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Dru H

CFP®, Series 66

St Joseph, MO

LPL Financial

Dru Hull is a CFP® professional with 19 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2022, following ten years at U.S. Bancorp Investments, Inc., and five years at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

CFP®, Series 66

Saint Joseph, MO

STIFEL

Colten Joseph is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with two years of industry experience. His background includes roles at the University of Kansas and Tradebot Systems. Outside of his advisory work, he is a board member of Big Brothers Big Sisters of Greater St. Joseph and participates in the St. Joseph Chamber of Commerce Diplomats Club’s Hospitality Committee. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Colton S

CFP®, Series 66

Saint Joseph, MO

Edward Jones

Colton Saunders is a CFP®-certified financial advisor with Edward Jones in Saint Joseph, MO, with seven years of industry experience. He has worked at Edward Jones since 2017 and previously was employed by Don Tolly American Family Insurance and Missouri Western State University. Outside of his advisory role, Saunders owns and operates an 18-acre farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Jacob B

Series 66

St. Joseph, MO

LPL Financial

Jacob Bahr is a financial advisor at LPL Financial in St. Joseph, Missouri, holding a Series 66 designation with four years of industry experience. He has worked at LPL Financial and The Nodaway Valley Bank since 2019 and has previous experience in education and hospitality sectors. Bahr is also involved with Nodaway Valley Investment Services in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

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

Series 63, Series 66

St. Joseph, MO

LPL Financial

Lisa Cox is a financial advisor with LPL Financial in St. Joseph, Missouri, holding Series 63 and Series 66 licenses. She has 10 years of industry experience and has been with LPL Financial since 2013. Prior to that, she has worked at Nodaway Valley Bank since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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

Series 63

St Joseph, MO

Edward Jones

Carol Giannetta is a financial advisor with Edward Jones in St. Joseph, MO, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Edward Jones since 2001. 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 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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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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Daniel S

Series 63, Series 65

St. Joseph, MO

LPL Financial

Daniel Sommers is a financial advisor with LPL Financial in St. Joseph, Missouri, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked primarily with LPL Financial since 2001, including a tenure at Uvest Financial Services Group from 2004 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, access to third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

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

Series 63, Series 65

St. Joseph, MO

LPL Financial

Gregory Pargas is a financial advisor with LPL Financial in St. Joseph, Missouri, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with LPL Financial since 2011 and concurrently works at Nodaway Valley Bank. 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 and access to third-party asset management, supported by a network of over 22,800 advisors.

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 66, Series 63

St Joseph, MO

Edward Jones

Mark Matthews is a financial advisor with Edward Jones, holding Series 66 and Series 63 credentials and 38 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as president of the Buchanan County MU Alumni Association. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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