Top financial advisors working with high-net-worth individuals in Champaign, IL

Manish Puri is a financial advisor at Edward Jones in Champaign, IL, holding a Series 66 designation with three years of industry experience. He previously worked at Puri Sons Inc for ten years, where he served as Secretary, and he is involved as President of A-Plus Investments, a family-owned real estate construction company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Emily Manganaro is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at LPL Financial since 2015, as well as Old National Bank and First Midwest Bank. Outside of her advisory role, she is the owner of an online jewelry business and serves as a non-public arbitrator for FINRA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Claude Wilson is a financial advisor with PNC Wealth Management in Champaign, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Cetera Investment Services, JPMorgan Chase Bank, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed model strategies primarily involving mutual funds and ETFs.

Lana Berardi is a financial advisor with J.P. Morgan Securities in Champaign, IL, holding a Series 66 designation and 23 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2003. Outside of her advisory role, she serves as a trustee and director of the Joseph Berardi Scholarship Fund Trust, a nonprofit that provides scholarships to students primarily from Canton High School in Illinois. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of investment products through its registration as a security-based swap dealer and futures commission merchant.

Blake Hubert is a financial advisor with Primerica Advisors in Champaign, IL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to advisory work, he is involved in the sale of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional or pension plan management.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.