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Andrew B

Series 65

Mexico, MO

Baker Capital Management

Andrew Baker is the sole advisor at Baker Capital Management in Mexico, Missouri, holding a Series 65 designation with seven years of industry experience. He has operated under the Baker Capital Management name since 1991. Baker Capital Management provides portfolio management services for individuals, trusts, estates, and charitable organizations, managing approximately 45 client relationships with $13.4 million in assets. The firm emphasizes fundamental analysis for security selection, focusing on long-term equity holdings and bond portfolios structured to generate stable income, with asset allocations tailored to individual client needs.

Wealth management
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Scott A

Series 63, Series 65

Centralia, MO

Angell Capital Management, LLC

Scott Angell is a financial advisor with Angell Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Angell Capital Management since 2000 and was previously with 1522 Long Term Care Advisors, LLC from 2018 to 2024. Angell Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process emphasizes asset allocation through traditional methods, quantitative techniques, and behavioral finance, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

General retirement planning Cash flow / budgeting
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Debra H

Series 63, Series 65

Mexico, MO

GWN Securities Inc.

Debra Hopke is a financial advisor at GWN Securities Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2010. Outside of her advisory role, she owns a CPA practice specializing in tax preparation and financial statements and serves as the treasurer of the Laddonia-Farber Special Road District. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning. The firm employs a range of discretionary portfolio management strategies and utilizes both affiliated and unaffiliated sub-advisers, with a notable focus on market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Gara C

Series 66

Mexico, MO

Edward Jones

Gara Cornelison Analla is a Series 66–licensed financial advisor with Edward Jones, based in Mexico, MO. She has 14 years of industry experience and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Mexico, MO

Edward Jones

Todd Geeson is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Mexico, MO

Edward Jones

Kevin Duncan is a financial advisor with Edward Jones in Mexico, Missouri, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Bank of Missouri, LPL Financial, Cambridge Investment Research Advisors, and Martinsburg Bank and Trust. Outside of advising, he serves as the head bowling coach at Central Methodist University and is a competitor in the Professional Bowlers Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Robert D

Series 63, Series 65

Mexico, MO

Cambridge Investment Research Advisors

Robert Dixon III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and providing advisory services for over 31 years. He has been with Cambridge since 2004 and its affiliated advisor firm since 2005. Outside of his advisory role, he coaches swimming at the YMCA and performs as an entertainer for weddings and events. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

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

Series 66

Mexico, MO

Edward Jones

Patrick Ryan is a financial advisor with Edward Jones in Mexico, Missouri, holding a Series 66 designation and 21 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Ryan is involved in managing financial decisions for Oak Tree Club LLC and serves on the endowment committee for the Presser Performing Arts Center. Edward Jones is a full-service wealth management firm that serves a diverse client base including individual and institutional investors. The firm offers a range of investment advisory services and maintains a large network of advisors and branch offices nationwide.

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

Series 66

Centralia, MO

Edward Jones

Joshua Hanley is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously worked for Commerce Bank for 13 years before joining Edward Jones in 2021. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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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Ross F

Series 63, Series 66

Mexico, MO

Edward Jones

Ross Fryer is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at John Hancock Advisers, LLC and John Hancock Funds, LLC. He is based in Mexico, Missouri. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Margaret H

Series 66

Centralia, MO

Edward Jones

Margaret Hanley is a financial advisor with Edward Jones in Centralia, MO, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Hood & Associates and CHV Accounting & Consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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