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Ryan A

CFP®, Series 63, Series 65

Saint Charles, MO

LPL Financial

Ryan Alsup is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial in Saint Charles, MO. He previously worked for Invesco Advisers, Inc. and Invesco Distributors, Inc. for 13 years. Alsup is also involved with First State 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 investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, with access to model portfolios, research, and various investment management and consulting services.

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

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Anita Dearing is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Angela S

Series 66

Maryland Heights, MO

Edward Jones

Angela Sudduth is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 17 years of industry experience, including over 20 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Karie M

Series 63, Series 66

Dow, IL

Edward Jones

Karie Murphy is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. for eight years and Northwestern Mutual Investment Services LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Timothy G

Series 66

St Charles, MO

Thrivent Investment Management

Timothy Gerler is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006, accumulating 19 years of industry experience. He serves on the Education Ministry Team Board at Immanuel Lutheran School, participating in monthly meetings to provide feedback on school matters. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed accounts under a consolidated billing system called “WealthPlan,” while maintaining separate planning and investment management functions.

Business ownership considerations
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Robyn L

Series 63, Series 66

St. Peters, MO

Raymond James Financial

Robyn Longenecker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she works as a group fitness trainer and officiates high school basketball games. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports its clients through a large network of advisors and specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robin M

Series 63, Series 65

O'Fallon, MO

LPL Financial

Robin Marchbanks is a financial advisor with LPL Financial in O'Fallon, Missouri, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as a notary public in Missouri and is involved with Midwest Home Inventory Services, LLC, as well as the Scott Biondo Detective Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Arica H

Series 66

Maryland Heights, MO

Edward Jones

Arica Harris is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lisa L

Series 63, Series 65

Weldon Spring, MO

OSAIC

Lisa Leonard is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. Her prior work includes roles at Securities America, Inc., Voya Financial Advisors, and managing her own firm, Lisa A. Leonard LLC. Outside of her advisory work, she volunteers with several organizations including the Powell Gardens Education Committee and the Junior League of Kansas City, and she participates in antique merchandising. Osaic Wealth serves a diverse client base, including individual and institutional investors, providing brokerage and investment advisory services, financial planning, and access to a range of investment platforms and third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports multiple advisory and managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Douglas H

Series 63, Series 65

St Louis, MO

LPL Financial

Douglas Hardin is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Gemini Wealth Group, Waddell & Reed, and US Bancorp Investments. Based in St. Louis, MO, his background includes both advisory and insurance-related roles. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, 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, supported by research and model portfolios.

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

Series 66

Maryland Heights, MO

Edward Jones

Stephanie Lake is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO, and has 14 years of industry experience. She 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 advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cameron N

Series 66

St. Charles, MO

Fidelity

Cameron Norris is an Investment Consultant currently working at Fidelity Investments. In this role, Cameron collaborates with individuals and families to develop holistic financial plans tailored to their unique needs, preferences, and goals. Cameron's approach involves understanding what is important to clients and providing support to implement plans aligned with their objectives. Cameron has experience in investment consulting and financial consulting, having held positions at Fidelity Investments since 2021 and previously at TD Ameritrade from 2017 to 2021. This background provides Cameron with a foundation in investment management and client financial planning.

Wealth management Passive / index investing Active portfolio management ESG / Sustainable investing Tax-loss harvesting
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Zachary G

Series 66

St Charles, MO

Thrivent Investment Management

Zachary Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial since 2015 and with Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering various topics including retirement and estate planning, with options to combine planning and managed-account programs under a consolidated billing system called WealthPlan.

Business ownership considerations
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Peter L

Series 66

Weldon Spring, MO

OSAIC

Peter Lucier is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America, Inc., Voya Financial Advisors, and Prospéra Financial Services. Outside of his advisory work, he serves as an administrator for D.L.D. Partners Ltd., handling mail and tax documentation support for the partnership. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm employs a range of investment tools and platforms to construct portfolios across multiple asset classes, offering both discretionary and non-discretionary management options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sessel W

CFP®, Series 66

St Louis, MO

Edward Jones

Sessel Washington is a CFP® and Series 66-licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2016, accumulating 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Founder/Business Owner
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Kaoutar B

Series 66

Maryland Heights, MO

Edward Jones

Kaoutar Byrd is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, Byrd held various roles in education and language acquisition. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Megan D

Series 66

Maryland Heights, MO

Edward Jones

Megan Deutsch is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nathan F

Series 66

Maryland Heights, MO

Edward Jones

Nathan Foust is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked in various roles at Procore, Apps Associates, Cleardata, and Oracle. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Rodney K

Series 66

Maryland Heights, MO

Edward Jones

Rodney Kinzinger is a financial advisor at Edward Jones with nine years of experience in the industry. He holds a Series 66 designation and previously worked at Deloitte for 30 years. He serves as the Finance Committee Chair for Logos School in St. Louis, MO, demonstrating involvement in the local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and fiduciary services supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kathrine G

Series 66

Maryland Heights, MO

Edward Jones

Kathrine Gatewood is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent five years at Citibank NA. Outside of advising, she is involved in running G3 Universal, LLC, a business supporting her daughters' schooling through sales of novelty items, and serves as a member manager of the affiliated Speak Life Ministry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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