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Steven F

Series 63, Series 65, Series 66

Warrensburg, MO

Fortitude Advisory Group L.L.C.

Steven Farr is a financial advisor at Fortitude Advisory Group L.L.C. with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Edward Jones. Outside of his advisory work, he is the owner of businesses in advertising and other ventures. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individual investors and retirement accounts, as well as employee retirement plans, charitable organizations, and business entities. The firm delivers tailored recommendations based on clients’ goals, risk tolerances, and time horizons through a team-based approach.

Retirement plans for business owners (SEP, solo 401k)
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Adelaide Bianca D

Series 65

Warrensburg, MO

Snider Financial Group

Adelaide Bianca David is a financial advisor with Snider Financial Group, holding a Series 65 credential and one year of industry experience. Her prior roles include positions at LPL Financial LLC and WestPac Wealth Partners, as well as experience with SeaWorld Parks & Entertainment and San Diego State University. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in regulatory assets across about 514 clients, offering comprehensive services that include retirement and tax planning, insurance review, and portfolio management through custodial platforms and third-party managers.

General retirement planning College savings (529s, UTMA, etc.)
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Kayla H

Series 63, Series 65

Warransburg, MO

First Command Advisory Services

Kayla Hemmesch is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. She has prior experience in the United States Air Force from 2016 to 2026 and joined First Command in 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Christopher B

Series 63, Series 65

Warrensburg, MO

First Command Advisory Services

Christopher Brockway is a financial advisor with First Command Advisory Services, holding Series 63 and 65 licenses and two years of industry experience. He has been affiliated with multiple divisions of First Command since 2023 and concurrently serves full time in the Missouri Air National Guard. Outside of his advisory work, Brockway owns and operates a regional racing team, Chris Brockway Racing, which competes in events around Missouri and Kansas. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Anthony C

Series 63, Series 65

Warrensburg, MO

First Command Advisory Services

Anthony Carter is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations. He has one year of industry experience, with prior roles at several First Command affiliates and farming operations. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and diverse wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Nicole M

Series 66

Kingsville, MO

Thrivent Investment Management

Nicole Muenz is a financial advisor with Thrivent Investment Management holding a Series 66 designation and four years of industry experience. Her career includes roles at Central Trust Bank, LPL Financial, and State Street Bank, as well as academic positions at the University of Missouri and Truman State University. Outside of finance, she serves as an Assistant Tournament Director for USA Softball of Kansas City, supporting local girls' softball tournaments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. Their planning integrates with managed-account programs under a consolidated billing system while maintaining separate service offerings.

Business ownership considerations
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Andrea H

Series 66

Warrensburg, MO

Cetera

Andrea Houseworth is a financial advisor at Cetera with five years of industry experience. She holds the Series 66 designation and has worked with Murdock Banner Financial Group LLC and Cetera Advisors LLC in various capacities since 2013. Outside of her advisory role, she serves on the advisory board of the University of Central Missouri's Finance Department and is a member of local military and community committees in Warrensburg, MO. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mackenzie V

CFP®, Series 66

Warrensburg, MO

Edward Jones

Mackenzie Valentine is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Mackenzie worked at LeCluyse Trenching Inc. from 2014 to 2017. Outside of advising, Mackenzie is an owner and operator of a single-family rental property in Warrensburg, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs. The firm is notable for its extensive advisor and branch network, fiduciary standard of care, and affiliated investment and lending capabilities.

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

Series 63, Series 65

Warrensburg, MO

LPL Financial

John Sheehan is a financial advisor with LPL Financial in Warrensburg, MO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include extensive tenure at First Command Financial Services and advisory positions at IC Advisory Services Inc and The Investment Center Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives, offering diversified financial planning, advisory programs, and brokerage services.

College savings (529s, UTMA, etc.)
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Monique E

Series 66

Warrensburg, MO

Edward Jones

Monique Eames is a financial advisor at Edward Jones in Warrensburg, MO, holding a Series 66 designation. She has seven years of industry experience, including prior work at Lowe’s and self-employment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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

ChFC®, Series 63, Series 65

Warrensburg, MO

Cetera

Craig Coen is a financial advisor at Cetera with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Coen is co-owner and financial planner at Murdock Banner Financial Group LLC and serves on the Board of Directors for the University of Central Missouri Alumni Foundation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management services through a multi-manager platform that includes affiliated and third-party strategies, serving over 10,000 advisors and approximately 800,000 clients.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Aaron H

Series 66

Warrensburg, MO

Edward Jones

Aaron Hemme is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at 21st Century Seed and was involved in agricultural operations through Hemme Brothers Creamery and Hemme Dairy LLC. He is also the owner of Hemme Farms, an agricultural land investment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs. The firm is notable for its large network of financial advisors and branches, offering both discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Military & Veterans Founder/Business Owner Doctor or Medical Professional
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Mary N

CFP®, Series 63, Series 65

Warrensburg, MO

Cetera

Mary Nussbaum is a CFP® professional with 26 years of industry experience, currently serving at Cetera since 2007. She has operated her own financial and tax preparation business since 1975 and is involved with livestock production as co-owner of Nussbaum Farm. Additionally, she serves as treasurer for the Johnson County Master Gardeners nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers and multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alan B

Series 66

Warrensburg, MO

Edward Jones

Alan Brandt is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is involved in farming operations with family members in Alma, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 66

Warrensburg, MO

Cetera

Charles Appleton is a financial advisor with Cetera, holding CFP® and Series 66 credentials and 15 years of industry experience. He has worked with Cetera and its affiliates since 2014 and is also co-owner of Murdock Banner Financial Group LLC. Outside of finance, he is a musician, performing as a rhythm guitarist and background vocalist in the Travis Gibson Band. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, employing a multi-manager platform with various program structures and investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Seth P

CFP®, ChFC®, Series 63, Series 66

Warrensburg, MO

Cetera

Seth Petsch is a financial advisor with Cetera, holding CFP® and ChFC® designations and 11 years of industry experience. He has worked with Cetera Advisors LLC and Murdock Banner Financial Group LLC in various capacities since 2014. Outside of his advisory work, Petsch serves as a co-pastor at Pillar Church Warrensburg and is a board member of The Gathering Coffee House, a local coffee shop ministry. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Katy C

Series 66

Warrensburg, MO

Cetera

Katy Carter is a financial professional with Cetera, holding a Series 66 credential and four years of industry experience. She has worked with several firms including Murdock Banner Financial Group, where she serves as a financial professional. In addition to her advisory role, she is also a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform providing access to various portfolio management options, supported by a large network of advisors and extensive assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Amy P

Series 66

Warrensburg, MO

Edward Jones

Amy Pierce is a financial advisor with Edward Jones in Warrensburg, MO, holding a Series 66 designation and seven years of industry experience. She previously worked at MFA, Inc and owns a small embroidery hobby shop, Redz Kustom Threadz. Amy has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and operates under a fiduciary standard while supporting a large network of advisors and branch offices nationwide.

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

Series 66

Warrensburg, MO

Cetera

Bram Roden is a financial professional with the Series 66 credential and two years of industry experience. He is currently affiliated with Cetera and its related entities and has prior experience in the financial services sector as well as in various customer service roles. Outside of his advisory duties, he serves as a board member for the nonprofit Warrensburg Main Street and provides notarial services. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, and provides access to a multi-manager platform with various program structures and investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Carla C

ChFC®, Series 63, Series 65

Warrensburg, MO

Cetera

Carla Curry is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 21 years of industry experience. She has been associated with Cetera and related entities since 2016. Outside of her advisory work, she serves on several committees at First Christian Church in Sedalia, MO, including roles on the fellowship, capital campaign, and endowment fund committees. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joshua T

Series 66

Holden, MO

LPL Financial

Joshua Terrell is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Central Trust Bank since 2021. Outside of his advisory work, Terrell serves as a swim coach for the Warrensburg Piranhas Swim Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Julie N

Series 63, Series 65

Kingsville, MO

LPL Financial

Julie Naji is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. Her career includes roles at Voya Financial Advisors and Securities America. Outside of her advisory work, she is involved with a family farm in Kingsville, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Kathleen B

CFP®, Series 66

Warrensburg, MO

Edward Jones

Kathleen Brandt is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones in Warrensburg, MO. She has been with Edward Jones throughout her career since 2015. Outside of her advisory role, she is involved as a member of a rental property business in Warrensburg. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Military & Veterans Intergenerational Families Women Professionals
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