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George M

Series 63, Series 65

Washington, MO

LPL Financial

George Meyer is a financial advisor with LPL Financial in Washington, Missouri. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 1995, he has worked with LPL Financial and various production companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary portfolio management supported by research and model strategies.

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

Series 66

Pacific, MO

Edward Jones

Lisa Schmidt is a financial advisor with Edward Jones, holding a Series 66 credential and eight years of experience at the firm. She has been with Edward Jones since 2008. Outside of her advisory role, she participates in a family-related cosmetics business focused on personal use and supporting a family member’s sales efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning Wealth management Retirement income strategy Founder/Business Owner
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Austin R

Series 66

Saint Albans, MO

LPL Financial

Austin Repp is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at National Planning Corporation and Northern Illinois University. Outside of his advisory work, he serves as an assistant wrestling coach at Pacific High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Donald P

CFP®, Series 63

Washington, MO

LPL Financial

Donald Park is a CFP®-designated financial advisor at LPL Financial with 45 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory role, he serves on the board of the East Central College Foundation. 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 range of advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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

Series 63, Series 65

Saint Albans, MO

LPL Financial

John Brooks is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 44 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Brooks is also involved in managing an agricultural business entity, B4 Posh Farms LLC. 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 advisers. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

CFP®, Series 63, Series 66

Union, MO

Fidelity

Nathan Morche is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade/Charles Schwab, Wellbridge, The Alpha Network, and Lifetime. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Charitable giving & philanthropy Active portfolio management
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Jordan G

Series 66

Washington, MO

Raymond James Financial

Jordan Green is a financial advisor at Raymond James Financial with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC before joining Raymond James in 2020. His credentials include the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and serves a broad client base through a large advisor network.

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

Series 66

Washington, MO

Edward Jones

Eric Fritsche is a Series 66-licensed financial advisor with Edward Jones, based in Washington, MO. He has 7 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee programs, 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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Danielle D

Series 66

Saint Albans, MO

LPL Financial

Danielle Darling is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Resource One Advisors, National Planning Corporation, and Edward Jones. Outside of finance, she has participated as a film extra. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

CFP®, ChFC®, Series 63, Series 66

Washington, MO

Cambridge Investment Research Advisors

Joseph Loewenstein is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual in various capacities for over a decade. He is also involved with Cornerstone Financial Consultants, LLC, a financial services office based in Washington, MO. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary models and third-party manager referrals, with a notable emphasis on compliance and advisor business relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Joshua K

Series 66

Washington, MO

Edward Jones

Joshua Kneff is a financial advisor with Edward Jones in Washington, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Omnicure, Inc. and Amazon, and he is the owner of Move Fast Live Well, LLC, a fitness and health business. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

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

Series 66

Washington, MO

Cetera

Jacob Erwin is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked at Ameriprise Financial Services and Butler Associates Financial Planners. Outside of his advisory role, he is involved in community service with Franklin County United Way and serves as treasurer for the Washington MO Jaycees. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jonathan P

Series 66

Washington, MO

Thrivent Investment Management

Jonathan Pickens is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has prior work history with firms including Symmetry Financial Group and Capital Assured Planning Agency. Outside of his advisory role, Pickens serves as Treasurer of the Washington Heights Lake Lot Owners Association and is involved with several community organizations, including serving on the board of the Franklin County Foster Closet and directing a local charity soccer tournament. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering both one-time and ongoing engagement options without discretionary trading authority.

Business ownership considerations
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Tricia S

CFP®, Series 63

Union, MO

Edward Jones

Tricia Seely is a CFP® with over 31 years of experience at Edward Jones, where she has worked since 1992. She holds a Series 63 license and is based in Union, MO. Outside of her financial advisory role, she is involved with a condominium association and holds an interest in a farming rental business. 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 options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Michelle I

Series 63, Series 66

Saint Albans, MO

LPL Financial

Michelle Irby is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 66 credentials and 29 years of industry experience. She worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Outside of her advisory role, she is president of O'Neals Tax & Financial Services Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by proprietary and third-party research.

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

Series 63, Series 66

Lonedell, MO

Equitable Advisors

Chad Chesnut is a financial advisor with Equitable Advisors who holds Series 63 and Series 66 licenses and has 10 years of industry experience. He previously worked at ScottTrade before joining Equitable Advisors and its affiliated firms in 2017. Outside of his advisory role, he owns and operates Ethereal Lavender & Ranch, a lavender farm in Lonedell, Missouri. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a variety of third-party programs and platforms. The firm operates a hybrid advisory and brokerage model, offering tailored services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jacob M

Series 66

Saint Albans, MO

LPL Financial

Jacob Messer is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial and Resource One Advisors since 2021. Prior to his advisory career, Messer worked at Truman State University and Lafayette High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

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

CFP®, Series 66

Washington, MO

Raymond James Financial

Ryan Tinker is a CFP® professional affiliated with Raymond James Financial, based in Washington, Missouri, with 21 years of industry experience. He has worked at Wells Fargo Advisors and Trankler Wealth Management before joining Raymond James Financial Services Advisors, Inc. in 2017. He is also the CEO of Tinker LLC, a support company that handles tax and payroll responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling, supporting clients through its advisory programs and other providers.

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

Series 63, Series 66

Washington, MO

Edward Jones

Phillip Leathers is a financial advisor with Edward Jones in Washington, MO, holding Series 63 and Series 66 designations and having 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Series 63, Series 66

St Clair, MO

Edward Jones

Wilbert Meyer is a financial advisor at Edward Jones with 20 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2005. In addition to his advisory role, he is a joint owner of a farm rental business in Leslie, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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