Jared Christopher Straton

Hunter Crowley is a CFP® professional and Wharton graduate who works remotely with finance professionals in banking, private equity, and consulting. His clients’ compensation is unusually complex, with bonuses, deferred equity, and firm benefits that each come with decisions attached. Personal trading policies add another layer, governing how and when investments can be bought or sold. Hunter builds each plan around what the household wants its money to accomplish, then manages investments within the client’s trading policy so decisions are carried out on time. Every plan is revisited each year as pay, shares, and household needs change.

Daniel Heironimus is an investment advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at firms such as Independent Financial Group, Signator Investors, and Schumacher Financial Services. He serves on the board of directors for Christ Methodist Church in Sikeston, MO. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm provides portfolio management, model portfolios, financial planning, and retirement plan consulting via a technology-driven, open-architecture platform.

Steven Addison is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with NWF Advisory Services Inc in Sikeston, MO, and has worked at firms including Independent Financial Group, LLC and Transamerica Financial Advisors. Outside of advisory services, he is a partner at A.M. Financial Group, a limited liability company involved in marketing and business operations. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting on a technology-driven, open-architecture platform.

Ryan Merideth is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with NWF Advisory Services Inc and has previously worked at firms including Independent Financial Group, LLC and Signator Investors, Inc. Outside of his advisory roles, Merideth serves on the boards of two local nonprofit organizations focused on community heritage and tourism in Sikeston, Missouri. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform that offers portfolio management, financial planning, and retirement plan consulting through various account types and third-party strategies.

Eric Wooden is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked with Raymond James Financial since 1997 and maintains two private LLCs primarily for payroll and administrative purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal advisory and employer SIMPLE IRA consulting.

Bart Grant is a financial advisor with LPL Financial based in Sikeston, Missouri. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 19 years with Linsco/Private Ledger Corp. Grant operates a DBA under Grant Financial Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.