Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

12 advisors near
62274

Out of 400,000+ nationwide

user avatar
firm logo

Chad R

Series 63, Series 65

Pinckneyville, IL

Steward Partners Investment Advisory, LLC

Chad Rushing is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked at Raymond James Financial and Freedom Street Partners. Outside of advising, he owns an agricultural farm and serves as a board member of Pinckneyville Community Hospital. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, institutions, and charitable organizations with a variety of advisory and portfolio management solutions, including discretionary and non-discretionary services and access to third-party money managers.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
firm logo

Tucker K

CFP®, Series 66

Pinckneyville, IL

Edward Jones

Tucker Kuhnert is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Pinckneyville, Illinois. He has four years of industry experience and has been with Edward Jones since 2021. Outside of his advisory role, Kuhnert is involved in music as the band leader of the Tucker Kuhnert Band. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
user avatar
firm logo

Tyler T

Series 66

Steeleville, IL

LPL Financial

Tyler Thompson is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at The Boeing Company for nine years. 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 portfolio programs, third-party asset management, and institutional platforms, supported by research and advisor tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Katie K

Series 66

Steeleville, IL

LPL Financial

Katie Keller is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at Regions Bank and Howell Financial Services, Inc. prior to joining LPL in 2020. 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 provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Dwayne E

Series 63, Series 65

Pinckneyville, IL

LPL Enterprise

Dwayne Epplin is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Valic Financial Advisors, and North American Senior Benefits. Epplin serves on the board of the PCHS Education Foundation and coaches sports and fitness at Pinckneyville Community High School. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Chris M

Series 63, Series 65

Steeleville, IL

LPL Financial

Chris Mincheff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1998. 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 various advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Andrew D

CFP®, Series 63, Series 66

Du Quoin, IL

Edward Jones

Andrew Darnell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he maintains ownership and management responsibilities for a commercial property in Du Quoin, IL. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Nathanial S

Series 65, Series 63

Du Quoin, IL

LPL Enterprise

Nathanial Shupe is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Mwa Financial Services Inc and Modern Woodmen Of America. Outside of advising, he is a business owner of Tomahawk Bar & Grill and serves on the boards of the Jr Indians Football and Indian Village Athletic Club nonprofits in Du Quoin, Illinois. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
firm logo

Nathan M

CFP®, Series 63, Series 66

Pinckneyville, IL

Edward Jones

Nathan Meagher is a financial advisor with Edward Jones in Pinckneyville, Illinois. He holds the CFP® designation along with Series 63 and Series 66 licenses and has 22 years of industry experience, having been with Edward Jones since 2000. Outside of his advisory role, Meagher owns and manages a promotional products business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner
user avatar
firm logo

Michael H

Series 63, Series 65

Steeleville, IL

LPL Financial

Michael Howell is a financial advisor at LPL Financial with 28 years of experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 1998. In addition to his advisory role, Howell practices law focusing on elder law and estate planning and serves as controller for the Amateur Trapshooting Association, a nonprofit organization. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by both proprietary research and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Charles S

Series 63, Series 65

Duquoin, IL

Cetera

Charles Smith Jr. is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

Ryan W

Series 66

Pinckneyville, IL

Edward Jones

Ryan Winter is a financial advisor with Edward Jones in Pinckneyville, Illinois, holding a Series 66 designation and possessing 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 offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

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.

Find your advisor

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”)