Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

83 advisors near
62522

Out of 400,000+ nationwide

user avatar
firm logo

William K

Series 63, Series 66

Decatur, IL

STIFEL

William Krueger Jr. is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2016. Prior to that, he was employed at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Decatur, IL. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support client asset allocation and financial planning decisions.

General retirement planning Income planning
user avatar
firm logo

Phillip C

Series 63, Series 65

Decatur, IL

Cetera

Phillip Cruikshank is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at LPL Financial and CUNA Brokerage Services. He is the owner and operator of Cruikshank Wealth Partners, providing brokerage, advisory, and insurance services. In addition, he is an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary accounts, model portfolios, third-party managers, and custom strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Gary W

Series 63, Series 65

Decatur, IL

LPL Financial

Gary Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2006, following six years at Merrill. Wright is also the president and treasurer of WJH, Inc., an Illinois Sub S Corporation involved in tax and investment record keeping. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a broad network of investment adviser representatives and utilizes various advisory platforms and tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Jessica A

Series 66

Decatur, IL

Edward Jones

Jessica Ashmore is a financial advisor at Edward Jones in Decatur, IL, holding a Series 66 designation and having 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Johnathan W

Series 66

Decatur, IL

Wells Fargo Clearing

Johnathan Weber is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing and its affiliate Wells Fargo Advisors LLC since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment advisory and fiduciary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
user avatar
firm logo

Edward F

Series 63, Series 65

Decatur, IL

STIFEL

Edward Flesch is a financial advisor with Stifel in Decatur, IL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel since 1988. Outside of his advisory role, he is a farm owner in Shelby County, Illinois. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
user avatar
firm logo

Ryan B

Series 66

Decatur, IL

STIFEL

Ryan Barrick is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and previously worked at ADM from 2016 to 2020 before joining Stifel in 2020. Barrick is based in Decatur, Illinois. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis developed by its Investment Strategy Group to support client decision-making through asset allocation and planning tools.

General retirement planning Income planning
user avatar
firm logo

Scott N

Series 63, Series 65

Forsyth, IL

Morgan Stanley

Scott Neal is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Neal holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
user avatar
firm logo

Joshua L

Series 66

Decatur, IL

Raymond James Financial

Joshua Logan is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2021, he worked at Edward Jones for one year and spent 14 years with Norfolk Southern Railroad. Logan also operates as a financial advisor within Hickory Point Bank through HPB Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals, and maintains notable capabilities in municipal advisory and SIMPLE IRA employer consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jerry C

Series 63, Series 65

Decatur, IL

Equitable Advisors

Jerry Cox is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors since 2001, following a prior tenure at AXA Advisors. Outside of his advisory role, he serves on the board and finance committee of Passion Community Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients. The firm’s approach includes matching clients to various investment models and third-party advisory programs, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Sarah D

Series 63, Series 65

Forsyth, IL

Morgan Stanley

Sarah Devereux is a financial advisor with Morgan Stanley in Forsyth, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

General estate planning guidance
firm logo

Michael B

CFP®, Series 66

Mt Zion, IL

Edward Jones

Michael Brewer is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Mt Zion, Illinois. Brewer has spent his career focused at Edward Jones, a firm known for its extensive network of advisors and branch offices. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets under management through a large nationwide advisor and branch footprint.

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

Nicholos B

Series 66

Decatur, IL

Edward Jones

Nicholos Baum is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. His prior work includes seven years at PNC Bank and eleven years at Gamestop. 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 more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
user avatar
firm logo

Mary H

Series 63, Series 65

Decatur, IL

STIFEL

Mary Holden is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 17 years before joining Stifel. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

General retirement planning Income planning
user avatar
firm logo

Tanner W

Series 66

Decatur, IL

STIFEL

Tanner Woodruff is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Archer Daniels Midland, Decatur Earthmover Credit Union, and Dick Sporting Goods. Stifel serves a diverse client base, 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.

General retirement planning Income planning
user avatar
firm logo

Richard K

Series 66

Decatur, IL

Raymond James & Associates

Richard Kaczynski is a financial advisor with Raymond James & Associates in Decatur, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is the owner of Brechnitz Group LLC, a business unrelated to investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Crystal L

Series 63, Series 65

Warrensburg, IL

LPL Financial

Crystal Lance is a financial advisor at LPL Financial with 16 years of industry experience. Her work history includes roles at Buena Vista National Bank, Midwestern Securities Trading Co. LLC, and PNC Investments. In addition to her advisory work, she is a consultant for skincare, health, and wellness products with Arbonne International. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Andrew D

Series 66, Series 63

Decatur, IL

Raymond James & Associates

Andrew Dulin is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GWFS Equities, Inc. Outside of his advisory role, he is involved in educational and service activities through Central A & M High School and Nolen Services, Inc. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Bradley W

Series 65, Series 63

Decatur, IL

Cetera

Bradley Wagers is a financial advisor at Cetera with Series 65 and Series 63 credentials and three years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2024 and also maintains a role at Regions Bank providing guidance and customer services for deposit accounts, loans, credit cards, and insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Monica C

Series 66

Decatur, IL

LPL Financial

Monica Clevenger is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Benjamin F. Edwards, Wells Fargo Clearing, and Archer Daniels Midland. She is a part owner of Idle Clevenger Wealth Management, LLC, where she provides financial planning and investment management services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, employing various investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")