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Ethan S
Series 66
Springfield, MO
Merrill
Ethan Straus is a Financial Advisor at Merrill Lynch Wealth Management in Springfield, Missouri. He works with clients to develop financial strategies utilizing the tools and resources of the Merrill and Bank of America enterprise, which may include banking, lending, and investing services. Ethan partners with individuals, families, and businesses, focusing on long-term relationships beyond account management by leveraging a team approach to understand client priorities and guide them through evolving financial needs. His expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Born and raised in Springfield, he holds a bachelor's degree in Finance and a Master of Business Administration (MBA) from Missouri State University. He also holds the Personal Investment Advisor (PIA) professional designation. Ethan values family connections and aims to support not only his clients but their families as well. Outside of his professional work, he enjoys fishing, golfing, hiking, hunting, spending time with his family, traveling, and watching movies.
Whitney D
Series 63, Series 65
Springfield, MO
Edelman Financial Engines
Whitney Day is a financial advisor at Edelman Financial Engines with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at American Harvest Financial LLC, Mutual of Omaha Insurance Company, and several other firms. Whitney was also the owner and advisor of Day Financial LLC, a financial planning business that is currently in the process of dissolution. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.
Lisa J
Series 66
Springfield, MO
Wells Fargo Clearing
Lisa Jordison is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2019. Prior to that, she was with Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2019. Her spouse owns Cornerstone Foodservice Advisors, LLC, a business unrelated to investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.
Tracy B
Series 66
Springfield, MO
Cetera
Tracy Bevel is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2023, Bevel worked at several firms including Securities America Advisors, Stifel Nicolaus & Co Inc, and Metlife Securities Inc. Outside of advisory work, Bevel is a part-owner of a local restaurant, Pitch Pizza & Pub, through Clancy’s Adventure, LLC, and is a notary public in Missouri. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.
Jeramie G
CFP®, Series 63
Aurora, MO
Edward Jones
Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.
Chien I L
Series 66
Springfield, MO
Edward Jones
Chien I Lai is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of advising, he is the president and owner of Excalibur Food, LLC, a real estate holding company in Springfield, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Eric G
Series 66
Springfield, MO
Raymond James Financial
Eric Griessel is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2009. In addition to his advisory role, he owns and operates a small CPA practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored risk profiling and analytical tools.
John S
CFP®, Series 66
Springfield, MO
Morgan Stanley
John Stewart is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Stewart serves as Vice President and board member of the MU Alumni Association and is on the Board of Directors for the Price Cutter Charity Championship. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory services to both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools.
John P
Series 66
Springfield, MO
Edward Jones
John Parker Jr. is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Aaron G
Series 66
Springfield, MO
LPL Financial
Aaron Garrett is a financial advisor with LPL Financial in Springfield, Missouri, holding a Series 66 designation and having 10 years of industry experience. He has worked at LPL Financial since 2016 and also maintains a role at The Bank of Missouri since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with research and operational tools.
Michael S
Series 66
Springfield, MO
LPL Financial
Michael Sisney is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and 22 years of industry experience. He worked at Mass Mutual Investors Services from 2004 to 2012 before joining LPL Financial in 2012. Sisney also serves as a Senior Vice President and Mortgage Loan Officer at State Bank of Southwest Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.
John D
Series 66
Nixa, MO
Edward Jones
John Dunlap Jr. is a financial advisor with Edward Jones in Nixa, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Ryan A
CFP®, Series 63, Series 66
Springfield, MO
Ameriprise
Ryan Aubuchon is a CFP® professional with 20 years of industry experience. He is currently with Ameriprise Financial Services, LLC and has previous experience at Edward Jones and Lockton Companies. He serves on the boards of Springfield South Kiwanis and Springfield North Kiwanis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.
Trenton F
Series 66
Springfield, MO
Merrill
Trenton Feuerbacher is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families make informed financial decisions with confidence through personalized financial planning and investment management. Trenton began his career as a Client Associate, gaining a comprehensive understanding of wealth management to create a seamless experience for his clients. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is committed to building long-term relationships and helping clients navigate important financial decisions by developing tailored strategies that align with their unique goals and values. Trenton holds a Bachelor's Degree from Missouri State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with the Lost and Found Grief Center and serves on its Jr Board. Outside of work, he enjoys boating, football, golfing, ice hockey, music, spending time with his family, and traveling.
David S
CFP®, Series 63, Series 66
Springfield, MO
Edward Jones
David Snodderly is a CFP® professional at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2022, he worked at American Fidelity Assurance Company and served in the US Army. He is a trustee of Veterans of Foreign Wars Post 3404, where he reviews financial statements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.
Scott Y
Series 66
Aurora, MO
Edward Jones
Scott Young is a financial advisor at Edward Jones in Aurora, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014 and concurrently operates Bootleggers Restaurant and Brewery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Brian V
Series 66
Springfield, MO
Edward Jones
Brian Verdier is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation. He has one year of experience in the financial industry, having joined Edward Jones in 2026 after a 22-year career at AT&T. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Christopher O
Series 66
Springfield, MO
Merrill
Christopher Obert is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients build and execute financial strategies tailored to their priorities, including personal retirement planning, family wealth management, legacy planning, college education planning, and socially responsible investing. Chris often serves as a first advisor to professionals and couples, emphasizing investor education, transparency, and a long-term perspective on investing. Before joining Merrill Lynch in 2022, Christopher worked as an associate financial advisor at Ameriprise Financial, focusing on financial planning and portfolio management. He holds the Accredited Portfolio Management Advisor™ (APMA®) designation, is a CERTIFIED FINANCIAL PLANNER (CFP), and a Personal Investment Advisor (PIA). His academic credentials include a Bachelor of Science degree in Finance, an MBA, and a graduate certificate in International Business, all from Missouri State University. Chris's approach centers on understanding clients' life priorities and collaborating to create personalized plans. He is an active listener who seeks to grasp clients' long-term goals and financial situations. Outside of his professional work, Christopher enjoys spending time with his wife Madison and their young son. He plays golf and is involved in his community through board membership with Rotaract Springfield and participation in the Springfield Sertoma Club.
Ryan F
ChFC®, Series 66
Springfield, MO
Edward Jones
Ryan Flowers is a financial advisor with Edward Jones in Springfield, MO, holding the ChFC® designation and a Series 66 license. He has eight years of industry experience, including three years working at Springfield Powersports/QC Customs prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.
Lance W
Series 63, Series 65
Springfield, MO
Edward Jones
Lance Wiley is a financial advisor with Edward Jones in Springfield, MO, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2016 to 2022. Wiley serves as a board member of New Covenant Academy, a private Christian K-12 school, where he participates in monthly meetings addressing school operations. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large national network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.
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417 advisors near
65738
within the area shown on the map
Out of 400,000+ nationwide