CFP®-certified financial advisors in Sterling, IL

Shane Beckman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 11 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Ronald Pozen is a financial advisor at Fifth Third Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2008. Outside of his advisory role, he is active in rodeo as a competitor in steer wrestling and team roping, serves as a rodeo judge, and coaches athletics at Kaneland High School. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines bank affiliation with municipal-advisor registration to support its platform and supervisory processes.

William Vandermyde is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nestle Purina PetCare Company and Wal-Mart Distribution Center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning that covers a wide range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Haley Herr is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. Prior to joining Rosemeyer Management Group, she worked at Marquis LLC and Businessolver. Rosemeyer Management Group is a team-based SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach and offers discretionary asset management, financial planning, and retirement-plan consulting services.

Nicolas Lareau is a CFP®-designated financial advisor with Edward Jones in Sterling, IL, where he has worked since 2008, accumulating 18 years of industry experience. Prior to his advisory career, he served as a medic in the U.S. Air Force Illinois Air National Guard. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of advisory programs, supported by a large network of financial advisors and branch offices nationwide.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

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.

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.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.