Seasoned financial advisors in Mexico, MO

Scott Angell is a financial advisor with Angell Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Angell Capital Management since 2000 and was previously with 1522 Long Term Care Advisors, LLC from 2018 to 2024. Angell Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process emphasizes asset allocation through traditional methods, quantitative techniques, and behavioral finance, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Debra Hopke is a financial advisor with GWN Securities Inc., holding Series 65 and Series 63 credentials and bringing 32 years of industry experience. She has worked with firms including Franklin Life Insurance Company and Boresha International. Outside of her advisory work, she operates a CPA practice specializing in tax preparation and financial statements and has served as treasurer for the Laddonia-Farber Special Road District for approximately 30 years. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning. The firm utilizes a variety of affiliated and unaffiliated sub-advisers and applies asset allocation and Modern Portfolio Theory, while also offering tactical strategies based on market timing and momentum.

Robert Dixon III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and providing advisory services for over 31 years. He has been with Cambridge since 2004 and its affiliated advisor firm since 2005. Outside of his advisory role, he coaches swimming at the YMCA and performs as an entertainer for weddings and events. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Andrew Baker is the sole advisor at Baker Capital Management in Mexico, Missouri, holding a Series 65 designation with seven years of industry experience. He has operated under the Baker Capital Management name since 1991. Baker Capital Management provides portfolio management services for individuals, trusts, estates, and charitable organizations, managing approximately 45 client relationships with $13.4 million in assets. The firm emphasizes fundamental analysis for security selection, focusing on long-term equity holdings and bond portfolios structured to generate stable income, with asset allocations tailored to individual client needs.

Patrick Ryan is a financial advisor with Edward Jones in Mexico, Missouri, holding a Series 66 designation and 21 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Ryan is involved in managing financial decisions for Oak Tree Club LLC and serves on the endowment committee for the Presser Performing Arts Center. 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 investment advisory services and maintains a large network of advisors and branch offices nationwide.

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.