Larson Financial Group, LLC

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.

Dylan Donovan is a financial advisor at Larson Financial Group, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and Commerce Brokerage Services. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily serving doctors and related businesses, as well as individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, including option overlays and separately managed accounts.

Darin Archbold is a financial advisor at Larson Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Larson Financial Group since 2008 and Larson Financial Securities since 2010. Outside of his advisory role, he is involved in managing fixed insurance products. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of model portfolios, discretionary programs, and third-party manager recommendations, employing both strategic and tactical investment approaches.

Nathan Burk is a financial advisor with Larson Financial Group, LLC and holds a Series 66 designation. He has prior experience as a program director at the Ron Blue Institute, where he oversaw CFP/CKA coursework, acted as an enrollment and academic advisor, and instructed assignments. Burk’s industry experience began in 2025 following roles in education and other sectors. Larson Financial Group, LLC serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using a combination of model portfolios and custom discretionary programs that incorporate strategic and tactical approaches, including option overlays and separately managed accounts.

Kevin Cassidy is a financial advisor at Larson Financial Group, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 16 years of industry experience. Prior to joining Larson Financial Group in 2025, he worked at Charles Schwab for nine years. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using strategic and tactical approaches and incorporates AI-assisted tools to support research and documentation while maintaining human review.

Justin Rivera is a CFP® and CFA® with 10 years of experience in the financial industry. He is currently with Larson Financial Group, LLC and previously worked at firms including Motley Fool Wealth Management, TMF Investments, and The Vanguard Group. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches through model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review in its advisory process.

Michael Zesati is a financial advisor at Larson Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including LifePro Asset Management, Morgan Stanley, and Thrivent Financial. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing both strategic and tactical approaches alongside AI-assisted tools to support research and client service.

Joshua Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation. He joined Larson Financial Holdings in 2024 and has prior experience in commercial tile installations and education. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs with both strategic and tactical investment approaches.

Jonathan Krueger is a financial advisor with Larson Financial Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Lion Street Advisors and Accelerated Wealth Advisors, and he serves as managing member of Rocky Mountain Leadership Group, LLC and Krueger EZ Life, LLC. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and it incorporates AI-assisted tools while maintaining human oversight for client recommendations.

Michael Hermann is a CFP®, ChFC®, and holds a Series 66 license with 16 years of industry experience. He has worked at Larson Financial Group since 2020 and previously held roles at TD AMERITRADE and Scottrade. He is based in Saint Louis, MO. Larson Financial Group, LLC serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using a combination of model portfolios and custom discretionary programs, incorporating strategic and tactical investment approaches alongside AI-assisted research tools.

Derrick Yohe is a financial advisor with Larson Financial Group, LLC in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Larson Financial Group and its affiliated broker-dealer since 2012. Yohe is also the owner of Hippocratic Financial, LLC, which offers financial advisory services through Larson Financial Group. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs, utilizing strategic and tactical investment approaches, and supports its advisory process with AI-assisted research tools alongside human review.

Bedford Otey is a financial advisor at Larson Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2015. Outside of his advisory role, he performs in opera productions with Intermountain Opera. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on medical professionals. The firm uses a mix of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and offers specialized pension consulting and affiliated services.

Jill Renneke is a financial advisor with Larson Financial Group, LLC, holding a Series 66 designation and three years of industry experience. She has worked at Larson Financial Holdings, LLC since 2025 and previously at Larson Wealth Partners, LLC from 2020 to 2025. Outside of her financial advisory role, she serves as a softball coach for White Bear Lake Area Schools. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches, offers custom discretionary programs, and integrates AI-assisted tools alongside human review in its advisory process.

Alex Davis is a financial advisor at Larson Financial Group, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Midwest Wealth Management. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a particular emphasis on serving doctors and related businesses. The firm utilizes a combination of model portfolios and custom discretionary programs that include strategic and tactical approaches, supported by AI-assisted tools alongside human review.

Justin Nabity is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Larson Financial Group, LLC and has held roles at several other firms, including founding Physicians Thrive, LLC. Outside of his advisory work, Nabity serves as a partner in multiple businesses focused on supporting physicians and providing addiction rehabilitation services, and he is a member of the United States Navy Reserve. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting services primarily to doctors and related businesses. The firm combines strategic and tactical investment approaches and utilizes both proprietary and third-party resources to deliver customized advice.