Flat-fee, general retirement planning 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 roles include positions at Wintrust Wealth Management, Ally Invest Securities, Morgan Stanley Private Bank, Morgan Stanley, and Wayne Hummer Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven solutions.

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 and has prior work experience in insurance and the arts. Outside of advisory services, he is also licensed as an insurance agent, focusing on life, health, annuity, disability, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers various managed account programs and retirement plan consulting, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.