Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

228 advisors near
62670

Out of 400,000+ nationwide

user avatar
firm logo

Daniel E

Series 63, Series 66

Springfield, IL

Kestra Advisory

Daniel Eichinger is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Kestra since 2017 and previously with Wfg Investments Inc from 2010 to 2017. Outside of his advisory role, he owns and manages rental properties in Springfield, Illinois. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, education, and manages assets across multiple platforms, serving clients that range from plan sponsors to sovereign wealth funds.

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

Shane A

CFP®, Series 66

Springfield, IL

Private Advisor Group, LLC

Shane Adkins is a financial advisor with Private Advisor Group, LLC, holding the CFP® and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, utilizing a range of investment strategies and coordinating services through multiple custodians.

Retired Founder/Business Owner
user avatar
firm logo

Nancy P

CFP®, Series 63, Series 65

Springfield, IL

Benjamin F. Edwards & Company, Inc.

Nancy Parsons is a CFP®-designated financial advisor with 38 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a trustee for a family members trust in Mason, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Anna S

Series 66

Chatham, IL

Kestra Advisory

Anna Sohm is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 26 years of industry experience. She has been with Kestra Advisory and its affiliated firm Kestra Investment Services since 2016. Outside of her advisory work, Sohm is the head coach for a middle school running team and serves as President Elect of the Springfield Muni Opera board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving a broad range of investors including sovereign wealth funds.

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

David C

Series 63, Series 65

Chatham, IL

Kestra Advisory

David Coonrod is an advisor at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Kestra Advisory since 2016. In addition to his advisory role, he is president of Coonrod & Associates, P.C., a tax and accounting firm, and serves as a trustee for Chatham Baptist Church. He is also a musician. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

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

David B

Series 63

Springfield, IL

Benjamin F. Edwards & Company, Inc.

David Brumme is a financial advisor at Benjamin F. Edwards & Company, Inc. with 40 years of industry experience. He holds the Series 63 designation and has been with Benjamin F. Edwards since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a variety of investment and advisory services, including wrap-fee programs and separately managed accounts, using a combination of firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Christopher P

CFP®, PFS™, Series 66

Springfield, IL

OSAIC Institutions, INC.

Christopher Parks is a CFP®, PFS™, and holds a Series 66 license with 21 years of industry experience. He is affiliated with OSAIC Institutions, INC. and has worked at Infinex Investments, Inc. and Illinois National Bank, where he serves as Senior Vice President. Parks also holds the position of Vice President and board member of the Chatham Police Pension Fund and provides financial management guidance to St. Joseph's Church in Chatham, IL. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model combining discretionary and non-discretionary management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Anna M

Series 66

Springfield, IL

Money Concepts Capital Corp

Anna Mc Cormick is a Series 66-licensed financial advisor with Money Concepts Capital Corp, based in Springfield, IL, with five years of industry experience. Prior to her advisory role, she has worked as an emergency physician at Blessing Hospital and with MidAmerica Emergency Physicians, roles she continues to hold. She also owns McCormick Medical Services, LLC, a medical services business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets, employing model-driven and asset-allocation strategies with both discretionary and non-discretionary programs, supported by multiple third-party managers and platforms.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar
firm logo

Bradley B

Series 66

Springfield, IL

Kestra Advisory

Bradley Books is a financial advisor with Kestra Advisory Services, holding a Series 66 credential and 25 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2003. Outside of his advisory role, he serves as corporate secretary and treasurer for Ahh Yoga, Inc., a yoga and personal training business, is a minority partner in a family business, Capital Blue Print, and is president of the CJK Charitable Foundation, Ltd., where he helps organize an annual golf outing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports recommended investments with due diligence on performance, fees, and manager tenure.

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

Christopher K

Series 66

Springfield, IL

OSAIC Institutions, INC.

Christopher Karrick is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at INB since 2019 and US Bank from 2016 to 2019. Outside of finance, he works as a server at The Garden restaurant in New Berlin, Illinois. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Harlin N

Series 66

Springfield, IL

Private Advisor Group, LLC

Harlin Noel is a financial advisor with Private Advisor Group, LLC in Springfield, IL, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at LPL Financial LLC and Level Four Advisory Services. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports a broad range of analytical approaches and trading time horizons, providing services through a network of investment adviser representatives.

Retired Founder/Business Owner
user avatar
firm logo

Eric L

Series 63, Series 65, Series 66

Springfield, IL

Benjamin F. Edwards & Company, Inc.

Eric Loy is a financial advisor at Benjamin F. Edwards & Company, Inc. in Springfield, IL, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has worked at Benjamin F. Edwards since 2017, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with periodic oversight by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

James H

Series 63, Series 66

Springfield, IL

Private Advisor Group, LLC

James Hamrick is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Edward Jones for 23 years before joining LPL Financial in 2024. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Retired Founder/Business Owner
user avatar
firm logo

Lori J

Series 66

Springfield, IL

OSAIC Institutions, INC.

Lori Johnson is a financial advisor with OSAIC Institutions, Inc. in Springfield, IL, holding a Series 66 designation and seven years of industry experience. Her career includes roles at INB, Infinex Investments, Hilltop Securities Independent Network Inc., National General Management, Stancorp Inc., and Standard Mutual Insurance Co. Outside of her advisory work, she serves on the stewardship and finance committee of Trinity Lutheran Church, providing budgeting and accounting guidance without compensation. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s network of investment adviser representatives utilizes a combination of fundamental and technical analysis and provides access to alternative investments and lending options, with a notable emphasis on non-discretionary assets.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Angela C

Series 66

Springfield, IL

ROCKEFELLER FINANCIAL Llc

Angela Cagwin is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds the Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and Wells Fargo Advisors. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
user avatar
firm logo

Daniel P

CFP®, Series 66

Springfield, IL

Benjamin F. Edwards & Company, Inc.

Daniel Pietroburgo is a CFP® and Series 66 registered advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2014. He has 11 years of industry experience and is based in Springfield, IL. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory services and a mix of firm-developed and third-party investment strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Robert P

CFP®, Series 63

Springfield, IL

Benjamin F. Edwards & Company, Inc.

Robert Pietroburgo is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2011. He is a passive investor in a minor league baseball team through Gateway Baseball, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and investment management solutions utilizing both firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
firm logo

Glody I

Series 66

Springfield, IL

PNC Wealth Management

Glody Inze is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, Glody works directly with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts portfolios as clients’ situations evolve. Glody holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Institute de Yolo Sud, an Associate's Degree from Parkland College, and a Bachelor's Degree from the University of Illinois Urbana Champaign. He is fluent in English and French.

Wealth management College savings (529s, UTMA, etc.) Elder care planning Medicare planning Executive
user avatar
firm logo

Max A

Series 63, Series 66

Springfield, IL

Kestra Advisory

Max Aten is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Kestra since 2017 and previously worked at WFG Investments Inc. from 2009 to 2017. Aten is the managing partner and principal of KB Elliott Financial Advisors in Springfield, IL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions within its supervisory framework.

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

Brian K

Series 66

Springfield, IL

PNC Wealth Management

Brian Kleinertz is a financial advisor at PNC Wealth Management with 25 years of industry experience. He has been with PNC Investments since 2010 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to employees with existing PNC Bank online banking credentials. The program uses algorithm-driven risk assessment and approved model strategies executed by investment delegates with annual rebalancing.

Passive / index investing Active portfolio management Wealth management 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")