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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

28 advisors near 63383

Out of 400,000+ nationwide

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Lesley K

CFP®

Moscow Mills, MO

Kilcullin Financial Life Planning, LLC

Lesley Kilcullin is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Kilcullin Financial Life Planning, LLC since 2015. The firm manages approximately $57.9 million across about 111 client relationships, providing comprehensive financial planning, investment consultation, portfolio management, and retirement-plan rollover advice. Kilcullin Financial Life Planning employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient, low-cost mutual funds, ETFs, and individual securities, primarily managing assets on a nondiscretionary basis. The firm also offers educational workshops and assists clients with accounts maintained at other custodians.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
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Ashley A

CFP®, Series 66

Troy, MO

Sheller Wealth Management, Inc.

Ashley Arnold is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Prior to joining Sheller Wealth, Arnold has been affiliated with LPL Financial, LLC since 2017 and holds a leadership role as Vice President at S/A Analytics, Inc., where she is involved in economic research and analysis. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $58.5 million in assets and uses a primarily long-term investment approach, combining fundamental, technical, and charting analysis to tailor portfolios primarily consisting of equities, fixed income, and ETFs.

Wealth management Passive / index investing Private / alternative investments
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Gary S

CFP®, Series 63

Troy, MO

Sheller Wealth Management, Inc.

Gary Sheller is a CFP® with 37 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Before founding Sheller Wealth Management in 2017, he spent 11 years at Cutter & Company, Inc. Outside of financial advising, he is involved in operating Oakwind Farms Hunting Preserve, a business he owns in Troy. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $58.5 million in assets and utilizes a primarily long-term investment approach, constructing customized portfolios from equities, fixed income, and ETFs.

Wealth management Passive / index investing Private / alternative investments
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Tiffany G

Series 66

Wentzville, MO

J.P. Morgan Securities

Tiffany Goodall is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, following an 11-year tenure at TD Ameritrade Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates alongside affiliated brokerage and investment management capabilities and delivers these services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Danielle D

Series 66

Warrenton, MO

Edward Jones

Danielle Diller is a financial advisor at Edward Jones in Warrenton, MO, holding a Series 66 designation with two years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience at Fort Bragg Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ashli E

Series 63, Series 65

Wright City, MO

LPL Financial

Ashli Estes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2015. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Audrey M

Series 66

Warrenton, MO

Fidelity

Audrey Mcmillen is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Minnesota Life Insurance Company, Securian Financial Services, and Pella Windows & Doors. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Charitable giving & philanthropy Active portfolio management
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Austin B

Series 66

Warrenton, MO

Cetera

Austin Burke is a financial advisor with Cetera in Warrenton, MO, holding a Series 66 designation and eight years of industry experience. He has worked with multiple Cetera entities since 2017 and currently owns and operates Burke Financial Advisors, LLC. Burke is also a board member of the Greater Warren County Economic Development Council. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, utilizing a range of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Brandon P

Series 66

Wentzville, MO

Merrill

Brandon Portell is a financial advisor at Merrill with Series 66 credentials and three years in the industry. His prior experience includes roles at Bank of America, N.A., Wireless Vision, Kay Jewelers, Lumeris, and Stefanina's (Carcamco). Outside of advising, he is the sole member and managing partner of Portell Prestige Properties, LLC, a private limited company established to hold long-term rental properties. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection and tax-efficient investment strategies.

Tax-loss harvesting Active portfolio management Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Kathryn L

CFP®, Series 63, Series 66

Troy, MO

Edward Jones

Kathryn Lamar is a CFP®-certified financial advisor with Edward Jones, based in Troy, MO, and has 20 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tanya S

Series 63, Series 65

Warrenton, MO

Fidelity

Tanya Sheils is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Fidelity in various roles since 2014, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm’s distinctive features include its registration as a commodity pool operator and its role in delivering model portfolios using systematic methodologies and AI-driven research.

Charitable giving & philanthropy Active portfolio management
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Tara M

Series 66

Foristell, MO

Edward Jones

Tara Morgan is a financial advisor at Edward Jones in Foristell, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies and affiliated financial products through a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Benjamin W

CFP®, Series 63

New Melle, MO

Edward Jones

Benjamin Waggoner is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2007, serving clients from New Melle, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sara L

Series 66

Moscow Mills, MO

Edward Jones

Sara Losh is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory role, she manages a rental property in Hazelwood, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy Business ownership considerations Founder/Business Owner
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Pamela T

Series 66

Moscow Mills, MO

Edward Jones

Pamela Tucker is a financial advisor with Edward Jones in Moscow Mills, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Wentzville R-IV School District for 12 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tina M

Series 66

Foristell, MO

Edward Jones

Tina Mapes is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2021. She has 10 years of industry experience, including five years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as an adjunct instructor at Hannibal-La Grange University, facilitating online business courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Adam L

Series 66

Warrenton, MO

Edward Jones

Adam Lawler is a financial advisor at Edward Jones in Warrenton, Missouri, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Missouri Farm Bureau Insurance for two years and Old Dominion Freight Lines for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a large nationwide network of financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Paul W

Series 66

Wentzville, MO

Edward Jones

Paul Wilson is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Mitek, Aerotek, CeeKay Supplies, and Stingray Parts Washers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cindy B

CFP®, Series 63

Warrenton, MO

Cetera

Cindy Burke is a CFP® professional with 28 years of experience in the financial industry. She has been associated with Cetera and its affiliates since 1997 and currently operates Burke Financial Advisors, LLC. In addition to her advisory role, Cindy is a CPA with an accounting practice and serves on the board of First State Community Bank, providing advice on the local business climate. She is also a committee member for the George & Helen Duckworth Scholarship. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a variety of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Michael M

Series 63, Series 66

Foristell, MO

Edward Jones

Michael Mathiesen is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, he worked at PNC Bank and PNC Investments from 2008 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Donna W

Series 63, Series 66

Wentzville, MO

Edward Jones

Donna Wilson is a financial advisor with Edward Jones in Wentzville, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and managed strategies supported by a large national network of advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Exec comp design Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retired Founder/Business Owner Executive
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Frederick W

Series 66

Wright City, MO

Charles Schwab

Frederick Williams is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. He previously worked at Scottrade for eight years before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment due diligence.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Michael B

Series 66

Wright City, MO

Edward Jones

Michael Baryo II is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he held roles at Accord Building Services, Clayton Plaza Hotel, Ferguson Florissant School District, and LGC Associates. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Planning for children with special needs General retirement planning Wealth management Retired Founder/Business Owner Executive
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Richard F

Series 66

Warrenton, MO

Edward Jones

Richard Flores is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to this, he was involved in professional golf for 20 years and has owned a consulting business related to golf and club fitting. He also assists with park maintenance for the City of Bridgeton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey A

Series 63, Series 66

Warrenton, MO

Edward Jones

Jeffrey Arnold is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AIG Capital Services, American General Life Insurance, Nexbank Securities, and S2K Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Daniel L

Series 66

Wentzville, MO

Edward Jones

Daniel Letbetter is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is an independent distributor for Advocare Nutrition, selling nutritional supplements focused on weight loss, muscle gain, energy increase, and immune support. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Alexander M

Series 66

Troy, MO

Edward Jones

Alexander Mair is a financial advisor with Edward Jones in Troy, Missouri, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, operating an SEC-registered advisory program with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies and affiliated products, providing advisory services under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies General estate planning guidance Retired Founder/Business Owner Executive
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Ryan T

CFP®, Series 66

Troy, MO

Edward Jones

Ryan Tepen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was self-employed for nine years and held brief roles at Bowling Green R-1 School District and Callaway Livestock in 2017. Edward Jones is a full-service wealth management firm with more than four million clients, offering a range of advisory programs and investment options. The firm supports a large network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies alongside affiliated financial services.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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