Top financial advisors working with clients approaching retirement in Bloomington, IL

Chad Imhof is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions.

Emily Martin is a financial advisor with Interactive Financial Advisors in Bloomington, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She is the owner of Purple Martin Financial, a business focused on the sale of fixed life, annuity, and health products, and serves as a minority owner of the Bloomington Normal Birthing Center. Additionally, she volunteers as a troop leader for the Girl Scouts of Central Illinois. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund portfolios, and it operates a multi-advisor network with extensive branch offices.

Tyler Wrezinski is a financial advisor with Virtus Financial Group in Bloomington, IL, holding a Series 65 credential and four years of industry experience. He has operated Wrezinski Advisory Services since 2014 and has been with ChangePath, LLC since 2021. Outside of his advisory work, Wrezinski serves as director of the Institute for Financial Education, where he presents courses on financial topics. Virtus Financial Group advises individuals, high-net-worth clients, families, trusts, and estates with fee-based investment management, financial planning, and coordinated tax and insurance services. The firm primarily manages client assets on a non-discretionary basis using mutual funds, ETFs, and limited individual securities through third-party platforms, emphasizing client involvement and integrated tax planning through affiliated CPA services.

Keith Maurer is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has been with Cetera and its related entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Kyle Clemson is a CFP® professional with 12 years of industry experience, currently associated with LPL Financial. He has previously worked at Commerce Trust Company and Commerce Brokerage Services Inc. Outside of his advisory role, he serves as a bar consultant for Toastman Group II in Bloomington, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.