Seasoned financial advisors in Urbana, IL

Russell Rybicki is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and possessing 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.

Neil Richardson is a financial advisor with Edward Jones in Urbana, IL, holding CFP® and ChFC® designations and Series 63 and 66 licenses. He has 20 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Frey is a financial advisor with Sterling Wealth Management, Inc. in Champaign, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has operated Frey Financial since 1993, consulting with former clients and reviewing their investment accounts as requested. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and retirement plans, offering private wealth and asset management services. The firm follows an evidence-based, long-term investment approach focused on fundamental analysis, global diversification, asset allocation, and cost minimization, with portfolios typically managed on a discretionary basis.

Tyler Frazier is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. Outside of finance, he was involved with Big Daddy's Edwardsville from 2015 to 2020. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that emphasize quantitative asset-allocation modeling and manager due diligence, with an ESG eligibility framework incorporated into recommendations.

Cristin Gaines is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. since 2012, as well as Busey Bank and Busey Trust Company. Outside of her advisory role, she is employed with Busey Investment Services, where she meets with clients and supports investment-related services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored investment consulting to help clients achieve their financial goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment 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.