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Marylynn F

Series 65

Richland, MO

LifeSteps Financial

Marylynn Ford is a Series 65-licensed financial advisor with LifeSteps Financial, where she has worked for 14 years. She is part of a seven-advisor team based in Richland, MO. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, focusing on asset allocation and diversification through ETFs and tactical adjustments while offering additional services such as bill payment and a short-term cash management program.

Stock option exercise strategy Cash flow / budgeting
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Daniel L

Series 63, Series 65

Lebanon, MO

Lanark Financial, Inc.

Daniel Lusher is a financial advisor at Lanark Financial, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NBC Securities, Inc. and Country Capital Management Company, among others. Outside of his advisory role, he works seasonally as a package handler for FedEx. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers services via discretionary and non-discretionary arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Jaiden S

CFP®, Series 66

Lebanon, MO

Edward Jones

Jaiden Schmitz is a CFP® professional with five years of industry experience currently serving as a financial advisor at Edward Jones. His prior work includes positions at Veterans United Home Loans, First State Community Bank, and Missouri Auto Auction. Outside of finance, he is the owner of a property management business. 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 advisory strategies, including discretionary and non-discretionary management, and maintains a large network of advisors and offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Military & Veterans
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Kerri C

Series 66

Lebanon, MO

Wells Fargo Advisors

Kerri Carter is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Lebanon, Missouri, and has 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked at Smarter Advisors, Inc. and Raymond James Financial Services. Outside of her advisory work, Carter co-owns a business producing freeze-dried food and kettle corn. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Lance L

Series 63, Series 66

Lebanon, MO

Ameriprise

Lance Link is a financial advisor with Ameriprise in Lebanon, MO, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial, Money Concepts Capital Corp, and Heritage Bank of Ozarks, where he continues to serve as a financial advisor. Outside of finance, he previously operated Link Lawn Service and Link Family Music. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Stephen K

CFP®, Series 66

Lebanon, MO

Edward Jones

Stephen Kueny is a CFP® professional affiliated with Edward Jones in Lebanon, MO, with 14 years of industry experience. He has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

Lebanon, MO

Edward Jones

Jeremy Miller is a financial advisor with Edward Jones based in Lebanon, MO. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2025, he worked for over a decade in education with Lebanon R-III Schools and Cabool R-IV Schools. 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 including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

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

Series 66

Lebanon, MO

Edward Jones

Joshua Keeler is a financial advisor with Edward Jones in Lebanon, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a partner in a family farm business involved in cattle sales in Marshfield, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory and investment solutions through a large network of advisors and branch offices nationwide.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Jeffrey M

ChFC®, Series 63

Lebanon, MO

Edward Jones

Jeffrey Myers is a financial advisor with Edward Jones in Lebanon, MO, holding the ChFC® and Series 63 designations and has 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is involved in several real estate ventures as a member or owner of multiple LLCs focused on rental properties and real estate development. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Rose C

Series 66

Lebanon, MO

Edward Jones

Rose Childers is a financial advisor with Edward Jones in Lebanon, MO, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Series 66

Lebanon, MO

Edward Jones

Cheryl Colson is a Series 66-licensed financial advisor with Edward Jones in Lebanon, Missouri, with five years of industry experience. She has worked at Edward Jones since 2008 in various roles. Outside of her advisory work, she is a co-owner of Swan Song Inn, a bed and breakfast in Marshfield, Missouri, where she handles marketing and weekend cooking. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner
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