Seasoned financial advisors in Pontiac, IL

Thomas Nelson is a financial advisor at Edward Jones in Pontiac, IL, holding a Series 66 designation. He joined Edward Jones in 2026 after four years at State Farm and has no prior industry experience before 2021. Nelson's background includes completing his education at Illinois Wesleyan University and attending Central Catholic High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Dale Maley is a financial advisor with Maley Financial Planning in Fairbury, IL, holding a Series 65 designation and 20 years of industry experience. He has worked as an engineer at Caterpillar Inc. since 1979, currently supervising a group of engineers. Maley Financial Planning is an independent firm serving clients with personalized financial planning and advisory services.

Gregory Jones is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Advisors from 1998 to 2021 and has been with Cetera since 2021. He also has concurrent experience with Bank of Pontiac. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment strategies and program structures.

Todd Manning is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Brookstone Wealth Advisors and operated an advertising agency, Your Niche Media LLC, where he served as president and owner. Outside of financial advising, he organizes amateur golf tournaments as a chapter owner of Ned Golf LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm primarily employs model-driven investment implementation using portfolios developed by in-house research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Richard Hiatt is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Wayne Hummer Investments L.L.C. for 19 years and has been involved with Focused Investments LLC since 2000. He serves as a nonprofit board member of the American Society of Farm Managers and Rural Appraisers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plan participants, banks, trust companies, and institutions.

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.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

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.

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.