Zachary Small

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. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Smith, Moore & Co. since 2016. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets across a team of about 50 advisors.

Rebecca Perrigo is a Series 66-licensed financial advisor with two years of industry experience. She is currently with OSAIC Institutions, Inc. and has held positions at various financial firms including MA Bank, Farmers Bank of Northern Missouri, Bank of Kirksville, Voya Financial Advisors, Edward Jones, and Infinex Investments. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions, utilizing fundamental and technical analysis and access to alternative investment platforms.

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.

Jeffery Jachura is a financial advisor with LPL Financial in La Mesa, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2015 and was also affiliated with Cornerstone Wealth Management, LLC from 2015 to 2021. Outside of his advisory role, he is involved in consulting through Jachura Consulting, LLC, which includes speaking engagements. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Corey Eagen is a CFP® with 10 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. He also owns Corey R. Eagen CPA LLC, providing tax services and accounting. Eagen is involved in his community as treasurer of the Orange & Black Foundation and serves on the boards of Kirksville Regional Economic Development Inc. and Northeast Missouri State Bank. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and individualized investment strategies.