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Leeandra E

Series 65

Verona, MO

Walker Asset Management, LLC

Leeandra Ennes is a Series 65 licensed advisor with Walker Asset Management, LLC, based in Verona, MO. She has been with Walker Asset Management since 2021 and has prior experience in the Salon Service Group and Damar Worldwide. Walker Asset Management provides portfolio management, investment advisory services, and financial planning to individuals, families, businesses, and retirement plan participants. The firm uses a modern portfolio theory approach with global diversification and fundamental security analysis, managing discretionary accounts primarily composed of stocks, bonds, mutual funds, and ETFs.

General retirement planning
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Molly C

Series 66

Verona, MO

Walker Asset Management, LLC

Molly Crider is a financial advisor at Walker Asset Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Walker Asset Management since 2016, following a prior role at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses, focusing on globally diversified portfolios using stocks, bonds, mutual funds, and ETFs. The firm manages assets on a discretionary basis and operates a wrap fee program tailored to client needs.

General retirement planning
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Dennis W

Series 63, Series 65

Verona, MO

Walker Asset Management, LLC

Dennis Walker is a financial advisor at Walker Asset Management, LLC with 44 years of industry experience. He has held Series 63 and Series 65 credentials and previously worked at SignalPoint Asset Management LLC. Walker has been with his current firm since 2016. Walker Asset Management provides portfolio management, investment advisory services, and financial planning to individuals, families, businesses, and retirement plan participants. The firm employs a modern portfolio theory approach with global diversification and uses fundamental security analysis along with market trend and economic cycle analysis to construct diversified portfolios primarily composed of stocks, bonds, mutual funds, and ETFs.

General retirement planning
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Andrew R

ChFC®, Series 66

Clever, MO

Arax Advisory Partners

Andrew Rhoads is a financial advisor at Arax Advisory Partners with 17 years of industry experience. He holds the ChFC® and Series 66 designations and has previously worked at Equitable Advisors, Axa Advisors, Traction Financial Partners, Cedrus LLC, and SRS Capital Advisors, LLC. Outside of advisory work, he is involved with Barrett Business Services, Inc. as a referral partner. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Michele K

Series 65

Clever, MO

Wealth Enhancement Advisory Services, LLC

Michele Kitta is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at Arbor Capital Management for seven years and American National Insurance Company for one year. Additionally, Ms. Kitta is employed by Magellan Health, where she is involved in designing processes and risk area reviews. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Kyle N

CFP®, Series 66

Republic, MO

Edward Jones

Kyle Newbold is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Republic, MO. He has nine years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Doctor or Medical Professional
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Alicia D

Series 66

Republic, MO

Edward Jones

Alicia Dinges is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at EFCO Corporation from 2009 to 2017. Outside of advising, she is involved with Triway Group Investments LLC, a golf course investment company based in Springfield, MO. 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 through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 66

Aurora, MO

Mass Mutual Investors Services

Amanda Hedrick is a financial advisor with Mass Mutual Investors Services in Aurora, Missouri, holding Series 63 and Series 66 licenses. She has four years of industry experience, including roles at Bankers Life and MassMutual Life Insurance Company. Outside of her advisory work, she is involved in a family-operated cow-calf farming business where she manages animal husbandry and forage production. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services, emphasizing collaborative annual planning relationships and a broad range of investment strategies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kelly N

CFP®, Series 66

Republic, MO

Edward Jones

Kelly Newbold is a CFP®-certified financial advisor with Edward Jones, based in Republic, MO. She has four years of industry experience and previously worked for Jack Henry & Associates for eleven years before joining Edward Jones in 2021. 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 broad range of advisory programs, combining extensive retail advisor coverage with affiliated capabilities such as trust services and proprietary investment products.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Kedron B

Series 66

Mt Vernon, MO

Edward Jones

Kedron Blecha is a Series 66 licensed financial advisor with Edward Jones in Mt Vernon, MO, where he has worked since 2015. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Self-Employed
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Jeramie G

CFP®, Series 63

Aurora, MO

Edward Jones

Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Self-Employed
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James H

Series 66

Monett, MO

Edward Jones

James Haston is a Series 66 licensed financial advisor with Edward Jones, based in Monett, Missouri. He has 19 years of industry experience, all with Edward Jones since 2007. Outside of his advisory role, he is involved in branch office ownership activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

Mount Vernon, MO

LPL Enterprise

Erika Kane is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and previously worked at PRUCO Securities, LLC, Ozarks Business Services, and Sexton & Associates CPA’s LLC, where she spent 18 years. Kane also operates Kane CPA, LLC, providing income tax preparation and planning services. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Tax-loss harvesting
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Scott Y

Series 66

Aurora, MO

Edward Jones

Scott Young is a financial advisor at Edward Jones in Aurora, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014 and concurrently operates Bootleggers Restaurant and Brewery. 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 strategies 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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Madeleine M

Series 66

Monett, MO

Edward Jones

Madeleine Miller is a financial advisor at Edward Jones in Monett, Missouri, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Missouri Baptist Medical Center for five years. Outside of her advisory role, she manages an Airbnb rental property in St. Louis. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management Doctor or Medical Professional
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Heather B

Series 66

Mount Vernon, MO

LPL Financial

Heather Barnes is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. Prior to joining LPL, she served as the Lawrence County Prosecuting Attorney for 15 years and has experience in wealth group advisory roles. Outside of her financial advising career, Barnes manages a farm business and serves as vice president of Bowles Group, Inc., a tax and investment-related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment strategies and advisory platforms supported by proprietary research and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nicole W

Series 66

Monett, MO

Edward Jones

Nicole Weber is a financial advisor with Edward Jones in Monett, MO, holding a Series 66 designation and over 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a partner and owner of Donik LLC, a rental property business in Monett. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Michael H

Series 63, Series 65

Billings, MO

OSAIC

Michael Horn is a financial advisor at OSAIC with 34 years of industry experience. He held a previous role at Woodbury Financial Services, Inc. for 10 years before joining OSAIC in 2024. Horn is the owner and president of Springfield Wealth Advisors, Inc., where he provides group health and life insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided asset-allocation tools and third-party platforms to support portfolio construction and management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan M

Series 63, Series 65

Republic, MO

Edelman Financial Engines

Ryan Miller is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Edelman Financial Engines in 2025, he worked at Mutual of Omaha and its investor services affiliates for seven years, and at Northwestern Mutual in various capacities from 2016 to 2019. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management, serving a large client base with a variety of investment options including direct-indexing and alternative private funds.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Julie B

Series 63, Series 66

Republic, MO

Raymond James & Associates

Julie Billings is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her prior roles include positions at Cleveland Research Company LLC, Sanctuary Wealth, and GWFS Equities, Inc. She is currently based in Republic, MO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a broad range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brett J

Series 66

Monett, MO

Edward Jones

Brett Jones is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his advisory role, Brett worked at Jones Farm and was employed by the University of Missouri. He is associated with Sigma Development Company, LLC, a fraternity organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Jasen F

CFP®, Series 63

Republic, MO

Edward Jones

Jasen Fronabarger is a Certified Financial Planner (CFP®) with 24 years of industry experience, all of which have been with Edward Jones since 2002. He also serves as an adjunct teacher at Drury University, where he teaches a sales class. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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