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71 advisors near
62902
within the area shown on the map
Out of 400,000+ nationwide
Micah C
Series 66
Murphysboro, IL
Cetera
Micah Clarke is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He concurrently leads several related businesses focused on accounting, tax preparation, and financial planning, including Clarke CPA & Consulting Ltd and Koberstein Clarke Ltd. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to use affiliated and third-party model portfolios, discretionary and non-discretionary management, and a range of program options tailored to client needs.
Jessica B
Series 63, Series 65
Johnston City, IL
Merrill
Jessica Bernhardt is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Hightower Securities and Wells Fargo entities. She is listed as a part owner of 13 Hearts LLC, a limited liability company associated with a sales coaching business operated by her husband, though she is not actively involved. 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, and institutional investors.
Rebecca H
Series 66
Marion, IL
Edward Jones
Rebecca Hertz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Farmers State Bank of Alto Pass for five years and held positions at The Sweat Shop Gym and Carterville High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.
Lisa E
Series 63, Series 65
Marion, IL
LPL Financial
Lisa Emling is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with LPL Financial since 2010 and has been affiliated with First Southern Wealth Management since 2014. Outside of her advisory work, she serves on the City of Carbondale Economic Development Committee and operates a home-based retail crafts business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions supported by research and technology tools.
Justin A
Series 66
Goreville, IL
Edward Jones
Justin Adams is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he owns and maintains a rental property in Marion, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.
Beth W
Series 63, Series 65
Marion, IL
LPL Enterprise
Beth Walker is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 10 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves on the Church Parish Council and Finance Council for Our Lady of Mount Carmel Regional Catholic Church in Marion, IL, contributing to church governance and financial matters. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation with access to third-party asset managers and offers financial planning, consulting, and insurance product sales through affiliated entities.
Cody H
Series 66
Herrin, IL
Edward Jones
Cody Hastings is a financial advisor at Edward Jones in Herrin, Illinois, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Prior to that, he worked at Sam's Club starting in 2011. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Robert J
ChFC®, PFS™, Series 63, Series 65
Herrin, IL
Cetera
Robert Jilek is a financial advisor with Cetera, holding ChFC® and PFS™ designations, and has 28 years of industry experience. He has worked at Cetera Investment Advisers, LLC and Cetera Financial Specialists, LLC since 2017, and previously at J.W. Cole Advisors, Inc. from 2012 to 2017. Outside of his advisory work, he serves as a pastor at Union Gospel Mission Church and is a board member of Child Evangelism Fellowship. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.
Keith L
Series 63, Series 65
Marion, IL
LPL Enterprise
Keith Larkin is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as president of the Tennessee Reining Horse Association board and owns Larkin Equine LLC, a business focused on raising, training, and showing horses. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.
Lisa V
Series 63, Series 65
Murphysboro, IL
Thrivent Investment Management
Lisa Vorce is a financial advisor with Thrivent Investment Management in Murphysboro, IL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked with Visionary Wealth Advisors and Financial Engines Advisor Center. Outside of her advisory role, Vorce is involved in several nonprofit and community organizations, including serving as a programming liaison for a professional women’s membership group and participating on boards focused on anti-trafficking efforts and youth evangelism. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a broad range of topics without discretionary portfolio management, allowing clients to integrate planning with managed-account services through its consolidated WealthPlan billing option.
James H
Series 66
Marion, IL
Edward Jones
James Hurd is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in construction and roofing-related roles, including six years at Integrity Roofing & Exteriors. 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 operates a nationwide network of over 23,700 financial advisors, offering a range of investment strategies and fiduciary services.
Andrew R
Series 63, Series 65
Marion, IL
OSAIC
Andrew Rogers is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2019, previously serving at Alliance Wealth Management. Outside of his advisory work, he co-owns a screen printing business with his wife, contributing primarily outside normal business hours. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, including model portfolios and third-party money manager access, using asset-allocation tools and automated rebalancing to construct diversified portfolios.
Terry G
Series 66
Marion, IL
LPL Enterprise
Terry Grissom is a financial advisor with LPL Enterprise holding a Series 66 credential and three years of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America, as well as work with the Illinois Department of Corrections. He serves on the board of a non-profit organization, Blazing Star Lodge #458. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Brendan L
Series 66
Marion, IL
Edward Jones
Brendan Lewis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Paycom Payroll LLC and Caterpillar Financial Services Corp. 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 through a large network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.
Aaron H
Series 63, Series 65
Marion, IL
LPL Enterprise
Aaron Hale is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MWA Financial Services Inc, Modern Woodmen of America, Integrity Alliance, LLC, and The Assurance Group. He serves as a board member for two nonprofit organizations, Johnson County 2000 and Arrowleaf. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.
David F
Series 63, Series 65
Marion, IL
Ameriprise
David Fry is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Tison Financial Group. Outside of his advisory work, he serves as secretary on the Board of Directors for the Southern Illinois Chili Cook Off and is involved in buying, selling, and trading collectible sneakers with his son. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.
Colin D
Series 66
Marion, IL
LPL Financial
Colin Dyel is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, he worked at First Southern Bank and has experience in retail and academic settings. He is also a licensed notary in Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary and third-party resources.
Sean P
Series 66
Herrin, IL
Equitable Advisors
Sean Patrick is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for six years at Helitech/CNC Foundations, Inc. Outside of his advisory work, he serves as a private baseball and softball instructor and participates in advocacy and industry-related committees. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored platforms, and offers ERISA fiduciary services through credentialed representatives.
Jerry K
Series 66
Carbondale, IL
Wells Fargo Clearing
Jerry Kuhnert is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2020, he worked at District #300 Schools, St. Vincent Hospital, and Indiana University - Bloomington. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.
John F
Series 63, Series 66
Carbondale, IL
LPL Financial
John Forbes is a financial advisor with LPL Financial in Carbondale, Illinois, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been associated with Linsco/Private Ledger since 2005. 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 portfolio programs, third-party asset management, and institutional platforms.
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71 advisors near
62902
within the area shown on the map
Out of 400,000+ nationwide