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16 advisors near
62656
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Out of 400,000+ nationwide
Connor K
Series 65
Lincoln, IL
Pacesetter Financial Group, L.L.C.
Connor Koberlein is a financial advisor at Pacesetter Financial Group, L.L.C. in Lincoln, Illinois. He holds a Series 65 credential and has approximately one year of industry experience. His prior work includes roles at J.M. Abbott & Associates and Culver's. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and retirement plans. The firm applies Modern Portfolio Theory to build diversified portfolios primarily with mutual funds and provides discretionary and non-discretionary portfolio management along with 401(k) advisory services.
Timothy B
CFP®, Series 66
Lincoln, IL
Pacesetter Financial Group, L.L.C.
Timothy Bacus is a CFP® professional with eight years of industry experience, currently serving at Pacesetter Financial Group, L.L.C. He previously worked at Ameriprise Financial, Inc. and Lincoln Christian University. In addition to his financial advising role, Timothy works as an accountant at J.M. Abbott & Associates, Ltd., a certified public accounting firm co-owned by the same majority partners as Pacesetter Financial Group. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and company-sponsored retirement plans, offering portfolio management, financial planning, and 401(k) advisory services. The firm employs Modern Portfolio Theory to construct diversified portfolios, often utilizing funds from Dimensional Fund Advisors, and integrates tax and accounting services through its affiliation with a sister CPA firm.
Kristen L
CFP®, Series 65
Lincoln, IL
Pacesetter Financial Group, L.L.C.
Kristen Lanning is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has been with Pacesetter Financial Group, L.L.C. since 2001. Pacesetter Financial Group serves individuals, trusts, business and tax-exempt entities, and sponsors of 401(k) plans, managing approximately $145 million. The firm uses Modern Portfolio Theory to create diversified portfolios with disciplined asset-class mutual funds and provides personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.
Andrew F
Series 65
Lincoln, IL
Pacesetter Financial Group, L.L.C.
Andrew Fitzpatrick is a financial advisor with Pacesetter Financial Group, L.L.C. in Lincoln, Illinois, holding a Series 65 license and possessing 16 years of industry experience. He has worked concurrently at J.M. Abbott & Associates, Ltd., a certified public accounting firm, where he is a certified public accountant assisting with tax returns, financial statements, tax planning, and business consulting. Both firms share common ownership and complementary services. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company-sponsored 401(k) plans, managing approximately $145 million across discretionary and non-discretionary accounts. The firm applies Modern Portfolio Theory to build diversified portfolios mainly using asset-class mutual funds and provides personalized portfolio management as well as 401(k) plan design, oversight, and participant support.
Kathryn S
CFP®, Series 63, Series 66
Lincoln, IL
Private Advisor Group, LLC
Kathryn Schneider is a CFP® professional with 27 years of industry experience, currently serving with Private Advisor Group, LLC since 2021. Her prior experience includes roles at LPL Financial, Level Four Advisory Services, Level Four Insurance Services, and A. G. Edwards & Sons, Inc. In addition to her advisory work, she has been employed as a personal support worker with the Illinois Department of Human Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary investment advisory services and employs a fiduciary-based model that incorporates various strategies and third-party managers to meet client goals.
Nathaniel N
Series 63, Series 66
Lincoln, IL
LPL Financial
Nathaniel Neal is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with LPL Financial since 2012 and also operates Nathan Neal Tax Service, which he has run since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports customized and model portfolio strategies.
Stacy T
CFP®, Series 63
Lincoln, IL
LPL Financial
Stacy Tedrick is a CFP®-designated financial advisor with LPL Financial, based in Lincoln, Illinois, and has 17 years of industry experience. She has been with LPL Financial since 2008. 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, and institutional platforms, with a focus on providing advisors flexible investment implementation options.
Salvatore P
Series 66
Lincoln, IL
Edward Jones
Salvatore Pollice is a financial advisor at Edward Jones with 18 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2007. Outside of advising, he is the owner of Pollice Capital LLC, a real estate business based in Lincoln, IL. 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, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branches.
Nathaniel C
Series 66
Lincoln, IL
LPL Financial
Nathaniel Cundiff is a financial advisor with LPL Financial in Lincoln, IL, holding a Series 66 designation and one year of industry experience. He previously worked at Red Oak Financial and has a background that includes roles outside the financial industry, such as positions at Archer Daniels Midland and Fastenal. 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, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational resources.
Bradley N
CFP®, Series 63, Series 65
Lincoln, IL
LPL Financial
Bradley Neal is a financial advisor with LPL Financial, holding the CFP® designation and over 40 years of industry experience. He has been with LPL Financial since 1997 and has operated Bradley Neal & Associates as a self-employed advisor since 1984. Neal also serves as a notary public in addition to his advisory work. 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 financial planning and asset management services, employing various investment strategies supported by proprietary research and technology.
Christine S
CFP®, Series 66
Lincoln, IL
Edward Jones
Christine Short is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in Lincoln, IL. Outside of her advisory role, she serves as Chair Elect and board member of the Abraham Lincoln Memorial Hospital in Lincoln, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Melodee C
Series 66
Lincoln, IL
Edward Jones
Melodee Campbell is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Midwestern Securities Trading Co. LLC and WFG Investments, Inc. She has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a large network of advisors and branch offices.
Clarence B
Series 63, Series 65
Lincoln, IL
LPL Financial
Clarence Barney Jr. is a financial advisor with LPL Financial in Lincoln, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Level Four Advisory Services, Securities America Advisors, and Avantax Advisory Services. Outside of his advisory work, he operates a tax preparation and accounting business with two H&R Block franchise locations. 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, and institutional platforms, supported by extensive operational and research tools.
James S
Series 63, Series 66
Lincoln, IL
Edward Jones
James Sparrow is a financial advisor with Edward Jones in Lincoln, Illinois, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he manages rental properties in Lincoln and Atlanta, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment 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 branches.
Genevieve N
Series 63, Series 66
Lincoln, IL
LPL Financial
Genevieve Neal is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she maintains a personal blog focused on home décor, gardening, style, and recipes. 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, model portfolios, third-party asset management, and institutional platforms.
Chase L
ChFC®, Series 66
Lincoln, IL
Edward Jones
Chase Lowery is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Mueller Water Products, Ardagh Group, and Archer Daniels Midland Co. He serves as a board member for Beason Chestnut Park District and as a trustee for the Lincoln Elks Lodge #914, where he participates in community and charitable activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.
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Finding advisors...
16 advisors near
62656
within the area shown on the map
Out of 400,000+ nationwide