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Ted K

Series 63, Series 65

Waterloo, IL

Larson Financial Group, LLC

Ted Kirkpatrick is a financial advisor at Larson Financial Group, LLC with 36 years of industry experience. He has worked at Larson Financial Group since 2021 and previously spent 31 years with Edward D. Jones & Co., L.P. He holds Series 63 and Series 65 licenses. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting services primarily to doctors and related businesses, as well as individuals, trusts, corporations, nonprofits, and pension plans. The firm employs both strategic and tactical investment approaches and combines discretionary programs with model portfolios, utilizing AI-assisted tools alongside human review.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Ryan L

Series 63, Series 66

Arnold, MO

Advisory Solutions Group

Ryan Laux is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 credentials. He has 20 years of industry experience and has worked at various firms including Edward Jones, Stifel Nicolaus, and Cetera Advisors. Outside of finance, he owns and operates businesses related to firearms and professional clothing for law enforcement and emergency services, as well as serving as lead pyrotechnician for Premier Pyrotechnics. Advisory Solutions Group serves retail clients and other registered investment advisory firms, offering financial planning, consulting, and portfolio management. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and provides both discretionary and non-discretionary strategies along with turnkey back-office services for RIAs.

Options & derivatives strategies Passive / index investing Active portfolio management
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Lorraine M

CFP®, Series 63

Festus, MO

Creative Planning

Lorraine Mckee is a financial advisor at Creative Planning with 11 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining Creative Planning in 2022, she worked at Cambridge Investment Research Advisors, Inc. and Cambidge Investment Research, Inc. from 2016 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure, managing approximately $295.6 billion in client assets.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Michele M

Series 66

Millstadt, IL

Benjamin F. Edwards & Company, Inc.

Michele Mehrtens is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 14 years of industry experience. She previously worked at Stifel Nicolaus & Company, Inc. for 13 years and Merrill for 5 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs and investment management solutions, including proprietary strategies and third-party model providers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Timothy M

Series 63, Series 66

Imperial, MO

Benjamin F. Edwards & Company, Inc.

Timothy Moran is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he serves as trustee of the Irma Moran Irrevocable Trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and brokerage services, using a combination of proprietary strategies and third-party model portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Alexander R

Series 66

Imperial, MO

Empower Advisory Group

Alexander Randolph is a Series 66-credentialed financial advisor at Empower Advisory Group with eight years of industry experience. His prior roles include positions at Citigroup, Regions Bank, and Wells Fargo Clearing Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael S

Series 66

Arnold, MO

Independent Financial Group, LLC

Michael Steinkamp is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones and Equitable Advisors. Outside of his advisory work, he is involved in the spirits industry as the owner of STL Spirits LLC and is also a musician. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs a combination of strategic asset allocation and active and passive management across various platforms and offers both discretionary and non-discretionary portfolio management.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Donne W

Series 66

Pevely, MO

SPC

Donne Wall is a financial advisor at SPC with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Financial Corporation and SPC since 2017, and previously at First Allied Securities, Inc. from 2011 to 2017. Outside of finance, he provides private baseball instruction. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers and employs a combination of discretionary management and consulting approaches.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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William D

CFP®, Series 65

Columbia, IL

Private Advisor Group, LLC

William Davis is a CFP® professional with 14 years of experience in financial advising. He is currently with Private Advisor Group, LLC, where he has worked since 2020. Prior to that, he held advisory roles at Archford Capital Strategies and Deschaine & Company, L.L.C. Mr. Davis is also licensed to sell insurance products on a commission basis, which is separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based model and employs a range of investment strategies delivered through proprietary and third-party platforms.

Annuities Founder/Business Owner
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Ricky W

Series 66

Oakville, MO

Edward Jones

Ricky Williams is a financial advisor with Edward Jones in Oakville, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 and operating under a fiduciary standard. The firm is notable for its extensive advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

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

Series 66

Barnhart, MO

Edward Jones

Grant Huelster is a financial advisor with Edward Jones in Barnhart, Missouri. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones in 2026, he worked in emergency medical services and held various positions in education, automotive performance, and hospitality. 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 approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

CFP®, Series 66

Waterloo, IL

Edward Jones

Garrett Reifschneider is a CFP®-certified financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive
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Daniel G

Series 63, Series 66

Festus, MO

LPL Financial

Daniel Gielow is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses, and has 33 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Incapital LLC. Outside of his advisory role, he is the owner of Decision Coaching, 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, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ashley H

CFP®, Series 66

St. Louis, MO

Raymond James Financial

Ashley Hendrix is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial. Prior to this role, Hendrix worked at Raymond James Financial Services, Inc. and held positions at Southeast Missouri State University and Tesson Heights Assisted Living. Hendrix is also a finance and investment committee member for the Ursuline Provincialate, participating in quarterly portfolio review meetings. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to support its clients' goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

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

Series 66

Arnold, MO

Edward Jones

Cullen Brokaw is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Brokaw serves as a Committee Member at Large for the Holy Child Endowment Committee, advising on distribution recommendations for school-related uses within the Immaculate Conception parish. 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 range of investment advisory programs and maintains a large national network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Military & Veterans
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Scott S

Series 66

Festus, MO

Edward Jones

Scott Seek is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 credential. Outside of his advisory role, he serves as president of the Jefferson County Tourism Commission and is involved with a local flying club, Cloud Seekers of Jefferson County LLC. He is also a county councilman in Hillsboro, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Early retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner
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Thomas L

Series 66

Red Bud, IL

Edward Jones

Thomas Lewis is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he worked at Ameren Missouri for five years and served in the United States Marine Corps from 2013 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers 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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Michael B

Series 63, Series 66

Arnold, MO

Charles Schwab

Michael Bach is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His career includes roles at Charles Schwab Trust Bank, Charles Schwab Premiere Bank, Charles Schwab Bank, TD Ameritrade, and Scottrade. Outside of his advisory work, he rents a lake condo at Lake Ozark, MO during the summer months. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Christy A

Series 66

Festus, MO

STIFEL

Christy Amsden is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following four years at Wells Fargo Clearing. Outside of her advisory role, she is also commissioned as a notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support client asset allocation and planning decisions.

General retirement planning Income planning
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Collin M

Series 63, Series 66

Waterloo, IL

Edward Jones

Collin Moore is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

General retirement planning Retirement income strategy Inheritance planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner Intergenerational Families
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