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Andrew T

Series 66

Peoria, IL

Equitable Advisors

Andrew Thomas II is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Menards and Duck Inn. 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 a broad roster of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver client recommendations.

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

Series 66

Peoria, IL

Merrill

Mark Robben is a financial advisor with Merrill, holding a Series 66 designation and 29 years of industry experience. He has been with Merrill since 1997. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Brian A

Series 63, Series 65

Peoria Heights, IL

Raymond James & Associates

Brian Abraham is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop and implement personalized wealth management strategies that align with their long-term financial goals. His approach involves a comprehensive understanding of each client's current financial situation and their future aspirations, helping to design tailored investment and risk management solutions. Brian's expertise includes divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and retirement income. He is part of The Abraham-Gipson Group, which serves individuals, families, and organizations by focusing on goal-based investment management, income strategies, wealth structuring, and estate planning services. Brian holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Illinois and a Master of Business Administration (MBA) from Vanderbilt University. Outside of his professional work, Brian is engaged in community activities and volunteers with local organizations. His personal interests include basketball, spending time with family, traveling, and watching movies.

Wealth management Retirement income strategy Income planning General retirement planning General estate planning guidance Founder/Business Owner Executive
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Kalin M

CFP®, Series 63

Peoria, IL

LPL Financial

Kalin McClure is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2025, he worked at The Investment Center Inc for 11 years. He has also been involved with Eureka Kettlebell since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by extensive research and advanced portfolio management tools.

College savings (529s, UTMA, etc.)
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Katrina L

Series 66

Peoria, IL

Merrill

Katrina Leali is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2009 and holds FINRA registrations Series 7 and 66, as well as professional certifications including CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant. Katrina holds a Bachelor's degree in Business Administration from Southern New Hampshire University and a Master's degree in Financial Planning from the College for Financial Planning Institutes Corp. She works with new and existing clients to define and prioritize financial goals and develop achievable financial strategies. Katrina collaborates with her team to manage client estate and succession planning needs, investment portfolios, and educate clients on their investment holdings, performance, and risks. As a Portfolio Manager, she manages discretionary Personalized or Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Residing in Peoria with her two sons, Remington and River, Katrina is active in her community. She volunteers by coaching soccer and participates in local charitable organizations, including Almost Home Kids - Peoria, Easter Seals, OSF Cancer Institute, Salvation Army, and St. Jude. In her free time, Katrina enjoys reading and planning travel adventures with her family.

Wealth management General estate planning guidance Multi-generational wealth transfer Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Parents
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Kevin S

Series 66

Peoria Heights, IL

Raymond James & Associates

Kevin Sletten is a financial advisor at Raymond James & Associates with 21 years of industry experience. He has been with Raymond James since 2011 and holds a Series 66 designation. Outside of his advisory role, he serves on the finance and investment committee for the local Boy Scouts of America council and is involved as a business owner in several ventures, including a personal use airplane LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and retirement plans. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daniel B

Series 66

Mackinaw, IL

Edward Jones

Daniel Basham is a Series 66-licensed financial advisor with Edward Jones in Mackinaw, Illinois, where he has worked since 2017. He has eight years of industry experience, including nine years previously with CIT Trucks, Inc. Outside of his advisory role, Basham serves on the board of the Mackinaw Community Center Food Pantry and the Village of Mackinaw Liquor Control Commission. 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 broad range of advisory strategies, combining a large nationwide advisor network with affiliated capabilities including mutual funds, trust services, and securities-based lending.

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

Series 66

Peoria, IL

Merrill

Kylee Link is a financial advisor with Merrill in Peoria, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2019, she worked at Great Western Bank and Kay Jewelers. 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 strategies supported by internal and third-party investment teams for a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Jacob S

ChFC®, Series 66, Series 63

Peoria, IL

Mass Mutual Investors Services

Jacob Smith is a financial advisor with MassMutual Investors Services in Peoria, IL, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 19 years of industry experience and has been with MML Investors Services Inc. and MassMutual since 2006. In addition to his advisory role, Smith works as an insurance agent focusing on health and life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved analytical tools to develop collaborative, written recommendations tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael B

Series 63, Series 65

Peoria, IL

Morgan Stanley

Michael Bork is a financial advisor at Morgan Stanley with 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

General estate planning guidance
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Hiral H

Series 66

Peoria, IL

Morgan Stanley

Hiral Hudson is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2017 and MORGAN STANLEY SMITH BARNEY llc since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model client outcomes.

General estate planning guidance
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William M

Series 66

Peoria, IL

LPL Financial

William Mitchell II is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Busey Investment Services, Raymond James Financial, First Midwest Bank, and Woodforest National Bank. 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 offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Hope P

CFP®, Series 66

Congerville, IL

Edward Jones

Hope Pollmann is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® designation and the Series 66 license. Before joining Edward Jones in 2017, she worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2016 to 2017. 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 under management and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee options, 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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Lucas P

Series 63, Series 66

Tremont, IL

Edward Jones

Lucas Porritt is a financial advisor with Edward Jones in Tremont, Illinois, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he has been involved as a swim instructor at the Hopedale Wellness Center and as an assistant coach for the YDocs swim team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

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

Series 63, Series 65

Peoria, IL

LPL Financial

Denis Cyr is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, Cyr serves as a Peoria city councilman representing the 5th district and is a licensed notary in Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources and providing both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Kristian S

Series 66

East Peoria, IL

OSAIC

Kristian Swanson is a Series 66 licensed financial advisor with five years of industry experience. He currently works at OSAIC and has previously held roles at Woodbury Financial Services, Grove Point Advisors, Equitable Advisors, and Pearl Insurance. Outside of financial services, he was involved with The Fish House for over a decade. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services through a large network of affiliated advisers and multiple advisory platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jaclyn M

Series 63, Series 65

Peoria Heights, IL

Raymond James & Associates

Jaclyn Merkley is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Danielle R

Series 66

Peoria, IL

Morgan Stanley

Danielle Rodier Jackson is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022. Prior to her current role, she held positions in education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning using structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Andrew E

CFP®, Series 63, Series 66

Pekin, IL

Edward Jones

Andrew Eilts is a financial advisor at Edward Jones in Pekin, IL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

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

CFP®, Series 63, Series 65

Germantown Hills, IL

Mass Mutual Investors Services

Vincent Silvio is a CFP® professional with eight years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to entering the financial sector, he worked for six years at Red Lobster. In addition to his advisory role, he is an insurance agent specializing in individual and group life and health insurance and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-supported planning process and provides event-driven planning programs such as estate settlement and divorce planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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