Adam Charles Morton

James Morton is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He is currently with USAdvisors Wealth Management, LLC and previously worked at Securities America, Inc. and Alliant Bank. Morton is also the owner of Morton Financial Solutions, LLC, where he provides securities sales, advisory services, and fixed insurance sales. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm combines model-portfolio strategies with fundamental security selection and offers a range of investment options, including socially responsible portfolios and alternative investments.

Troy Van Rie is a financial advisor at Smith, Moore & Co. in Kirksville, MO, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Smith, Moore & Co. since 2016. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, managing assets across a range of securities and alternative investments. The firm uses an open-architecture investment approach that includes proprietary models, individual advisor portfolio construction, and outsourced managers, with services tailored to clients’ objectives and risk tolerances.

Cody Weichelt is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at Truman State University and A.T. Still University and spent twelve years at Hy-Vee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Rebecca Perrigo is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and three years of industry experience. Her prior work history includes roles at multiple financial institutions such as MA Bank, Farmers Bank of Northern Missouri, Bank of Kirksville, Voya Financial Advisors, Edward Jones, and Infinex Investments, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Gavin Miranda is a financial advisor with Edward Jones in Kirksville, MO, holding a Series 66 designation and beginning his financial services career in 2026. Prior to joining Edward Jones, he worked at Bank Midwest and Central Bank of Boone County, and has several years of experience in education at La Plata R-II High School and Moberly Area Community College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large retail advisor network, affiliated mutual funds, and trust company services.

Yosef Mc Hugh is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He previously worked at Missouri Farm Bureau Insurance from 2015 to 2017. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies and affiliated services supported by a nationwide network of more than 23,000 advisors. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.