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.
Bill Friebel
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.
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
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®
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.
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 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.
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.
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.
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.
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
Mary's highest intention is to make a significant difference in her clients and their families. She is a CERTIFIED FINANCIAL PLANNER™...
Matt Wilson, AAMS®
South Bend, Indiana
574-307-8585
Throughout his years as an advisor, Matt has utilized a refined process with clients known as the D3 Investment Process: Discover, Design, Deploy. He takes a personalized approach to working with each client.
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.
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®
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...
Rachel Burks
Des Peres, Missouri
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.
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, then providing customized financial, investment management and estate strategies. He works closely with entrepreneurs and business owners.
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®
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
For Valerie Baker, the most meaningful part of her role is having the ability to make a difference in her clients’ lives, knowing that they...
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...