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. 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.

Cody Weichelt is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at Truman State University and A.T. Still University and spent twelve years at Hy-Vee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Rebecca Perrigo is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and three years of industry experience. Her prior work history includes roles at multiple financial institutions such as MA Bank, Farmers Bank of Northern Missouri, Bank of Kirksville, Voya Financial Advisors, Edward Jones, and Infinex Investments, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Gavin Miranda is a financial advisor with Edward Jones in Kirksville, MO, holding a Series 66 designation and beginning his financial services career in 2026. Prior to joining Edward Jones, he worked at Bank Midwest and Central Bank of Boone County, and has several years of experience in education at La Plata R-II High School and Moberly Area Community College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large retail advisor network, affiliated mutual funds, and trust company services.

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 Series 66-licensed financial advisor with 16 years of industry experience, currently with LPL Financial since 2015. His prior experience includes roles at Cornerstone Wealth Management and Edward Jones. He is involved in speaking engagements through Jachura Consulting and provides non-variable insurance services with the Pickett Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, featuring model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Corey Eagen is a CFP® and Series 66-registered financial professional with 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and also owns Corey R. Eagen CPA LLC, providing tax services. He serves as treasurer for the Orange & Black Foundation and holds board positions with Kirksville Regional Economic Development Inc. and Northeast Missouri State Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals who utilize various platform arrangements and proprietary as well as unaffiliated 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 at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2017. In addition to his advisory role, he is involved as an independent insurance agent and owns businesses related to insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management solutions across multiple custody and platform arrangements.

Jason Robinson is a financial advisor with Edward Jones in Kirksville, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for six years at United Rentals Inc. Robinson serves as 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 individual and institutional clients, with approximately $1.01 trillion in assets under management and a large network of advisors and branch offices nationwide. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

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 at Osaic Wealth, Inc. based in Kirksville, Missouri, holding a Series 66 designation with one year of industry experience. He previously operated Morton Financial Solutions LLC for four years and has work experience with the City of Knob Noster and Knob Noster R-VIII School District. Outside of his advisory role, Morton serves as a member of the Parish Finance Council at Mary Immaculate Catholic Church, participating in budget oversight and financial monitoring. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management, with access to third-party money managers and alternative investments.

Ricky Riley is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2015. Outside of his advisory work, he serves as a treasurer for the Kirksville R-III Schools Foundation and is a board member of Schuyler County Bancshares and the Kirksville United Methodist Church. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, pension plans, charitable organizations, and other clients through financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions via a network of independent financial professionals, utilizing both proprietary and third-party strategies along with multiple custody and platform arrangements tailored to client objectives.