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Brian M
CFA®, Series 63
St. Louis, MO
LPL Financial
Brian McGeehon is a financial advisor with LPL Financial in St. Louis, MO, holding the CFA® designation and Series 63 license, with 16 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He is also involved in tax preparation and accounting through Gatewood Tax and Accounting, LLC. 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 and model portfolio programs, supported by technology tools and a broad platform that integrates advisory and non-advisory financial activities.
Christina S
CFP®, Series 63
St. Louis, MO
LPL Financial
Christina Shockley is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with LPL Financial in St. Louis, MO, where she has worked since 2019. Prior to that, she held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with research tools and multiple investment platforms.
John C
CFP®, Series 65, Series 63
St. Louis, MO
LPL Financial
John Clemons is a financial advisor at LPL Financial in St. Louis, MO, holding the CFP® designation with eight years of industry experience. His prior roles include positions at M & M Wealth Management and Meridian Wealth Management. He is also a business owner of A & B Enterprise of East KY, LLC, a non-investment related venture. 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, supporting advisory professionals with research tools and diverse investment options.
Mary B
CFP®, Series 63
St. Louis, MO
LPL Financial
Mary Blythe is a CFP®-certified financial advisor with six years of industry experience. She is currently with LPL Financial and previously worked at Edward Jones and Northwestern Mutual Investment Services LLC. Mary is based in St. Louis, MO. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of advisory strategies supported by research and technology tools.
Joseph K
Series 66
St. Louis, MO
LPL Financial
Joseph Kritchell is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining LPL Financial, he worked in various roles including at The Meador Law Firm and University of Missouri - Columbia. 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, supported by advanced research tools and extensive non-advisory financial activities.
Nina B
CFP®, Series 66
St. Louis, MO
LPL Financial
Nina Breen is a CFP® professional with 12 years of industry experience. She is currently with LPL Financial and has prior experience at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Breen also operates Gatewood Wealth Solutions, LLC, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Christopher A
CFA®, Series 63
St. Louis, MO
LPL Financial
Christopher Arends is a CFA® charterholder affiliated with LPL Financial, based in St. Louis, MO, with eight years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is involved with Gatewood Tax and Accounting, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, employing various portfolio strategies supported by research and technology tools.
Aaron T
CFP®, CFA®, Series 63
St. Louis, MO
LPL Financial
Aaron Tuttle is a CFP® and CFA® with 20 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and previously spent 10 years with Northwestern Mutual Wealth Management Company. 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, including access to model portfolios, third-party asset managers, and institutional platforms.
Muhammad K
Series 65, Series 63
St. Louis, MO
LPL Financial
Muhammad Khalid is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Goldman Sachs, Grantham, Mayo, Van Otterloo, Wellington Management, and Washington University in St. Louis. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.
Jared F
Series 63, Series 65
St. Louis, MO
LPL Financial
Jared Freese is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Northwestern Mutual in various roles from 2011 to 2021. 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 portfolio programs, and access to third-party asset management, supported by extensive operational and research tools.
Ian M
Series 65
St. Louis, MO
LPL Financial
Ian Mueller is a financial advisor at LPL Financial in St. Louis, MO, holding a Series 65 designation. He has been with LPL Financial since 2026 and has experience with several other firms and financial services organizations, including Gatewood Wealth Solutions and Reliant Financial Services. Ian has also held roles related to personal financial planning and financial education at the University of Missouri. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.
Micah A
Series 63, Series 65
St. Louis, MO
LPL Financial
Micah Alsobrook is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Ameren Corporation and Lockton Financial Advisors. Outside of his advisory work, he is involved with Gatewood Wealth Solutions, a business related to his LPL activities. 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 various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology tools and a broad range of affiliated financial services.
Brandon L
CFP®, Series 65, Series 63
St. Louis, MO
LPL Financial
Brandon Laxton is a financial advisor with LPL Financial in St. Louis, MO, holding CFP®, Series 65, and Series 63 credentials and six years of industry experience. His prior roles include positions at Moneta Group Investment Advisors, LLC, Buckingham Asset Management, LLC, and US Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that offers financial planning, model portfolios, third-party asset management, and institutional services.
Cole M
Series 63, Series 65
St. Louis, MO
LPL Financial
Cole Milam is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining LPL in 2021, he held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, and worked with the Boston Red Sox. Outside of his advisory work, Milam is involved in athletic development as a pitching coordinator for Gators Baseball Academy and through the Maximized Pitching Lab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.
Liam H
Series 66
St. Louis, MO
LPL Financial
Liam Higgins is a financial advisor with LPL Financial based in St. Louis, MO. He holds a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at North Inc., EPIC Systems Group, and Coldwell Banker Real Estate School. 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 wide range of advisory and brokerage services supported by various investment strategies and operational tools.
Chad D
Series 66
St. Louis, MO
LPL Financial
Chad Denney is a financial advisor at LPL Financial with Series 66 designation and two years of industry experience. His previous roles include positions at Commerce Bank, Conga, and UpKeep Technologies. 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 and access to model portfolios and third-party asset management.
Daniel G
Series 63, Series 65
St. Louis, MO
LPL Financial
Daniel Goeddel is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. His professional activities include roles in related businesses such as tax preparation and wealth management entities connected to his advisory practice. 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 and third-party asset management, with a platform that supports various investment strategies implemented by its extensive network of advisors.
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