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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. He has 16 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by a range of model portfolios and research.

College savings (529s, UTMA, etc.)
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Christina S

CFP®, Series 63

St. Louis, MO

LPL Financial

Christina Shockley is a CFP®-designated financial advisor with 13 years of industry experience, currently with LPL Financial since 2019. She previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Christina serves as a board member for Gatewood Wealth Solutions, a for-profit entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide, offering a range of advisory programs, financial planning, and retirement plan consulting through a large network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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John C

CFP®, Series 65, Series 63

St. Louis, MO

LPL Financial

John Clemons is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial in St. Louis, MO. His prior experience includes roles at M & M Wealth Management and Meridian Wealth Management. Outside of financial services, he is the owner of A & B Enterprise of East KY, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and various investment strategies.

College savings (529s, UTMA, etc.)
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Mary B

CFP®, Series 63

St. Louis, MO

LPL Financial

Mary Blythe is a CFP®-certified financial advisor based in St. Louis, MO, with six years of industry experience. She currently works at LPL Financial, joining in 2025 after roles at Edward Jones, Northwestern Mutual Investment Services LLC, and Seamus Group LLC. Prior to her financial advisory career, she held positions in education with Rockwood School District and as a homemaker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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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 a Series 66 designation and has worked previously at The Meador Law Firm and the University of Missouri - Columbia. Outside of his advisory role, he has experience in the hospitality sector, including managing the Campus Bar & Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Nina B

CFP®, Series 66

St. Louis, MO

LPL Financial

Nina Breen is a CFP®-designated financial advisor with LPL Financial, based in St. Louis, MO, and has 12 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-based strategies.

College savings (529s, UTMA, etc.)
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Christopher A

CFA®, Series 63

St. Louis, MO

LPL Financial

Christopher Arends is a CFA® charterholder and financial advisor at LPL Financial with eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and has maintained ongoing roles with John Gatewood and Northwestern Mutual Investment Services LLC. Arends is also involved in tax preparation and accounting through Gatewood Tax and Accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Aaron T

CFP®, CFA®, Series 63

St. Louis, MO

LPL Financial

Aaron Tuttle is a financial advisor with LPL Financial in St. Louis, MO, holding the CFP® and CFA® designations and 19 years of industry experience. Prior to joining LPL Financial in 2019, he spent a decade at Northwestern Mutual Wealth Management Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

College savings (529s, UTMA, etc.)
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Muhammad K

Series 65, Series 63

St. Louis, MO

LPL Financial

Muhammad Khalid is a financial advisor at LPL Financial in St. Louis, MO, holding Series 65 and Series 63 credentials with one year of industry experience. His prior roles include positions at Goldman Sachs, Grantham, Mayo, Van Otterloo, Wellington Management, and Washington University in St. Louis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Jared F

Series 63, Series 65

St. Louis, MO

LPL Financial

Jared Freese is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2021, he worked for Northwestern Mutual in wealth management, investment management, and life insurance from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research and employs both discretionary and non-discretionary portfolio management approaches.

College savings (529s, UTMA, etc.)
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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 registrations with four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameren Corporation and several Lockton affiliate firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Brandon L

CFP®, Series 65, Series 63

St. Louis, MO

LPL Financial

Brandon Laxton is a CFP® certificant and registered investment advisor affiliated with LPL Financial, with six years of industry experience. Prior to joining LPL Financial in 2024, he worked at Moneta Group Investment Advisors, Buckingham Asset Management, and U.S. Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Cole M

Series 63, Series 65

St. Louis, MO

LPL Financial

Cole Milam is a financial advisor with LPL Financial in St. Louis, Missouri, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his advisory role, Milam is involved in athletic development as a pitching coordinator at Gators Baseball Academy and operates Maximized Pitching Lab. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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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 the Series 66 designation and has one year of industry experience. His prior work history includes roles at North Inc. and EPIC Systems Group, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Chad D

Series 66

St. Louis, MO

LPL Financial

Chad Denney is a financial advisor at LPL Financial in St. Louis, MO, with two years of industry experience. He holds the Series 66 designation and has previously worked at Commerce Bank, Conga, UpKeep Technologies, RingCentral, ARC Facilities, Starbucks, and Coma Coffee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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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 11 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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