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Robert D

CFP®, Series 63

Hermann, MO

Peoples Savings Wealth Management LLC

Robert Darr is a CFP® with 23 years of experience in the financial services industry. He is the sole advisor at Peoples Savings Wealth Management LLC and has previously worked at Peoples Savings Bank, Cambridge Investment Research Advisors, and the Bank of Missouri. Peoples Savings Wealth Management LLC provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, focusing on insurance products and exchange-traded funds.

Annuities College savings (529s, UTMA, etc.) Debt management
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Sandra L

Series 63, Series 65

Hermann, MO

Lifemark Securities Corp.

Sandra Lackman is a financial advisor with Lifemark Securities Corp. in Hermann, MO, holding Series 63 and Series 65 registrations and having 27 years of industry experience. She previously worked at Foresters Equity Services, Inc. for seven years before joining Lifemark Securities in 2018. Outside of her advisory role, she is a part owner of a family farm where she raises animals and vegetables for sale. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and provides suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management
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James S

Series 65, Series 63

New Haven, MO

&PARTNERS

James Stiles is a financial advisor with &PARTNERS who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 25 years before joining &PARTNERS in 2024. Outside of his advisory work, he manages a farm land property leased for hunting and crop production in Gerald, MO. &PARTNERS serves a wide range of clients including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers to offer discretionary and non-discretionary portfolio management across various investment strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Daniel S

Series 63, Series 65

Hermann, MO

Benjamin F. Edwards & Company, Inc.

Daniel Schulte is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he manages a bed and breakfast business and works as a bartender at a local bar in Hermann, MO. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing portfolio oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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John L

Series 66

Hermann, MO

Edward Jones

John Lackman is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for Melton Machine & Control Company for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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