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228 advisors near
62670
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Out of 400,000+ nationwide
Joseph I
Series 63, Series 65
Springfield, IL
Equitable Advisors
Joseph Iacono is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a board member for the Isles of Caloosa Homeowners Association and Isles of Caloosa Park. 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, tailoring services based on client goals, risk tolerance, and time horizon.
Matthew G
Series 63, Series 65
Ashland, IL
LPL Financial
Matthew Greer is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 27 years of industry experience, with previous roles at Cambridge Investment Research Advisors, VOYA Financial Advisors, and West Central Financial Services. Greer also operates Greer Insurance Solutions, LLC, a business focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management options.
Kevin C
Series 63, Series 66
Springfield, IL
Edward Jones
Kevin Corbin is a financial advisor with Edward Jones in Springfield, IL, holding Series 63 and Series 66 designations and over 23 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Corbin serves as Chair of the Community Advisory Group for SIU School of Medicine and is Vice President on the Board of Directors for The Parent Place, focusing on fundraising and community outreach. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory solutions supported by a nationwide network of financial advisors and branch offices.
Mark S
Series 66
Springfield, IL
STIFEL
Mark Schultz is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at the State of Illinois, Springfield Clinic, Molex, and service in the U.S. Air Force and Air Force Reserves. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
William C
Series 66
Springfield, IL
STIFEL
William Cornwell is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020. Prior to his advisory career, he was involved in the automotive and tree service industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Michelle E
Series 66
Springfield, IL
Edward Jones
Michelle Eads is a Series 66 licensed financial advisor with Edward Jones in Springfield, IL, where she has worked since 2017. She has nine years of industry experience, including four years with ICW Group Insurance Companies prior to joining Edward Jones. 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 programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.
Edward L
Series 63, Series 66
Springfield, IL
Edward Jones
Edward Lex is a financial advisor at Edward Jones with 25 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household types and corporate entities. The firm offers a variety of investment strategies and affiliated products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.
Riley L
Series 66
Springfield, IL
Equitable Advisors
Riley Lewis is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked in various roles including a product flow specialist at Best Buy. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.
Joseph S
Series 66
Springfield, IL
LPL Financial
Joseph Shaffer is a financial advisor with LPL Financial in Springfield, IL. He holds the Series 66 designation and has just under one year of experience in the industry. His prior work includes roles at Bank of Springfield, The Oaks Golf Course, and The University of Illinois Springfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Karla M
Series 66
Springfield, IL
Edward Jones
Karla Mueller is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 designation. She has been with Edward Jones since 2009 and has prior experience working with the Ball Chatham School District in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies, affiliated mutual funds, and fiduciary-standard services supported by a large nationwide network of advisors and branch offices.
Grace V
Series 63, Series 65
Springfield, IL
Equitable Advisors
Grace Vincent is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses. She joined the firm in 2025 and has prior experience working in various roles at establishments such as 1st Street Lounge and Southern Illinois University Edwardsville. 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 implement client recommendations.
Giovanni M
Series 66
Springfield, IL
LPL Financial
Giovanni Marchizza is an advisor at LPL Financial with a Series 66 credential and no prior industry experience. His background includes roles at Bank of Springfield since 2020 and earlier work at Mario's Italian Restaurant and Glenwood Highschool. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options.
Albert E
Series 66
Springfield, IL
Cetera
Albert Eck III is a financial advisor with Cetera in Springfield, IL, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Avantax Insurance Services and ESP Wealth Management, and serves as a co-trustee managing trust assets. Eck is also active in his community, holding finance committee roles with the Dana Thomas House Foundation and Girls on the Run of Central Illinois, as well as serving on the investment committee of a local high school. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.
Patricia M
Series 63, Series 65
Springfield, IL
Morgan Stanley
Patricia Mackiw is a financial advisor with Morgan Stanley in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of her advisory work, she serves on finance and investment committees for the St. Nicholas Ukrainian Catholic Parish and related charitable organizations in Chicago. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and supports a range of investment programs across retail and institutional markets.
Gregory P
CFP®, ChFC®, Series 63, Series 65
Springfield, IL
LPL Financial
Gregory Pettys is a financial advisor with LPL Financial in Springfield, IL, holding CFP® and ChFC® designations and over 37 years of industry experience. His prior firms include Mass Mutual Investors Services, Prudential, and BOS Asset Management. He is also an author of the Smart Stepfamily Guide to Financial Planning and serves as a pastor for a prison ministry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research from LPL Research and third-party subadvisors.
Bobbette H
Series 63
Springfield, IL
Merrill
Bobbette Horn is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 63 designation and has worked at both Merrill Lynch and Bank of America, NA since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Dustin Z
CFP®, Series 66
Springfield, IL
Wells Fargo Advisors
Dustin Zoerner is a CFP® with 12 years of industry experience, currently with Wells Fargo Advisors in Springfield, IL. He has worked within various Wells Fargo entities since 2013. Zoerner is also involved with LMZ Wealth Management LLC, where he holds a partial ownership interest and dedicates part-time efforts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop recommendations.
Christopher N
Series 63, Series 66
Springfield, IL
Morgan Stanley
Christopher Noonan is a financial advisor with Morgan Stanley in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a committee member on the leadership council of the HSHS St. John's Foundation, a charitable organization. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.
Carter L
Series 66
Springfield, IL
Cetera
Carter Leach is a Series 66-registered financial advisor with one year of industry experience, currently serving at Cetera in Springfield, Illinois. His prior roles include positions with Avantax Advisory Services and the Illinois Educators Credit Union. He also has experience working as a Wealth Management Coordinator with the CPA firm Eck, Schafer & Punke, LLP. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management services, financial planning, and access to third-party managers, supporting both automated and customized investment strategies.
Scot J
CFP®, Series 63, Series 66
Springfield, IL
Cetera
Scot Jacobs is a CFP® professional affiliated with Cetera, with 21 years of industry experience. He has been associated with Cornerstone Advisers, LLC and Cetera since 2012. Outside of his advisory work, he serves as treasurer and board member of the Family Service Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm providing advisory services nationwide to individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions through a multi-manager platform with discretionary and non-discretionary programs.
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Finding advisors...
228 advisors near
62670
within the area shown on the map
Out of 400,000+ nationwide