Large-firm 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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

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.

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.