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Sarah W

Series 63, Series 66

Saint Louis, MO

25 Financial

Sarah Wilson is a financial advisor at 25 Financial in Saint Louis, MO, with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm develops customized investment programs based on client goals, time horizon, and risk tolerance, employing various analytical methods and managing accounts on a discretionary basis.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
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Stephan M

Series 66

Saint Louis, MO

25 Financial

Stephan Mc Kee is a financial advisor at 25 Financial in Saint Louis, MO, with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Great Point Capital, LLC and Arete Wealth Advisors. Outside of advising, he is also licensed as an insurance agent and engages in insurance sales. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis to tailor portfolios according to client goals and risk tolerances.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
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Jonathan L

Series 63, Series 66

Saint Louis, MO

25 Financial

Jonathan Lester is a financial advisor with 10 years of industry experience, currently working at 25 Financial. He holds Series 63 and Series 66 credentials and has previously worked at firms including Edward Jones and Great Point Capital. Outside of financial advising, he serves as an account manager for Watchmen Solutions, a company providing video and physical security services. 25 Financial offers discretionary asset management and financial planning services to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental, technical, charting, and cyclical analysis, with estate-planning coordination and periodic portfolio reviews tailored to client goals and risk tolerances.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
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Randall L

Series 66

Saint Louis, MO

25 Financial

Randall Larson is a CFP® with 15 years of experience and is affiliated with 25 Financial in Saint Louis, MO. His prior work includes roles at Arete Wealth Management and the founding of Larson Financial Group. Outside of financial advising, he is involved in film production and editing through Martureo, Inc., a nonprofit operating foundation, and serves as a board member of The Office Social Club, a members-only nonprofit social organization. 25, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm creates personalized investment programs using various analytical methods and manages accounts on a discretionary basis with regular reviews.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
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Timothy M

Series 63, Series 65

Saint Louis, MO

25 Financial

Timothy Moore is a financial advisor at 25 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Great Point Capital, LLC and Arete Wealth Advisors LLC. Outside of his advisory role, he oversees finances and administrative functions for Faith Community Church. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, charting, and cyclical analysis tailored to client goals and risk tolerances. The firm also offers estate-planning coordination and due diligence services for third-party companies.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
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Bradley M

CFP®, Series 66

Nolensville, TN

25 Financial

Bradley Meyers is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with 25 Financial, where he has worked since 2022. His prior experience includes roles at Arete Wealth Management LLC, Arete Wealth Advisors LLC, and Larson Financial Group. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm creates customized investment programs based on client goals and risk tolerance, using a range of analytical methods and generally managing accounts on a discretionary basis.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
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Nathan B

Series 66

Iowa City, IA

25 Financial

Nathan Brooks is a financial advisor at 25 Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Larson Financial Group and Arete Wealth Advisors. In addition to his advisory role, he conducts fixed disability and term life insurance sales through an agency on a limited basis. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm uses various analytical methods to tailor investment programs based on clients’ goals, risk tolerance, and time horizon.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
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Brian S

Series 63, Series 66

Saint Louis, MO

25 Financial

Brian Sanguinet is a financial advisor with 15 years of industry experience, currently with 25 Financial in Saint Louis, MO. He holds the Series 63 and Series 66 designations and has previously worked at Arete Wealth Management LLC, Larson Financial Group, and other firms. Outside of his advisory work, he is the owner of Salon Artiste, a hair salon. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm integrates fundamental, technical, charting, and cyclical analysis in tailored investment programs and offers estate-planning coordination and due diligence services.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
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Jeffrey L

Series 66

Saint Louis, MO

25 Financial

Jeffrey Larson is a financial advisor at 25 Financial in Saint Louis, MO, with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Arete Wealth Management LLC and Larson Financial Group, LLC. Outside of his advisory role, he is an owner of The Office Club, LLC, which rents office space for social events, and serves on the board of The Office Social Club, LLC, a members-only non-profit social organization. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm tailors investment programs based on client goals and risk tolerances using a combination of fundamental, technical, charting, and cyclical analysis.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
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