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Zane W

Series 66

St Joseph, MO

Edward Jones

Zane Wilt is a financial advisor at Edward Jones in St. Joseph, Missouri, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Boehringer Ingelheim and Altec Industries and spent two years at the University of Missouri-Columbia. Outside of finance, Wilt is a part-owner of a family-owned small business involved in horse breeding and farm management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network and affiliated offerings beyond traditional advisory services.

Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Passive / index investing ESG / Sustainable investing Retired Founder/Business Owner Executive
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David H

CFP®, Series 66

St Joseph, MO

Edward Jones

David Halsell is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2015, accumulating nine years of industry experience. He is based in St Joseph, MO, and has also been affiliated with the University of Missouri since 2013. 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 services. The firm manages approximately $1.01 trillion in assets and operates 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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Rodney K

Series 66

St. Joseph, MO

OSAIC

Rodney Kenagy is a financial advisor at OSAIC in St. Joseph, MO, holding a Series 66 designation with one year of industry experience. Prior to joining OSAIC, he worked at Terumo Medical Corporation and was involved with Impact Zone Golf. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio management tools and provides access to third-party money managers and wrap programs.

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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Dru H

CFP®, Series 66

St Joseph, MO

LPL Financial

Dru Hull is a Certified Financial Planner™ with 19 years of industry experience. He is currently an advisor at LPL Financial, having joined in 2022 after a decade with U.S. Bancorp Investments, Inc. Based in St Joseph, MO, Hull holds the Series 66 designation. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with investment solutions supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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 with LPL Financial based in St. Joseph, Missouri, holding a Series 66 designation and four years of industry experience. He has been associated with LPL Financial and The Nodaway Valley Bank since 2019 and has prior work experience including roles at Missouri Western State University and Missouri State University. Outside of his advisory role, Bahr is involved with Nodaway Valley Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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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, MO, holding Series 63 and Series 66 credentials and totaling 10 years of industry experience. She has worked at LPL Financial since 2013 and has been affiliated with Nodaway Valley Bank since 2000. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to model portfolios, third-party research, and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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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 with LPL Financial in Saint Joseph, MO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Commerce Brokerage and Commerce Bank. He also manages a separate business entity, Andrew Love LLC, established for tax and investment purposes. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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

Series 63, Series 65

St. Joseph, MO

LPL Financial

Daniel Sommers is a financial advisor with LPL Financial based in St. Joseph, Missouri. He holds Series 63 and Series 65 designations and has 28 years of industry experience, including 15 years with LPL Financial. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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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, MO, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He has worked at LPL Financial since 2011 and has been associated with Nodaway Valley Bank since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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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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