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David D
Series 63, Series 66
Galena, MO
AGH Wealth Advisors, LLC
David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.
Darren G
Series 63, Series 66
Branson, MO
Eagle Strategies (NY Life)
Darren Godfrey is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies since 2021. Prior to that, he was with APEX Financial Strategies, LLC for 10 years and has maintained affiliations with Nylife Securities Inc. and New York Life Insurance for nearly two decades. Outside of his advisory roles, he is involved with Herschend Family Entertainment. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary asset management model and integrates advisory services with insurance and annuity products through its affiliation with New York Life.
Rob J
Series 66
Branson, MO
Edward Jones
Rob Johns is a financial advisor at Edward Jones in Branson, MO, with 9 years of industry experience. He holds the Series 66 designation and previously worked at Central Bank of Branson from 2011 to 2017 before joining Edward Jones in 2017. 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 and investment options supported by a nationwide network of more than 23,700 financial advisors.
Amanda H
Series 63, Series 66
Aurora, MO
Mass Mutual Investors Services
Amanda Hedrick is a financial advisor with Mass Mutual Investors Services in Aurora, Missouri, holding Series 63 and Series 66 licenses. She has four years of industry experience, including roles at Bankers Life and MassMutual Life Insurance Company. Outside of her advisory work, she is involved in a family-operated cow-calf farming business where she manages animal husbandry and forage production. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services, emphasizing collaborative annual planning relationships and a broad range of investment strategies.
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.
Sean L
Series 66
Highlandville, MO
Thrivent Investment Management
Sean Larson is a Series 66-licensed advisor with Thrivent Investment Management, based in Highlandville, MO. He has three years of industry experience and has held positions at Thrivent Financial, Performance Food Group, Sysco, and US Foods. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers holistic, goal-based planning using modeling tools, with options to combine planning and managed-account services under consolidated billing, while maintaining separate planning and portfolio management functions.
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.
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.
Sean P
ChFC®, Series 63
Saddlebrooke, MO
Ameriprise
Sean Prewitt is a ChFC® credentialed financial advisor with Ameriprise, bringing 33 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. He also serves as an independent board member for AGF Mortgage Funding, LLC. Ameriprise Financial Services is a large, diversified advisory firm that serves both 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.
Mason J
Series 66
Highlandville, MO
Thrivent Investment Management
Mason Jasper is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior work includes service in the U.S. Navy and roles at Spokane Falls Community College and Gearhead Outfitters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and planning across various financial topics without discretionary trading authority.
Fadilah G
Series 63, Series 65
Cape Fair, MO
LPL Financial
Fadilah Gambrell is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2008, following a one-year tenure at Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various model portfolios and institutional platforms.
Jeramie G
CFP®, Series 63
Aurora, MO
Edward Jones
Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.
Samuel P
Series 66
Branson West, MO
Edward Jones
Samuel Piche is a financial advisor at Edward Jones in Branson West, MO, holding a Series 66 designation. He has prior experience at Generations Bank, Robbins Insurance Group, Ozarks Teen Challenge, Home of Grace, and the Army National Guard. Outside of finance, he has been involved in a construction business partnership through Nobel Construction LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, investment strategies, and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Scott Y
Series 66
Aurora, MO
Edward Jones
Scott Young is a financial advisor at Edward Jones in Aurora, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014 and concurrently operates Bootleggers Restaurant and Brewery. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.
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.
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.
Quincy F
Series 66
Branson, MO
LPL Financial
Quincy Flanagan is a Series 66-licensed financial advisor with LPL Financial in Branson, MO, beginning his industry career in 2024. Prior to joining LPL, he held positions at Central Trust Bank, Big Cedar Lodge, Bass Pro Shops, Chick-fil-A, and the College of the Ozarks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, asset management programs, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and technology tools.
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.
Cory R
Series 66
Branson, MO
Edward Jones
Cory Ross is a financial advisor at Edward Jones in Branson, Missouri, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Branson Bank for nine years. He serves as Board President of Public Water Supply District #3 of Taney County, where he leads meetings and oversees financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm is notable for its extensive retail advisor network and capabilities beyond advisory services, including a trust company and securities-based lending.
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.
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.
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.
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.”
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.
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.
Jeremy Y
Series 66
Branson West, MO
Edward Jones
Jeremy Young is a financial advisor with Edward Jones in Branson West, Missouri, holding a Series 66 designation and with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is the sole member of Young Legacy, LLC, a business managing a nightly rental property. 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 advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large retail advisor and branch network.
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.
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.
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.
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.
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.
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