Top college savings (529s, UTMA, etc.) financial advisors in Hannibal, MO

Jordan Fohey is a Series 66 licensed financial advisor with Edward Jones, based in Hannibal, MO, with 3 years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy for seven years. Outside of his advisory role, he serves on the boards of the Midland Institute of Entrepreneurs and the YMCA of Hannibal. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.

Albert Pettibone is a financial advisor at Pettibone Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Pettibone Wealth Management since 2008. Pettibone Wealth Management provides discretionary and non-discretionary investment management services to individuals, trusts, small businesses, and employee retirement plans. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, utilizing institutional research and a combination of long-term and tactical strategies.

Shelby Terrill is a financial advisor at Momentum Independent Network Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Independent Advisors, LLC for 10 years. Outside of his advisory role, Terrill is a co-owner and operator of a local coffee shop in Hannibal, MO, and serves on the board of the Hannibal Regional Foundation, a nonprofit supporting the local healthcare system, as well as the finance council for Holy Family Catholic Church and School. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of discretionary and non-discretionary portfolios through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Steven Viorel is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2017, following a year at Wells Fargo Advisors. Outside of advising, he is a partner in Tri V Investments LLC and is involved with S&V Financial Investments, a support business for his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, employing non-discretionary strategies tailored to client goals. The firm supports a large advisor network and offers specialized programs, including municipal advisory services and SIMPLE IRA Employer Consulting.

Kerri Willing is a financial advisor with LPL Financial in Hannibal, MO, holding a Series 66 designation and nine years of industry experience. She has been with LPL Financial since 2017 and previously worked at Investment Centers of America for one year. In addition to her advisory role, she co-owns and manages TW Accounting, LLC, a tax preparation and accounting business. 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 financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across advisory and brokerage platforms.

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.