Top general estate planning guidance financial advisors 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 at Virtus Financial Group with five years of industry experience and holds a Series 65 designation. He has been involved with ChangePath, LLC since 2021 and operates Wrezinski Advisory Services, his own advisory business, since 2014. In addition to his advisory work, he serves as director at the Institute for Financial Education, where he presents courses on financial topics. Virtus Financial Group serves individuals, high-net-worth clients, families, trusts, and estates with fee-based investment management and financial planning. The firm manages most client assets on a non-discretionary basis and integrates affiliated tax and planning services, including tax preparation provided by a CPA on its leadership team.

Keith Maurer is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Raymond James Financial, Morgan Stanley, UBS Financial Services, Merrill, and Lakeside Wealth Management Group. He is based in Bloomington, IL. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, incorporating model portfolios, third-party managers, and customized strategies across various program structures.

Kyle Clemson is a financial advisor with LPL Financial in Bloomington, IL, holding CFP® and Series 66 designations and 12 years of industry experience. His prior roles include positions at Commerce Brokerage Services Inc, Commerce Trust Company, and Waddell & Reed. Outside of his advisory work, he serves as a bar consultant for Toastman Group II's Egg Republic. 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 and access to model portfolios and third-party asset management, supported by advanced research and operational tools.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors, LLC. Outside of advising, he is the founder of Frontier Wealth Management and serves as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across 724 clients. The firm provides tailored financial planning, discretionary portfolio management, estate-planning consulting, and specialized educational programs, utilizing mutual funds and ETFs as primary investment vehicles.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.