Seasoned advisors focused on divorce financial planning in Missouri

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathaniel Kane is a financial advisor at Stifel with Series 66 credentials and three years of industry experience. His work history includes multiple roles at Stifel and its affiliates, as well as positions at the University of Missouri and State Farm. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs proprietary methodologies developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Erkki Peippo is a financial advisor at Concorde Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial Inc. and through his own CPA firm. Outside of advisory work, he is involved in farming through Peippo Farms and operates as an insurance agent. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm uses a model-based portfolio construction approach with in-house and external strategists, offering alternative investments and ERISA plan services.

April Emeola is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 licenses with seven years of industry experience. She began her career at UBS Financial Services, where she worked for five years before joining RBC Capital Markets in 2017. Outside of finance, she is employed selling personal care products at Bath and Body Works. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party investment managers and emphasizes tailored strategies based on clients’ risk profiles.

Anthony Lyons is a Financial Consultant at Fidelity Investments, where he works alongside a team of financial professionals to provide guidance aimed at helping clients achieve peace of mind and live with purpose. He focuses on actively listening to clients' concerns and suggesting courses of action to support their financial goals. Anthony has held various roles in the financial services industry since 2016, including positions as a Financial Advisor at PNCI and Edward Jones, Private Wealth Advisor at Regions Bank, and Vice President-Planning & Development Manager at Arvest Wealth Management. His experience spans several organizations, reflecting a broad background in financial consulting and wealth management. Outside of his professional work, Anthony has interests in baseball, cars, football, and social events with friends.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife and MetLife Securities. Outside of her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and tools to analyze client goals and deliver written financial recommendations.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jacob Heinz is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes roles at Fidelity Investments, E*TRADE Capital Management, E*TRADE Securities, Bank of America, and Merrill. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Teresa Greenip is a CFP® professional with four years of industry experience, currently advising clients at Aspiriant, LLC in Los Angeles, CA. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves high-net-worth individuals, families, professional fiduciaries, corporate executives, business owners, foundations, and institutional clients, providing investment management, wealth planning, family office, and specialty services including accounting and banking. The firm combines proprietary Capital Market Expectations with third-party research to guide asset allocation and portfolio management, and operates affiliated mutual funds alongside offering recommended private investments.

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 with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for 20 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at MAFG RIA Services, Inc. since 1994 and Mid-Atlantic Companies since 1981. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a fundamental analytical approach supplemented by charting and cyclical analysis, offering a broad range of investment strategies and regularly performing due diligence and account reviews.