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.

Parker Miletich is a financial advisor with Edward Jones in Kirksville, MO, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Kirksville Country Club and Culver Stockton College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports a large nationwide network of financial advisors and branch offices.

Ashton Wolter is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at National Planning Corporation and Financial Planners of Missouri. Wolter is also involved as an independent insurance agent and owns businesses related to insurance and human resources services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Jason Robinson is a financial advisor with Edward Jones in Kirksville, MO, holding a Series 66 designation and bringing six years of industry experience. Prior to joining Edward Jones in 2019, he worked at United Rentals Inc from 2013 to 2019. He serves as the President of the La Plata R-2 Schools Board of Education in La Plata, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Zachary Small is a financial advisor at Ameriprise in Kirksville, MO, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Chariton Valley Association and Community Action, as well as experience at Truman State University. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jon Peck is a financial advisor with Edward Jones in Kirksville, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Miletich is a CFP® professional with 35 years of industry experience, currently serving at Edward Jones since 1990. He holds a Series 63 license and is based in Kirksville, MO. Edward Jones is a full-service wealth management firm catering to more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and provides a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Adam Morton is a financial advisor with OSAIC, holding a Series 66 designation and beginning his tenure at the firm in 2024. He has prior experience operating Morton Financial Solutions LLC and has held various roles in education and local government. Outside of his advisory work, he serves as a member of the Parish Finance Council for Mary Immaculate Catholic Church. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments with asset allocation and portfolio optimization tools, and it supports thousands of advisors and hundreds of thousands of clients across multiple custodial platforms.

Ricky Riley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cambridge since 2015. Outside of his advisory role, he serves as treasurer for the Kirksville R-III Schools Foundation and is a board member of Schuyler County Bancshares and Kirksville United Methodist Church. Cambridge Investment Research Advisors serves a wide range of clients, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent Financial Professionals using various account platforms and investment strategies.