Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

15 advisors near
62288

Out of 400,000+ nationwide

user avatar
firm logo

Suzanne E

Series 66

Sparta, IL

D.A. DAVIDSON & Co.

Suzanne Evans is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 1998, accumulating 28 years with the firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar
firm logo

Thomas L

Series 66

Sparta, IL

Edward Jones

Thomas Lewis is a Series 66-licensed financial advisor with Edward Jones, based in Sparta, IL. He has two years of industry experience, including five years in the United States Marine Corps and five years at Ameren Missouri prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Timothy S

Series 66

Sparta, IL

LPL Financial

Timothy Stamps is a financial advisor with LPL Financial and holds the Series 66 designation. He has four years of industry experience, including prior roles at Kestra Advisory, Kestra Investment Services, and CRDN of Greater St. Louis. Outside of his advisory work, he is a commissioned notary in Sparta, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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 designation 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 an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Katie K

Series 66

Steeleville, IL

LPL Financial

Katie Keller is a financial advisor with LPL Financial in Steeleville, Illinois, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Howell Financial Services, Inc. and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Brenta B

Series 66

Ava, IL

LPL Financial

Brenta Bevis is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she works as a cashier at Walmart and is a notary public, providing notary services exclusively for LPL clients when needed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Chris M

Series 63, Series 65

Steeleville, IL

LPL Financial

Chris Mincheff is a financial advisor with LPL Financial in Steeleville, IL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Linsco/Private Ledger Corp., an LPL Business, for 28 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 brokerage services with discretionary and non-discretionary management options, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Michael H

Series 63, Series 65

Steeleville, IL

LPL Financial

Michael Howell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked at LPL Financial since 1998 and also operates Howell Financial Services, Inc. In addition to his advisory role, Howell is an attorney specializing in elder law and estate planning and serves as controller for several nonprofit organizations related to trapshooting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Brian P

Series 63, Series 65

Sparta, IL

Raymond James Financial

Brian Patton is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He previously worked at Commonwealth Financial Network and Investment Centers of America, in addition to a long tenure at First National Bank of Sparta. Outside of advising, he operates Patton Wealth Management as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and specialized institutional services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Steven P

Series 63, Series 66

Sparta, IL

Edward Jones

Steven Papenberg is a financial advisor with Edward Jones in Sparta, Illinois, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2002. 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 national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Robert M

Series 66

Chester, IL

Edward Jones

Robert Mc Clerren is a financial advisor with Edward Jones in Chester, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2009. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
firm logo

Regina H

Series 66

Sparta, IL

Edward Jones

Regina Heller is a Series 66-licensed financial advisor with Edward Jones in Sparta, IL, where she has worked since 2020. She has six years of industry experience and previously worked at Liberty Mutual Insurance for 22 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Daniel C

Series 63, Series 65

Chester, IL

LPL Financial

Daniel Colvis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 30 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. for seven years. He serves as treasurer on the City of Chester’s nonprofit board, managing reinvestment of city funds. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
firm logo

Aaron T

Series 66

Chester, IL

Edward Jones

Aaron Tretter is a financial advisor with Edward Jones in Chester, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is the president of Tretter Properties LLC, a pass-through entity for rental income, and owns rental properties in Illinois and Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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

Logan J

Series 66

Sparta, IL

LPL Financial

Logan Jones is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience at Howell Financial Services, McKendree University, and Zanders Sporting Goods. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

College savings (529s, UTMA, etc.)
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 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")