Des Peres, MO 13358 Manchester Rd Office

James Gentry is a financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at MassMutual Investors Services, MassMutual Life Insurance, and Metlife Securities. He is also a 25% owner in the food and beverage portion of an event center in Wentzville, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to provide discretionary and non-discretionary investment management.

August Hummert IV is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial and has held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. He is involved with Retire On Time LLC, a business entity focused on tax and investment purposes outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Nicholas Dragan is a financial advisor with LPL Financial in Des Peres, MO, holding the CFP® and Series 66 designations and bringing 25 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he is involved in organizing hockey card show hobby box breaks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and third-party research while providing both discretionary and non-discretionary portfolio management.

Patrick Lodes is a financial advisor with LPL Financial based in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with LPL Financial since 2012 and has managed Cornerstone Wealth Management, LLC since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad national network. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party providers.

Ronald Yeaton is a financial advisor with LPL Financial based in Des Peres, MO. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining LPL Financial in 2020, he worked at OneAmerica Securities and American United Life for a decade each. Yeaton is also involved in several investment-related business activities through entities such as Yeaton Financial Group and Cornerstone Wealth Portfolios. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technologies to support diversified investment strategies.

Dyllan Weicht is an advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience in educational roles at Missouri Baptist University, Holt High School, and Wentzville Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Michael Walton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Joseph Heitkamp is a financial advisor with LPL Financial in Des Peres, MO, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities. He also sells life insurance as a part of his professional activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, leveraging research and model portfolios to provide discretionary and non-discretionary management solutions.

Valerie Baker is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from various sources.

Shannon Lewandoski is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and 15 years of industry experience. Prior to joining LPL Financial in 2022, Shannon worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years. Outside of finance, Shannon serves as co-president of the nonprofit organization Hockey Players in Business and is involved in hockey coaching and training. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by research from LPL Research and third-party subadvisors.

Ryan Yeaton is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, Yeaton is involved in a musical group called Slay the Giant that produces and distributes musical content. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Lisa Friebel is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at RGA-Reinsurance Group of America and Ashfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to various model portfolios and research.

William Friebel Jr. is a CFP® professional with 28 years of industry experience and is currently affiliated with LPL Financial. His prior roles include positions at John Hancock, Invesco Distributors, and OppenheimerFunds. He is a partner in Cornerstone Wealth Management, an independent registered investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research from multiple sources.

Brent Mannebach is a CFP® professional with 19 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 12 years with Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various investment management options.

Maria Ashley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Eagle Strategies (NY Life), Marco Financial, LLC, and New York Life Insurance Company. She is also involved with Marco Financial, LLC in capacities beyond her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, employing both discretionary and non-discretionary management and utilizing research from multiple sources to support diversified investment strategies.