Top multi-generational wealth transfer financial advisors in Clinton, IA

Brad Stuart is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ausdal Financial Partners, Cambridge Investment Research Advisors, and The Huntington Investment Company. Outside of advising, Stuart serves on the board of the River Bend Educational Foundation and is an independent insurance agent. 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 model portfolio programs, supported by extensive operational tools and a network of over 22,800 advisors.

Michael Steigerwald is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JP Morgan Chase Bank and NelsonCorp Wealth Management. Outside of advising, he is involved as an owner of Steigerwald Properties, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, employing both proprietary and third-party strategies across multiple custody platforms.

Michel Stephenitch is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has one year of industry experience, including prior work at LPL Financial and multiple roles at Custom-Pak. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a broad range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Stratos employs an open-architecture investment model, integrating multiple third-party platforms and managers to deliver customized and actively managed portfolios.

Kimberly Stoll is a CFP® professional with 38 years of industry experience. She is currently affiliated with United Planners Financial Services of America as a Limited Partner and has held positions with several firms, including Securities America, Inc. and WealthPLAN Partners, LLC. In addition to financial advising, she is a licensed non-variable insurance agent and has provided tax preparation services through her own firm, Independent Investment Services, Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm is notable for its limited-partnership ownership structure and the predominance of non-discretionary assets under management.

Christie Akins is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® and Series 66 credentials. Prior to joining Edward Jones in 2017, she worked at LeClaire Manufacturing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies and is notable for its large network of financial advisors and affiliated capabilities beyond advisory services.

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.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works to help clients build, manage, and optimize their wealth with clarity and confidence through disciplined and tailored strategies. George holds a Bachelor of Science degree in Economics from Hunter College and has earned the designation of Personal Investment Advisor (PIA). His approach emphasizes curiosity and continuous improvement, aiming to serve as a trusted partner for clients facing retirement planning, portfolio growth, or complex financial decisions. Outside of his professional work, George has personal interests that include adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.