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24 advisors near
61832
within the area shown on the map
Out of 400,000+ nationwide
Donald M
Series 65
Danville, IL
McLaughlin Asset Management, Inc.
Donald Mclaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 23 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management provides discretionary investment supervisory services and portfolio management to a diverse client base including individuals, high-net-worth clients, corporate retirement plans, charitable institutions, foundations, endowments, trust programs, and other financial advisers. The firm combines top-down and bottom-up investment processes, employing thematic, fundamental, quantitative, and qualitative analysis, and incorporates a range of strategies such as passive ETFs, mutual funds, bond ladders, and option overlays tailored to client risk tolerance.
Ryan M
Series 65
Danville, IL
McLaughlin Asset Management, Inc.
Ryan McLaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 20 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management serves individuals, including high-net-worth clients, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to each client’s risk tolerance and objectives.
Julie A
Series 63, Series 65
Covington, IN
Horter Investment Management, LLC
Julie Ahrens is a financial advisor at Horter Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Horter since 2018. In addition to her advisory role, she owns a separate business focused on insurance and annuity sales and assists clients with estate planning documents such as revocable living trusts. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, firm-managed blended models, and custom portfolios, offering clients access to third-party managers and alternative investments.
Brooke P
Series 65
Covington, IN
Horter Investment Management, LLC
Brooke Pettit is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and one year of industry experience. Prior to her current role, she worked in education and sports organizations, including Purdue Northwest and the Chicago Fire Soccer Club. She is also self-employed as an insurance producer and estate planner. Horter Investment Management provides advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans and institutional clients. The firm employs a multi-manager investment approach combining tactical and passive models, custom portfolios, and third-party money managers, with additional offerings including proprietary mutual fund blends and access to alternative investments.
Chelsea P
CFP®, Series 66
Covington, IN
LPL Financial
Chelsea Paddock is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. She has previously worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Outside of her advisory role, she is involved in bookkeeping for Shiloh, Inc. and Cornerstone District, Inc., and works in tax preparation with Amy Hay CPA LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.
Reginald W
Series 66
Danville, IL
Edward Jones
Reginald Warfield is a financial advisor at Edward Jones in Danville, IL, with three years of industry experience. He holds a Series 66 designation and previously worked for Old National Bank (formerly First Midwest Bank) for 11 years. Outside of his advisory role, he manages a rental property as a sole proprietor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Jarron F
Series 66
Danville, IL
LPL Financial
Jarron Fleming is a financial advisor with LPL Financial in Danville, Illinois, holding a Series 66 designation and one year of industry experience. His background includes roles in education at multiple institutions and a business position at Quick Pools and Spas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Douglas I
Series 63, Series 66
Danville, IL
LPL Enterprise
Douglas Ireland is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Raymond James & Associates, and PNC Wealth Management. Outside of his advisory work, he owns Ireland Financial Partners and Ireland Insurance and Accounting Group, businesses involved in financial advising and insurance services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm primarily offers model-driven investment implementation and access to third-party asset managers, alongside services in insurance and trust custody.
Dean S
CFP®, Series 63
Danville, IL
LPL Financial
Dean Shore is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, and previously held roles at Cetera Advisor Networks LLC and Fidelity Brokerage Services LLC. Shore is president of CASA of Vermilion County and serves on the finance committee and board of directors for the Danville Metropolitan Exposition Auditorium and Office Building Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment strategies, including model portfolios, third-party asset management, and customized allocations, supported by technology for operational and research purposes.
Lucas M
Series 66
Danville, IL
Morgan Stanley
Lucas Moriarty is a financial advisor at Morgan Stanley in Danville, Illinois, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Ware Group and has experience at several country clubs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and firm-wide investment analyses.
Karla G
Series 66
Danville, IL
Raymond James & Associates
Karla Gifford is a financial advisor with Raymond James & Associates in Danville, IL, holding a Series 66 designation and 10 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.
Andrew K
Series 63, Series 65
Danville, IL
Raymond James & Associates
Andrew Kittell is an advisor at Raymond James & Associates holding Series 63 and Series 65 credentials. He has been with Raymond James since 2026 and has prior work experience at Andersen Material Handling, Ilitch Sports & Entertainment, Michigan State University, Danville High School, and Schlarman Academy. Raymond James & Associates 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 financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.
Dean H
Series 66
Fithian, IL
Thrivent Investment Management
Dean Hull is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 21 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as an Elder and member of the Board of Parish Life at Immanuel Lutheran Church, supporting the pastor and congregational care. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account programs while keeping these services distinct.
Stacey I
Series 66
Danville, IL
LPL Enterprise
Stacey Ireland is a financial advisor at LPL Enterprise with 21 years of industry experience. She holds a Series 66 credential and has worked at firms including Raymond James & Associates, Inc. and Morgan Stanley DW Inc. Ireland also operates Ireland Insurance & Accounting Group, where she manages property and casualty insurance operations and provides tax preparation and accounting services. Additionally, she serves as a notary and works part-time as an educator at Ascend Learning. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.
Keith S
Series 63, Series 66
Danville, IL
LPL Financial
Keith Souza is a financial advisor with LPL Financial in Danville, Illinois, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with LPL Financial since 2006 and previously worked at A. G. Edwards & Sons, Inc. from 2000 to 2006. Souza Financial Group, LLC operates as a business relationship under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Lesley S
Series 63, Series 65
Danville, IL
LPL Financial
Lesley Shore is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisor Networks for five years. Shore also operates Shore Wealth Accounting & Tax Services, LLC, which focuses on tax and investment-related services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party subadvisors.
Devan F
Series 63, Series 65
Danville, IL
LPL Financial
Devan Fox is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has previously worked at J.W. Cole Advisors, Inc., CUNA Brokerage Services, Inc., and Cetera Advisor Networks LLC. Outside of his advisory role, he is a business owner of Fox Venue LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and asset management solutions.
Aaron I
CFP®, Series 66
Danville, IL
Edward Jones
Aaron Immke is a CFP® professional with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Windy Hill Ag, LLC, First Savings Bank of Danville, and Longview Bank & Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.
Charles C
Series 63, Series 65
Armstrong, IL
Mass Mutual Investors Services
Charles Cook is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, having worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1994, and joined Mass Mutual Investors Services in 2017. Outside of his advisory role, he is involved in raising and showing beef cattle. Mass Mutual 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 programs, focusing on collaborative annual planning relationships using firm-approved analytical tools.
Marcus P
CFP®, Series 66
Danville, IL
Edward Jones
Marcus Provost is a CFP® professional with 16 years of industry experience. He has been with Edward Jones since 2009 in Danville, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a large nationwide network of financial advisors and branch offices.
Reagan G
Series 66
Danville, IL
Raymond James & Associates
Reagan Gifford is a Series 66 licensed financial advisor with Raymond James & Associates, bringing one year of industry experience. Prior to joining the firm, Gifford worked at Illinois College and in the office of State Representative Mike Marron. Raymond James & Associates 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management options and affiliated research.
Chris K
Series 66
Danville, IL
Raymond James & Associates
Chris Kittell is a financial advisor at Raymond James & Associates with 21 years of industry experience. He has been with Raymond James since 2006 and holds a Series 66 designation. Kittell serves on the advisory board for the Danville Police and Fire Pension Investment Funds, a mayor-appointed position focused on oversight of pension plan administrative matters. Raymond James & Associates 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Tanya F
Series 66
Danville, IL
Edward Jones
Tanya Flannery is a financial advisor with Edward Jones in Danville, IL, holding a Series 66 designation and with two years of industry experience. She has worked with Edward Jones since 2002. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Eric S
Series 63, Series 65
Danville, IL
LPL Financial
Eric Shore is a financial advisor with LPL Financial in Danville, IL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He previously worked at Cetera Advisor Networks, Cetera Wealth Services, and First Allied Securities. Outside of advising, he is involved in Shore Wealth Accounting & Tax Services, LLC, and serves as an agent for E4 Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial products and partnerships.
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Finding advisors...
24 advisors near
61832
within the area shown on the map
Out of 400,000+ nationwide