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David R

Series 66, Series 63

Higginsville, MO

Edward Jones

David Reid is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Cale B

Series 66

Concordia, MO

Thrivent Investment Management

Cale Brunkhorst is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 credential and has previously worked at MFA Inc. Brunkhorst serves as Vice Chairman of Advertising for the Concordia Civic Club Fairboard, which organizes the Annual Concordia Fall Festival, and is co-owner of FC Fitness LLC, a local 24-hour fitness center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and planning across multiple areas without discretionary trading authority. The firm supports combining planning with managed accounts under a consolidated billing option called “WealthPlan,” while maintaining planning and asset management as separate services.

Business ownership considerations
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Adam R

Series 66

Higginsville, MO

Edward Jones

Adam Reid is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2015. Outside of his advisory role, Adam owns and manages 14 acres of tillable farmland near Higginsville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branches.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jarod M

CFP®, Series 66

Higginsville, MO

Edward Jones

Jarod Moenkhoff is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Higginsville, MO. Outside of his advisory role, he manages a farming and cattle business and holds partnerships in real estate ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Gregory B

Series 66

Concordia, MO

Thrivent Investment Management

Gregory Bushman is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member for the I-70 Community Hospital Foundation, which awards scholarships to individuals pursuing medical degrees. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of topics such as retirement, tax, estate, and special needs planning. The firm enables clients to combine planning with managed-account programs under a consolidated billing option, while maintaining separate planning and investment management services.

Business ownership considerations
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Turner Y

Series 66

Concordia, MO

Thrivent Investment Management

Turner Yount is a financial advisor with Thrivent Investment Management and holds a Series 66 credential. He has two years of industry experience and has worked at Thrivent Financial since 2023. Outside of his advisory role, he operates seasonal lawn care services in Concordia, Missouri. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a broad set of topics, with the option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Business ownership considerations
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Adam I

Series 66

Concordia, MO

Thrivent Investment Management

Adam Inman is a Series 66-registered financial advisor with Thrivent Investment Management, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he owns and operates a 240-acre farm in Concordia, Missouri, producing soybeans, corn, and cattle. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a broad range of financial topics. The firm does not offer portfolio management for institutional clients, distinguishing its approach within the industry.

Business ownership considerations
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