Advisors
Alan Spraggins
Hot Springs, Arkansas
501-463-4702
Alan Spraggins believes in the power of objective financial guidance – having a professional who works in your best interests to recommend strategies to pursue your goals.
Brandon Allee
Anadarko, Oklahoma
844-319-8128
Brandon has been providing thoughtful and thorough financial advice in Anadarko since 2013. It has always been his goal to establish strong, lasting relationships with clients so he can learn what is most important to them.
Chad Walton
Des Peres, Missouri
314-394-1671
Chad Walton has been helping clients pursue their financial goals as a financial advisor since 2005, when he first established an office in the St. Louis area. His goal is to help clients make informed financial decisions.
D. Caleb Hughes
Carmi, Illinois
Caleb Hughes knows that each individual and family he works with has distinct goals and hopes for the future, so he works with you to tailor your wealth management plan to align with your objectives and values.
David Rashid
Streator, Illinois
815-672-4973
Anderson Investment Services LLC 302 East Main Street Streator, IL 61364 Anderson Investment Services LLC is a separate entity from LPL Financial.
Drew Stotler, AAMS®
Eureka, Missouri
As an independent advisor, Drew considers himself an educator and guide. He helps his clients understand their current situation and their options, so they can make choices to help them on the right path toward their goals.
Jake Gronewold, CFP®, MBA
Springfield, Illinois
Jake Gronewold, CFP, an investment advisor representative of LPL Financial, is responsible for developing, delivering and servicing financial plans to clients.
James Johnson
Saint Peters, Missouri
Jim Johnson has been helping clients in the greater St. Louis area pursue financial goals since 1997. Over the years, Jim has seen markets fluctuate and investor needs grow, so he works with clients to prepare for whatever comes their way.
Jeffrey Meier
Cincinnati, Ohio
For more than 25 years, Jeffrey Meier has helped clients design a plan to pursue their financial goals and discover the confidence and comfort that comes from having a comprehensive financial plan. As an independent advisor, he...
Jeremy Payton
Paoli, Indiana
Born and raised in Paoli, Jeremy Payton is dedicated to serving the community he’s been a part of his entire life. He is passionate about helping serious investors create a plan for their financial future.
Jerry Seibert, CFP®, CLU, ChFC
Springfield, Illinois
Jerry Seibert, CFP, with LPL Financial, specializes in serving the planning needs of business owners and professionals, both active and retired.
John A Locke III, CFP®, CLU
Wisconsin
John Locke is a financial consultant serving the investment, insurance and wealth management needs of clients in areas around Madison, Green Bay, Janesville and Crivitz.
John H. Anderson
Streator, Illinois
815-672-4973
With over 35 years of experience in financial services, John Anderson is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.
Karina Fino
Winchester, Virginia
540-675-3149
Karina Fino is dedicated to helping clients manage their family's finances to help ensure they can accumulate sufficient wealth, protect their future and enjoy a comfortable retirement in the future while living life to the fullest today.
Kip Reiss, CRPC®
Decatur, Illinois
217-330-6087
Hearing the stories and seeing the joy from my clients after years of planning is why I love what I do.” Kip Reiss became a financial planner because he enjoyed the investment process and building investment portfolios.
Lillie Powell, AWMA®
St. Peters, Missouri
636-397-6201
For nearly 20 years, Lillie Powell has been helping families in the St. Louis area plan for successful financial futures. Her focus as an independent advisor is to care for her clients and their goals, putting their needs first.
Lisa Cross, AAMS®
Carmi, Illinois
As a financial advisor, Lisa Cross builds relationships with clients on trust and respect, helping them identify, plan for and work toward their most important financial goals. Her objective is to always exceed clients’...
Mary Murphy, CFP®
Springfield, Illinois
877-264-0405
Mary is the founder and CEO of Mary M Murphy, CFP. Mary's highest intention is to make a significant difference in her clients and their families. She founded the firm in 2012 and has a total of 35+ years in the financial services industry.
Matt Estes
Paris, Arkansas
Matt Estes always wanted a career where he could help others. His passion for serving his community and supporting others by helping them to learn, grow and thrive led him to become a financial advisor.
Michael Rainbolt, AAMS®
Oklahoma City, Oklahoma
The gift of spending my childhood in Western Oklahoma gave me a firm foundation of principles, as well as a strong work ethic. My faith gives me a sense of purpose and a servant's heart.
Nathan Horn
Miami, Oklahoma
Nathan Horn is passionate about serving the individuals and families in his community and surrounding areas. Since becoming an advisor in 2011, Nathan has worked tirelessly to help clients design a plan to follow toward their ideal future.
Ryan Yeaton
Des Peres, Missouri
314-394-1671
Ryan Yeaton has always had a heart for those seeking direction born out of his faith in Christ and during his two terms as an active duty Marine. His goal is to help remove the confusion and mystery around investing and your financial life.
Sean Scotney
Broken Arrow, Oklahoma
855-631-6015
Sean Scotney began providing holistic financial advising in 2003. He is committed to helping clients identify and accomplish their long-term goals, while providing service that both surprises and delights.
Shawn Ezell, CFP®
Oklahoma City, Oklahoma
Shawn Ezell's interest in the financial world started as kid in rural Oklahoma. In the summers, he worked for a local attorney who first taught him about compounding interest and financial independence.
Teresa White, AAMS®
St. Peters, Missouri
636-397-6201
Throughout her career, Teresa White has always enjoyed having conversations with clients about how they want their wealth to support their life goals. She works closely with clients to create a customized wealth management plan.
Terry Gunning, CFP®, AAMS®, MSFP
Hamlin and Lake Ariel, Pennsylvania
Terry Gunning is a 1983 graduate of Rutgers University who has spent her entire career in the financial services industry. She truly enjoys being a financial coach to her clients and values the close relationships she has with them.
Tom Yeaton, CLU®, ChFC®
Des Peres, Missouri
314-394-1671
When it comes to investing, there are many complex decisions to make. Tom Yeaton understands that the last thing you want to do is procrastinate out of ignorance, fear or uncertainty.