Seasoned financial advisors in Lebanon, MO

Jaiden Schmitz is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Lebanon, MO, and has four years of industry experience. Prior to joining Edward Jones in 2019, Jaiden held roles at Veterans United Home Loans, First State Community Bank, and Missouri Auto Auction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 14 years of experience at LifeSteps Financial, where she has worked since 2012. She is based in Richland, MO, and is one of three advisors at the firm. LifeSteps Financial serves a diverse client base including individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, with tactical asset allocation and strategic use of cash, and integrates financial planning into its advisory services.

Lance Link is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 11 years of industry experience. Prior to joining Ameriprise in 2024, he worked at Money Concepts Capital Corp and has been involved with Heritage Bank of Ozarks as an investment financial advisor. He also operated Link Lawn Service and Link Family Music in earlier years. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Lusher is a financial advisor with Lanark Financial, Inc. He holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Lanark, he worked at NBC Securities, Inc., COUNTRY Capital Management Company, COUNTRY Trust Bank, and Bankers Life Securities. Outside of his advisory role, he works seasonally as a package handler for FedEx. 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 multiple fee-based advisory programs and managed-account platforms, utilizing discretionary manager selection, model portfolios, and overlay management.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.