Top college savings (529s, UTMA, etc.) financial advisors in Mount Vernon, IL

Nathan Scholes is a financial advisor with Fifth Third Securities, Inc. based in Marion, Illinois. He holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Cetera Advisor Networks, LLC and Quad Graphics. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines third-party portfolio managers with IAR-managed sleeves on a platform that features direct indexing and a tax-overlay service.

Michelle Rozycki is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services LLC, Fifth Third Securities, and Scottrade. Outside of her advisory role, she works as a pyrotechnician for a fireworks display company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction while managing conflicts of interest through oversight and sub-adviser delegation.

Shelby Greenwalt is a financial advisor at Cetera with one year of industry experience. Prior to joining Cetera, Shelby worked at Avantax Advisory Services and Hefley & Associates, P.C., where they held roles in wealth management and tax preparation. Shelby is a Series 66 license holder and serves as treasurer for the Fairfield Memorial Hospital Foundation, a nonprofit organization supporting local healthcare facilities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions through a network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures and access to both affiliated and third-party managers.

Michael Kroeschen is a financial advisor at Edward Jones in Mt Vernon, IL, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the managing partner of MTK Holdings, an LLC based in Mount Vernon. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Mccabe Strothmann is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at First Southern Bank, LPL Financial, and AT&T. Outside of his advisory role, he is the owner of Shepherd Wealth Advisors and maintains an interest in beekeeping through his involvement with HoneyBee Haven. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.