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Allen R

Series 63, Series 65

Berryville, AR

Benjamin F. Edwards & Company, Inc.

Allen Rogers is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 registrations and has 35 years of industry experience. Prior to joining Benjamin F. Edwards in 2016, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and M&A advisory, utilizing proprietary strategies alongside third-party model providers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Mavis L

Series 63, Series 65

Berryville, AR

Benjamin F. Edwards & Company, Inc.

Mavis Lehr is a financial advisor with Benjamin F. Edwards & Company, Inc. in Berryville, AR, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2016, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to her advisory work, she has a limited investment-related role as a power of attorney for another individual. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers comprehensive investment and financial planning services, combining proprietary and third-party model strategies with in-house equity and fixed income management.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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John F

Series 63, Series 65

Shell Knob, MO

Independent Financial Group, LLC

John Franklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial, Prudential Equity Group, and Northwestern Mutual, among others. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management services through various platforms and combines strategic asset allocation with multi-manager portfolios across standard risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Michael T

Series 66

Branson, MO

Edward Jones

Michael Taylor is a financial advisor with Edward Jones in Branson, MO, 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 an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Jacob D

Series 66

Branson, MO

LPL Enterprise

Jacob Dean is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles at Robbins Financial LLC and Charles Schwab & Co., Inc. outside of his current position. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and corporate entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and wealth management programs.

Tax-loss harvesting
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Shay R

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a financial advisor with LPL Enterprise in Branson, MO, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, Robbins is involved as a silent partner in a local pizza business and participates as a speaker in seminars and workshops. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach with access to third-party asset managers and offers services such as financial planning, consulting, and participation in wrap programs.

Tax-loss harvesting
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Sean F

Series 66

Branson, MO

LPL Financial

Sean Fitzgerald is a financial advisor with LPL Financial in Branson, MO, holding a Series 66 designation and three years of industry experience. His work history includes roles at Central Bank and Cutting Edge LLC, as well as academic positions at Missouri State University and Coastal Carolina University. 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, and institutional platforms, supported by extensive 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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John N

Series 63, Series 65

Branson, MO

OSAIC

John Nangle is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 certifications. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for nine years and Connell Insurance for nineteen years. He also operates a branch office for James Financial Partners, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services through a large network of affiliated advisors and utilizes various asset-allocation and portfolio management tools.

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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Quincy F

Series 66

Branson, MO

LPL Financial

Quincy Flanagan is a financial advisor with LPL Financial and holds a Series 66 designation. He has one year of industry experience and has worked at several organizations including Central Trust Bank, Big Cedar Lodge, and Bass Pro Shops. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including model portfolios, third-party subadvisors, 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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Amanda A

Series 66

Kimberling City, MO

Edward Jones

Amanda Ayres is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. Outside of her advisory role, she serves as a Member at Large for The Estates of Hickory Woods Homeowner's Association in Nashville, Tennessee. 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 broad range of investment advisory programs and affiliated services under a fiduciary standard.

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

Series 66

Branson, MO

LPL Financial

Paul Childress is a financial advisor with LPL Financial in Branson, MO, holding a Series 66 license and bringing 16 years of industry experience. He worked at Edward Jones for three years before joining LPL Financial in 2013. Outside of his advisory role, he is involved in buying and selling recreational vehicles. 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, model portfolio programs, and access to third-party asset management, supported by advanced research tools and a broad platform of related financial services.

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

Series 66

Blue Eye, MO

Edward Jones

John Rhodes is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Rhodes is a martial arts instructor specializing in Kajukenpo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 63, Series 65

Branson, MO

OSAIC

Tyler James is a financial advisor with Osaic Wealth, Inc. in Branson, Missouri, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Woodbury Financial Services and has been president of James Financial Partners since 2007, where he brokers fixed insurance products. He serves on the board of the Logan Rogersville Educational Foundation and is a member of the investment committee for the nonprofit Harmony House. Osaic Wealth, Inc. serves a diverse client base including individuals, high‑net‑worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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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Jason W

Series 63, Series 65, Series 66

Branson, MO

Cetera

Jason Worley is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and 28 years of industry experience. His career includes roles at Axa Advisors, Waddell & Reed, and Kansas City Life Insurance Company. He is currently based in Branson, MO. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to various third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William H

Series 66

Kimberling City, MO

Thrivent Investment Management

William Hennecke Jr. is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his advisory career, he was involved with several parishes, including Our Lady of the Cove, Sacred Heart, St. Ann, St. Teresa, Christ the King, and St. Jude Chapel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Matthew B

Series 66

Branson, MO

Ameriprise

Matthew Baker is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. His prior roles include positions at Cain Watters & Associates, Ernst & Young, and Branson Bank. He also serves as a financial advisor at Branson Bank, working through Ameriprise's investment services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, emphasizing 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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Ryan H

Series 66

Branson, MO

Edward Jones

Ryan Holmes is a financial advisor at Edward Jones in Branson, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he owned and operated Mr. G's Chicago Pizza and Pub for ten years. He is also involved in real estate development as a manager. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive Intergenerational Families
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Terri C

CFP®, ChFC®, Series 66

Branson, MO

Edward Jones

Terri Copeland is a financial advisor at Edward Jones with 23 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Cetera Financial Specialists LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branches, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Elder care planning Founder/Business Owner
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James C

Series 66

Branson, MO

Edward Jones

James Chrouser is a Series 66-licensed financial advisor at Edward Jones in Branson, Missouri, with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Jordan Valley Community Health Center from 2016 to 2018. 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, operating under a fiduciary standard.

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

Series 63, Series 65

Holister, MO

Thrivent Investment Management

Jeffrey Kohls is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed accounts via a consolidated billing option, while maintaining separate planning and management services.

Business ownership considerations
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Pamela T

Series 63, Series 66

Kimberling City, MO

Edward Jones

Pamela Tucker is a financial advisor at Edward Jones with 30 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at George K Baum & Company for 23 years, followed by Fidelity Investments for three 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 investment strategies and services supported by a large 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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Joseph M

Series 63, Series 65

Berryville, AR

LPL Financial

Joseph Mcclung Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2011 and has a longstanding association with Cornerstone Bank since 1997, where he serves as a senior vice president and board member involved in management, benefits, and training committees. Outside of his advisory work, he owns and operates an automotive car wash business. 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, supported by advanced operational and research tools.

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

Series 63, Series 66

Branson, MO

Edward Jones

Mitchell Holmes is a financial advisor with Edward Jones in Branson, MO, holding Series 63 and Series 66 licenses and 42 years of industry experience. He has been with Edward Jones since 1984. Outside of his advisory role, he owns a restaurant and rental properties in Branson. 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 strategies, including discretionary and non-discretionary wrap fee programs, 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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Xavier S

Series 66

Hollister, MO

Edward Jones

Xavier Sinniah is a financial advisor with Edward Jones in Hollister, MO, holding the Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Grant B

Series 66

Kimberling City, MO

Edward Jones

Grant Beasley is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for Eli Lilly and Company for 21 years. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies General retirement planning Retired Founder/Business Owner Executive
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