Top financial advisors working with retirees in Jefferson City, MO

Seth Kelly is a CFA® charterholder with five years at Core Planning and a total of three years in the financial advisory industry. Prior to joining Core Planning, he held investment roles with several public employee retirement systems, including Missouri State Employees Retirement System and Pennsylvania State Employees Retirement System. In addition to his advisory work, he serves as an investment officer with the MoDOT & Patrol Employees' Retirement System, focusing on pension system strategy and investment policy. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment strategies based on client goals and risk tolerances, employing a combination of in-house advice, third-party managers, and model portfolios.

Keith Bax is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2018 and concurrently at Central Trust Bank and Invest Financial Corp. since 2012. Bax is also an insurance agent with Investor Services Insurance Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research and model portfolios from internal and third-party sources.

Savannah Gerloff is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Jefferson City, MO. Her prior experience includes roles at Central Trust Bank, LPL Financial LLC, and Jefferson Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Steven Erickson is a CFP®-certified financial advisor with 29 years of industry experience. He has led Erickson Financial Solutions, LLC since 2006 and has been associated with Fee Only Investment Advisors, LLC since 1996. Outside of financial advising, he is president and sole owner of Erickson Services, LLC, a marketing consulting business. Erickson Financial Solutions serves individual clients with investment portfolio management and comprehensive financial planning, including retirement, tax, and estate planning. The firm focuses on tailored advice for a small client base and emphasizes long-term continuity and professional credentials in its approach.

Michael Dillingham is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. His career includes roles at Northwestern Mutual, Regions Bank, State Farm VP Management Corp., and Tony Dow Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to use affiliated and third-party model portfolios or create bespoke strategies, with over $256 billion in assets under management and a network of more than 10,000 advisors.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.