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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

11 advisors near 62690

Out of 400,000+ nationwide

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Bradley B

CFP®, Series 63, Series 65

Chatham, IL

Bobb Financial Incorporated

Bradley Bobb is a CFP® professional with 24 years of industry experience. He is the sole advisor at Bobb Financial Incorporated, an independent registered investment adviser based in Chatham, IL. His prior experience includes roles at United Planners Financial Services and Cambridge Investment Research, Inc. He has also been involved with the RDA Financial network and Federal Consulting. Bobb Financial Incorporated provides discretionary investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as corporations and business clients. The firm primarily constructs asset-allocation portfolios using passive investment vehicles and offers educational seminars and speaking engagements to groups and the public.

Business sale tax planning Founder/Business Owner
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Andrew M

CFP®, Series 66

Virden, IL

Maynerich Financial

Andrew Maynerich is a CFP® professional with 13 years of industry experience. He is affiliated with Maynerich Financial and has worked previously at ICA Group Wealth Management, LLC and LPL Financial LLC. Outside of financial advising, he teaches tap dance classes and works as a choreographer for local theater and high schools. Maynerich Financial provides portfolio management, investment analysis, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, estates, corporations, and pension plans. The firm employs a comprehensive investment process that incorporates multiple analytical approaches and manages accounts primarily on a discretionary basis to align with clients’ goals and risk tolerance.

Retirement income strategy Social Security optimization General tax planning Wealth management
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Ethan T

Series 65

Virden, IL

Maynerich Financial

Ethan Thomas is a financial advisor at Maynerich Financial with one year of industry experience. He holds the Series 65 designation and has worked primarily with Maynerich Financial since 2021. Outside of his advisory role, Ethan owns and operates EFNF LLC, an online consulting business serving e-commerce and Amazon sales companies. Maynerich Financial provides portfolio management, investment analysis, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and pension plans. The firm constructs individualized investment plans and manages client accounts using a variety of analysis methods and investment vehicles tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization General tax planning Wealth management
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Chris H

Series 63, Series 65

Carlinville, IL

IPI Wealth Management, Inc.

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy
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Anna S

Series 66

Chatham, IL

Kestra Advisory

Anna Sohm is a financial advisor with Kestra Advisory, holding a Series 66 credential and 25 years of industry experience. She previously worked at AXA Advisors from 2000 to 2016 before joining Kestra in 2016. Outside of her advisory role, Sohm coaches middle school runners and serves as President Elect on the board of the Springfield Muni Opera, a volunteer-driven local theater organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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David C

Series 63, Series 65

Chatham, IL

Kestra Advisory

David Coonrod is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He is president of Coonrod & Associates, P.C., an accounting and tax practice, and serves as a trustee for Chatham Baptist Church. Additionally, he pursues music as a personal interest. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, supporting fiduciary services and offering access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Steffen R

Series 66

Pawnee, IL

Thrivent Investment Management

Steffen Ryan is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and in educational institutions. He is also a former notary public who provided notarization services for clients at his prior firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary trading authority. The firm emphasizes planning tailored to diverse needs and allows clients to combine these services with managed accounts under a consolidated billing option.

Business ownership considerations
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Dax C

Series 66

Chatham, IL

Ameriprise

Dax Campbell is a financial advisor with Ameriprise in Chatham, IL, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Campbell is involved in business ownership and property management activities unrelated to investment advisory services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lesley H

Series 63, Series 66

Chatham, IL

Fidelity

Lesley Hall is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Charitable giving & philanthropy Active portfolio management
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Thomas S

Series 63, Series 65

Virden, IL

Cetera

Thomas Stoecker is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Financial Group and Legacy Financial Group. Outside of his advisory role, Stoecker serves as Treasurer and Honor Guard Captain for the American Legion, is the Shaw's Point Township Supervisor, a member of the Macoupin County Board of Review, and chairs the Macoupin County Republican Central Committee. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, with a notable integration of retirement and fiduciary services alongside its broad advisory platform.

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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Adam L

Series 63, Series 66

Chatham, IL

Edward Jones

Adam Liesman is a financial advisor with Edward Jones in Chatham, IL, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and manages a real estate rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm is known for its extensive retail advisor and branch network, as well as its affiliated investment and lending services.

Retirement income strategy General retirement planning General estate planning guidance Financial Professional
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