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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

16 advisors near 62612

Out of 400,000+ nationwide

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Craig A

CFP®, Series 63, Series 65

Jacksonville, IL

Investment Advisors Group, LLC

Craig Albers is a CFP® professional with 32 years of experience in the financial industry. He is the sole advisor at Investment Advisors Group, LLC and has previously worked at Stifel Nicolaus & Co Inc and LPL Financial, LLC. Outside of his advisory work, Albers serves as a sporting event public announcer for Illinois College and has held employment roles with the Jacksonville School District and the University of Illinois Springfield. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, with an investment process that incorporates fundamental, technical, sector, and cyclical analysis tailored to client objectives and risk tolerance.

Retirement income strategy Debt management Cash flow / budgeting
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James B

CFP®

New Berlin, IL

Blankenship Financial Planning, Ltd.

James Blankenship is a CFP® with 22 years of industry experience and is a principal at Blankenship Financial Planning, Ltd. He has worked at AIG since 1987. Outside of his advisory work, he serves as treasurer for both the New Berlin Fire Protection District and the Sangamon County Fair Association. Blankenship Financial Planning, Ltd. provides fee-only financial planning and investment advisory services to individuals, families, small businesses, and charities. The firm employs a long-term buy-and-hold investment philosophy focused on low-cost index and exchange-traded funds, tailoring recommendations to clients’ goals and risk tolerance.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
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Sterling R

CFP®, ChFC®, Series 63, Series 65

New Berlin, IL

Blankenship Financial Planning, Ltd.

Sterling Raskie is a CFP® and ChFC® with 15 years of experience in financial advising. He has been with Blankenship Financial Planning, Ltd. since 2012. Outside of his advisory role, he moderates online classes for The American College and is involved in personal financial counseling for military servicemembers. Blankenship Financial Planning, Ltd. provides fee-only financial planning and investment advisory services to individuals, families, small businesses, and charities. The firm follows a fundamental, long-term buy-and-hold investment philosophy using primarily low-cost index funds and ETFs, with an emphasis on tailored, tax-aware advice and flexible engagement models.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
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Todd E

Series 63, Series 66

Springfield, IL

Berger Financial Group

Todd Ernst is a financial advisor at Berger Financial Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and CETERA Financial Specialists LLC. Outside of advising, he is involved in tax and accounting services as a tax manager at Quorum Consulting, LLC, and owner of Ernst Tax & Financial Services, where he represents clients before the IRS. Berger Financial Group provides wealth management, retirement and succession planning, income tax planning, and consulting for individuals, families, trusts, businesses, and retirement plans. The firm manages accounts on a discretionary basis using fundamental analysis and primarily long-term strategies, with a notable ownership structure involving an Employee Stock Ownership Plan Trust and a team that includes Certified Public Accountants offering separate tax services.

Retirement income strategy Income planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Brent B

Series 66

Jacksonville, IL

Kingsview Wealth Management, LLC

Brent Bordenkircher is a financial advisor at Kingsview Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 26 years. Outside of his advisory role, he serves as an assistant football coach at Routt Catholic High School in Jacksonville, Illinois. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio management group.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner Retired
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Robert B

Series 63, Series 66

Jacksonville, IL

BFC PLANNING, Inc.

Robert Beard is a financial advisor with BFC Planning, Inc. in Jacksonville, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at BFC Planning since 2016 and has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory roles, Beard serves as Secretary/Treasurer of the Jacksonville Country Club. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, trusts, and estates, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and strategies tailored to client needs.

Concentrated stock management Options & derivatives strategies Real estate investing
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Julie W

ChFC®, Series 66

Petersburg, IL

Edward Jones

Julie Wankel is a financial advisor at Edward Jones with 8 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2017. Prior to her current role, she was involved with Wankel Farms Partnership for 13 years. Outside of her advisory work, she serves on the Menard County Planning Commission and has taught non-credit classes at Spoon River College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor presence, extensive branch network, and additional affiliated financial services.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Thomas H

Series 66

Jacksonville, IL

Edward Jones

Thomas Hill is a financial advisor at Edward Jones in Jacksonville, Illinois, with 19 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, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Jacksonville, IL

STIFEL

Timothy Flinn is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Midwestern Securities Trading Company, The Farmers State Bank and Trust Company, and Axa Advisors. Outside of his advisory role, he serves on the board of the Prairieland United Way, is treasurer of Jacksonville Main Street, and is a board member of The Art Association of Jacksonville. Stifel serves a broad range of clients including individual, institutional, charitable, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Heidi K

Series 63, Series 65

Jacksonville, IL

STIFEL

Heidi Koeppel is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and over 33 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory work, she operates antique booths at an antique mall in Jacksonville, Illinois. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Michael L

Series 63, Series 66

Jacksonville, IL

STIFEL

Michael Lansden is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. Inc since 2008. Lansden is based in Jacksonville, Illinois. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Matthew G

Series 63, Series 65

Ashland, IL

LPL Financial

Matthew Greer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, VOYA Financial Advisors, and West Central Financial Services. He is also involved in Greer Insurance Solutions, LLC, which operates as a non-variable insurance business. 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 range of delivery options and investment strategies supported by an in-house research team, combining large-scale advisory operations with a broad product platform.

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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Jack W

Series 66

Jacksonville, IL

Edward Jones

Jack Whalen is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. His prior work includes roles in educational research and various short-term positions in consumer goods and services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of investment strategies and advisory 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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William W

Series 63, Series 66

Jacksonville, IL

Edward Jones

William Whalen is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1993. In addition to his advisory role, he coaches the boys basketball team at Routt High School in Jacksonville, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

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

Series 66

Jacksonville, IL

Edward Jones

Melanie Pine is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Consolidated Grain & Barge and Computer Science Corporation before joining Edward Jones. Outside of her advisory role, she is a certified coach for FASTer Way To Fat Loss, providing guidance on whole foods, carb cycling, and intermittent fasting. 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 with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, managed account solutions, and affiliated investment products.

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

Series 66

Jacksonville, IL

Edward Jones

Frances Brockhouse is a Series 66-credentialed financial advisor with Edward Jones in Jacksonville, Illinois, with three years of industry experience. She has been with Edward Jones since 2015. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

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