Dawn Torres Gale is a CFP®, ChFC®, and Series 65-licensed advisor with four years of industry experience. She is currently with Plancorp, LLC and has previously worked at Compass Planning Associates, Creative Money LLC, Insight Financial Strategists, and Our Money Goals. Plancorp, LLC provides wealth management, financial planning, and pension consulting services to individuals, business owners, trustees, charitable organizations, and retirement plans. The firm uses a Modern Portfolio Theory-based investment process supported by documented Investment Policy Statements and offers both discretionary and non-discretionary management, along with in-house tax preparation and cash management solutions.

Sean Kyle is a CFP® professional with eight years of industry experience, currently serving as an advisor at Plancorp, LLC since 2015. Based in San Francisco, CA, he is part of a multi-team firm with 52 advisors. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, investment management, financial planning, pension consulting, succession planning, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory with documented Investment Policy Statements, offering both discretionary and non-discretionary management alongside tax-aware strategies and access to third-party advisers.

Madeline Shores is a CFP® professional with experience at Plancorp, LLC and Hoyt Advisors PC. She has worked in accounting and advisory roles at BKD CPAs & Advisors and Kemper CPA Group, and also has a background that includes teaching at Southeast Missouri State University. Outside of financial services, she was involved with Hair of the Dog Centralia LLC. Plancorp serves individuals, business owners, trustees, and organizations by providing wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach utilizes Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management with a focus on fiduciary standards and tax-aware strategies.

Wade Wallace is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Plancorp, LLC. His prior experience includes seven years at Regency Investment Advisors Inc. and a diverse background that includes work at Meathead Movers and Fresno State University. Plancorp serves a broad client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans, offering services such as wealth management, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory, utilizing documented Investment Policy Statements, and incorporates tax-aware strategies and due diligence on third-party managers.

Yezmin Thomas is a financial advisor at Plancorp, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Cambridge Investment Research Advisors and Entravision Communications. Outside of her advisory role, she operates Yezmin Thomas Media, LLC, a small business selling stationery and journals. Plancorp serves a diverse client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, and financial planning services. The firm follows a Modern Portfolio Theory-based investment process with documented Investment Policy Statements and provides both discretionary and non-discretionary management.

Larry Guess is a financial advisor with Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation and having nine years of industry experience. He has been with Plancorp since 2015. Outside of his advisory work, he serves as president of Boydun Corporation, a real estate holding company. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm utilizes a Modern Portfolio Theory-based investment process with documented Investment Policy Statements and offers both discretionary and non-discretionary management.

Benjamin Schwartz is a CFP® professional with 13 years of experience at Plancorp, LLC in Chicago, IL. He has been with Plancorp since 2013. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management while incorporating tax-aware strategies such as tax-loss harvesting.

Jessica Weiss is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Plancorp, LLC since 2013 with a brief interval working at St. Louis Community College at Forest Park. She is the owner and founder of 33 and Hungry, LLC, a recipe testing business for cookbook authors based in Bradenton, FL. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management and incorporation of tax-aware strategies such as tax-loss harvesting.

Peter Lazaroff is a CFP®, CFA®, and Series 65 credentialed advisor at Plancorp, LLC with 18 years of industry experience. He has held roles at Plancorp since 2015 and serves as Chief Investment Officer and a member of the Investment Committee at BrightPlan, LLC. Lazaroff also runs Lazaroff LLC, an entity for his education-related activities including writing and presentations. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by providing wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management across multiple asset classes with an emphasis on fiduciary practices and tax-aware strategies.

J. Kerckhoff Jr. is a CFP® and holds a Series 65 license with 26 years of industry experience. He has been with Plancorp, LLC in Saint Louis, MO since 2010. Since 2017, he has also served on the Investment Committee and, starting in 2020, on the Board of Managers of BrightPlan, LLC, an affiliated SEC-registered investment adviser. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and guided by documented Investment Policy Statements, offering discretionary and non-discretionary management across various asset classes.

Leo Haas is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 65 designation with 17 years of industry experience. He has been with Plancorp since 2008, during which time the firm operated as Plancorp, Inc. Plancorp serves high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans with wealth and investment management, financial planning, pension consulting, succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and detailed Investment Policy Statements, with a focus on diversified asset allocation and tax-aware portfolio management.

Odaro Aisueni is a CFP® professional with two years of experience currently advising at Plancorp, LLC. Prior to joining Plancorp in 2025, Aisueni held roles at Austin Wealth Management, Willis Johnson & Associates, Carson Group, and had experience outside finance with Chipotle and Texas Tech University. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with comprehensive wealth management, investment management, financial planning, and tax preparation services. The firm utilizes Modern Portfolio Theory and documented Investment Policy Statements to guide diversified asset allocation and employs both discretionary and non-discretionary management strategies.