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227 advisors near
62684
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Brett H
Series 66
Springfield, IL
Cetera
Brett Hage is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. He is also a partner at Humke & Hage P.C., where he provides tax and accounting services to individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.
Joseph S
Series 63, Series 65
Springfield, IL
Merrill
Joseph Stannard is a Senior Financial Advisor at Merrill Lynch Wealth Management with over four decades of experience in the financial markets. He began his financial services career in 1981 and has navigated a wide range of market events and economic scenarios, including periods of high inflation and major market fluctuations. His expertise encompasses equity strategies and portfolio management tailored to different economic conditions. Joseph focuses on building comprehensive wealth management strategies that address individual client needs. His client focus areas include college education planning, family wealth management, LGBT wealth planning, personal retirement planning, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and has educational credentials from Griffin High School, Springfield College, the University of Illinois System, and Saint Louis University. Committed to community involvement, Joseph participates in organizations such as the Fun Shop Foundation and Knights of Columbus Council 364, and volunteers with St. John's Hospital Neo-Natal Intensive Unit. His personal interests include adventure sports, camping, cooking, reading, scuba diving, tennis, traveling, and spending time with his family.
Julie W
ChFC®, Series 66
Petersburg, IL
Edward Jones
Julie Wankel is a financial advisor with Edward Jones in Petersburg, IL, holding the ChFC® and Series 66 designations and bringing nine years of industry experience. Prior to joining Edward Jones in 2017, she was involved with Wankel Farms Partnership for 13 years. Outside of her advisory role, she serves as a board member for the Menard County Planning Commission and has taught classes at Spoon River College. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing over $1 trillion in assets.
Christopher N
Series 63, Series 65
Springfield, IL
Morgan Stanley
Christopher Noonan is a financial advisor at Morgan Stanley with 42 years of industry experience. His prior work includes roles at Bank of America and Merrill, each for 15 years. Outside of finance, he is a limited partner in Dreaming in Colour LLC, a music publishing and writing business based in Springfield, Illinois. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets.
Elamparithi R
Series 66
Springfield, IL
Merrill
Elamparithi Rajaguru is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 11 years of experience. He holds several professional designations including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach involves coordinating investment, retirement, tax, estate, and risk management strategies into comprehensive plans tailored to each client's goals. Mr. Rajaguru specializes in areas such as college education planning, family wealth management strategies, personal retirement planning, tax minimization, and individual and corporate investment strategies. He works closely with a diverse clientele including individuals, families, business owners, executives, and retirees to help them navigate financial decisions with confidence. He earned his Master's of Business Administration (MBA) from Southern Illinois University and a Bachelor's Degree from Anna University. Beyond his advisory role, he is actively involved in community organizations supporting business development, community engagement, and youth initiatives in Central Illinois. His personal interests include cooking, music, and spending time with his family.
Blake C
Series 66
Athens, IL
LPL Financial
Blake Curry is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has worked at firms including BMO Harris Bank, The Prudential Insurance Company of America, and Horace Mann Insurance Company. Outside of finance, he is a notary public in Athens, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.
Henry E
Series 63, Series 65
Springfield, IL
STIFEL
Henry Enno is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2017, he worked at Morgan Stanley Private Bank from 2015 to 2017. Outside of his advisory role, he manages a small family farm as a trustee of the Dolores Enno Trust alongside his brother. Stifel serves a diverse range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Timothy H
Series 63, Series 66
Springfield, IL
Edward Jones
Timothy Healy is a financial advisor with Edward Jones in Springfield, IL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, Healy serves as a council member on the Blessed Sacrament Parish Finance Council. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
James M
Series 63, Series 65
Springfield, IL
Wells Fargo Clearing
James Moore is a financial advisor with Wells Fargo Clearing in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.
James R
Series 66
Rochester, IL
Edward Jones
James Rowley is a Series 66 licensed financial advisor with Edward Jones in Rochester, Illinois, where he has worked since 2015. He has 10 years of industry experience and also has a longstanding role with the Rochester School District 3A. Outside of his advisory work, he owns and operates a deck staining business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and offices.
Jill C
Series 63, Series 66
Springfield, IL
Merrill
Jill Copeland serves as a Resident Director at Merrill, bringing over 30 years of experience in the financial services industry. She is committed to delivering knowledgeable, integrity-driven guidance and building long-standing relationships rooted in trust. Jill provides clients with access to the investment insights of Merrill and the banking convenience of Bank of America, focusing on personalized wealth management strategies that align with clients' long-term goals. Her expertise encompasses a broad spectrum of client focus areas including college education planning, family wealth management, liquidity management, philanthropic planning, and retirement income. Jill holds several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Illinois College and completed her high school education at Routt Catholic High School. Jill actively participates in community organizations including the Morgan County Fair in Jacksonville, IL, Our Saviour School in Jacksonville, IL, and Sojourn Shelter in Springfield, IL. She is associated with Sojourn Shelter and Services and is devoted to contributing to the communities served through her professional and volunteer efforts.
Dana F
Series 63, Series 65
Springfield, IL
Primerica Advisors
Dana Frydenger is a financial advisor with Primerica Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at AGCO Corporation, Austin Industries, PFS Investments Inc., Clearbrook, and Primerica Financial Services. She is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.
Thomas P
Series 63, Series 66
Springfield, IL
Wells Fargo Advisors
Thomas Pape is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He has held roles within various Wells Fargo entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, with tailored recommendations based on proprietary research and tools.
Andrew P
Series 66
Springfield, IL
Cetera
Andrew Pittman is a financial advisor with Cetera based in Springfield, IL, holding a Series 66 license and two years of industry experience. He also serves as a manager at Eck, Schafer & Punke, LLP, a CPA firm that provides audit, tax, accounting, and wealth management services. Additionally, he is the treasurer for Local First Springfield, a nonprofit focused on supporting local independent businesses in the Springfield area. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.
Gary S
Series 63, Series 65
Springfield, IL
Merrill
Gary Seitz is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the investment industry. He began his career at Merrill in the early 1980s and has focused on long-term planning throughout his tenure. Gary works with high net worth clients, businesses, and organizations to assist them in defining and navigating their financial goals. He develops robust wealth management strategies that emphasize in-depth financial solutions and a relationship built on trust. Gary offers personalized financial strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. His expertise includes retirement planning, fixed income and managed plans, Taft Hartley-Union plans, and cash management solutions. He supports clients throughout every stage of their financial life cycle, aiming to help them make confident financial decisions. He holds a bachelor's degree in Finance from the University of Illinois and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Gary has been involved with the Springfield Chamber of Commerce as a past Ambassador, the Springfield Rotary as a past officer, and has served on the boards of Big Brother Big Sister, Goodwill Industries, and March of Dimes. His personal interests include boating, golfing, and traveling.
Nicholas M
Series 66
Springfield, IL
Cetera
Nicholas Mc Ghee is a financial advisor with Cetera who holds the Series 66 designation and has three years of industry experience. He has worked with multiple entities within the Cetera network since 2022 and is also involved with M. A. Kluemke and Associates, where he handles administrative and research tasks. Outside of advisory roles, he sells life and health insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms with discretionary and non-discretionary investment strategies.
Concetta S
Series 63, Series 66
Springfield, IL
Ameriprise
Concetta Siciliano is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with Security Bank, Midwestern Securities Trading Co., and Cook-Witter Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, combining investment research and algorithmic tools to provide written recommendations and ongoing advice.
Holly H
CFP®, Series 66
Springfield, IL
Edward Jones
Holly Herkert is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. She holds a Series 66 license and is based in Springfield, IL. Outside of her advisory role, she is involved in occasional resale activities on Poshmark. 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 over $1 trillion in assets and offers various investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branches.
Maxwell C
Series 66
Springfield, IL
LPL Financial
Maxwell Cook is a Series 66-licensed financial advisor with LPL Financial, based in Springfield, IL, and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Davis Financial Group and Dovenmuehle Mortgage. He also holds a financial institution role with the Bank of Springfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.
Keith R
Series 63, Series 65
Springfield, IL
Equitable Advisors
Keith Rechner is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory work, he serves on the Board of Directors and is president-elect of the SIU Center for Family Medicine FQHC, with plans to serve as president starting in 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
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Finding advisors...
227 advisors near
62684
within the area shown on the map
Out of 400,000+ nationwide