Independent, general tax planning financial advisors in Marshall, MO

Dustin Bachtel is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Alexander Capital Wealth Management since 2022. Prior to this, he was associated with Chariton Valley for nine years and currently maintains roles at Arthur Morris Lifestyle Wealth Management and as a self-employed insurance producer. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis in its investment approach and manages approximately $212.1 million in discretionary assets.

Gregory Bushman is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member for the I-70 Community Hospital Foundation, which awards scholarships to individuals pursuing medical degrees. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of topics such as retirement, tax, estate, and special needs planning. The firm enables clients to combine planning with managed-account programs under a consolidated billing option, while maintaining separate planning and investment management services.

Steven Bertani is a financial advisor with Edward Jones in Marshall, Missouri, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Edward Jones, he was involved with Arrow Rock Lyceum Theatre for 19 years. He serves as a part-time Emergency Medical Technician for the Saline County Ambulance District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Rusty Ream is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise since 2018, including its affiliated entities, and previously at Investment Professionals Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated companies.

Wesley Beumer is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining &PARTNERS in 2023. Outside of advising, he is involved in farming, owning and sharing crop operations in Marshall, Missouri. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis supported by both proprietary and third-party strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

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.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.