Top wealth management 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.

Molly Gadbury is a financial advisor at Trader Wealth Management, LLC with the ChFC® designation and three years of industry experience. Her prior roles include positions at COUNTRY Financial and State Farm Insurance. Trader Wealth Management provides personalized financial planning and investment management primarily to individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic and tactical asset allocation approach with global diversification and uses Riskalyze to assess client risk tolerance.

Todd Manning is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Brookstone Wealth Advisors and operated an advertising agency, Your Niche Media LLC, where he was president and owner. Outside of financial advising, he is involved in organizing local golf tournaments as a chapter owner of Ned Golf LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Richard Hiatt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wayne Hummer Investments L.L.C. for 19 years and has been associated with Focused Investments Llc since 2000. Hiatt serves on the board of the American Society of Farm Managers and Rural Appraisers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from internal and external sources.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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 Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.