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Taylor B

CFA®, Series 65

Grain Valley, MO

Black Capital Management, LLC

Taylor Black is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Black Capital Management, LLC since 2013. He holds the Series 65 license and is based in Grain Valley, MO. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios with a focus on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis, leaving trading authority and proxy voting with clients.

Wealth management
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Terry B

CFA®

Grain Valley, MO

Black Capital Management, LLC

Terry Black is a CFA® charterholder and principal at Black Capital Management, LLC, with 37 years of industry experience. He has been with Black Capital Management since 1987. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios focusing on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis.

Wealth management
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Keaton B

Series 65

Grain Valley, MO

Black Capital Management, LLC

Keaton Black is a financial advisor with Black Capital Management, LLC, holding a Series 65 designation and two years of industry experience. He has worked at Black Capital Management since 2018 and previously spent two years at WGU. Black Capital Management provides investment advisory services to individuals, families, employee benefit plans, corporate investment funds, trusts, estates, and charitable organizations. The firm focuses on balanced and equity portfolios, managing assets on a fee-only basis with both non-discretionary and discretionary portfolio management.

Wealth management
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Lucas W

Series 66

Grain Valley, MO

Edward Jones

Lucas Watson is a financial advisor at Edward Jones in Grain Valley, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in design services and staffing roles at Staples Design Services and Robert Half. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Charitable giving tax strategies Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Sarah D

Series 66

Grain Valley, MO

Cambridge Investment Research Advisors

Sarah Day is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has four years of industry experience and has previously worked at several firms including Waddell and Reed LPL Financial and Commerce Trust Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a range of portfolio management strategies delivered through a network of independent Financial Professionals, with access to both proprietary and third-party investment models.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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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Brian T

Series 66

Odessa, MO

Edward Jones

Brian Turnbough is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Before joining Edward Jones, he worked at National TAB and has experience in various roles including management and ministry. He is involved with soccer club investments through platforms such as Wefunder. 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 advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Wealth management ESG / Sustainable investing Military & Veterans Doctor or Medical Professional Public Service Employee Values-based investing Religious/faith focused
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Bradley B

Series 63, Series 66

Grain Valley, MO

Cambridge Investment Research Advisors

Bradley Burditt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Cambridge since 2014 and also serves as president and agent at Associated Services in Insurance since 1992. Burditt is a board member of both the State Bank of Missouri and the Grain Valley Chamber of Commerce, and he holds general partner roles in Heartland Waterfowl, LLC and Heartland Bowhunter, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various platform arrangements and proprietary as well as third-party model strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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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Sharon S

Series 66

Oak Grove, MO

Edward Jones

Sharon Sherbina is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused
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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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Allen S

Series 66

Oak Grove, MO

Cetera

Allen Stiegemeyer is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera. Stiegemeyer is also the managing partner of Luca Taxes LLC, a firm providing CPA, bookkeeping, payroll, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes 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 various investment strategies 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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Stephanie C

Series 66

Oak Grove, MO

Edward Jones

Stephanie Carter is a Series 66-licensed financial advisor with Edward Jones in Oak Grove, MO, where she has worked since 2004. She has 3 years of industry experience. Outside of her advisory role, she co-owns a farm in Lexington, MO. 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.

Retirement income strategy Business exit / sale strategy Divorce financial planning Multi-generational wealth transfer Retired Founder/Business Owner Executive Women Professionals
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Jeffrey C

Series 63, Series 65

Grain Valley, MO

Cambridge Investment Research Advisors

Jeffrey Coleman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has prior experience with State Life of Indianapolis. In addition to his advisory role, he serves as a Missouri State Representative and is a member of the Grain Valley School District Board of Education. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, providing a variety of portfolio management options and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Douglas T

CFP®, ChFC®, Series 63, Series 66

Odessa, MO

Edward Jones

Douglas Turnbough is a CFP® and ChFC® with 21 years of experience, all spent at Edward Jones in Odessa, MO. He serves on advisory boards for Missouri State University and the University of Missouri’s Personal Financial Planning Industry Advisory Board. He also participates on the Lafayette County Health Department advisory committee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Leland W

Series 66

Grain Valley, MO

Edward Jones

Leland Wood is a Series 66–licensed financial advisor with Edward Jones, based in Grain Valley, MO, and has nine years of industry experience. He has been with Edward Jones since 2015. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Grain Valley, MO

Edward Jones

Jarod Moran 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 co-manages an investment club organized as TSR Ventures, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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