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.
Fred Savel
St. Peters, 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 Horseman
LPL Wealth Manager
As a diligent, dedicated financial professional, Jake Horseman uses his extensive industry knowledge and his passion for helping others to guide his clients toward their financial goals. He understands that there is no “one size...
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.
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
LPL Financial Planner
636.445.5902
My goal is to create and enhance life-long financial and professional relationships with my clients, through mutual respect, concern and knowledge, I can help fulfill the financial needs of my clients now and in the future. Each...
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.
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
217-717-9787
Matt Wilson, AAMS®
LPL Financial Advisor
574-307-8585
Matt Wilson understood the importance of saving and investing from a young age. After circumstances led him and family to move in with his grandparents, Matt saw firsthand how his grandfather’s investments set him up for...
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.
Nick Kloster, CFP®
Rockford, Illinois
Nick Kloster believes that the value people place on money is shaped by who they are and the unique experiences they have had in life. Both of Nick's parents experienced personal and financial challenges in their upbringings. Because...
Nick Dragan, CFP®
Wealth Strategist
636.445.5881
“Excellence is not an act, it is a habit.” – Aristotle A veteran of the financial services industry, Nick Dragan specializes in helping clients understand and improve their financial situation. With a successful...
Rachel Burks
LPL Financial Planner
Preparing for that next step in life isn’t always easy. 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...
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.
Shannon Lewandoski, CEPA
LPL Financial Planner
Shannon specializes in compiling and analyzing comprehensive financial plans, then providing customized financial, investment management and estate strategies. He works closely with entrepreneurs and business owners, supporting their...
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.
Todd Gentry, CFP®,CHFC®, CAP®, CASL®
LPL Financial Planner
636.445.5902
The Planify Group13358 Manchester Road, Suite 200Des Peres, MO 63131www.planifygroup.com As a CERTIFIED FINANCIAL PLANNER™ professional, Todd Gentry brings a creative and sophisticated perspective to the world of investing....
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™
LPL Financial Planner
636.445.5881
Knowledge is the key to a successful financial future. Along with a team of professionals, I offer guidance to my clients to help them pursue their financial goals. I can provide comprehensive financial strategies and/or focus on one...
Wes Whitfield
LPL Wealth Advisor
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...