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James G
CFP®, ChFC®, Series 63
Des Peres, MO
LPL Financial
James Gentry is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. Outside of his advisory roles, he holds a partial ownership interest in the food and beverage segment of an event center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services with a range of investment strategies and access to third-party asset management programs.
August H
CFP®, Series 66
Des Peres, MO
LPL Financial
August Hummert IV is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2023. Hummert is involved with Retire On Time LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a broad network of over 22,800 advisors.
Nicholas D
CFP®, Series 66
Des Peres, MO
LPL Financial
Nicholas Dragan is a CFP® professional with 25 years of experience in the financial services industry. He currently works with LPL Financial and has prior experience at Mass Mutual Investors Services, Metlife Securities, New England Securities, and Merrill. Outside of his advisory role, he is involved in organizing a hockey card show as a hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide array of investment strategies supported by advanced research and operational tools.
Patrick L
Series 63, Series 66
Des Peres, MO
LPL Financial
Patrick Lodes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at LPL Financial since 2012 and previously spent ten years with Cornerstone Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by operational tools and a broad network of more than 22,800 advisors.
Ronald Y
ChFC®, Series 63, Series 65
Des Peres, MO
LPL Financial
Ronald Yeaton is a financial advisor with LPL Financial in Des Peres, Missouri, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Oneamerica Securities, American United Life, and New England Securities. Yeaton is involved with multiple business entities related to investment services and insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Dyllan W
Series 66
Des Peres, MO
LPL Financial
Dyllan Weicht is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His background includes roles in education and biohazard remediation prior to joining LPL. He is also affiliated with Missouri Baptist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.
Michael W
Series 63, Series 66
Des Peres, MO
LPL Financial
Michael Walton is a financial advisor with LPL Financial based in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Edward Jones for 13 years prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.
Joseph H
Series 66
Des Peres, MO
LPL Financial
Joseph Heitkamp is a financial advisor with LPL Financial in Des Peres, MO, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at MassMutual Investors Services, Massmutual Life Insurance Co, and MetLife Securities. He also engages in selling life insurance as part of his professional activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and leveraging technology for operational and research functions.
Valerie B
Series 63, Series 65
Des Peres, MO
LPL Financial
Valerie Baker is a financial advisor with LPL Financial in Des Peres, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.
Shannon L
Series 63, Series 66
Des Peres, MO
LPL Financial
Shannon Lewandoski is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Principal Financial Services. She serves as co-president on the non-profit board of Hockey Players in Business and is involved in hockey coaching and training. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and asset management solutions through a large network of advisors and incorporates advanced tools to support operational and research functions.
Ryan Y
Series 63, Series 65
Des Peres, MO
LPL Financial
Ryan Yeaton is a financial advisor with LPL Financial in Des Peres, MO, holding the Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2020, he worked at OneAmerica Securities and American United Life. Outside of advisory work, Yeaton is involved in a musical group that creates and produces original content for profit. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supported by research-driven tools and a large network of over 22,800 advisors.
Lisa F
Series 63, Series 66
Des Peres, MO
LPL Financial
Lisa Friebel is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial in 2022, she worked at RGA-Reinsurance Group of America from 2017 to 2022 and briefly at Ashfield in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of investment adviser representatives.
William F
CFP®, Series 63, Series 65
Des Peres, MO
LPL Financial
William Friebel Jr. is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. His work history includes roles at John Hancock, Invesco Distributors, and OppenheimerFunds, among others. He is a partner at Cornerstone Wealth Management, an independent advisory firm where he provides investment advisory services and administrative support. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing models, third-party subadvisors, and customized strategies across various asset classes, supported by advanced advisor-facing technology.
Brent M
CFP®, Series 63, Series 65
Des Peres, MO
LPL Financial
Brent Mannebach is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones for 12 years and Walnut Street Securities, Inc. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.
Maria A
Series 63, Series 66
Des Peres, MO
LPL Financial
Maria Ashley is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior roles include positions at Eagle Strategies and New York Life Insurance Company. She is also involved with Marco Financial, LLC, an entity she has engaged with since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Veronica C
CFP®, Series 66
Des Peres, MO
LPL Financial
Veronica Coleman is a CFP® professional affiliated with LPL Financial, with 18 years of industry experience. She previously spent 17 years at Edward Jones before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Joseph L
Series 66
Des Peres, MO
LPL Financial
Joseph Lodes is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. His prior roles include positions at Humana, Midwest Elevator Inc, and Edward Jones. Outside of advising, he is involved with Plan Advisors, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by advisor-facing technology but not machine-driven investment decisions.
Koreen W
Series 63, Series 66
Des Peres, MO
LPL Financial
Koreen Wallis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She worked at Edward Jones for 20 years before joining LPL Financial in 2026. Outside of her advisory role, she is involved with Start 2 Finish Events, an event management and timing business in St. Louis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options and utilizes various operational and research tools to support its advisory network.
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