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Christine C

Series 63, Series 65

Excelsior Springs, MO

DMK Advisor Group, Inc.

Christine Cagle is a financial advisor at DMK Advisor Group, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with DMK Advisor Group since 2020. In addition to her advisory role, she is the sole owner of The Peak Financial Services, LLC, operating under DBA Cagle Insurance, where she provides Medicare, health insurance, life insurance, and annuity products in Missouri and Kansas. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary account management using mutual funds and ETFs, combining technical and fundamental analysis with regular monitoring and rebalancing.

Wealth management Active portfolio management
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Justin L

Series 65

Excelsior Springs, MO

Black Knight Wealth Management, LLC

Justin Lero is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in contract positions with Serco and Northrop Grumman, and held operational roles at Kansas City Structural Steel and Mid America Roofing. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a disciplined investment process that includes fundamental, quantitative, and technical analyses, managing accounts primarily on a discretionary basis using model and customized strategies.

Concentrated stock management Retirement income strategy Annuities Private / alternative investments Founder/Business Owner Executive
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Richard B

Series 65, Series 63

Richmond, MO

Edward Jones

Richard Bidding is a financial advisor with Edward Jones in Richmond, MO, holding Series 65 and Series 63 licenses and possessing 42 years of industry experience. He has worked with Edward Jones since 1985. Outside of advising, he owns a machinery leasing business, B & M National Services, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 nationwide network of advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Christina C

Series 63, Series 65

Lexington, MO

Cambridge Investment Research Advisors

Christina Caldwell is a financial advisor with Cambridge Investment Research Advisors in Lexington, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Cambridge Investment Research in various capacities since 2012. Caldwell is also involved as an independent insurance agent through Riveroak Wealth Management LLC and works as a 1099 contractor under Comprehensive Wealth Advisor. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions delivered through independent financial professionals, utilizing both proprietary and third-party 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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Brett S

CFP®, Series 66

Richmond, MO

Edward Jones

Brett Smoot is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Richmond, MO. He has 10 years of industry experience, including two years at AXA Advisors, LLC prior to joining Edward Jones in 2018. 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 investment strategies and affiliated services, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
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Corbin M

Series 63, Series 65

Richmond, MO

Edward Jones

Corbin Menke is a financial advisor at Edward Jones in Richmond, MO, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Edward Jones, he worked at American Century Investment Services and DoorDash, Inc. He has also held various roles in education and small business operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a nationwide network of financial advisors and branch offices.

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

Series 66

Richmond, MO

Equitable Advisors

Anthony Pritzel is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has been in the financial industry since 2025, with prior experience at MWA Financial Services, Inc., Modern Woodmen of America, and roles outside finance including positions at Walmart and Kearney High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Rick S

Series 63, Series 66

Lexington, MO

Edward Jones

Rick Smith is a financial advisor at Edward Jones in Lexington, MO, with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Retired Founder/Business Owner Executive
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Michael P

CFP®, Series 66

Lawson, MO

Edward Jones

Michael Persell is a CFP®-certified financial advisor with Edward Jones in Lawson, MO, where he has worked since 2009. He has 16 years of industry experience. Outside of advising, he owns and manages a farm and rental property in Richmond, MO. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Reisha S

CFP®, Series 66

Excelsior Springs, MO

Ameriprise

Reisha Sickel is a CFP®-certified financial advisor with nine years of industry experience, currently with Ameriprise since 2018. She has held positions at Raymond James Financial Services and Wells Fargo Clearing Services. Outside of her advisory role, she owns Feisty Fregoe LLC and works as a dance instructor with Mixxed Fit. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients near or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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