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181 advisors near
62035
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Mike H
CFP®, ChFC®
Saint Charles, MO
Apforia
I’m Mike Hunsberger, the founder and owner of Next Mission Financial Planning. I launched Next Mission after 25-years in the Air Force. I primarily serve military and veterans building their wealth and military retirees preparing for their ultimate retirement. We can help with: - Military benefits planning - Military transition or retirement decisions - Building wealth - Retirement planning - Investments - Tax Planning - Education funding and GI Bill planning We offer: - Ongoing Financial Planning - Ongoing Financial Planning with investment management - Project-based planning - Hourly planning I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified College Financial Consultant, and Military Qualified Financial Planner.
Chad O
CFP®, Series 63, Series 66
Edwardsville, IL
Mutual Advisors, LLC
Chad Opel is a CFP® professional with 18 years of industry experience, currently serving at Mutual Advisors, LLC since 2021. His prior experience includes roles at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC. Outside of his advisory work, he is involved in several community and nonprofit organizations, including board memberships with the Edwardsville Neighbors nonprofit and the SIUE Foundation. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of passive and active investment strategies tailored to client objectives and maintains a broad third-party ecosystem to enhance product and manager access.
Mark Y
Series 63, Series 65
Elsah, IL
Exodus Wealth, LLC
Mark Young is a financial advisor at Prosperity Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Secure Investment Management, JD Mellberg Financial, Severin Investments, and The Financial Mgmt Center. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets and employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.
Robert B
Series 63, Series 65
St. Charles, MO
BFC PLANNING, Inc.
Robert Bagby Jr. is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at BFC Planning since 2013 and Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory work, he is involved in selling and servicing life and long-term care insurance policies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts, offering financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm provides various platform options and investment strategies, with policies that include a prohibition on purchasing known 12b-1 fee-paying share classes and support for held-away discretionary management.
Joseph R
Series 63, Series 65
Edwardsville, IL
Visionary Wealth Advisors, LLC
Joseph Reiniger is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been associated with both Visionary Wealth Advisors and Mass Mutual Life Insurance Company since 2014. Outside of finance, he is actively involved in youth soccer, running Madco Soccer Club and Joe Reiniger Soccer Schools, organizations he has managed for over a decade. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, offering both firm-designed and third-party managed portfolios tailored to clients’ investment preferences.
Michael W
Series 63, Series 65
St Charles, MO
ON Investment Management CO
Michael Webb is a financial advisor with ON Investment Management Company in St. Charles, MO, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years and has 35 years in insurance through Webb Insurance with Farmers Insurance Group. Outside of his advisory role, Webb is involved in healthcare-related eldercare services and serves on the board of a local nonprofit organization. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of comprehensive and modular financial plans, access to third-party investment programs, and manages client accounts through a combination of discretionary and non-discretionary arrangements.
Ryan G
Series 63, Series 66, Series 65
St Charles, MO
ON Investment Management CO
Ryan Gill is a financial advisor with ON Investment Management Company, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. His prior work includes roles at Mutual of America Securities Corporation and Ohio National Financial Services. He also operates St. Charles Financial Services, LLC, a brokerage business focused on life insurance, annuities, and retirement planning. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and combines advisory services with ongoing broker-dealer activity through its dual-registration model.
Ryan Y
CFP®, Series 66
Edwardsville, IL
Visionary Wealth Advisors, LLC
Ryan Young is a CFP® with 10 years of industry experience. He is currently with Visionary Wealth Advisors, LLC and has previously worked at LPL Financial, Northern Trust, and Edward Jones. Visionary Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Sage L
Series 66
St Charles, MO
ON Investment Management CO
Sage Lake is a financial advisor at ON Investment Management Company with eight years of industry experience. Sage holds a Series 66 credential and has worked previously at firms including Edward Jones, Cutter and Company Inc, and Saleeby & Associates. Outside of advising, Sage is involved as a business manager and co-owner of a residential single-family rental property. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs from third-party providers.
Paul H
Series 63, Series 66
Jerseyville, IL
BFC PLANNING, Inc.
Paul Hardin is a financial advisor with BFC Planning, Inc. in Jerseyville, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services, Inc. since 2012. Outside of his advisory role, Hardin serves as vice president of the City of Jerseyville Police Pension Fund and is a board member and secretary for St. Francis Xavier Cemetery. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.
Gregory M
CFP®, Series 63, Series 65
Edwardsville, IL
Visionary Wealth Advisors, LLC
Gregory Mullican is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Edwardsville, IL. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team approach managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed model portfolios.
Matthew S
Series 65
Alton, IL
Coppell Advisory Solutions LLC
Matthew Steffensmeier is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 credential and one year of industry experience. Prior to joining Coppell Advisory Solutions in 2026, he worked at Stephens Planning and Vantage Point Financial. Coppell Advisory Solutions, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and businesses. The firm uses an open-architecture investment platform with a broad range of strategies and continuous portfolio monitoring.
Evan M
CFP®, Series 63, Series 65
Edwardsville, IL
Mutual Advisors, LLC
Evan Mowen is a CFP® professional with eight years of industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2021. He has also been associated with Opel Private Wealth, LLC since 2013. In addition to his advisory role, he works as an independent insurance agent specializing in life, disability, long-term care, and health insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.
Daniel B
Series 63, Series 66
Edwardsville, IL
Visionary Wealth Advisors, LLC
Daniel Browne is a financial advisor with Visionary Wealth Advisors, LLC in Edwardsville, IL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Visionary Wealth Advisors since 2014 and also has experience at Purshe Kaplan Sterling Investments. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm uses a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed model portfolios.
Brian P
CFA®, Series 65
St. Charles, MO
Octavia Wealth Advisors LLC
Brian Price is a CFA® charterholder and Series 65-licensed advisor with three years of industry experience. He has worked at Octavia Wealth Advisors LLC since 2021 and previously held positions at Charter Communications, Hussmann Corporation, Xavier University, and The Men's Wearhouse. Octavia Wealth Advisors LLC is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized portfolio management using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term investment strategies and specialized retirement plan advisory and trust administration services.
John H
Series 66
Florissant, MO
ON Investment Management CO
John Head is a financial advisor at ON Investment Management Company with 14 years of industry experience. He holds the Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2014. Outside of his advisory role, he serves as Treasurer and Finance Chair on the board of the nonprofit Generate Health and operates an e-commerce business specializing in collectible items. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and IAR-directed portfolios.
Roger L
Series 63, Series 65
Edwardsville, IL
Visionary Wealth Advisors, LLC
Roger Lewis is a financial advisor at Visionary Wealth Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Mass Mutual and multiple tenures at Visionary Wealth Advisors. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management using an approach that combines fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Andrew K
Series 63, Series 65
St. Charles, MO
J. W. Cole Advisors, Inc.
Andrew Kinney is a financial advisor with J. W. Cole Advisors, Inc. in St. Charles, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with J. W. Cole Advisors and its affiliated firm J. W. Cole Financial, Inc. since 2009. In addition to his advisory role, Kinney works as an independent agent in fixed insurance sales, including life, health, and long-term care insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.
Nathan W
Series 66
St. Charles, MO
Creative Planning
Nathan Watson is a financial advisor with Creative Planning, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Lockton Investment Securities, The Leaders Group, Inc., Brokerage Unlimited Inc, and AXA Advisors, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.
Brian T
Series 63, Series 66
Wood River, IL
Benjamin F. Edwards & Company, Inc.
Brian Todd is a financial advisor at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he serves as power of attorney for his mother. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of strategies monitored by an Investment Strategy Committee.
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Finding advisors...
181 advisors near
62035
within the area shown on the map
Out of 400,000+ nationwide