Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

14 advisors near
62626

Out of 400,000+ nationwide

user avatar
firm logo

Carl Z

CFP®, Series 63, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Carl Zeidler is a CFP® professional with 43 years of industry experience, currently serving as president and owner of Wall Street Financial Group, Inc. He has been with the firm since 1988 and briefly worked at Kestra Advisory from 2016 to 2017. In addition to his advisory role, he is a licensed insurance agent and owns an insurance business. Wall Street Financial Group serves individual investors, including high-net-worth and non-HNW clients, as well as state and municipal government entities. The firm combines discretionary portfolio management with financial and insurance planning, offering educational seminars and maintaining multiple professional designations among its three advisors.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
user avatar
firm logo

John Z

CFP®, PFS™, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

John Zeidler is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He has been with Wall Street Financial Group, Inc. since 2017. Outside of his advisory role, he is a licensed insurance agent specializing in life, health, and disability insurance, and he is also involved in tax preparation services through his ownership of Wall Street Tax Services LLC. Wall Street Financial Group serves individual investors, including high-net-worth and non-HNW clients, as well as state and municipal government entities. The firm combines discretionary portfolio management with financial planning and integrates licensed insurance activities to address client needs.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
user avatar
firm logo

Brenden B

CFP®, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Brenden Brown is a CFP® and Series 65 licensed financial advisor with three years of industry experience. He has worked at Wall Street Financial Group, Inc. since 2022 and previously held positions at United Community Bank and Central Stone & Landscape Supply. Wall Street Financial Group, Inc. advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm tailors portfolios using a range of investment products and serves state and municipal clients with pension consulting, distinguishing itself within the industry.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
user avatar
firm logo

Chris H

Series 63, Series 65

Carlinville, IL

IPI Wealth Management, Inc.

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy
firm logo

Kelly S

Series 66

Litchfield, IL

Edward Jones

Kelly Steiner is a financial advisor with Edward Jones in Litchfield, IL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, Steiner is involved as a distributor for Advocare, a supplements and vitamins 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 programs and investment solutions, managing approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

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

Michael H

CFP®, Series 66

Carlinville, IL

Edward Jones

Michael Hadley is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns farmland in Carlinville, IL, which generates income through the Conservation Reserve Program (CRP). Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Matthew A

Series 66

Gillespie, IL

LPL Financial

Matthew Alepra is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Stifel. 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 with access to model portfolios, third-party asset managers, and various institutional platforms.

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

Nell F

Series 63, Series 66

Litchfield, IL

Charles Schwab

Nell Fixsal is a financial advisor with Charles Schwab & Co., Inc. in Litchfield, IL, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at TD Ameritrade, Dillard's, Macy's, MAC Cosmetics, and The Lory Theater. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by Schwab Center for Financial Research due diligence.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Michael S

Series 66

Carlinville, IL

Edward Jones

Michael Sharp is a financial advisor with Edward Jones in Carlinville, IL, holding a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2016 and also operates an online retail business selling books, sports collectibles, and clothing through eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated financial services.

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

Ashley A

Series 66

Carlinville, IL

Edward Jones

Ashley Archibee Hadley is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2006, accumulating 19 years of industry experience. She owns farmland in Carlinville and Bunkerhill, Illinois, which she leases on a cash-rent basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor network, comprehensive service offerings, and affiliated capabilities beyond traditional advisory services.

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

Lonnie B

Series 63

Litchfield, IL

Ameriprise

Lonnie Bathurst is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 36 years of industry experience. He has worked with Ameriprise since 2005, including its affiliated entities. Outside of his advisory role, Bathurst serves on the Board of Directors for the City of Litchfield Economic Development Commission and organizes a not-for-profit annual model railroad event for enthusiasts. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Michael D

CFP®, Series 63, Series 66

Litchfield, IL

Edward Jones

Michael Delaney is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at TD Ameritrade and Scottrade Inc. He is a member of an LLC established to own the building where he conducts his business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

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

James G

Series 66

Litchfield, IL

Ameriprise

James Gorowski is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for LCUSD#12 and coaches youth baseball and soccer teams in Litchfield, Illinois. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates internal and third-party research and features restrictive enrollment criteria linked to specific asset levels and managed account assets.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

John W

Series 66

Litchfield, IL

Ameriprise

John Winans is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Winans serves on the board of HSHS Saint Francis Hospital and participates in the City of Litchfield Economic Development Committee, as well as a local trust fund committee supporting community initiatives. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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”)