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Bradley S

Series 63, Series 66

Liberty, MO

Edward Jones

Bradley Schmidt is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John C

Series 63, Series 65

Smithville, MO

LPL Financial

John Carlson is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked at Waddell & Reed Inc. for 19 years and spent 12 years with the Church of Jesus Christ of Latter Day Saints. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, asset management programs, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

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

Series 63, Series 65

Liberty, MO

LPL Enterprise

Nicholas Smith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at Pruco Securities, East Fork Holding LLC, and Smith Insurance and Financial Services. Outside of advising, he serves on the board of Main Street Albany, a nonprofit organization, and manages property maintenance for Grandview Cemetery Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings including financial planning and access to various asset managers.

Tax-loss harvesting
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Angela G

Series 66

Smithville, MO

Edward Jones

Angela Gillen is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was employed at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of her advisory role, she owns a real estate business in Kansas City, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner Intergenerational Families
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Mark G

Series 66

Kearney, MO

Edward Jones

Mark Guelich is a financial advisor with Edward Jones in Kearney, MO, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he spent seven years with Silverback Decks LLC and served in the U.S. Army for 12 years. He is a U.S. Army retiree. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Military & Veterans Government Employee
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