Christine Marie Cagle

Anthony Castelluccio is a financial advisor at First Class Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and began his career at Securian Financial Services, Inc. before working at Cambridge Investment Research, Inc. for over a decade. Castelluccio also serves as a FINRA arbitrator. First Class Capital provides portfolio management and financial planning for individual investors and institutional clients, including pension and profit-sharing plans, as well as banking institutions. The firm employs a quantitative, modern portfolio theory-based approach to construct diversified portfolios and offers both discretionary management and performance-based fee options.

Ryan Bargfrede is a financial advisor with The Jamison Edward Group, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. His prior work includes roles at Thrivent Financial and Transamerica Financial Advisors. In addition to his advisory duties, he is involved with Brown Industrial Parts Services as an outside sales representative. The Jamison Edward Group serves individual investors, trusts, estates, and business entities with discretionary and non-discretionary asset management, financial planning, and educational programming. The firm uses a range of analytical methods and offers both traditional asset management and various planning programs, primarily catering to non–high-net-worth clients.

James Werner is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Snider Talbot Financial Planning LLC since 2014 and previously worked for the City of Parkville from 2011 to 2017. Snider Talbot Financial Planning provides fee-only financial planning and investment advice primarily to individuals and couples, as well as trusts, estates, charitable organizations, groups, and small businesses. The firm employs a fundamental, long-term buy-and-hold investment approach focused on strategic asset allocation and low-cost mutual funds and ETFs, with most managed accounts handled on a non-discretionary basis.

Tomas Jacobsen is a financial advisor with Snider Talbot Financial Planning LLC, holding a Series 65 designation and six years of industry experience. He has a long tenure with the Lawson R-XIV School District, where he has worked since 1997. Snider Talbot Financial Planning serves primarily individuals and couples, as well as groups and small businesses through tailored financial-education sessions. The firm offers fee-only financial planning and ongoing asset management with a focus on low-cost, no-load mutual funds and ETFs within a long-term buy-and-hold approach, requiring client approval before executing transactions.

Julia Newton is a financial advisor at The Jamison Edward Group with Series 65 and Series 66 registrations and four years of industry experience. Prior to joining The Jamison Edward Group, she worked at Foundations Investment Advisors, Market Advisory Group, and held various roles in education and insurance. The Jamison Edward Group serves individual investors, trusts, estates, and business entities with discretionary and non-discretionary asset management, financial planning, and educational programming. The firm tailors investment advice to clients’ objectives, time horizons, and risk tolerances using a variety of analytical methods, and it offers both AUM-based management and periodic financial consulting programs.

Lee Taylor is a financial advisor at The Jamison Edward Group with 22 years of industry experience. He holds a Series 66 designation and has worked at The Jamison Edward Group since 2019, following three years with St. Bernard Financial Services. In addition, he is the owner and insurance agent of Green Tree Heart, LLC d/b/a Integrated Financial Solutions of Kansas City. The Jamison Edward Group serves individual investors, trusts, estates, and business entities, primarily those who are not high-net-worth. The firm provides discretionary and non-discretionary asset management, financial planning, and educational programming tailored to clients’ objectives, time horizons, and risk tolerance.