Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

169 advisors near
61801

Out of 400,000+ nationwide

user avatar
firm logo

Lia H

Series 66

Champaign, IL

Thrivent Investment Management

Lia Hege is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Outside of her advisory role, Lia serves as a board member of the Fire Foundation of Central Illinois, supporting inclusive educational opportunities for students with special needs in Catholic schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Robert M

ChFC®, Series 63, Series 65

Champaign, IL

Raymond James Financial

Robert Meyer II is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. Prior to joining Raymond James in 2025, he spent 16 years with Commonwealth Financial Network. Meyer is also the managing partner of Provident Financial Group, LLC, a support company he founded in 2009. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Gregory T

Series 63, Series 66

Mahomet, IL

Raymond James & Associates

Gregory Teschke is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial and Equitable Advisors. His current tenure at Raymond James began in 2022. Raymond James & Associates, Inc. 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, pension and profit-sharing plans, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles.

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

Brent D

Series 66

Champaign, IL

LPL Enterprise

Brent Deal is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Orkin, Pruco Securities LLC, Prime Communications, and Spring Communications. He is based in Champaign, IL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
user avatar
firm logo

Karen O

Series 63, Series 65

Champaign, IL

LPL Enterprise

Karen Owens is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and 30 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 27 years combined. Outside of her advisory role, she is a part owner of Pine Lake Trust, a farming business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers services such as financial planning, consulting, and access to third-party asset managers.

Tax-loss harvesting
user avatar
firm logo

Cristin G

Series 63, Series 65

Urbana, IL

Raymond James Financial

Cristin Gaines is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. since 2012, as well as Busey Bank and Busey Trust Company. Outside of her advisory role, she is employed with Busey Investment Services, where she meets with clients and supports investment-related services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored investment consulting to help clients achieve their financial goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Courtney G

Series 66

Champaign, IL

Morgan Stanley

Courtney Goembel is a financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market outcome modeling.

General estate planning guidance
user avatar
firm logo

Cole L

Series 66

Champaign, IL

Mass Mutual Investors Services

Cole Lilley is a financial advisor with Mass Mutual Investors Services in Champaign, IL. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory role, he worked at the University of Illinois for five years and attended Lilley High. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing ongoing, collaborative client relationships with a focus on goal analysis and written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Thomas F

Series 63, Series 65

Urbana, IL

Frey Financial

Thomas Frey is a financial advisor with Sterling Wealth Management, Inc. in Champaign, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has operated Frey Financial since 1993, consulting with former clients and reviewing their investment accounts as requested. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and retirement plans, offering private wealth and asset management services. The firm follows an evidence-based, long-term investment approach focused on fundamental analysis, global diversification, asset allocation, and cost minimization, with portfolios typically managed on a discretionary basis.

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")