Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Gabriel C

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Gabriel Cordova is an advisor at Lasting Mark Retirement Group LLC with a Series 65 designation and one year of industry experience. He has previously been affiliated with LifeMark Advisors since 2012. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, offering portfolio management and integrated financial planning through a team of about a dozen advisers. The firm employs modern portfolio theory and strategic asset allocation, tailoring recommendations to clients’ goals, time horizons, and risk tolerances.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
user avatar
firm logo

Daniel N

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Daniel Nicolaescu is a Series 65-credentialed advisor with five years of industry experience, currently serving at Lasting Mark Retirement Group LLC. He has prior experience at Simplicity Wealth, IAMS Wealth Management, New York Life Insurance Co., and has been an executive partner at Freedom Wealth Services since 2019, where he works as a licensed Life, Health, and Annuities Agent. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, providing portfolio management and integrated financial planning through a team of about a dozen advisers. The firm utilizes modern portfolio theory and strategic asset allocation, offering discretionary and non-discretionary management along with community education through public retirement seminars.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
user avatar
firm logo

Hunter S

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Hunter Savage is a financial advisor at Lasting Mark Retirement Group LLC in Springfield, MO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Teton Retirement Advisors and PBG Advisors, as well as work with Brigham Young University – Idaho and municipal roles in Fruita, Colorado. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, offering portfolio management and integrated financial planning through a team of about twelve advisors. The firm emphasizes client-specific investment policy statements, modern portfolio theory, and strategic asset allocation across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
user avatar
firm logo

Patrick S

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Patrick Schmidt is a Series 65-licensed financial advisor with Lasting Mark Retirement Group LLC, based in Springfield, MO. He has ten years of industry experience, including a decade at Golden Reserve LLC. Outside of his advisory role, Schmidt serves as the Executive Director for Northwest Bible Church, where he supports leadership and organizational development in a part-time capacity. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, by providing ongoing portfolio management and integrated financial planning. The firm operates as a team of about a dozen advisors across multiple offices and emphasizes client-specific investment policies and asset allocation strategies tailored to individual goals and risk tolerance.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
user avatar
firm logo

Hunter P

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Hunter Powell is a financial advisor with Lasting Mark Retirement Group LLC in Springfield, MO. He holds the Series 65 designation and has been with the firm since 2026. Powell has prior experience at Senior Benefits Plus LLC and Missouri State University. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, offering portfolio management and integrated financial planning. The firm provides tailored investment policy statements and uses modern portfolio theory and strategic asset allocation to manage assets for nearly 500 client households.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
user avatar
firm logo

Jason C

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Jason Craig is a Series 65-registered advisor with one year of experience at Lasting Mark Retirement Group LLC. He has prior work history at Craig Agency, LLC and Epic Systems. He is also an independent agent selling life insurance and annuities for multiple carriers. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, offering portfolio management and integrated financial planning supported by written investment policy statements and regular updates. The firm operates as a team of about a dozen advisors, managing approximately $109 million for nearly 500 client households across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)