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50 advisors near
61348
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Out of 400,000+ nationwide
Daryk B
Series 63, Series 65
Oglesby, IL
Edward Jones
Daryk Brayton is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in broadcasting high school sports through Starved Rock Media in Oglesby, Illinois. 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 advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.
Steven W
Series 63, Series 65
Ottawa, IL
LPL Financial
Steven Witek is a financial advisor with LPL Financial in Ottawa, Illinois, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1986. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
Kelly C
Series 66
La Salle, IL
Edward Jones
Kelly Campbell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Kelly worked for Shaw Media for five years and NewsTribune for 23 years. Kelly is also involved with the Illinois Valley YMCA as a fitness coordinator and instructor, overseeing personal training and leading group fitness classes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Kevin D
Series 63, Series 66
Streator, IL
Edward Jones
Kevin Dean is a financial advisor with Edward Jones in Streator, Illinois, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he occasionally coaches group CrossFit classes and co-manages a family farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Jacob S
Series 66
Ottawa, IL
Edward Jones
Jacob Strabala is a financial advisor at Edward Jones in Ottawa, IL, holding a Series 66 designation with one year of industry experience. His prior work includes positions at First National Bank of Ottawa, Resource Bank, OSB Community Bank, and Eureka University. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Gary W
Series 66
Streator, IL
Edward Jones
Gary Wheeler is a financial advisor with Edward Jones in Streator, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.
Stephen K
Series 63, Series 65
Ottawa, IL
Equitable Advisors
Stephen Killelea is a financial advisor with Equitable Advisors in Ottawa, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors during overlapping years. Outside of his advisory role, he volunteers at Marquette High School, assisting with fundraising activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing third-party advisory models and fiduciary services without sponsoring its own wrap fee program.
Benjamin H
ChFC®, Series 66
Streator, IL
Edward Jones
Benjamin Hiltabrand is a financial advisor with Edward Jones in Streator, IL, holding the ChFC® designation and Series 66 license. He has six years of industry experience, including five years at Owens-Illinois, Inc. Prior to joining Edward Jones in 2019, he worked in the corporate sector. Outside of his advisory role, he serves on several local boards, including the Streator Police Pension Board as Vice President, the Streator High School Foundation, and the St. Michael the Archangel School Athletic Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
Alec H
Series 63, Series 65
La Salle, IL
OSAIC
Alec Hueneburg is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for over two decades. Outside of advising, he serves as a trustee for the Jonesville Piety Hill Fire District, is involved in youth baseball as a board member and T-ball coordinator, and participates on the board of the nonprofit Perfectly Flawed Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios with a broad range of investment options, managing accounts on both discretionary and non-discretionary bases.
Merianne M
Series 66
Streator, IL
Thrivent Investment Management
Merianne Morris is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at Stertil ALM Corp. for 17 years before joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Richard M
Series 63, Series 65
Peru, IL
Cetera
Richard May is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates as a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Kathy P
ChFC®, Series 66
Peru, IL
Edward Jones
Kathy Pullam is a financial advisor with Edward Jones in Peru, Illinois, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. She previously worked for Heartland Bank and Trust for five years before joining Edward Jones in 2018. Outside of her advisory role, she is involved with CTA LLC, operating Obees Sub Shoppe in Spring Valley, Illinois, where she handles bookkeeping and bill-paying. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.
Heliodoro R
CFP®, Series 66
Ottawa, IL
Edward Jones
Heliodoro Ruvalcaba is a CFP® professional with 19 years of experience in the financial industry. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.
Spencer L
Series 66
La Salle, IL
LPL Financial
Spencer Luecke is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked for Hometown National Bank from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.
Larry C
Series 63, Series 65
Peru, IL
Ameriprise
Larry Criss is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team.
Dale T
Series 63, Series 66
Peru, IL
OSAIC
Dale Tieman is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, Tieman serves as Executive Vice President and COO at Peru Federal Savings Bank and holds board positions with several local nonprofit organizations, including the La Salle Peru Township High Education Foundation and Horizon House of the Illinois Valley. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services along with various managed account solutions. The firm uses a mix of proprietary tools and third-party platforms to construct and manage portfolios across multiple asset classes for discretionary and non-discretionary accounts.
Brett D
Series 66
Streator, IL
Edward Jones
Brett Davis is a financial advisor at Edward Jones in Streator, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Constellation for five years and has professional experience in the hospitality sector. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
James S
Series 63, Series 66
Peru, IL
Raymond James Financial
James Spelich is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has worked with Raymond James since 2000 and serves in a political office in LaSalle County, Illinois since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a distinctive presence in municipal and public finance advising.
Patricia D
Series 63, Series 65, Series 66
Ottawa, IL
LPL Financial
Patricia Dailey is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms, including Ameritas Investment Company, Primerica Financial Services, and JP Morgan Chase. Outside of her financial advisory role, she operates as a certified fitness trainer and sports nutritionist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by advanced advisor tools and oversight of more than $819 billion in discretionary assets.
Attilio B
ChFC®, Series 63, Series 65
Ottawa, IL
LPL Enterprise
Attilio Bianchi is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of The Nell's Foundation, a nonprofit organization based in Ottawa, Illinois. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to asset managers, and insurance product sales through affiliated entities.
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50 advisors near
61348
within the area shown on the map
Out of 400,000+ nationwide