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Advisors near 62869
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Steven S
Series 63, Series 65
Carmi, IL
StoneX Advisors Inc.
Steven Smith is a financial advisor with StoneX Advisors Inc. in Carmi, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Quest Capital Strategies, Interactive Financial Advisors, and Brooklight Place Securities. Since 2011, he has also operated Steven Smith Financial, providing financial services that include investment advisory, insurance, and individual tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a variety of investment strategies implemented through advisor-managed portfolios, proprietary models, and third-party money managers.
Jared L
Series 66
Eldorado, IL
LPL Financial
Jared Leslie is a financial advisor with LPL Financial in Eldorado, IL, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at several firms including Banterra Insurance & Investments Inc. and The Assurance Group within the same year. Outside of his advisory role, Jared is a licensed notary. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with insurance and credit products through affiliated agencies.
David H
Series 63, Series 66
Norris City, IL
LPL Financial
David Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2020. Hughes is also involved with Grindstone Wealth Management LLC, a non-investment-related business entity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.
Kaylee A
Series 66
Carmi, IL
Edward Jones
Melissa C
Series 63, Series 65, Series 66
Carmi, IL
OSAIC
Melissa Crow is a financial advisor with OSAIC and holds Series 63, 65, and 66 licenses. She has been with OSAIC and CAVU Wealth Advisors since 2025. Prior to her financial advisory roles, she spent several years working in education and operated a truck and trailer sales business. Outside of finance, she co-owns and helps operate Skillet Fork Outfitters Inc., a hunting outfitting business in Carmi, Illinois. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charities. The firm offers a range of advisory programs and investment solutions, supporting thousands of advisors and managing approximately $200 billion in assets.
Lance B
Series 63, Series 65
Carmi, IL
OSAIC
Lance Barbre is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Securities America Advisors and First National Bank of Carmi. Outside of his advisory role, Barbre serves as president of the White County Flying Club and is a board member of the SIC Foundation, which supports SIC Junior College. OSAIC is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and access to multiple custodial platforms.
Andy A
Series 66
Carmi, IL
Edward Jones
Rhett F
Series 66
Carmi, IL
Edward Jones
Lisa C
Series 63, Series 66
Carmi, IL
LPL Financial
Lisa Cross is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. She has 19 years of industry experience, including 14 years at Edward Jones prior to joining LPL Financial in 2020. Outside of her advisory role, she works as an attorney assistant, processing estate paperwork. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.
Eric R
Series 66
Carmi, IL
Raymond James Financial
Eric Rahlfs is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. He has worked at First Mid Bank & Trust since 2015. Outside of his advisory role, he serves as Treasurer and board member for the Carmi Elks Club, participating in the nonprofit's financial and community activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, with a significant portion of its business conducted on a non-discretionary basis.
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Advisors near 62869
Out of 400,000+ nationwide