Top general tax planning financial advisors in Springfield, IL

Brent Leach is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. He has worked at firms including Avantax Advisory Services and 1st Global Capital Corp. In addition to his advisory role, he serves as an equity partner and managing partner of the tax practice at Eck, Schafer & Punke, LLP, a public accounting firm, and acts as treasurer for the Dana-Thomas House Foundation, a nonprofit organization dedicated to preserving a historic Frank Lloyd Wright property. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, encompassing discretionary and non-discretionary investment programs.

Christopher Parks is a CFP® and PFS™ with 21 years of industry experience. He is currently affiliated with OSAIC Institutions, INC. and has held roles at Infinex Investments, Illinois National Bank, Sws Financial Services, Avantax Advisory Services, and Equitable Advisors. Parks serves as Vice President of the Chatham Police Pension Fund and provides financial guidance to St. Joseph's Church in Chatham, IL. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser and broker-dealer model.

Harlin Noel is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing 24 years of industry experience. His work history includes roles at LPL Financial LLC, Level Four Advisory Services, Ameriprise, and Morgan Stanley. Private Advisor Group serves individuals, trusts, charities, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both discretionary management and client-assisted selection of managers and model portfolios.

Timothy Healy is a financial advisor with Edward Jones in Springfield, IL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, Healy serves as a council member on the Blessed Sacrament Parish Finance Council. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Stewart is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with LPL Financial in Springfield, IL since 2018. His prior roles include positions at Cetera Advisor Networks and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a wide network of representatives. The firm offers diverse financial planning and investment management solutions, utilizing various portfolio strategies and technology tools, and oversees over $819 billion in discretionary assets.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

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.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.