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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

21 advisors near 65301

Out of 400,000+ nationwide

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Kevin S

CFP®, Series 63, Series 65

Sedalia, MO

Schnell Financial Group, LLC

Kevin Schnell is a CFP® with 20 years of industry experience and is the principal of Schnell Financial Group, LLC in Sedalia, MO. He has been self-employed since 2005 and also manages a licensed law practice. Schnell Financial Group serves individuals, families, and business owners with legacy and wealth management services, integrating investment management with tax and legal planning. The firm combines discretionary portfolio management with in-house estate planning and advanced tax services, a distinctive approach among similarly sized supported advisory firms.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Corey S

CFP®, Series 66

Sedalia, MO

Stackhouse Enterprises

Corey Stackhouse is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Stackhouse Enterprises in Sedalia, MO. He previously worked at Edward Jones from 2014 to 2018 and has been with Huntleigh Advisors Inc. and Huntleigh Securities Corporation since 2018. Outside of advisory services, Corey owns and operates Stackhouse Tax Service, LLC, providing tax preparation and related services, and offers insurance products through Stackhouse Insurance LLC. Stackhouse Capital LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and small business owners. The firm typically implements diversified, passive buy-and-hold portfolios guided by client-specific Investment Policy Statements and offers comprehensive planning services including tax, retirement, and estate planning.

General retirement planning General tax planning Cash flow / budgeting Founder/Business Owner
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Kloe' S

Series 65

Sedalia, MO

Schnell Financial Group, LLC

Kloe' Schnell is a financial advisor at Schnell Financial Group, LLC in Sedalia, MO, holding a Series 65 designation with less than one year of industry experience. Prior to joining the firm, Kloe' has held various roles including positions at The Lash Lounge and Mid-Continent Public Library. Schnell Financial Group serves individuals, families, and business owners with legacy and wealth management services that integrate investment management, retirement plan administration, income tax planning, and estate planning. The firm combines investment decision-making with tax and legal considerations, offering coordinated services that include a licensed law practice and CPA practice within the firm.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Keaton S

Series 65

Sedalia, MO

Schnell Financial Group, LLC

Keaton Schnell is a Series 65-licensed financial advisor with Schnell Financial Group, LLC in Sedalia, MO, where he has worked for 10 years. He also serves as a police officer with the City of Sedalia. Schnell has four years of industry experience. Schnell Financial Group provides legacy and wealth management services to individuals, families, and business owners, combining investment management with tax and legal planning. The firm manages approximately $61.7 million in assets and offers integrated services including discretionary portfolio management and retirement plan administration.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Laramey J

Series 63, Series 66

Sedalia, MO

Integrity Alliance, LLC

Laramey Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Integrity Alliance, Johnson worked at Thrivent Financial and Union Pacific Railroad. Outside of advising, Johnson is the creator, writer, and host of the Christian Money Mindset podcast, which discusses financial decision-making from a biblical perspective, and serves as vice president of Redeemed Threads Consignment & Boutique, a retail and consignment business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting services, utilizing various portfolio management approaches and a range of investment products.

Annuities ESG / Sustainable investing
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Caleb S

Series 66

Sedalia, MO

Integrity Alliance, LLC

Caleb Sumner is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and beginning his advisory career in 2024. He has over 17 years of experience in insurance through his ownership of Sumner Insurance Services and Sumner Insurance Solutions. Sumner serves as President Elect on the board of the National Association of Benefits & Insurance Professionals and is a board member of Applewood Christian School. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio construction approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Brett H

Series 66

Sedalia, MO

LPL Financial

Brett Hudson is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2018. His prior roles include positions at Invest Financial Corp and Central Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a 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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Steven L

Series 63, Series 65

Sedalia, MO

Primerica Advisors

Steven Lacey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. He has been with Primerica Advisors since 2024 and has worked with Primerica Financial Services since 2017. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Sandra R

Series 63, Series 65

Sedalia, MO

Cetera

Sandra Rice is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2018 and previously at INVEST Financial Corp. and Equity Bank. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, combining advisor-managed accounts, model portfolios, and third-party solutions, alongside notable retirement and fiduciary capabilities.

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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Thomas V

Series 66

Sedalia, MO

Edward Jones

Thomas Van Leer is a financial advisor with Edward Jones in Sedalia, MO. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at United Parcel Service, Inc. for 19 years. Outside of his advisory role, Van Leer is a 15% owner of JD Parr & Associates, LLC, a Smoothie King juice bar in Eldon, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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William J

Series 66

Sedalia, MO

Edward Jones

William Jackson is a financial advisor at Edward Jones in Sedalia, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he was involved with WRJE Enterprises LLC for 22 years. He serves as a board member of the Sedalia Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and services, 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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Alina S

Series 63, Series 65

Sedalia, MO

Primerica Advisors

Alina Shcherbina is a financial advisor with Primerica Advisors in Sedalia, MO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Primerica Advisors since 2013 and previously worked at IHHS. Outside of her advisory role, she is involved with Shcherbina & Associates, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Steven N

Series 63, Series 65

Sedalia, MO

Thrivent Investment Management

Steven Nichols is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He has been with Thrivent and its affiliate, Thrivent Financial for Lutherans, since 2002. Nichols holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning that covers topics such as retirement, income tax, estate, and business continuation, with options to integrate planning alongside managed-account services under a consolidated billing arrangement.

Business ownership considerations
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Virgil M

Series 63, Series 66

Sedalia, MO

Edward Jones

Virgil Mc Donald is a financial advisor with Edward Jones in Sedalia, MO, holding Series 63 and Series 66 credentials and with 27 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large national 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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Joseph F

Series 63, Series 66

Sedalia, MO

Edward Jones

Joseph Fluty is a financial advisor with Edward Jones in Sedalia, Missouri, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked at Edward Jones since 1999. Outside of his advisory role, his wife operates a home-based embroidery business with accounts shared between them. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national 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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Isaac G

Series 66

Sedalia, MO

LPL Financial

Isaac Garber is a financial advisor at LPL Financial with Series 66 credentials. He has experience working at Anchor Point Advisory Group and Bothwell Regional Health Center prior to joining LPL Financial and Central Bank in 2025. His current role includes para-planning and financial planning duties while completing additional licensing requirements. 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 and combines advisory operations with non-advisory product offerings such as insurance and annuities.

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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Evan F

CFP®, Series 66

Sedalia, MO

Edward Jones

Evan Fluty is a CFP® and holds a Series 66 license, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Inter-State Studio & Publishing Company. Based in Sedalia, MO, he serves clients through Edward Jones's extensive network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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John P

Series 66

Sedalia, MO

Thrivent Investment Management

John Payne is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Sedalia, Missouri. He has one year of industry experience and previously held various roles including work at Thrivent Financial and positions outside the financial sector. Payne serves as a board member for the Benton County Board of Tourism. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across multiple financial topics, delivering written recommendations without discretionary trading authority.

Business ownership considerations
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Adam T

CFP®, Series 66

Sedalia, MO

Edward Jones

Adam Tilley is a CFP® and Series 66-licensed financial advisor with Edward Jones in Sedalia, Missouri, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Danielle A

Series 66

Sedalia, MO

LPL Financial

Danielle Allen is a financial advisor with LPL Financial in Sedalia, MO. She holds the Series 66 designation and has been with LPL Financial since 2018. Her prior work experience includes roles at Invest Financial Corporation and Central Bank. 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 broad range of delivery options supported by in-house research and model portfolios, combining large-scale advisory operations with various non-advisory product activities.

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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Jeff T

Series 66

Sedalia, MO

Edward Jones

Jeff Tilley is a financial advisor with Edward Jones in Sedalia, Missouri, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Junction CFO LLC and Inter-State Studio & Publishing Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating with approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Military & Veterans Young Professionals
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