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Lyle O

Series 63, Series 65

Saint Joseph, MO

STIFEL

Lyle Officer is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he owns and manages a farm in Rosendale, Missouri. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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W H

CFP®, Series 63, Series 65

St. Joseph, MO

OSAIC

W Hinde is a financial advisor at OSAIC with 38 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. since 2009. Hinde serves as a board member of the MWSU Foundation, a 501(c)(3) organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct portfolios that can include a broad range of investment products.

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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Joshua R

Series 63, Series 65

St Joseph, MO

Edward Jones

Joshua Royeton is a financial advisor with Edward Jones in St. Joseph, MO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Edward Jones since 2015. 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 under management and 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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Jennifer G

CFP®, Series 66

St. Joseph, MO

OSAIC

Jennifer Griffis is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Osaic since 2023. She previously spent 18 years at Ameriprise Financial Services, Inc. In addition to her advisory role, she owns and manages an LLC used for the cash flow and expense management of her financial planning practice. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on portfolio construction using asset-allocation tools and risk-tolerance assessments, offering discretionary and non-discretionary account management.

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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Craig G

Series 63, Series 65

Saint Joseph, MO

STIFEL

Craig Grable is a financial advisor with Stifel in Saint Joseph, MO, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, Grable serves as an advisory director on the boards of RitePack Inc., a contract manufacturer, and BMS Logistics, a packaging and warehousing company. Stifel serves a diverse client base including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Tracy W

Series 63, Series 66

St Joseph, MO

Edward Jones

Tracy Wright is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of her advisory role, she serves as secretary for the American Business Women's Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

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

Series 66

Saint Joseph, MO

LPL Financial

Andrew Love is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at Commerce Brokerage and Commerce Bank. He also operates Andrew Love LLC, a business entity established for tax and investment purposes unrelated to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Series 66

St Joseph, MO

Edward Jones

Marcella Hopkins is a financial advisor at Edward Jones with 22 years at the firm and four years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she serves on the school board of St Paul Lutheran School in St Joseph, Missouri, where she reviews policies and oversees budget and finance matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

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

Series 66

Saint Joseph, MO

STIFEL

Heidi Lafave is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2018. Prior to this, she worked at Systems & Services Technologies, Inc., a subsidiary of Alorica, from 2014 to 2017. Outside of her advisory role, Lafave is involved with the St. Joseph Cotillion for Achievement, serving as president of the leadership and scholarship program. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Charles H

CFP®, Series 63, Series 66

St. Joseph, MO

OSAIC

Charles Hinde is a financial advisor at OSAIC with 13 years of industry experience. He holds the CFP® designation and has previously worked at SagePoint Financial and Fidelity Investments Institutional Services Company. He serves on the board of the Family Guidance Center, a nonprofit organization. OSAIC Wealth, Inc. provides brokerage and investment advisory services to a diverse client base, including individual investors, corporations, and charitable organizations. The firm employs asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes.

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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Cody G

Series 66

Saint Joseph, MO

Edward Jones

Cody Guess is a financial advisor at Edward Jones based in Saint Joseph, MO, with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Horizon Outdoor for 18 years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Retirement income strategy Wealth management Military & Veterans
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Mark M

Series 63, Series 66

St Joseph, MO

Edward Jones

Mark Matthews is a financial advisor with Edward Jones in St. Joseph, Missouri, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1999. Matthews serves as president of the Buchanan County MU Alumni Association. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer General estate planning guidance Doctor or Medical Professional
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Ryan J

Series 66

St Joseph, MO

Edward Jones

Ryan Jones is a financial advisor at Edward Jones in St. Joseph, Missouri, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Texas Roadhouse for six years and at Stone Crest Lawn Service for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies, tax-efficient services, and affiliated investment products supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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