Top retirement plans for business owners (SEP, solo 401k) financial advisors in Sedalia, MO

Brett Hudson is a financial advisor with LPL Financial in Sedalia, Missouri. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Invest Financial Corp and Central Bank. He is also involved with Central Bank in an investment-related capacity and has worked as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning solutions, model portfolios, and institutional platforms, supporting advisors with technology tools while managing over $819 billion in discretionary assets.

Thomas Van Leer is a financial advisor with Edward Jones in Sedalia, MO. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at United Parcel Service, Inc. for 19 years. Outside of his advisory role, Van Leer is a 15% owner of JD Parr & Associates, LLC, a Smoothie King juice bar in Eldon, MO. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Nichols is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He has been with Thrivent and its affiliate, Thrivent Financial for Lutherans, since 2002. Nichols holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning that covers topics such as retirement, income tax, estate, and business continuation, with options to integrate planning alongside managed-account services under a consolidated billing arrangement.

Kevin Schnell is a CFP® with 20 years of industry experience and is the principal of Schnell Financial Group, LLC in Sedalia, MO. He has been self-employed since 2005 and also manages a licensed law practice. Schnell Financial Group serves individuals, families, and business owners with legacy and wealth management services, integrating investment management with tax and legal planning. The firm combines discretionary portfolio management with in-house estate planning and advanced tax services, a distinctive approach among similarly sized supported advisory firms.

Corey Stackhouse is a CFP® professional with 12 years of experience in the financial services industry. He currently operates as the sole advisor at Stackhouse Enterprises in Sedalia, MO. His prior work includes roles at Huntleigh Securities Corporation and Edward Jones. Outside of advisory work, he owns Stackhouse Tax Service, LLC, providing tax preparation and related services, and Stackhouse Insurance LLC, which offers a variety of insurance products. Stackhouse Capital LLC provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and small business owners. The firm employs a passive buy-and-hold strategy tailored to client-specific investment policy statements, focusing on asset allocation and diversification through fundamental, technical, and cyclical analysis.

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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.