Prior to that, he was with Visionary Wealth Advisors and Tmfs Advisors, LLC. Clark also maintains a minor role as an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, tailoring portfolios to client objectives using a combination of analytical methods and internal model portfolios.
Nathaniel K
CFP®, Series 63, Series 66
O'fallon, IL
Cambridge Capital Management, LLC
Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.
Nicholas R
Series 65
Highland, IL
Powers Advisory Group, LLC
Nicholas Rutz is a financial advisor at Powers Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and has been involved in business ventures including ownership of a child care company and a real estate investment company. Prior to joining Powers Advisory Group, he was associated with Siblings & Company LLC and operated a restaurant business under Rutz Group II DBA Popeye's Chop House. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis, focusing on asset allocation, security selection, and dividend-producing securities within ETF-based portfolios.
Andrew B
Series 66
O'fallon, IL
Clark Wealth Partners, LLC
Andrew Branz is a financial advisor at Clark Wealth Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Eagle Strategies LLC, The Timmermann Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, he is also an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for around 394 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management along with financial planning, using internal model portfolios and a variety of analytical methods tailored to client objectives and risk tolerances.
Mark M
CFP®, Series 63, Series 66
Maryville, IL
Meredith Wealth Planning
Mark Meredith is a CFP® with 15 years of industry experience. He is the principal advisor at Meredith Wealth Planning, where he has worked since 2019. Prior to founding his firm, he spent eight years at Raymond James Financial Services Advisors Inc. and The Bank of Edwardsville. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily uses a passive investment approach, constructing diversified portfolios with index mutual funds and ETFs tailored to clients’ goals and risk tolerances.
Jacob M
Series 65
O'fallon, IL
Clark Wealth Partners, LLC
Jacob Mc Kinney is a financial advisor at Clark Wealth Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Armstrong Teasdale LLP, PwC, and the Air Force National Guard. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, customizing portfolios using a variety of analytical approaches and model portfolios to align with client objectives and risk tolerances.
Matthew P
Series 63, Series 65
Highland, IL
Powers Advisory Group, LLC
Matthew Powers is a financial advisor at Powers Advisory Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Powers Advisory Group since 2014. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis and focuses on asset allocation and security selection with an emphasis on quality, income generation, and low internal costs.
Matthew H
CFP®, Series 66
O'fallon, IL
Cambridge Capital Management, LLC
Matthew Hawk is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2013. He holds the Series 66 designation and is based in O'Fallon, Illinois. Cambridge Capital Management is an SEC-registered advisory firm with four advisors managing approximately $457.8 million for individuals, high-net-worth investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and ERISA-focused retirement plan consulting using a combination of actively managed and passive mutual funds and ETFs, guided by fundamental and technical analysis.
Richard W
CFP®, CFA®, Series 66
Maryville, IL
Meredith Wealth Planning
Richard Wimmer Jr. is a CFP® and CFA® charterholder with seven years of industry experience. He is currently an advisor at Meredith Wealth Planning, where he has worked since 2022. His prior experience includes roles at Silicon Hills Wealth Management, Matter Family Office, Buckingham Strategic Wealth, and Wells Fargo Bank NA. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily follows a passive investment approach, building diversified portfolios with index mutual funds and ETFs, and manages approximately $478.7 million in discretionary assets with a small advisory team.
Richard R
Series 65, Series 66
Highland, IL
Powers Advisory Group, LLC
Richard Ringwald is a financial advisor at Powers Advisory Group, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Powers Advisory Group since 2017. Prior to this, he was employed at Commerce Bank for two years and has been associated with Stifel Nicolaus since 2001. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250 million in assets and emphasizes asset allocation, quality income generation, and low internal costs through dividend-producing securities and ETF-based portfolios.
Samuel H
CFP®, Series 65
O'fallon, IL
Cambridge Capital Management, LLC
Samuel Hopkins is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cambridge Capital Management, LLC since 2016. Prior to joining Cambridge, he worked at Quality Testing & Engineering and Southern Illinois University Edwardsville. Cambridge Capital Management is a four-advisor SEC-registered investment advisory firm managing approximately $457.8 million for a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of actively managed and passive funds with a focus on long-term, dollar-cost-averaging strategies.
David K
Series 65
O'fallon, IL
FRA Wealth Management LLC
David Kurtz is a financial advisor at FRA Wealth Management LLC in O'Fallon, IL, holding a Series 65 designation. He has been with FRA since 2023 and previously worked at Regions from 2011 to 2023. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm employs an integrated wealth-management approach using both passive and active managers, with services that include portfolio management, investment policy development, risk analysis, and comprehensive financial planning.
Christy H
Series 66
O'fallon, IL
FRA Wealth Management LLC
Christy Hennessey is a financial advisor at FRA Wealth Management LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates since 2016. Outside of financial advising, she is involved in the hospitality industry as a bartender at Columbia City Saloon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an integrated wealth-management approach with an open-architecture model that combines passive and active managers, offering portfolio management and comprehensive planning tailored to client risk tolerance.
Joseph R
CFP®, ChFC®
O'fallon, IL
FRA Wealth Management LLC
Joseph Roosevans is a CFP® and ChFC® with 10 years of industry experience. He is affiliated with FRA Wealth Management LLC and has served as president of Financial Resources of America, an insurance agency, since 1986. He also oversees operations at FRA Trust, LLC, a trust representative office. FRA Wealth Management LLC provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an integrated wealth-management approach with an open-architecture model that incorporates both passive and active managers, emphasizing asset allocation, tax and estate considerations, and behavioral factors.
Timothy D
Series 65
O'fallon, IL
FRA Wealth Management LLC
Timothy Dew is a Series 65-licensed financial advisor with FRA Wealth Management LLC in O'Fallon, Illinois. He is part of a six-advisor team serving clients through the firm. FRA Wealth Management LLC provides investment advisory and financial planning services to individuals, corporations, and trusts, managing approximately $112.8 million in client assets. The firm uses an open-architecture investment approach that combines passive and active management, risk modeling, and behavioral considerations, and is affiliated with both a trust company and an insurance company.
Robert F
Series 63, Series 65
Lebanon, IL
Markowski Investments
Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.
Michael N
Series 66
O'fallon, IL
FRA Wealth Management LLC
Michael Nichols is a financial advisor at FRA Wealth Management LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Mutual of America, The Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing Services LLC. Prior to his financial services career, he was employed in the hospitality industry at The Sliced Pint and 54th Street Bar and Grill. FRA Wealth Management LLC provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm’s investment approach integrates asset allocation, tax and estate considerations, and behavioral factors, using an open-architecture model with both passive and active managers.
Nicholas W
Series 65
O'fallon, IL
FRA Wealth Management LLC
Nicholas Waeckerle is a financial advisor at FRA Wealth Management LLC with a Series 65 designation and seven years of experience at FRA Trust. His background includes roles outside finance, such as working with Siagon Restaurant and First Baptist Church of O'Fallon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an integrated wealth-management approach that combines asset allocation, tax and estate considerations, and behavioral factors, employing both passive and active strategies within an open-architecture model.
Nicholas F
Series 63, Series 65
O'fallon, IL
Visionary Wealth Advisors, LLC
Nicholas Fiala is a financial advisor at Visionary Wealth Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services and TD Ameritrade. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed model portfolios and options managed by independent third-party managers.
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...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
142 advisors near 62293
Out of 400,000+ nationwide