CFP®-certified financial advisors in Charleston, IL

Ryan Mefford is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and five years of industry experience. He has worked with First Mid Wealth Management and First Mid Bank and Trust since 2021. Prior to entering the financial industry, he was employed at Pilson Auto Center from 2015 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and organizations. The firm employs tailored, non-discretionary consulting tools and supports various advisory programs, with a notable affiliation to a municipal advisor and specialized employer advisory services.

Andrew Grahn is a CFP® professional with nine years of experience in the financial industry. He has held roles at Wells Fargo Advisors since 2024, following five years at Stifel Nicolaus & Co Inc and three years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to deliver tailored recommendations.

Kelsey Swing is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 65 designation. She has six years of industry experience and also serves as a partner and accountant at Gilbert, Metzger & Madigan, LLP, a CPA firm where she has worked since 2002. Additionally, Swing is a board member and treasurer for two nonprofit organizations, Eastern Dominican Christian Mission and Sexual Assault Counseling & Information Service. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, managing client accounts on a discretionary basis with centralized trading and reporting.

Dustin Sloat is a financial advisor at Edward Jones in Charleston, IL, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at R&M Pipeline. Outside of advising, he serves on the board of Cornerstone Daycare in Charleston, participating monthly in decisions regarding facility operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Oetting is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at FSC Securities Corporation and Eastern Illinois University, where he serves as an instructor in the School of Business. Oetting is also the owner of a recovery collections agency and involved in managing rental businesses. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors and employs advanced tools such as asset-allocation models and automated rebalancing to manage portfolios across multiple asset classes.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

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.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.