CFP®-certified financial advisors in Lebanon, MO

Jaiden Schmitz is a CFP® professional with five years of industry experience currently serving as a financial advisor at Edward Jones. His prior work includes positions at Veterans United Home Loans, First State Community Bank, and Missouri Auto Auction. Outside of finance, he is the owner of a property management business. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional investors. The firm offers a range of advisory strategies, including discretionary and non-discretionary management, and maintains a large network of advisors and offices nationwide.

Kerri Carter is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Lebanon, Missouri, and has 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked at Smarter Advisors, Inc. and Raymond James Financial Services. Outside of her advisory work, Carter co-owns a business producing freeze-dried food and kettle corn. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Marylynn Ford is a Series 65-licensed financial advisor with LifeSteps Financial, where she has worked for 14 years. She is part of a seven-advisor team based in Richland, MO. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, focusing on asset allocation and diversification through ETFs and tactical adjustments while offering additional services such as bill payment and a short-term cash management program.

Lance Link is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Money Concepts Capital Corp, as well as outside employment as an investment financial advisor at Heritage Bank of Ozarks. Earlier in his career, he was involved in family music and lawn service businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides various financial planning and portfolio management options, supported by technology and a large network of advisors.

Daniel Lusher is a financial advisor at Lanark Financial, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NBC Securities, Inc. and Country Capital Management Company, among others. Outside of his advisory role, he works seasonally as a package handler for FedEx. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers services via discretionary and non-discretionary arrangements.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.