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Advisors near 62946
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Dean W
Series 63, Series 65
Harrisburg, IL
Cornerstone Wealth Management, LLC
Dean West is a financial advisor with Cornerstone Wealth Management, LLC in Harrisburg, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Cornerstone Wealth Management since 2015 and has been affiliated with LPL Financial since 2000. Outside of his advisory roles, he is involved in farmland purchase and leasing activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting services. The firm emphasizes tailored investment advice combining fundamental, quantitative, and qualitative analysis, supported by a multi-brand operating model and technology platforms to serve a large client base.
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.
Michael T
Series 63, Series 65
Harrisburg, IL
Ameriprise
Michael Tison is a financial advisor with Ameriprise in Harrisburg, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors and leadership of Tison Financial Group LLC. He serves on several nonprofit boards, including Southern Illinois Healthcare and the Fowler Bonan Foundation, and is involved in community finance and development organizations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies delivered through a centralized consulting team.
Cameron N
CFP®, Series 66
Harrisburg, IL
Edward Jones
Michael S
CFP®, Series 63, Series 66
Harrisburg, IL
Ameriprise
Michael Stewart is a CFP® with 35 years of experience in financial advising, currently serving at Ameriprise since 2021. His prior roles include managing his own firm, Michael Stewart & Associates, LLC, and positions at Raymond James Financial Services. Outside of advising, he serves as President of the Saline County Industrial Development Co. and is an assistant coach for Harrisburg High School girls soccer. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored income strategies. The firm serves individuals with significant investable assets through a centralized consulting team that partners with financial advisors to deliver detailed, algorithm-supported recommendation reports.
Jessica S
Series 66
Harrisburg, IL
Ameriprise
Jessica Stephens is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Michael Stewart & Associates. She serves on the boards of the Harrisburg Kiwanis Club and The Fortress Center. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.
James W
Series 63, Series 65
Harrisburg, IL
OSAIC
James Williams is a financial advisor with OSAIC in Harrisburg, IL, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. His prior work includes nearly five decades at Lincoln Financial Advisors Corporation and ongoing involvement with Williams & Associates Insurance since 1979. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology-driven portfolio management tools and offers access to multiple custodial platforms and alternative investment opportunities.
Jessica C
CFP®, Series 66
Harrisburg, IL
Edward Jones
Walter H
Series 66
Eldorado, IL
Edward Jones
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Advisors near 62946
Out of 400,000+ nationwide