CFP®-certified, general estate planning guidance financial advisors in Springfield, MO

We have five core beliefs that drive our advice services and business decisions: 1. A person's value is not measured by their net worth. 2. People should expect, and get, the whole truth. 3. We believe your life should be interesting and your investments boring. 4. We believe transparency is critical to improving our profession and advice options for clients. 5. We explore the spectrum of financial planning (tax, estate, insurance, investments) because there is more to your life than your investment portfolio.

Robert Purvis is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Valic Financial Advisors since 1988 and also holds an agent position at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing clients with tailored asset-allocation strategies.

I’m John Davis, and I founded JKD Financial to bridge the gap between two worlds that should never have been separated: financial planning and proactive tax strategy. Springfield, Missouri is my home, I'm a dad to two boys, and a firm believer that financial advice should be honest, transparent, and easy to understand. I’ve spent my career—since 2016—learning this industry from the ground up. I started in the back office of an independent firm, eventually moving into a lead advisor role before spent time at a large CPA firm. Along the way, I noticed a problem: most "wealth management" is missing a microscope. Advisors look at the big picture, and tax preparers look at the past, but very few people sit in the middle to look at the future impact of every dollar. As both a CERTIFIED FINANCIAL PLANNER™ and an IRS Enrolled Agent (EA), I provide that missing link. I don’t just build a portfolio; I audit the plan for tax efficiency—managing IRMAA thresholds, executing Roth conversions, and ensuring your retirement "buckets" are optimized for what you actually keep. I’ve built an intentionally small practice. I’m not interested in scaling a giant empire or managing a call center. I limit the number of families I serve so that I can provide the deep-dive service my clients deserve. I took the leap to start my own firm because I wanted to build something I’d be proud to show my sons. I wanted to prove that you can provide elite-level financial advice without hidden fees, confusing jargon, or the conflicts of interest found in traditional AUM models. How I Work: Flat-Fee: My pricing is transparent and based on the complexity of your life, not the size of your portfolio. Tax-Forward: We plan for April 15th all year long, not just in the spring. High-Touch: When you have a question, you get a direct line to me—not an associate or a generic inbox. If you’re a diligent saver looking for a proactive partner to navigate the transition into retirement, I’d love to see if we’re a good fit. Learn more at jkdfinancial.com

Adria Schmidtke is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Her prior experience includes roles at Wintrust Wealth Management, Ally Invest Securities, Morgan Stanley Private Bank, Morgan Stanley, and Wayne Hummer Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio models and technology tools to support advisors.

Jon Skoruppa is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advisory work, he is also an insurance agent specializing in life, health, annuity, disability, critical illness, fixed annuity, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm leverages platform relationships with Envestnet and Pershing to deliver managed solutions and typically recommends MOIS-approved model portfolios and third-party managers.

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.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors, LLC. Outside of advising, he is the founder of Frontier Wealth Management and serves as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across 724 clients. The firm provides tailored financial planning, discretionary portfolio management, estate-planning consulting, and specialized educational programs, utilizing mutual funds and ETFs as primary investment vehicles.

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.

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.

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.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.