Independent financial advisors in Farmington, MO

Collin Black is the principal of Black Financial Planning, LLC in Farmington, MO, and holds a Series 65 credential with five years of industry experience. His background includes roles at Richard Black, CPA, PC, and involvement in a food truck business, The Noodle Nerd, where he is a part owner. Collin also operates as a sole proprietor providing insurance sales and servicing. Black Financial Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by offering tailored financial plans and consulting, referring clients to third-party money managers for investment implementation rather than managing assets directly. The firm’s process emphasizes documenting client goals, developing customized plans, and monitoring managers while handling client relationships on a case-by-case basis.

Kent Marler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with LPL Financial since 2007. Marler serves on the boards of trustees for his county’s Public Water District and Madison Medical Center, both non-compensated civic roles. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Susan Evans is a CFP® and ChFC® with 39 years of experience in the financial services industry. She has worked at NBC Securities, Inc. since 2019 and has been with Conservative Financial Services, Inc. since 1990. She serves on the Board of Directors of First State Community Bank. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm offers a range of fee-based advisory programs and managed-account platforms, combining fundamental and technical analysis with discretionary and non-discretionary management options.

Paul Meinsen is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked for 10 years. Based in Farmington, MO, he has experience in wealth management at Edward Jones since 2016. Outside of his advisory role, he is the owner of 4PM Enterprises, LLC, which invests in commercial real estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and combines a large retail advisor network with affiliated capabilities such as a trust company and proprietary mutual funds.

Lisa Reynolds is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved in farming through ownership of Reynolds Farm, LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered in partnership with clients’ financial advisors.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.