Top wealth management financial advisors in Centralia, IL

The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.

When you're managing significant assets and planning for long-term financial goals, you need advisors who understand how to balance growth, income, and risk over time. A common mistake is focusing too much on short-term gains without a clear plan for preserving wealth through market ups and downs.

  • Holistic asset management. Look for advisors who integrate your investments with your overall financial picture, not just isolated accounts.
  • Income sustainability. Ask how they plan withdrawals to maintain your lifestyle without depleting your assets prematurely.
  • Tax-aware strategies. Even though Illinois doesn't tax retirement income, property taxes can be high; confirm how they factor this into your plan.
  • Long-term risk assessment. Ensure they evaluate how market changes and life events could impact your wealth over decades.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Seth S

ChFC®, Series 66

Centralia, IL

Edward Jones

Seth Silger is a financial advisor at Edward Jones with the designations ChFC® and Series 66 and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Ward Chrysler Center Inc for 14 years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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John Y

Series 65

Centralia, IL

Terrapene Capital

John Yardley is a financial advisor at Terrapene Capital with a Series 65 designation and no prior industry experience. His professional background includes roles at Yardley Heating and Cooling, Yardley Property, and John's Repairs. Terrapene Capital is a state-registered investment adviser that provides quantitative portfolio management to individuals and institutions via a private pooled vehicle and separately managed accounts. The firm employs machine-learning and quantitative long/short equity models with discretionary risk oversight and serves a small client base including accredited and institutional investors.

Active portfolio management Factor investing / smart beta Options & derivatives strategies Self-Employed
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Christopher K

Series 65, Series 66, Series 63

Centralia, IL

Centaurus Financial, Inc.

Christopher Krupp is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds Series 65, Series 66, and Series 63 designations. Prior to joining Centaurus Financial in 2017, he worked at Novipax and has held a position at DICK's Sporting Goods since 2016. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Douglas M

Series 63, Series 66

Salem, IL

LPL Financial

Douglas Malan is a financial advisor at LPL Financial with 23 years of industry experience. He has held positions at LPL Financial since 2017 and previously worked at National Planning Corporation for ten years. Malan is licensed with Series 63 and Series 66 designations and operates from Salem, Illinois. He also serves as an insurance agent selling fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and alternative investment strategies.

College savings (529s, UTMA, etc.)
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Travis E

Series 63, Series 65

Centralia, IL

Money Concepts Capital Corp

Travis Etheridge is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Nationwide Financial and currently owns several businesses including The Insurance Alliance, an insurance agency, and Hank's Lounge, a video gaming parlor in Centralia, IL. He is also involved in technology and virtual employee services through NexAgency and Casridge LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Jared F

Series 65

Huntington Beach, CA

Northwest Asset Management

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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David H

Series 65

Irvine, CA

Martin Wealth Management, LLC

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Medicare planning Annuities
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Hassan A

Series 65, Series 63

Rockville, MD

LPL Financial

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

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