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Kevin S

CFP®, Series 63, Series 65

Sedalia, MO

Schnell Financial Group, LLC

Kevin Schnell is a CFP® with 20 years of industry experience and is the principal of Schnell Financial Group, LLC in Sedalia, MO. He has been self-employed since 2005 and also manages a licensed law practice. Schnell Financial Group serves individuals, families, and business owners with legacy and wealth management services, integrating investment management with tax and legal planning. The firm combines discretionary portfolio management with in-house estate planning and advanced tax services, a distinctive approach among similarly sized supported advisory firms.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Corey S

CFP®, Series 66

Sedalia, MO

Stackhouse Enterprises

Corey Stackhouse is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Stackhouse Enterprises in Sedalia, MO. He previously worked at Edward Jones from 2014 to 2018 and has been with Huntleigh Advisors Inc. and Huntleigh Securities Corporation since 2018. Outside of advisory services, Corey owns and operates Stackhouse Tax Service, LLC, providing tax preparation and related services, and offers insurance products through Stackhouse Insurance LLC. Stackhouse Capital LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and small business owners. The firm typically implements diversified, passive buy-and-hold portfolios guided by client-specific Investment Policy Statements and offers comprehensive planning services including tax, retirement, and estate planning.

General retirement planning General tax planning Cash flow / budgeting Founder/Business Owner
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Kloe' S

Series 65

Sedalia, MO

Schnell Financial Group, LLC

Kloe' Schnell is a financial advisor at Schnell Financial Group, LLC in Sedalia, MO, holding a Series 65 designation with less than one year of industry experience. Prior to joining the firm, Kloe' has held various roles including positions at The Lash Lounge and Mid-Continent Public Library. Schnell Financial Group serves individuals, families, and business owners with legacy and wealth management services that integrate investment management, retirement plan administration, income tax planning, and estate planning. The firm combines investment decision-making with tax and legal considerations, offering coordinated services that include a licensed law practice and CPA practice within the firm.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Keaton S

Series 65

Sedalia, MO

Schnell Financial Group, LLC

Keaton Schnell is a Series 65-licensed financial advisor with Schnell Financial Group, LLC in Sedalia, MO, where he has worked for 10 years. He also serves as a police officer with the City of Sedalia. Schnell has four years of industry experience. Schnell Financial Group provides legacy and wealth management services to individuals, families, and business owners, combining investment management with tax and legal planning. The firm manages approximately $61.7 million in assets and offers integrated services including discretionary portfolio management and retirement plan administration.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Laramey J

Series 63, Series 66

Sedalia, MO

Integrity Alliance, LLC

Laramey Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Integrity Alliance, Johnson worked at Thrivent Financial and Union Pacific Railroad. Outside of advising, Johnson is the creator, writer, and host of the Christian Money Mindset podcast, which discusses financial decision-making from a biblical perspective, and serves as vice president of Redeemed Threads Consignment & Boutique, a retail and consignment business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting services, utilizing various portfolio management approaches and a range of investment products.

Annuities ESG / Sustainable investing
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Caleb S

Series 66

Sedalia, MO

Integrity Alliance, LLC

Caleb Sumner is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds the Series 66 designation and has worked in insurance sales since 2009 through his ownership of Sumner Insurance Services and Sumner Insurance Solutions. He serves as President Elect on the board of the National Association of Benefits & Insurance Professionals and is a board member of Applewood Christian School in Sedalia, MO. Integrity Alliance is a large advisory enterprise serving individual and institutional clients with a range of investment advisory and brokerage services. The firm supports advisors with portfolio management, financial planning, and access to third-party managers through platforms such as Envestnet and AssetMark.

Annuities ESG / Sustainable investing
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Brett H

Series 66

Sedalia, MO

LPL Financial

Brett Hudson is a financial advisor with LPL Financial based in Sedalia, MO, holding a Series 66 designation and 11 years of industry experience. He has worked with LPL Financial since 2018 and has prior experience at Invest Financial Corp and Central Bank. Hudson is also an insurance agent licensed for non-variable insurance products. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

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

Series 63, Series 65

Sedalia, MO

Primerica Advisors

Steven Lacey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. He has been with Primerica Advisors since 2024 and has worked with Primerica Financial Services since 2017. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Sandra R

Series 63, Series 65

Sedalia, MO

Cetera

Sandra Rice is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 30 years of industry experience. She has worked at Cetera since 2018 and previously at INVEST Financial Corp. and Equity Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

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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Thomas V

Series 66

Sedalia, MO

Edward Jones

Thomas Van Leer is a financial advisor with Edward Jones in Sedalia, MO. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at United Parcel Service, Inc. for 19 years. Outside of his advisory role, Van Leer is a 15% owner of JD Parr & Associates, LLC, a Smoothie King juice bar in Eldon, MO. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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William J

Series 66

Sedalia, MO

Edward Jones

William Jackson is a financial advisor with Edward Jones in Sedalia, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he spent 22 years with WRJE Enterprises LLC. He serves as a board member of the Sedalia Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide 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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Alina S

Series 63, Series 65

Sedalia, MO

Primerica Advisors

Alina Shcherbina is a financial advisor with Primerica Advisors in Sedalia, MO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Primerica Advisors since 2013 and previously worked at IHHS. Outside of her advisory role, she is involved with Shcherbina & Associates, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Steven N

Series 63, Series 65

Sedalia, MO

Thrivent Investment Management

Steven Nichols is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He has been with Thrivent and its affiliate, Thrivent Financial for Lutherans, since 2002. Nichols holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning that covers topics such as retirement, income tax, estate, and business continuation, with options to integrate planning alongside managed-account services under a consolidated billing arrangement.

Business ownership considerations
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Virgil M

Series 63, Series 66

Sedalia, MO

Edward Jones

Virgil Mc Donald is a financial advisor with Edward Jones in Sedalia, MO, holding Series 63 and Series 66 credentials and with 27 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large national 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 F

Series 66, Series 63

Sedalia, MO

Edward Jones

Joseph Fluty is a financial advisor with Edward Jones in Sedalia, MO, holding Series 63 and 66 credentials and with 27 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1999. His outside activities include involvement in his wife's home-based embroidery business, which he co-owns. 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 over $1 trillion in assets and offers a wide range of advisory programs, investment solutions, 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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Isaac G

Series 66

Sedalia, MO

LPL Financial

Isaac Garber is a financial advisor with LPL Financial in Sedalia, MO, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Central Bank and Bothwell Regional Health Center, and a nine-year tenure at Anchor Point Advisory Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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

CFP®, Series 66

Sedalia, MO

Edward Jones

Evan Fluty is a CFP® and holds a Series 66 license, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Inter-State Studio & Publishing Company. Based in Sedalia, MO, he serves clients through Edward Jones's extensive network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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Adam T

CFP®, Series 66

Sedalia, MO

Edward Jones

Adam Tilley is a CFP® and Series 66-licensed financial advisor with Edward Jones in Sedalia, Missouri, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of advisors and branch offices.

Charitable giving tax strategies Retirement income strategy Retirement withdrawal strategies Business ownership considerations General estate planning guidance Founder/Business Owner
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Danielle A

Series 66

Sedalia, MO

LPL Financial

Danielle Allen is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked at LPL Financial since 2018 and previously was employed at Invest Financial Corporation and Central Bank. Outside of advising, she is associated with Central Bank in Sedalia, MO, where she has been employed since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning and access to model portfolios, third-party asset managers, and institutional platforms, supporting a wide range of investment strategies.

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

Series 66

Sedalia, MO

Edward Jones

Jeff Tilley is a financial advisor with Edward Jones in Sedalia, Missouri, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Junction CFO LLC and Inter-State Studio & Publishing Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating with approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Military & Veterans Young Professionals
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