CFP®-certified financial advisors in Lincoln, IL

Jed Otto is a financial advisor with Cetera who holds the Series 66 designation and has 12 years of industry experience. He is CEO and President of Orchard Financial Group Inc., where he oversees policy, staff management, and client advisory processes. Otto has worked at Cetera since 2013 and at Orchard Financial Group since 2021. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services, with multiple program structures and access to both affiliated and third-party managers.

Bradley Neal is a financial advisor with LPL Financial in Lincoln, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including 29 years at LPL Financial and over four decades running his own practice, Bradley Neal & Associates. Neal also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial services supported by both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Melodee Campbell is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Midwestern Securities Trading Co. LLC and WFG Investments, Inc. She has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a large network of advisors and branch offices.

Andrew Fitzpatrick is a financial advisor with Pacesetter Financial Group, L.L.C. in Lincoln, Illinois, holding a Series 65 license and possessing 16 years of industry experience. He has worked concurrently at J.M. Abbott & Associates, Ltd., a certified public accounting firm, where he is a certified public accountant assisting with tax returns, financial statements, tax planning, and business consulting. Both firms share common ownership and complementary services. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company-sponsored 401(k) plans, managing approximately $145 million across discretionary and non-discretionary accounts. The firm applies Modern Portfolio Theory to build diversified portfolios mainly using asset-class mutual funds and provides personalized portfolio management as well as 401(k) plan design, oversight, and participant support.

Kathryn Schneider is a CFP® professional with 27 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2021. She has previously worked at LPL Financial and Level Four Advisory Services, with a background that includes health insurance agency work and personal support services outside the investment field. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

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.