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11 advisors near
62946
within the area shown on the map
Out of 400,000+ nationwide
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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Finding advisors...
11 advisors near
62946
within the area shown on the map
Out of 400,000+ nationwide