Top college savings (529s, UTMA, etc.) financial advisors in Fort Leonard Wood, MO

Mary Morrison is an advisor at First Command Advisory Services in Springfield, MO, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining the firm, she served nine years in the U.S. Navy. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Andrew Offutt is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he operates a family farm in Lebanon, Missouri. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

William Lockwood is a CFP® professional with 20 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc., Edward Jones, and other firms. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management access, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Melveen Stevenson is a financial advisor at Primerica Advisors with Series 63 and Series 65 certifications and four years of industry experience. Prior to joining Primerica, Stevenson held roles at organizations including Wayfair, Inc. and the U.S. Census Bureau. Outside of financial advising, Stevenson works as an independent consultant for Tupperware and provides freelance human resources consulting and training services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and provides account custody and trade execution through Pershing.

Jason Bergheger is a financial advisor at PNC Wealth Management with a Series 66 designation and three years of industry experience. His prior work includes roles at First Command Insurance Services and First Command Advisory Services, as well as service in the U.S. Army for seven years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven, discretionary model account designed for PNC Bank employees. The program uses approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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 institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.