Advisors
Alan Spraggins, AAMS®, AFFP®
Hot Springs, Arkansas
(501) 463-4702
Alan Spraggins believes in the power of independent financial guidance and having a professional who works in your best interests to recommend strategies to pursue your goals.
Bill Friebel, CFP®, CRPC®
Des Peres, Missouri
With 20 years of executive-level experience, as an “advisor to the advisors”, he’s able to answer two main questions: “Will you make it?” and "Do you have any blind spots?”
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.
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.
Carina L. Moreland
Stoughton, Wisconsin
With over 10 years of experience working with investment clients, Carina understands how important each person’s distinct circumstances are as she helps plan and prepare for their future needs.
Chad Walton, AAMS®
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.
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®
Des Peres, 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 to pursue their goals.
Eric D. Ikemire
Mount Carmel, Illinois
Eric Ikemire has spent the majority of his career in the finance industry, fostering a dedicated passion for serving others. Working in wealth management feeds his desire to make a difference in the lives of others.
Fred Savel
St. Louis, Missouri
636-397-6201
Fred Savel followed his passion for connecting with people and helping them pursue their goals when he decided to enter the financial services industry in 1983. He takes pride in his ability to guide his clients on their financial journeys.
Jake Gronewold, CFP®, MBA
Springfield, Illinois
Jake Gronewold, CFP is responsible for developing, delivering, and servicing financial plans to clients. He also provides investment analysis, research, and asset allocation modeling for portfolio construction.
Jake Horseman
Des Peres, Missouri
As a diligent, dedicated financial professional, Jake Horseman uses his extensive industry knowledge and his passion for helping others to design customized plans to guide clients toward their financial goals.
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 McCorkendale
St. Louis, Missouri
314-394-1210
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.
Joe Heitkamp
Des Peres, Missouri
636.445.5902
Joe's goal is to create and enhance lifelong financial and professional relationships with clients. Through mutual respect, concern and knowledge, he helps fulfill the financial needs of my clients now and in the future.
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.
Jordan Edwards, CPA®, CPFA®
Edmond, Oklahoma
I work with small business owners to address their financial health and help them offer opportunities through education and financial planning. I also work with individuals, regardless of where they're at in their financial journey.
Kip Reiss, CRPC®
Decatur, Illinois
(217) 330-6087
Since 1996, Kip has found that the most rewarding part of his work is the relationships he develops with clients. “Hearing the stories and seeing the joy from my clients after years of planning is why I love what I do.”
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’ expectations.
Mary Murphy, CFP®
Springfield, Illinois
(217) 717-9787
Mary’s highest intention is to make a significant difference in the lives of her clients and their families; helping them to plan and prepare for their phases of life. Mary has a total of 35+ years in the financial services industry.
Matt Wilson, AAMS®, AIF®
South Bend, Indiana
574-307-8585
Throughout his years as an advisor, Matt has utilized a refined process with clients known as the 3D Investment Process: Discover, Design, Deploy. He takes a personalized approach to working with each client.
Michael Rainbolt, AAMS®, CPFA®
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.
Natalie Lim-Taylor, AAMS®, CRPC®, AWMA®
Norman, Oklahoma
As an LPL Wealth Strategist, one of the most rewarding aspects of my job is building deep relationships with my clients. I strive to understand them as individuals, embracing their diverse backgrounds, thoughts, beliefs, and motivations.
Nick Dragan, CFP®
Des Peres, Missouri
(636) 445-5881
Nick Dragan’s approach to managing wealth is rooted in his belief that to live well, one must create a plan for navigating life’s unexpected challenges. Nick has a passion for creating proactive plans for business owners and executives.
Nick Kloster, CFP®, AIF®
Rockford, Illinois
As a financial advisor, Nick has the opportunity to help others make decisions to positively impact their financial lives. His greatest professional satisfaction is when he sees a client realize that they are in a good place.
Patrick Lodes
314-394-1671
Patrick Lodes has been a financial advisor in the St. Louis area since 2003. Helping clients work towards their financial goals is his main focus.
Rachel Burks
Des Peres, Missouri
636-445-5902
Rachel's combination of experience, professionalism, and access to a wide variety of products and services can help you pursue your financial goals, estate strategies, and insurance needs.
Richard J. Zaegel
Des Peres, Missouri
314-394-1671
For over 44 years, Rick has dedicated his life to becoming a knowledgeable professional in the field of investments so he could help his clients pursue their financial goals, conserve their wealth, and live the life they want to live.
Lisa Friebel
Des Peres, Missouri
Lisa loves working with people and her passion is to help clients work towards their most important financial goals. Given her life experience, Lisa looks at a client's big picture without neglecting the smaller details.
Roren Finney
Janesville, Wisconsin
Roren Finney is a dedicated personal financial advisor with a passion for helping you and your family achieve your financial goals. He wants to help you make well-informed decisions that align with your risk tolerance and objectives.
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.
Shannon Lewandoski, CEPA®
Des Peres, Missouri
Shannon specializes in compiling and analyzing comprehensive financial plans and providing customized financial, investment management, and estate strategies. He works closely with entrepreneurs and business owners.
Shawn Ezell, CFP®, AAMS®
Oklahoma City, Oklahoma
Shawn works with individuals, families, oil and gas professionals, and business owners to help them plan for retirement. He takes a straightforward approach, valuing clear communication and honesty.
Teresa White, AAMS®, CRC®
St. Peters, Missouri
314-995-8541
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.
Todd Gentry, CFP®,ChFC®, CAP®, CASL®
Des Peres, Missouri
(636) 445-5902
Witnessing the direct and immediate impact of his work inspires and motivates Todd Gentry to guide his clients toward their personal and professional goals. He believes that meaningful, long-term relationships are at the root of success.
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.
Valerie Baker, CFP®, ChSNC®
Des Peres, MO
(636) 445-5881
The most meaningful part of Valerie's role is having the ability to make a difference in her clients’ lives, knowing that they can feel confident in her investment knowledge, problem-solving skills, and comprehensive advice.
Wes Whitfield
Paoli, IN
As a proud native of Paoli, Indiana, Wes considers it a blessing to grow his business in his hometown. By working as a financial advisor, Wes puts his passion into...