Overwhelmed by options?
Answer a few questions to see advisors matched to you.
20 advisors near
61951
within the area shown on the map
Out of 400,000+ nationwide
Chad A
Series 63, Series 65
Mattoon, IL
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Chad Altadonna is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Raymond James Financial Services, and his own Altadonna Wealth Management. He is also involved in property and casualty insurance referrals through a separate business, Bob Oetting & Associates, LLC. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives using various custodians and third-party managers, with most assets managed on a non-discretionary basis.
Kendra H
Series 66
Mattoon, IL
Raymond James Financial
Kendra Hughes is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2016. In addition to her advisory role, Hughes is an associate and operations manager at First Mid Wealth Management, where she supports the brokerage department and assists advisors. 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 offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.
James A
Series 66
Mattoon, IL
Ameriprise
James Argoudelis is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Based in Champaign, IL, Argoudelis has spent over six years in his current role at Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, combining research and modeling with a centralized consulting team to support clients’ retirement planning.
Victor M
CFP®, Series 66
Mattoon, IL
Edward Jones
Victor Matigian is a CFP® and Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.
Emily P
Series 66
Mattoon, IL
Ameriprise
Emily Poulliard Becherer is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves as Director of Operations and Associate Financial Advisor at DDC INC. in Springfield, IL. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Aaron I
CFP®, Series 66
Mattoon, IL
Edward Jones
Aaron Ifft is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Mattoon, IL. 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, operating under a fiduciary standard.
Jamie S
CFP®, Series 66
Sullivan, IL
Edward Jones
Jamie Shoot is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Renee' H
Series 63, Series 66
Mattoon, IL
OSAIC
Renee' Huckstead is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She previously worked at Edward Jones for 16 years and Lincoln Financial Securities Corporation for one year. In addition to her advisory role, she owns Faith Financial, a business focused on the sale and service of insurance products including disability, life, and long-term care insurance. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services with multiple platforms and third-party money managers. The firm uses various asset-allocation tools and investment strategies to construct portfolios across a broad range of securities and alternative investments.
Troy R
CFP®, Series 66
Sullivan, IL
Edward Jones
Troy Rogers is a CFP® and holds a Series 66 license with Edward Jones, where he has been an advisor since 2021. He has four years of industry experience, including prior roles at Whitney Roofing Inc and over two decades with CUSD#300. Outside of his advisory work, Troy serves as a volunteer fireman with the Sullivan Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.
Ryan K
CFP®, ChFC®, Series 66
Arthur, IL
Edward Jones
Ryan Kleiss is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2016. He has 19 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Harold P
CFP®, Series 63
Mattoon, IL
OSAIC
Harold Pope is a CFP® professional with 43 years of experience in the financial services industry. He has worked primarily with Securities America Advisors, Inc. and its affiliates since 1999 and joined OSAIC in 2024. Outside of his advisory role, he serves as a licensed minister assisting local churches. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a broad range of brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.
Kelly P
Series 66, Series 63
Mattoon, IL
LPL Financial
Kelly Purvis is a financial advisor with LPL Financial based in Mattoon, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial, Purvis worked at Raymond James Financial Services and First Mid Bank and Trust. Outside of finance, Purvis has been an aqua aerobics instructor at the YMCA since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.
Nicholas F
CFP®, Series 66
Mattoon, IL
Edward Jones
Nicholas Fears is a Certified Financial Planner™ professional with 15 years of industry experience, all of which have been with Edward Jones since 2009. He holds the Series 66 license and is based in Mattoon, Illinois. 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 services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
Connor K
Series 66
Sullivan, IL
Edward Jones
Connor Klingele is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Syngenta for five years and at Southern Illinois College of Agriculture for four years. Edward Jones is a full-service wealth management firm serving over 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 discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Bradley B
Series 63, Series 66
Mattoon, IL
Raymond James Financial
Bradley Beesley is a financial advisor with Raymond James Financial in Mattoon, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He serves as President and CEO of First Mid Wealth Management Company, a role he has held since 2019. His career includes extensive experience with First Mid Bank & Trust and Raymond James Financial. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports advisory programs with a focus on technology, cybersecurity, and innovative services such as municipal advising and SIMPLE IRA Employer Advisory programs.
Bridget R
Series 66
Mattoon, IL
Edward Jones
Bridget Rodgers is a Series 66 licensed financial advisor with Edward Jones, based in Mattoon, IL, and has two years of industry experience. She has worked at Edward Jones since 2011 in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Matthew P
Series 63, Series 66
Mattoon, IL
OSAIC
Matthew Pope is a financial advisor at OSAIC with 29 years of industry experience. He has held positions at Securities America Advisors, Inc. and Securities America, Inc. over extended periods and is also the owner of Pacesetter Universal Insurance Agency, primarily a property and casualty insurance agency with some life, health, and Medicare supplement sales. He holds Series 63 and Series 66 credentials. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, through a broad network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternatives.
Robert F
CFP®, ChFC®, Series 66
Mattoon, IL
Edward Jones
Robert Fears is a CFP®, ChFC®, and Series 66 licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2015. 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 large network of advisors and branch offices nationwide.
Kristi M
Series 66
Mattoon, IL
Raymond James Financial
Kristi Montgomery is a financial advisor with Raymond James Financial in Mattoon, IL, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2012 and at First Mid Wealth Management since 2011, where she also provides supervisory duties. Montgomery is an associate at First Mid Illinois Bank & Trust, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting, using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.
Jill W
Series 66
Mattoon, IL
Raymond James Financial
Jill Worman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Raymond James since 2016 and is also associated with First Mid Bank & Trust. In addition to her advisory role, she is employed as a financial advisor at First Mid Wealth Management. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains unique affiliations, such as a municipal advisor, to enhance its service offerings.
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 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")
Finding advisors...
20 advisors near
61951
within the area shown on the map
Out of 400,000+ nationwide