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180 advisors near
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James L
Series 63, Series 65
Champaign, IL
Mass Mutual Investors Services
James Lilley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company and Ohio National Life Insurance Company. Outside of his advisory work, he is involved in selling and servicing life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software to analyze client goals and offers event-driven planning programs including divorce and estate settlement planning.
Starla C
Series 63, Series 65
Champaign, IL
Raymond James Financial
Starla Carr is a financial advisor at Raymond James Financial with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked for Commonwealth Financial Network for 16 years. Carr is also the managing partner and owner of Provident Financial Group LLC, a full-service financial planning firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools to support client goals.
Adam O
Series 63, Series 65
Urbana, IL
Raymond James Financial
Adam Owen is a financial advisor with Raymond James Financial in Urbana, Illinois, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Busey Bank, Busey Investment Services, Busey Trust Company, and Raymond James Financial, spanning over a decade across these firms. Outside of his advisory work, he serves as a Finance and Investment Committee member and Deacon at Grace Bible Church, where he contributes to research and project implementation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.
Craig M
Series 66
Mahomet, IL
Ameriprise
Craig Myers is a financial advisor with Ameriprise, holding a Series 66 credential and 27 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Myers is involved in nonprofit education through an organization providing scholarships for aspiring entrepreneurs, serves on the board of Peace Meals, and works as a sports official. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, using a combination of research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Steven T
Series 63, Series 65
Champaign, IL
OSAIC
Steven Tucker is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 22 years at Woodbury Financial Services, Inc., and he has operated Tucker Financial as a self-employed advisor since 1995. He also owns Legacy Investment Services, an insurance and fixed annuities agency. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by asset-allocation tools, automated rebalancing, and access to third-party money managers and wrap programs.
Colin P
Series 66
Urbana, IL
Edward Jones
Colin Postlewaite is a financial advisor with Edward Jones in Urbana, Illinois, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Lyle B
Series 66
Champaign, IL
LPL Enterprise
Lyle Bellamy is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work background includes roles outside the financial industry, such as positions in the restaurant and brewing sectors. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to financial planning, third-party asset managers, and insurance products through affiliated entities.
Larry O
Series 63, Series 66
Champaign, IL
Mass Mutual Investors Services
Larry Olthoff is a financial advisor with Mass Mutual Investors Services in Champaign, IL, holding Series 63 and Series 66 credentials and 14 years of industry experience. His career includes roles at The O.N. Equity Sales Company and Ohio National Life Insurance Company. Outside of his advisory work, he coaches middle school basketball in the evenings. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative annual planning engagements using firm-approved tools and offers various programs including estate-settlement and employer-sponsored planning.
Nicholas F
CFP®, Series 66
Champaign, IL
Edward Jones
Nicholas Flesher is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he held positions at Wolfram Research, Inc., Urban Outfitters, and Crate & Barrel. Outside of his advisory role, he has engaged in buying and selling baseball cards and thrifted items on eBay and Etsy. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Justin L
CFP®, Series 66
Rantoul, IL
Edward Jones
Justin Little is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he spent fourteen years at Allergan Pharmaceuticals. He is involved as a limited partner in multiple venture capital funds based in Champaign, Illinois. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Brian P
Series 63, Series 65
Champaign, IL
LPL Enterprise
Brian Paragi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also has experience as a business owner with Paragi Sales LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm typically employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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Finding advisors...
180 advisors near
61822
within the area shown on the map
Out of 400,000+ nationwide