Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

11 advisors near
62946

Out of 400,000+ nationwide

user avatar
firm logo

Sandra S

Harrisburg, IL

Wabash Capital, Inc.

Sandra Smith is a financial advisor at Wabash Capital, Inc. in Harrisburg, Illinois, with 26 years of industry experience. She has been with Wabash Capital since 2000. Wabash Capital manages discretionary investment portfolios for individuals, trusts, corporations, foundations, pensions, and 401(k) plans using a top-down, fundamental investment approach focused on macroeconomic analysis and valuation metrics. The firm operates as a fee-only registered investment adviser emphasizing long-term, risk-based portfolio construction.

Wealth management Passive / index investing Active portfolio management
user avatar
firm logo

Dean W

Series 63, Series 65

Harrisburg, IL

Cornerstone Wealth Management, LLC

Dean West is a financial advisor with Cornerstone Wealth Management, LLC in Harrisburg, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Cornerstone Wealth Management since 2015 and has been affiliated with LPL Financial since 2000. Outside of his advisory roles, he is involved in farmland purchase and leasing activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting services. The firm emphasizes tailored investment advice combining fundamental, quantitative, and qualitative analysis, supported by a multi-brand operating model and technology platforms to serve a large client base.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar
firm logo

Jared L

Series 66

Eldorado, IL

LPL Financial

Jared Leslie is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Banterra Insurance & Investments Inc., The Assurance Group, and Modern Woodmen of America. Outside of his advisory work, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

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

Michael T

Series 63, Series 65

Harrisburg, IL

Ameriprise

Michael Tison is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Legence Bank, and operated Tison Financial Group LLC. He serves on multiple nonprofit and community boards, including Southern Illinois Healthcare and the Fowler Bonan Foundation, and is a co-owner of Rainmaker Corporation, which manages an Ameriprise advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Cameron N

CFP®, Series 66

Harrisburg, IL

Edward Jones

Cameron Newbold is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Harrisburg, IL. Outside of his advisory role, he is the owner of K and N Properties, which holds rental property related to the Edward Jones office in Harrisburg. 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 operates through a network of more than 23,700 financial advisors, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Michael S

CFP®, Series 63, Series 66

Harrisburg, IL

Ameriprise

Michael Stewart is a CFP® with 35 years of experience in financial advising, currently serving at Ameriprise since 2021. His prior roles include managing his own firm, Michael Stewart & Associates, LLC, and positions at Raymond James Financial Services. Outside of advising, he serves as President of the Saline County Industrial Development Co. and is an assistant coach for Harrisburg High School girls soccer. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored income strategies. The firm serves individuals with significant investable assets through a centralized consulting team that partners with financial advisors to deliver detailed, algorithm-supported recommendation reports.

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

Jessica S

Series 66

Harrisburg, IL

Ameriprise

Jessica Stephens is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and Michael Stewart and Associates. She serves on the boards of the Harrisburg Kiwanis Club and The Fortress Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.

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

Walter H

Series 66

Eldorado, IL

Edward Jones

Walter Hardwick Jr. is a financial advisor with Edward Jones in Eldorado, IL, holding a Series 66 designation and 16 years of industry experience at the firm since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network, as well as its affiliated trust company and securities-based lending options.

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

Kelly R

Series 63, Series 65

Ridgway, IL

Ameriprise

Kelly Ramsey is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Ameriprise in 2022, Ramsey worked at Wells Fargo Advisors and Tison Financial Group. He serves on the Board of Directors for the Saline County Chamber of Commerce and is involved with Rainmaker Inc, where he develops new business relationships and manages advisory services. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

James W

Series 63, Series 65

Harrisburg, IL

OSAIC

James Williams is a financial advisor with OSAIC based in Harrisburg, IL, holding Series 63 and Series 65 designations with 47 years of industry experience. His career includes long tenures at Lincoln Financial Advisors Corporation and Williams & Associates Insurance prior to joining OSAIC. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, including access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
firm logo

Jessica C

CFP®, Series 66

Harrisburg, IL

Edward Jones

Jessica Cox is a financial advisor at Edward Jones in Harrisburg, IL, holding CFP® and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is the president of Cox Custom Coops and Cabins, an LLC based in Stonefort, 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.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Business ownership considerations 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”)