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Jaret P
Series 66
Clayton, MO
Smith, Moore & Co.
Jaret Perryman is a financial advisor at Smith, Moore & Co. with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Millenia Investments and Larson Financial Group. 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 utilizes both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing around $2.0 billion in client assets.
Matthew B
CFP®, Series 63
Moberly, MO
Smith, Moore & Co.
Matthew Bragg is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2021. His prior experience includes roles at LPL Financial LLC and Investment Centers of America. He is also licensed as an insurance agent, engaging in insurance service and sales on a limited basis. Smith, Moore & Co. advises 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 a multi-team approach, utilizing both advisor-managed accounts and third-party manager arrangements.
Cory D
Series 66
Clayton, MO
Smith, Moore & Co.
Cory Downer is a financial advisor at Smith, Moore & Co. with three years of industry experience. He holds a Series 66 designation and previously worked for Heidtman Steel for ten years. Outside of his advisory role, he is licensed as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed and third-party manager accounts, with a focus on diversified portfolios including stocks, mutual funds, ETFs, bonds, options, and alternative investments.
Austin A
Series 66
Overland Park, KS
Smith, Moore & Co.
Austin Alejos is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Paragon Capital Management and various educational institutions including Drury University. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach combining proprietary models, individual advisor portfolio construction, and outsourced managers to manage diversified portfolios across multiple asset classes.
Alex L
Series 63, Series 65
Jefferson City, MO
Smith, Moore & Co.
Alex Lecure is a financial advisor at Smith, Moore & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at K.W. Chambers & Co. and several nonprofit organizations focused on children’s services. He also provides seasonal tax preparation services outside of his advisory role. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, utilizing an open-architecture approach that combines proprietary models, individual advisor portfolio construction, and third-party managers.
Ian R
Series 66
Clayton, MO
Smith, Moore & Co.
Ian Rothbarth is a financial advisor at Smith, Moore & Co. with nine years of industry experience. He holds the Series 66 designation and has been with Smith, Moore & Co. since 2018. Prior to joining the firm, he worked at Wells Fargo Clearing Services LLC and has experience outside finance, including a role at Brio Tuscan Grille. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension plans. The firm employs an open-architecture investment approach, combining proprietary model portfolios, advisor portfolio construction, and outsourced managers across various asset classes.
Carl F
Series 63, Series 66
Columbia, MO
Smith, Moore & Co.
Carl Fudge is a financial advisor at Smith, Moore & Co. in Columbia, MO, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Smith, Moore & Co. since 2008. Outside of his advisory role, he co-owns and operates an investment-related business. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach and utilizes both advisor-managed accounts and third-party manager arrangements.
Thomas L
Series 63, Series 65
Brandon, MS
Smith, Moore & Co.
Thomas Lee is a financial advisor with Smith, Moore & Co. in Mendenhall, MS, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Raymond James Financial Services Advisors, PriorityOne Insurance Agency, and Priority One Bank. Lee also maintains a part-time role as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team structure. The firm uses both advisor-managed accounts and third-party managers, employing fundamental and technical analysis to manage diversified portfolios.
Troy V
Series 63, Series 65
Kirksville, MO
Smith, Moore & Co.
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.
Todd B
Series 66
Brandon, MS
Smith, Moore & Co.
Todd Barnthouse is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds a Series 66 designation and previously worked at PriorityOne Bank and Raymond James Financial Services. Outside of his advisory role, he is the owner and president of Barnthouse Custom Homes in Brandon, MS. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension plans, utilizing an open-architecture approach that includes proprietary model portfolios, individual portfolio construction, and access to third-party managers. The firm manages a range of investments across stocks, bonds, mutual funds, ETFs, options, and select alternatives through both discretionary and non-discretionary accounts.
Thomas G
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Thomas Gonsalves is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Smith, Moore & Co. since 1990. 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.
Lauren M
CFP®, Series 66
Effingham, IL
Smith, Moore & Co.
Lauren Meinhart is a CFP® professional with three years of industry experience, currently serving as an advisor at Smith, Moore & Co. since 2022. Her prior roles include positions at Midland States Bank and Doehring Winders & Co., as well as involvement with Indiana State University and the Teutopolis Park District. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team approach with approximately 50 advisors managing about $2.0 billion in assets. The firm utilizes both advisor-managed accounts and third-party manager arrangements, employing fundamental and technical analysis across a broad range of investment products.
Stefanie C
Series 66
Chesterfield, MO
Smith, Moore & Co.
Stefanie Clark is a financial advisor at Smith, Moore & Co. with nine years at the firm and three years of industry experience. She holds a Series 66 designation. Prior to joining Smith, Moore & Co., she worked at Keystone Staffing and Live Nation Entertainment. Outside of finance, she teaches dance and tumbling at a civic dance studio. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that combines proprietary model portfolios, individual advisor strategies, and outsourced managers across a range of asset classes.
Timothy B
Series 63, Series 66
Fulton, MO
Smith, Moore & Co.
Timothy Borman is a financial advisor with Smith, Moore & Co., holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and The Callaway Bank. Outside of his advisory work, he is involved in farming as a non-investment business activity. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in client assets through a variety of investment strategies and third-party manager arrangements.
Kyle S
Series 66
Manchester, MO
Smith, Moore & Co.
Kyle Shaw is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Edward Jones. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans, managing assets through both discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach combining proprietary model portfolios, individual advisor portfolio construction, and outsourced managers.
Douglas S
Series 63, Series 66
Effingham, IL
Smith, Moore & Co.
Douglas Schultz is a financial advisor at Smith, Moore & Co. with 30 years of industry experience. He has been with Smith, Moore & Co. since 2009 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is also licensed as an insurance agent, providing insurance services in the same office. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm combines advisor-managed accounts and third-party manager solutions, overseeing approximately $2.0 billion in client assets.
Nathan S
Series 66
Effingham, IL
Smith, Moore & Co.
Nathan Schultz is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds a Series 66 designation and has been with Smith Moore since 2021. Outside of finance, he is the CEO of Holy Cow Beef Snacks, a beef snack stick distribution business he has operated since 2019. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that includes proprietary models, individual portfolio construction, and outsourced managers, offering a range of investments from stocks and bonds to alternative assets.
Christina H
Series 63, Series 65
Jefferson City, MO
Smith, Moore & Co.
Christina Hake is a financial advisor at Smith, Moore & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at the firm since 2018. Prior to that, she was affiliated with Wealth Management Partners, LLC, Saxony Capital Management, and Saxony Securities Inc. She is also licensed as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in assets and uses both advisor-managed accounts and third-party manager solutions.
Timothy S
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Timothy Schulte is a financial advisor at Smith, Moore & Co. with 37 years of industry experience. He has been with the firm since 1989 and holds the Series 63 and Series 65 designations. 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, using fundamental and technical analysis to guide investment decisions.
Dylan B
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Dylan Bushman is a financial advisor at Smith, Moore & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and TD Ameritrade. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans through discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach that includes proprietary model portfolios, individual advisor portfolio construction, and outsourced managers, utilizing fundamental and technical analysis to align investments with clients’ objectives and risk tolerances.
Robert P
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Robert Plack is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 designations with 39 years of industry experience. He has worked at Smith, Moore & Co. since 1987. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, managing assets through discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach that includes proprietary model portfolios, individual advisor portfolio construction, and outsourced managers, with investment selections based on fundamental and technical analysis.
Hope G
CFP®, Series 66
Jefferson City, MO
Smith, Moore & Co.
Hope Gerdes is a CFP® professional with 11 years of experience in the financial advisory industry. She has worked at Smith, Moore & Co. since 2022 and previously spent eight years at Edward Jones. 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.
Randall R
Series 63, Series 65
Overland Park, KS
Smith, Moore & Co.
Randall Rhyner is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Smith, Moore & Co. since 2009. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm utilizes both advisor-managed accounts and third-party manager arrangements, with a range of investment options including stocks, mutual funds, ETFs, bonds, options, and alternative investments.
Harry H
Series 63, Series 66
Jefferson City, MO
Smith, Moore & Co.
Harry Hopkins is a financial advisor at Smith, Moore & Co. in Jefferson City, MO, holding Series 63 and Series 66 credentials with 42 years of industry experience. He has been with Smith, Moore & Co. since 2004. 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 about $2.0 billion in client assets.
Austin T
Series 66
Fulton, MO
Smith, Moore & Co.
Austin Taylor is a financial advisor at Smith, Moore & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in education at the University of Missouri-Columbia, Fulton High School, and Fulton Middle School. 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.
David P
Series 63, Series 65
Overland Park, KS
Smith, Moore & Co.
David Przybylski is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Smith, Moore & Co. since 2009. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs a multi-team approach using both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.
Dean W
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Dean Williams is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Smith, Moore & Co. since 2008. 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, with a diverse investment approach that includes stocks, mutual funds, ETFs, bonds, options, and alternative investments.
Adam S
Series 66
Effingham, IL
Smith, Moore & Co.
Adam Steppe is a financial advisor at Smith, Moore & Co. in Effingham, IL, holding a Series 66 designation with three years of industry experience. He previously worked at Rush Enterprises for seven years before joining Smith, Moore & Co. in 2022. 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 utilizes both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing around $2.0 billion in client assets.
Donna Z
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Donna Zoeller is a financial advisor at Smith, Moore & Co. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed, Inc. from 2012 to 2017. Outside of advising, she is licensed as an insurance agent, dedicating limited time to service and sales related to insurance. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in assets, utilizing both advisor-managed accounts and third-party manager arrangements.
James C
Series 63, Series 65
Columbia, MO
Smith, Moore & Co.
James Church is a financial advisor at Smith, Moore & Co. in Columbia, MO, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smith, Moore & Co. since 2010. 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.
Douglas N
Series 63, Series 65
Chesterfield, MO
Smith, Moore & Co.
Douglas Nachman is a financial advisor with Smith, Moore & Co. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Smith, Moore & Co. since 1989. Outside of his advisory role, he participates as an analyst on a Thoroughbred Racehorse Radio Show and is also a Thoroughbred racehorse owner. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, utilizing a variety of investment vehicles and analytical methods.
Mason B
Series 66
Clayton, MO
Smith, Moore & Co.
Mason Barnett is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds the Series 66 designation and has worked in advisory roles as well as in agricultural and service businesses, including a position at Harold Schmidt Tomato Farm and ownership of Fresh Start Power Washing LLC. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, utilizing an open-architecture approach that blends proprietary models, individual advisor portfolio construction, and outsourced managers. The firm offers management across various asset classes and uses fundamental and technical analysis to align portfolios with clients’ objectives and risk tolerances.
Gregory B
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Gregory Bray is a financial advisor at Smith, Moore & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smith, Moore & Co. since 2015. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance services at the same office location. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors and manages around $2.0 billion in client assets through a combination of advisor-managed accounts and third-party manager arrangements.
Mark N
Series 63, Series 66
Effingham, IL
Smith, Moore & Co.
Mark Niebrugge is a financial advisor with Smith, Moore & Co. in Effingham, IL, holding Series 63 and Series 66 credentials with nine years of industry experience. Prior to joining Smith, Moore & Co., he worked at Private Client Services, TAP Consulting, LLC, Td Ameritrade, Inc., and Scottrade. He also has experience with Quincy Country Club, Quincy University, and Bloemer Construction, LLC. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, managing assets through discretionary and non-discretionary accounts. The firm uses an open-architecture investment approach combining proprietary models, individual advisor portfolio construction, and outsourced managers, incorporating fundamental and technical analysis to align portfolios with client objectives and risk tolerances.
Stewart D
CFP®, Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Stewart Deutsch Jr. is a CFP® professional with 32 years of industry experience, currently serving at Smith, Moore & Co. since 2003. He holds Series 63 and Series 65 licenses and participates actively in community and educational roles, including serving as board president of Covenant House and as an adjunct lecturer at Washington University. He also contributes to advisory and strategic committees for the University of Missouri and the Jewish Federation of St. Louis. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach combining proprietary models, advisor portfolio construction, and outsourced managers, offering both discretionary and non-discretionary account management.
Kevin K
Series 66
Overland Park, KS
Smith, Moore & Co.
Kevin Kopff is a financial advisor at Smith, Moore & Co. in Overland Park, KS, with 10 years of industry experience. He holds the Series 66 designation and has been with Smith, Moore & Co. since 2015. Outside of his advisory role, he serves as an administrator for a family LLC in Topeka, Kansas. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.
Blaine P
Series 66
Fulton, MO
Smith, Moore & Co.
Blaine Pestle is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds the Series 66 designation and previously worked for Calloway Bank for ten years. Outside of advising, he is a co-owner and manager of a short-term rental property. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm uses a multi-team approach with a mix of advisor-managed accounts and third-party manager arrangements.
Daniel B
Series 66
Fulton, MO
Smith, Moore & Co.
Daniel Backer is a financial advisor with Smith, Moore & Co. in Fulton, MO, holding a Series 66 designation. He has one year of industry experience and previously worked at Finteris Wealth Management and The Callaway Bank. He also has experience in education through Westminister College. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans, utilizing an open-architecture investment approach that combines proprietary models, individual portfolio construction, and outsourced managers.
Amy B
Series 66
Clayton, MO
Smith, Moore & Co.
Amy Brody is a financial advisor at Smith, Moore & Co. with nine years of industry experience. She holds the Series 66 designation and has been with Smith, Moore & Co. since 2015. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm combines advisor-managed accounts with third-party manager arrangements and employs both fundamental and technical analysis in its investment approach.
Kevin S
CFP®, Series 66
Clayton, MO
Smith, Moore & Co.
Kevin Storm is a CFP® with 19 years of experience in financial advising and has been with Smith, Moore & Co. since 2006. He holds a Series 66 license and is also registered as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with about 50 advisors managing approximately $2.0 billion in assets, using both advisor-managed accounts and third-party manager arrangements.
Brian R
Series 66
Clayton, MO
Smith, Moore & Co.
Brian Rongey is a financial advisor at Smith, Moore & Co. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Financial and Stifel Independent Advisors, LLC. Outside of his advisory work, Rongey serves as Secretary for the Mascoutah Athletic Commission, supporting youth sports in Mascoutah, Illinois. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach combining proprietary model portfolios, advisor-constructed portfolios, and outsourced managers, with a focus on aligning investments to clients’ objectives and risk tolerances.
Kipp N
Series 63, Series 65
Overland Park, KS
Smith, Moore & Co.
Kipp Noe is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Smith, Moore & Co. since 2016. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm uses an open-architecture investment approach that incorporates proprietary models, individual advisor portfolio construction, and outsourced managers, focusing on aligning client accounts with their objectives and risk tolerances.
Kent S
CFP®, Series 63
Effingham, IL
Smith, Moore & Co.
Kent Schmidt is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2009. His previous roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, including high-net-worth households, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that integrates proprietary models, individual advisor constructions, and third-party managers, focusing on aligning portfolios with client objectives and risk tolerances.
Mylan A
Series 66
Brandon, MS
Smith, Moore & Co.
Mylan Anderson is a financial advisor at Smith, Moore & Co. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Priority One Bank and Raymond James Financial Services. Outside of advising, he owns a storage facility business. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements across a diverse range of investment options.
Aaron R
CFP®, Series 66
Fulton, MO
Smith, Moore & Co.
Aaron Rigdon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2021. He previously worked at Cetera and The Callaway Bank. Outside of his advisory role, Rigdon is an insurance agent based in the same office and is involved in several investment-related business activities, including managing farm and rental properties as well as property renovations. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing about $2.0 billion in client assets.
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