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227 advisors near
62684
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Nathaniel B
CFP®, Series 66
Springfield, IL
Money Concepts Capital Corp
Nathaniel Boyle is a CFP® professional with 13 years of industry experience. He has been with Money Concepts Capital Corp since 2016, following prior roles at CWM, LLC and LPL Financial, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs that utilize model portfolios, advisor-designed portfolios, and third-party sub-advisers.
Connor C
CFP®, Series 66
Springfield, IL
Private Advisor Group, LLC
Connor Carnduff is a CFP® with nine years of industry experience, currently practicing at Private Advisor Group, LLC and LPL Financial LLC since 2021. His prior experience includes roles at Wells Fargo Clearing and Caterpillar. Carnduff provides investment advisory services through Private Advisor Group, operating under the DBA Broadway Graham Wealth Partners. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers advisory programs, access to third-party asset managers and turnkey asset management platforms, and manages WealthSuite separately managed account programs supported by various strategists and technology platforms.
Stacey R
Series 63, Series 65
Springfield, IL
Voya financial Advisors, Inc.
Stacey Russell is a financial advisor with Voya Financial Advisors, Inc. in Springfield, IL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions from 2014 to 2021. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides various advisory services through multiple program structures, with a focus on non-discretionary, recommendation-based relationships.
Logan G
Series 65, Series 63
Springfield, IL
OSAIC Institutions, INC.
Logan Gigl is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at INB, Rooted Wealth Advisors, and the Illinois Department of Corrections Pontiac Correctional Center. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary account management.
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Finding advisors...
227 advisors near
62684
within the area shown on the map
Out of 400,000+ nationwide