Patrick Ritter is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Core Planning in Ofallon, MO. He has held positions at firms including Kemper, Krilogy, Compass Retirement Solutions, Wells Fargo, and Fiduciary Advisors, Inc. In addition to his advisory role, he works as a talent development consultant with Kemper. Core Planning provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services for qualified plans. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Dawn Abernathy is a CFP® and holds a Series 66 license, currently affiliated with Core Planning, where she has worked since 2024. She has three years of industry experience and previously worked at firms including Wells Fargo, Edward Jones, Ellevest, and Compass Retirement Group. Outside of her advisory role, she owns Dawn C. Abernathy, LLC, which provides financial education workshops and software consulting. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, including ERISA 3(21) retirement-plan advisory services. The firm employs tailored investment strategies with ongoing reviews and uses third-party model portfolios and automated rebalancing tools in managing accounts.

Patrick Mcandrew is a financial advisor with Core Planning and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at firms including LPL Financial and Minnesota Life. Mcandrew also serves as a platoon sergeant in the U.S. Army Reserve, a role he has held since 1996. Core Planning provides fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm utilizes third-party model portfolios and automated rebalancing tools to tailor investment strategies and conduct regular portfolio reviews.

Lei Deng is a financial advisor with Core Planning in Saint Louis, MO, holding CFP® and CFA® designations and the Series 66 license. He has 10 years of industry experience, including prior roles at Edward Jones and Origin Planner Network. In addition to his work at Core Planning, Deng provides financial planning services remotely for tech workers through an independent contractor relationship with Origin Financial. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Mariko Gordon is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Core Planning. Prior to joining Core Planning, she worked at Uzume LLC and has been the managing member of Jizo/Manjusri LLC since 2022, where she provides educational services and business coaching focused on financial literacy and business goal achievement. Core Planning is a multi-team firm offering fee-only financial planning and wealth management primarily for individual and high-net-worth clients. The firm utilizes third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and regularly reviews accounts to manage asset allocation and tax considerations.

Eusevius Howard is a financial advisor at Core Planning with two years of industry experience. He holds a Series 65 designation and has worked previously at Financial Engines Advisors L.L.C., Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. In addition to his advisory role, he operates Wholehan Marketing as an independent insurance agent, selling life, health, disability, and annuity policies. Core Planning provides fee-only financial planning and wealth management primarily for individual and high-net-worth clients, including ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Stuart Petty is a CFP® professional with 10 years of experience in financial advisory roles. He is currently with Core Planning and has previously worked at IP Financial Advisory Services, Desert Crest Financial, Innovation Partners LLC, Provantage Properties, and operated his own firm, Stuart Petty Investments. Outside of advisory work, he owns an LLC that manages subleasing office space in Nevada, involving limited administrative oversight. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment management using a combination of in-house advice, third-party money managers, and model portfolios, with services tailored to client goals and risk tolerances.

Jared Hamann is a financial advisor at Core Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Guardian Savings Bank and Northwestern Mutual. Outside of his advisory role, Jared is involved in Lilypad Daycare, contributing approximately five hours per week to general office work. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using fundamental analysis and a combination of in-house advice, third-party money managers, and model portfolios.

Stan Kovarik is a Series 65-credentialed financial advisor with Core Planning, bringing five years of industry experience. His prior work includes roles at Joe Kaufman Insurance Agency and Shane Riffel Insurance Agency, alongside experience at UPS and the City of St. Paul, Missouri. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses model portfolios and automated rebalancing tools combined with tailored investment strategies based on client risk tolerance and objectives.

Christopher Miller is a CFP® with eight years of industry experience, currently serving as a financial advisor at Core Planning since 2024. His previous roles include positions at Facet Wealth, Charles Schwab, and Keller Williams. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is customized to client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Shai Lin Gothreau is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Prior to joining Core Planning, Shai Lin worked at Infinity Financials, LLC, where they provided financial coaching, budgeting, and goal setting services. They also hold a position in Business Process Management at Travelers Insurance. Core Planning is a multi-team firm offering fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.