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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.

Business succession planning Founder/Business Owner Executive
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Thomas L

Series 63, Series 65

Columbia, MO

Lifemark Securities Corp.

Thomas Luckenbill is a financial advisor at Lifemark Securities Corp. with 28 years of industry experience. He holds Series 63 and 65 licenses. In addition to his advisory role, he is an attorney specializing in estate planning through Luckenbill Law Firm and serves as an adjunct professor at William Woods University. He is also involved with Broadway Christian Church as a member of its Memorial Funds Subcommittee. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and tailors advice to client suitability through risk assessments, managing accounts on both discretionary and non-discretionary bases.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management
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Ryan M

CFP®, Series 65

Columbia, MO

The Wealth Consulting Group

Ryan Mueller is a CFP® and Series 65-licensed advisor with six years of industry experience. He is currently with The Wealth Consulting Group, where he has worked since 2023, following three years at V Wealth Management and two years at Cerner. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a range of investment approaches including both active and passive strategies, model portfolios, and algorithmic Guided Wealth Portfolios, and provides legal and implementation support through licensed attorneys and third-party vendors.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Nicholas F

Series 65

Columbia, MO

integrity Advisory Solutions

Nicholas Farley is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 credential and has prior work experience at Deloitte, CommunityAmerica Credit Union, Walmart, and the University of Missouri. Farley is also involved in financial consulting and planning through Missouri Holdings NF, LLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a variety of investment approaches supported by third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Christopher M

Series 66

Columbia, MO

integrity Advisory Solutions

Christopher Mark is a financial advisor with Integrity Advisory Solutions, holding a Series 66 designation and nine years of industry experience. He previously worked at PGN Financial and Securities America Advisors. Outside of his advisory role, he provides insurance services to Medicare beneficiaries and assists clients with retirement planning through his involvement in Senior Benefit Services. Integrity Advisory Solutions serves individuals, trusts, estates, and businesses through a network of independent advisors managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes multiple asset-allocation strategies and third-party platforms to construct tailored client portfolios.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Payton S

Series 65

Columbia, MO

Newedge Advisors

Payton Sapp is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, Sapp worked at WR Wealth Planning and WR Wealth Planners and has experience at the University of Missouri - Columbia and other organizations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Leah F

Series 63, Series 65

Columbia, MO

Kestra Advisory

Leah Flaspohler is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior roles include positions at Princor Financial Services Corporation, Principal Life Insurance Company, and MSI Financial Services. Outside of her advisory work, she serves as a board member and deaconess at First Christian Church Disciples of Christ and co-owns Flash Creations, LLC, a business focused on handmade items, auto repair, and auctions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and providing access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Glenn W

Series 66, Series 63

Columbia, MO

Bankers Life Advisory Services, Inc.

Glenn Wilde is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Wilde has worked at Bankers Life Securities, Inc. since 2017 and with Bankers Life & Casualty, Inc. since 1993. Outside of his advisory role, he coaches high school golf for Southern Boone High School in Columbia, MO. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios to clients’ goals and risk tolerances.

Wealth management Retired
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Ryan S

Series 63, Series 65

Columbia, MO

Bankers Life Advisory Services, Inc.

Ryan Stiefermann is a financial advisor with Bankers Life Advisory Services, Inc. in Columbia, MO. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Stiefermann has worked with Bankers Life Advisory Services since 2019 and is also an insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Christina L

CFP®, Series 66

Columbia, MO

Moneta Group Investment Advisors, LLC

Christina Link is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Her prior roles include positions at Wells Fargo Clearing Services and Principal Financial entities. She is also involved in her local community as a board member and social committee member of the Copperstone Neighborhood HOA in Columbia, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as trustee offerings and planning for professional athletes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Eric N

Series 63, Series 66

Rocheport, MO

VOYA Financial Advisors, Inc.

Eric Niswonger is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and concurrently at Marathon Benefits Group since 2009. Niswonger serves on the board of directors for the William and Donna Headrick Pet Foundation, a nonprofit organization supporting SEMO Pets of Cape Girardeau, Missouri. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based advisory relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Chancellor S

CFP®, Series 65

Columbia, MO

Creative Planning

Chancellor Spangler is a CFP® and Series 65 licensed financial advisor with five years of industry experience, currently with Creative Planning in Columbia, MO. He has worked at Creative Planning since 2019 and previously held roles at StorageMart and the University of Missouri. He also was involved with the Redhead Yacht Club from 2016 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and tax-loss harvesting.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Daniel K

Series 65

Columbia, MO

Farther

Daniel Kellar is a financial advisor at Farther with seven years of industry experience. He holds a Series 65 designation and previously worked at WR Wealth Partners and KIA of Columbia. Outside of his advisory role, he is the owner of an insurance agency, DK Pro Consulting LLC, in Columbia, Missouri. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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John M

CFP®, Series 63, Series 66

Columbia, MO

Commonwealth Financial Network

John Madigan is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and owns Madigan Wealth Management. His prior experience includes roles at LPL Financial, INVEST Financial Corp, and Central Bank. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and discretionary model portfolios while enabling advisors to construct customized client portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jared R

CFP®, Series 66

Columbia, MO

Newedge Advisors

Jared Reynolds is a CFP® with 24 years of industry experience and currently serves as an investment advisor representative at NewEdge Advisors. He has previously worked with firms such as LPL Financial and Waddell & Reed, Inc. Outside of his advisory role, Reynolds is involved in various entrepreneurial ventures including farm and recreational property ownership, as well as a consulting company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and trusts through independent representatives. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Adam W

CFP®, Series 63, Series 65

Columbia, MO

OSAIC

Adam Wheeler is a CFP® professional with 19 years of industry experience, currently affiliated with OSAIC since 2025. Prior to joining OSAIC, he spent 18 years at Lincoln Financial Advisors. He is also active as an insurance agent offering accident and health, disability, life insurance, and annuity products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin A

Series 63, Series 66

Columbia, MO

LPL Financial

Kevin Adam is a financial advisor with LPL Financial in Columbia, MO, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior experience includes roles at Cetera Advisors LLC, Lincoln Investment, and MSI Financial Services, Inc. Outside of his advisory work, he is involved in managing short-term real estate rentals in Columbia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Travis F

Series 66

Columbia, MO

Edward Jones

Travis Figg is a financial advisor with Edward Jones in Columbia, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved as an Amazon affiliate for a fly fishing website. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of advisors and branch offices.

Charitable giving & philanthropy Inheritance planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Angela C

Series 66

Columbia, MO

LPL Financial

Angela Cantin is a financial advisor with LPL Financial based in Columbia, MO, holding a Series 66 designation and three years of industry experience. She has also worked at The Bank of Missouri since 2005 and currently holds a senior administrative officer role there. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of financial planning and investment management services through a large network of advisors, with capabilities including model portfolios, third-party management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeron T

Series 66

Columbia, MO

LPL Financial

Jeron Tetteh is a financial advisor with LPL Financial based in Columbia, MO. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, Jeron worked at Central Bank of Boone County and Bank 21. He is also involved with the Martin Community Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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