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41 advisors near
61362
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John B
Series 63, Series 65
Oglesby, IL
Lincolnbridge Financial Planning, LLC
John Bellino is a financial advisor at LincolnBridge Financial Planning, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and BTNJT, Inc. Bellino’s background includes roles spanning wealth management and financial services. LincolnBridge Financial Planning manages approximately $39.8 million for about 118 clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and cyclical analysis to tailor portfolios that may include stocks, bonds, ETFs, options, and alternative investments.
Gregory V
ChFC®, Series 66
Oglesby, IL
Lincolnbridge Financial Planning, LLC
Gregory Vogel is a financial advisor at LincolnBridge Financial Planning, LLC with the ChFC® designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and State Farm Insurance, where he spent over three decades. LincolnBridge Financial Planning manages approximately $39.8 million for around 118 clients, including individuals, trusts, pension plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a multi-disciplinary investment process and serving both retail and institutional clients.
Michael B
ChFC®, Series 63
Oglesby, IL
Lincolnbridge Financial Planning, LLC
Michael Barrie is a ChFC® credentialed financial advisor with 11 years of industry experience. He currently works at Lincolnbridge Financial Planning, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Illinois Valley Community College. Barrie serves as a board member of Illinois Valley Credit Union. Lincolnbridge Financial Planning manages approximately $39.8 million for individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, and retirement plan consulting through a multi-disciplinary investment process.
Ian N
Series 65
Hennepin, IL
Cyr Financial Inc.
Ian Nichols is a Series 65-licensed financial advisor with Cyr Financial Inc. in Princeton, IL, bringing seven years of industry experience. His background includes roles at Nordstrom Farms and Thacker Farms, as well as a position at Illinois Valley Community College. Nichols serves as a board member trustee for the Starved Rock Flying Club. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management along with financial and estate planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, providing continuous account monitoring and both project-based and ongoing planning engagements.
Andrea B
Series 65
Hennepin, IL
Cyr Financial Inc.
Andrea Brannon is a financial advisor at Cyr Financial Inc. with four years of industry experience. She holds the Series 65 designation and has been with Cyr Financial since 2012. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by offering discretionary investment management alongside financial and estate-planning services. The firm uses proprietary investment models across various asset classes and provides ongoing planning, tax and accounting services, and estate document preparation.
Caleb B
CFP®, ChFC®, Series 63
Hennepin, IL
Cyr Financial Inc.
Caleb Bjerk is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Cyr Financial Inc., where he has worked since 2026. His prior experience includes roles at Modern Wealth Management, Wade Financial Advisory, Northwestern Mutual Investment Services, and Adam Goetzka. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management alongside financial planning and estate-planning services. The firm uses proprietary investment models and a variety of asset classes, offering continuous account monitoring and both project-based and ongoing planning engagements.
Philip S
Series 65
LaSalle, IL
Studio Investment Management
Philip Slevin is a Series 65-registered advisor with Studio Investment Management, bringing one year of industry experience. His prior roles include six years at Hometown National Bank and over 17 years at Alpha and Omega Capital, LLC/Elohim Capital Partners. Studio Investment Management is an SEC-registered adviser serving individuals, trusts, partnerships, retirement plans, and government entities on a discretionary basis. The firm employs a value-oriented investment approach using both active and passive strategies, supported by third-party research and scenario analysis tools, and manages approximately $903 million in discretionary assets across a team of four advisors.
Emma B
CFA®
Hennepin, IL
Cyr Financial Inc.
Emma Bean is a CFA® charterholder with two years at Cyr Financial Inc. and three years of prior experience at American Equity. She has a total of six years in the financial industry. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management along with financial and estate-planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, offering continuous account monitoring and written financial plans.
Christian C
CFP®, Series 63, Series 66
Hennepin, IL
Cyr Financial Inc.
Christian Cyr is a CFP® with 13 years of industry experience, currently serving at Cyr Financial Inc. since 2015. He previously worked at Purshe Kaplan Sterling Investments from 2015 to 2020. Outside of advisory services, he owns a CPA and bookkeeping firm and offers various insurance products. Cyr Financial Inc. serves individuals, high net worth clients, trusts, estates, and retirement plans, providing discretionary investment management alongside financial and estate planning services. The firm employs customized portfolios using proprietary investment models and offers additional services including tax, accounting, and insurance recommendations.
Sandra B
Series 65
Peru, IL
Gradient Advisors, Llc
Sandra Brown is a Series 65 licensed financial advisor with six years of industry experience, currently with Gradient Advisors, LLC since 2020. She has previously worked at AE Wealth Management, LLC and Brokers Financial. Outside of her advisory role, she is involved in insurance sales and services through Senior Watchdog, Inc., a business she has been associated with since 2017. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and businesses. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to develop tailored investment strategies.
Jeremy M
Series 63, Series 65
Princeton, IL
Empower Advisory Group
Jeremy Munson is a financial advisor with Empower Advisory Group in Princeton, IL, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Thrivent Financial and its affiliated entities and has experience with Impact Networking LLC and Wintrust companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. Their services focus on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.
Edythe F
Series 63, Series 65
La Salle, IL
Principal Financial Services
Edythe Findlay is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 credentials. She has 32 years of industry experience, including roles at Wayland Financial Group and Principal Life Insurance Company. Outside of advising, she is involved in providing customer servicing and support for group qualified plan clients at Wayland Financial Group. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
David C
Series 63, Series 65
Peru, IL
Benjamin F. Edwards & Company, Inc.
David Claggett is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a variety of advisory programs and investment management solutions that combine firm-developed and third-party model strategies with ongoing portfolio oversight.
Stephen B
Series 63, Series 65
Princeton, IL
Kestra Advisory
Stephen Bouslog is a financial advisor at Kestra Advisory with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory and Kestra Investment Services, LLC since 2017. Bouslog serves on the board of the Bureau County Historical Society and is president of CAMS Real Estate, Inc., in addition to his advisory role. He is also the president of the Princeton Rotary Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions.
Kathleen W
Series 63, Series 66
La Salle, IL
Principal Financial Services
Kathleen Wayland is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. She has 26 years of industry experience, including roles at Principal Life Insurance Company since 2000 and running Wayland Financial Group since 2013. Her work also involves selling fixed life, disability, and long-term care insurance, as well as fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through multiple advisory and promoter arrangements.
Ian L
CFP®, Series 66
Princeton, IL
Kestra Advisory
Ian Legner is a financial advisor with Kestra Advisory Services, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Sterling Land Company and Kestra Investment Services, LLC. He serves on the board of the Princeton Public Library. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a wide range of investors, including large institutional clients.
Chandra J
Series 66
Granville, IL
Empower Advisory Group
Chandra Jensen is a financial advisor at Empower Advisory Group with one year of industry experience. Prior to joining Empower, she worked for Edward Jones for 12 years. She holds a Series 66 designation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.
Patrick S
Series 63, Series 65, Series 66
La Salle, IL
Principal Financial Services
Patrick Sullivan is a financial advisor at Principal Financial Services with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. In addition to his role at Principal, he is involved with Wayland Financial Group, where he performs office administration and services accounts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Olivia L
Series 66
Spring Valley, IL
Edward Jones
Olivia Lamis is a financial advisor with Edward Jones in Spring Valley, IL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in several roles across different sectors, including hospitality and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.
Tracy R
Series 66
Princeton, IL
Edward Jones
Tracy Robbins is a financial advisor at Edward Jones in Princeton, IL, holding a Series 66 designation with nine years at Edward Jones and a prior 19-year career at State Farm Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brian S
Series 66
Peru, IL
Edward Jones
Brian Sellett is a financial advisor with Edward Jones in Peru, Illinois, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Steven B
Series 63, Series 66
Princeton, IL
Thrivent Investment Management
Steven Becker is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Becker serves as a trustee for the Kewanee Community Fire Department, where he assists with budgeting, auditing, and operational oversight. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs through a consolidated billing option.
Chad G
CFP®, Series 66
La Salle, IL
Edward Jones
Chad Gilbreth is a CFP®-designated financial advisor with Edward Jones in La Salle, IL, where he has worked since 2016. He has 10 years of industry experience and serves clients while also maintaining a position in the Illinois Army National Guard since 2012. Outside of his advisory role, he manages Pursuit of Freedom LLC, an entity focused on investment and philanthropy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.
Daryk B
Series 63, Series 65
Oglesby, IL
Edward Jones
Daryk Brayton is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in broadcasting high school sports through Starved Rock Media in Oglesby, Illinois. 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 strategies through a nationwide network of financial advisors and branch offices.
Kelly C
Series 66
La Salle, IL
Edward Jones
Kelly Campbell is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Campbell worked at Shaw Media for five years and has been involved with the Illinois Valley YMCA for over 15 years as a fitness coordinator and instructor. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.
Ryan B
CFP®, Series 66
Princeton, IL
Edward Jones
Ryan Blume is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016, working out of Princeton, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Alec H
Series 63, Series 65
La Salle, IL
OSAIC
Alec Hueneburg is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for over two decades. Outside of advising, he serves as a trustee for the Jonesville Piety Hill Fire District, participates in youth baseball coaching and coordination, and is a board member of the Perfectly Flawed Foundation, a nonprofit organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of financial advisors. The firm employs a range of advisory platforms and asset-allocation tools to create customized portfolios using a variety of investment vehicles, supporting both discretionary and non-discretionary management.
Richard M
Series 63, Series 65
Peru, IL
Cetera
Richard May is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates as a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Kathy P
ChFC®, Series 66
Peru, IL
Edward Jones
Kathy Pullam is a financial advisor with Edward Jones in Peru, Illinois, holding the ChFC® and Series 66 designations and has seven years of industry experience. She previously worked at Heartland Bank and Trust for five years before joining Edward Jones in 2018. Outside of her advisory role, she is involved in bookkeeping and bill-paying for a local sub shop business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Louis W
Series 63, Series 66
Hennepin, IL
LPL Financial
Louis Wasilewski is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America, Inc. from 2014 to 2017. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is also an independent agent offering life, disability, and long-term care insurance as well as fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Spencer L
Series 66
La Salle, IL
LPL Financial
Spencer Luecke is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Hometown National Bank for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.
Larry C
Series 63, Series 65
Peru, IL
Ameriprise
Larry Criss is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team.
Tucker N
Series 66
Princeton, IL
Edward Jones
Tucker Nichols is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Mike Nichols State Farm and Kurt Lenschow State Farm, as well as work at Wethersfield High School. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Dale T
Series 63, Series 66
Peru, IL
OSAIC
Dale Tieman is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, Tieman serves as Executive Vice President and COO at Peru Federal Savings Bank and holds board positions with several local nonprofit organizations, including the La Salle Peru Township High Education Foundation and Horizon House of the Illinois Valley. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services along with various managed account solutions. The firm uses a mix of proprietary tools and third-party platforms to construct and manage portfolios across multiple asset classes for discretionary and non-discretionary accounts.
James S
Series 63, Series 66
Peru, IL
Raymond James Financial
James Spelich is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has worked with Raymond James since 2000 and serves in a political office in LaSalle County, Illinois since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a distinctive presence in municipal and public finance advising.
Jeffrey P
Series 66
Peru, IL
Edward Jones
Jeffrey Puetz is a financial advisor with Edward Jones, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2016 and also has experience at Jeff Perry Buick GMC since 2011. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Stacy N
Series 63, Series 65
La Salle, IL
OSAIC
Stacy Newell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes long-term roles with AIG Financial Advisors, AIG American General Life Insurance Company, and American General Securities Incorporated. She is a partner at Hueneburg Financial Group, a securities and insurance firm, and serves on the finance committee and foundation board of Horizon House, a nonprofit supporting developmentally disabled adults. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to corporations and charitable organizations, offering integrated brokerage and advisory services along with multiple investment platforms and third-party money manager access. The firm employs a variety of tools and strategies, including automated rebalancing and risk tolerance assessment, to manage portfolios across discretionary and non-discretionary accounts.
Steven L
Series 66
Spring Valley, IL
Edward Jones
Steven Lamis is a financial advisor at Edward Jones in Spring Valley, Illinois, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he owns and manages several rental properties and leads Lamis Properties, LLC, which holds rental real estate assets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Paul B
Series 66
Princeton, IL
Edward Jones
Paul Brandenburg is a financial advisor at Edward Jones with four years of industry experience and a Series 66 designation. Prior to joining Edward Jones in 2021, he held positions at Rousselot, Colony Brands, and several government and environmental organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm has approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.
Raymond W
Series 63, Series 65
Peru, IL
Cetera
Raymond Weber is a financial advisor with Cetera holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera and its related entities since 1992 and owns Weber Accounting and Investment Services, LLC, which manages a CPA practice alongside investment services. In addition, he is involved in fixed insurance sales and serves as president of Progress Professional Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts, through a large network of independent advisors. The firm offers various portfolio management and financial planning services, providing access to multiple program structures and third-party money managers.
Mark W
CFP®, Series 63, Series 65
La Salle, IL
LPL Financial
Mark Witek is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 1986. Based in La Salle, Illinois, he has maintained a long tenure at LPL Financial. His other business activities include a holding corporation for accounting purposes related to investment planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management alongside model portfolios and research from various sources.
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Finding advisors...
41 advisors near
61362
within the area shown on the map
Out of 400,000+ nationwide