Overwhelmed by options?
Answer a few questions to see advisors matched to you.
224 advisors near
62670
within the area shown on the map
Out of 400,000+ nationwide
Anne F
Series 63, Series 66
Springfield, IL
Wells Fargo Advisors
Anne Ferraraccio is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her work history includes roles at Wells Fargo Clearing Services LLC and Key Investment Services LLC. Outside of her advisory work, she is an independent consultant for Avon. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning services, including specialized offerings for business owners and high-net-worth individuals.
Jennifer S
Series 66
Springfield, IL
Ameriprise
Jennifer Sylvia is a financial advisor at Ameriprise with 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns and manages JJS Corp, a business related to her Ameriprise work. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Thomas D
CFP®, Series 63, Series 65
Springfield, IL
Edward Jones
Thomas Dura Jr. is a CFP®-certified financial advisor with Edward Jones in Springfield, IL, and has 19 years of industry experience. He has been with Edward Jones since 2006 and also serves as a commander in the Illinois Army National Guard. 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 advisors.
Damon H
Series 63, Series 65
Springfield, IL
Merrill
Damon Hofstrand is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Merrill since 1995 and has worked concurrently with Bank of America since 2011. Outside of his advisory work, he owns a farmland business in North Dakota and performs in a family musical group with his sons. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.
Stephen D
Series 63, Series 65
Springfield, IL
Wells Fargo Clearing
Stephen Douglas is a financial advisor with Wells Fargo Clearing in Springfield, IL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Midwestern Securities Trading Company, LLC from 2008 to 2010. Outside of his advisory role, he owns a travel-related business and serves as the legal guardian and representative payee for his brother. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles to offer a range of brokerage and advisory solutions.
Dax C
Series 66
Chatham, IL
Ameriprise
Dax Campbell is a financial advisor with Ameriprise in Chatham, IL, holding a Series 66 designation and 28 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of advising, Campbell has involvement in commercial real estate ownership and property management through several individual and co-owned entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and annual advice focused on income stability and tax-aware withdrawal strategies.
James W
Series 63, Series 66
Springfield, IL
LPL Financial
James Weaver is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial and Bank of Springfield since 2010. Outside of advisory work, he is involved with The Clubhouse, an indoor baseball and softball facility rented by teams for practices. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.
Brandon W
Series 63, Series 65
Springfield, IL
LPL Enterprise
Brandon Wellman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations, and has 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and various wrap programs.
Tom N
Series 63, Series 65
Springfield, IL
Wells Fargo Clearing
Tom Noonan is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Edward Jones, Bank of America, and Merrill Lynch. Outside of finance, he is a partner in Sangamo Brewing, a brewpub in Chatham, Illinois, and owns Prairierd, a storm chasing and photography business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.
Rachel R
Series 66
Springfield, IL
Edward Jones
Rachel Rockford is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, she worked at Aldi for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors.
Michael W
Series 63, Series 65
Springfield, IL
Morgan Stanley
Michael Witsman is a financial advisor with Morgan Stanley in Springfield, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Prior to his current roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, he worked at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a board member and officer for local community organizations focused on youth, including the Springfield American Business Club and the Central Illinois Boys and Girls Club, and also works as a soccer referee. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery and firm-approved tools.
Bree H
Series 66
Springfield, IL
Edward Jones
Bree Heineman is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 designation and with 10 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Bradley P
Series 65, Series 66
Springfield, IL
Cetera
Bradley Punke is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and with 27 years of industry experience. He has worked at firms including Avantax Investment Services, 1st Global Capital Corp., and Wealth Management Services. He is also a partner at the CPA firm Eck, Schafer & Punke, LLP, a position he has held since 1994, and serves as executor of an estate. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs, model portfolios, and access to third-party managers.
Chad G
Series 66
Springfield, IL
Morgan Stanley
Chad Golembeck is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 21 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.
Nancy S
Series 63, Series 65
Springfield, IL
Merrill
Nancy Snyders is a financial advisor with Merrill in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Merrill since 1990. Outside of her advisory role, she performs data input work for St. John's Lutheran Church in Springfield. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Lesley H
Series 63, Series 66
Chatham, IL
Fidelity
Lesley Hall is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.
James H
Series 66
Springfield, IL
Cetera
James Hogge III is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Avantax Investment Services and 1st Global Advisors. Outside of financial services, he is involved in a business providing baseball and softball instruction, where he manages accounting and operational tasks. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with options ranging from model portfolios to bespoke strategies.
Joseph I
Series 63, Series 65
Springfield, IL
Equitable Advisors
Joseph Iacono is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves as a board member for the Isles of Caloosa Homeowners Association and Isles of Caloosa Park. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party asset management programs without sponsoring its own wrap fee program.
Matthew G
Series 63, Series 65
Ashland, IL
LPL Financial
Matthew Greer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at several firms including Cambridge Investment Research Advisors and VOYA Financial Advisors. Greer also operates Greer Insurance Solutions, LLC, focusing on non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.
Kevin C
Series 63, Series 66
Springfield, IL
Edward Jones
Kevin Corbin is a financial advisor with Edward Jones in Springfield, IL, holding Series 63 and Series 66 designations and over 23 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Corbin serves as Chair of the Community Advisory Group for SIU School of Medicine and is Vice President on the Board of Directors for The Parent Place, focusing on fundraising and community outreach. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory solutions supported by a nationwide network of financial advisors and branch offices.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
224 advisors near
62670
within the area shown on the map
Out of 400,000+ nationwide