Top financial advisors working with high-net-worth individuals 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 for 14 years before joining LPL Financial in 2026. Outside of advisory work, he serves on the board of the River Bend Educational Foundation in Fulton, Illinois, which supports local schools and scholarships. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

Michael Steigerwald is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 63 credentials and has 11 years of industry experience. His prior work includes roles at JP Morgan Chase Bank and NelsonCorp Wealth Management. Outside of his advisory work, Steigerwald is involved in an insurance and benefits agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary investment strategies through various platforms and maintains proprietary and third-party model strategies.

Michel Stephenitch is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Custom-Pak. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers advisor-managed and model-based portfolios, third-party manager access, and a variety of financial planning and retirement consulting services, operating with an open-architecture investment approach.

Kimberly Stoll is a financial advisor at United Planners' Financial Services of America with 38 years of industry experience. She holds the CFP® designation and Series 63 license. Stoll has worked with several firms over her career, including WealthPLAN Partners, Securities America, and Independent Investment Services, which she owns and operates. In addition to advising, she is a licensed agent for non-variable insurance and has been involved in tax preparation and accounting services through Independent Investment Services. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and other institutional clients. The firm offers advisory and brokerage services through independent representatives using various custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

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.

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.