Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

85 advisors near
62549

Out of 400,000+ nationwide

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
user avatar
firm logo

Richard N

Series 63, Series 65

Decatur, IL

Ameriprise

Richard Nolte is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1994. Nolte serves on the Board of Directors for the Greater St. Louis Area Council of the Boy Scouts of America and has held leadership roles in related nonprofit organizations. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning through personalized Recommendation Reports and ongoing advice.

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

Jeremy S

Series 66

Decatur, IL

Edward Jones

Jeremy Sarna is a financial advisor with Edward Jones in Decatur, IL, holding a Series 66 designation and seven years of industry experience. His work history includes two separate periods at Edward Jones totaling seven years, as well as roles at Purshe Kaplan Sterling Investments and Thrivent Advisor Network dba Palomar Wealth. Prior to his advisory career, he worked at Verizon Wireless for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages over $1 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of approximately 23,700 financial advisors.

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

Levi L

Series 66

Decatur, IL

STIFEL

Levi Laws is a financial advisor with Stifel in Decatur, IL, holding a Series 66 credential and five years of industry experience. He has been with Stifel Nicolaus since 2019 and previously worked in various roles at Millikin University and Wabash General Hospital. Levi serves on the Millikin University Alumni Association Board. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutions, and municipal entities. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, and offers fee-based financial planning through episodic engagements.

General retirement planning Income planning
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")