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

Randall J

Series 63, Series 66

Decatur, IL

LPL Financial

Randall Jackson is a financial advisor with LPL Financial in Decatur, IL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Raymond James Financial Services and Hickory Point Bank. Outside of his advisory work, he is involved in Pflum Farms and has business ownership interests unrelated to investments. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, 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

Kipton R

Series 63, Series 65

Decatur, IL

LPL Financial

Kipton Reiss is a financial advisor with LPL Financial in Decatur, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Cornerstone Wealth Management dba Reiss Financial Group and Raymond James Financial. Reiss also maintains involvement in real estate rental activities outside of his advisory role. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

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

S. J

Series 66

Decatur, IL

Equitable Advisors

S. Johnson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked at Axa Advisors, LLC for 20 years. Outside of his advisory role, he practices law and serves on the board of the New Life Pregnancy Center, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs through a network of advisers and third-party managers, focusing on personalized client assessments and implementing diversified portfolios that include mutual funds, ETFs, and 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

Stephen C

CFP®, Series 66

Decatur, IL

LPL Financial

Stephen Clevenger is a CFP® with five years of industry experience and is currently affiliated with LPL Financial. His prior roles include positions at Benjamin F. Edwards, First Mid Bank and Trust, and Soy Capital Bank and Trust. He serves as chair and board member of the Richland Community College Foundation and is a council member at Renaissance Church, both involving oversight of financial operations and fundraising. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a broad range of solutions including financial planning, model portfolios, and institutional platforms, supported by extensive technology and operational resources.

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

Timothy S

CFP®, Series 66

Decatur, IL

Edward Jones

Timothy Sadler is a CFP® with 10 years of industry experience, currently with Edward Jones since 2015 in Decatur, IL. In addition to his financial advisory role, he is active in church-related speaking engagements and serves as a pulpit supply preacher, focusing on church health, leadership, and community engagement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

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

Steven J

Series 66

Decatur, IL

Ameriprise

Steven Jenness is a financial advisor with Ameriprise in Lincoln, Illinois, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he manages a personal book of business through Grace Lowe Inc. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to develop personalized recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Kimberly W

Series 66

Decatur, IL

STIFEL

Kimberly Watkins is a Series 66-credentialed financial advisor at Stifel with 25 years of industry experience. She has worked at Stifel Nicolas since 2016, with prior experience at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Stifel serves a diverse clientele including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar
firm logo

Peter H

CFP®, Series 66

Decatur, IL

STIFEL

Peter Hogan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Stifel. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for 11 years. Hogan is based in Decatur, IL. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a focus on proprietary investment analysis and asset allocation guidance developed by its Investment Strategy Group.

General retirement planning Income planning
firm logo

Jordan B

Series 66

Decatur, IL

Edward Jones

Jordan Backes is a Series 66 licensed financial advisor with Edward Jones in Decatur, IL, having one year of industry experience. Prior to joining Edward Jones, he worked at ADM for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Business ownership considerations Wealth management Founder/Business Owner Executive
user avatar
firm logo

William S

Series 63, Series 65

Decatur, IL

STIFEL

William Shade IV is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Stifel in 2026, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2026. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Sanford H

Series 63, Series 66

Forsyth, IL

Morgan Stanley

Sanford Hubbard is a financial advisor with Morgan Stanley in Forsyth, IL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been affiliated with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2011. Outside of his advisory role, Hubbard serves as a director of Hubbard Farms, a family-owned horse, hay, and grain farm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market outlooks.

General estate planning guidance
user avatar
firm logo

Mark H

Series 66

Decatur, IL

Raymond James & Associates

Mark Huss is a financial advisor with Raymond James & Associates, holding a Series 66 credential and six years of industry experience. Prior to joining Raymond James in 2020, he worked for seven years at Johnson and Johnson - DePuy Synthes Spine. Huss is a 3% investor in Huss Brewing Company, a beer brewing business unrelated to his advisory work. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

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

Travis R

CFP®, Series 66

Mt Zion, IL

Edward Jones

Travis Roach is a CFP® professional with 16 years of industry experience. He has been with Edward Jones since 2009, working as a financial advisor in Mt Zion, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment strategies and advisory services. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary portfolio management under a fiduciary standard.

Retirement income strategy General estate planning guidance Liquidity event planning Stock option exercise strategy Executive
user avatar
firm logo

Michelle R

Series 66

Decatur, IL

Wells Fargo Clearing

Michelle Reynolds is a financial advisor with Wells Fargo Clearing in Decatur, IL, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she serves as treasurer for the First Christian Church of Decatur. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many large institutional advisers.

Retired Founder/Business Owner
user avatar
firm logo

James L

Series 63, Series 65

Decatur, IL

STIFEL

James Livasy is a financial advisor at Stifel in Decatur, Illinois, with 43 years of industry experience. He has been with Stifel since 1988 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as Board President of CHELP Inc., a home care provider, and as Treasurer and Board Member of Growing Strong, a nonprofit organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group that informs asset allocation and planning strategies.

General retirement planning Income planning
user avatar
firm logo

Jeremy B

Series 65, Series 63

Decatur, IL

LPL Financial

Jeremy Bivens is a financial advisor at LPL Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with LPL Financial since 2020. Prior to that, he was employed at Bank of Springfield for eight years and at Scheels Sporting Goods for one year. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies with extensive operational and research tools.

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

Elissa W

Series 66

Decatur, IL

Wells Fargo Clearing

Elissa Winder is a Series 66-licensed financial advisor at Wells Fargo Clearing with eight years of industry experience. She previously worked at Lewis & Clark Community College and currently serves on the finance committee of Big Brothers Big Sisters of Central Illinois. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Retired Founder/Business Owner
firm logo

Angela D

Series 66

Forsyth, IL

Edward Jones

Angela Daniels is a financial advisor with Edward Jones in Forsyth, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, Daniels owns a financial services business in Forsyth. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
firm logo

Hannah C

Series 66

Decatur, IL

Edward Jones

Hannah Coffey is a Series 66 licensed financial advisor with Edward Jones in Decatur, IL, with one year of industry experience. Prior to joining Edward Jones, she worked at Balls N Strikes and held positions with the City of Cape Girardeau and New City Greenhouse. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Passive / index investing ESG / Sustainable investing Retired Founder/Business Owner Executive
user avatar
firm logo

Kristina G

Series 63, Series 66

Decatur, IL

LPL Financial

Kristina Gates is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2017, following prior roles at MassMutual and MetLife Securities, Inc. She also operates K L Gates Financial Solutions, LLC, a business related to her advisory work. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

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")