Top concentrated stock management financial advisors in Rock Island, IL

Deanna Quinlin is a financial advisor with Avantax Planning Partners, Inc. in Rock Island, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked extensively within the Cetera and Avantax networks and serves as a service leader for Honkamp Krueger Financial Services, assisting with retirement plan enrollment and clients’ 401(k) services. Outside the financial advisory role, she is involved in direct sales and consulting for consumer products. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through CPA firms and registered advisors. The firm manages over $7.5 billion in assets and employs an investment approach centered on style allocation models overseen by an advisory committee, offering tax-intelligent strategies and a range of affiliated services including trust, insurance, and pension consulting.

Robert Ausdal is a CFA® charterholder with 44 years of industry experience. He is currently with CPR Investments Inc. and CPR Financial Group LLC, having previously worked at Probabilities Fund Management LTD, Frankford Capital, LLC, and Ausdal Financial Partners, Inc. He is also licensed as an insurance agent through CPR Financial Group LLC. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management using a multi-manager approach that includes third-party registered investment advisors and in-house tactical strategies. The firm provides comprehensive financial planning, ERISA plan services, and sub-advisory arrangements, managing client accounts on a discretionary basis with documented goals and risk tolerance.

Daniel Olsen is a financial advisor with LPL Financial based in Milan, Illinois. He holds a Series 66 designation and has 25 years of industry experience, including prior roles at Waddell & Reed and Principal Financial Services. He is also involved in fixed insurance through various carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Mayeski is a Series 66 licensed financial advisor with Edward Jones in Rock Island, IL, where he has worked since 2010, accumulating 16 years of industry experience. He serves clients within a full-service wealth management firm that supports both individual and institutional investors. Edward Jones manages over $1 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm serves more than four million clients and operates a nationwide network of approximately 23,700 financial advisors.

Signe Nelson Combs is a financial advisor with Principal Advised Services in Rock Island, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Principal Securities Inc. and Principal Life Insurance Company for over a decade. Additionally, she manages bookkeeping for a family-owned trucking business. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates as part of the Principal Financial Group, leveraging affiliated entities and governance structures in its service delivery.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

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.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.