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Daniel H

Series 63, Series 65

Sikeston, MO

Nwf Advisory Services Inc

Daniel Heironimus is an investment advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at firms such as Independent Financial Group, Signator Investors, and Schumacher Financial Services. He serves on the board of directors for Christ Methodist Church in Sikeston, MO. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm provides portfolio management, model portfolios, financial planning, and retirement plan consulting via a technology-driven, open-architecture platform.

Wealth management Active portfolio management
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Steven A

CFP®, Series 66

Sikeston, MO

Nwf Advisory Services Inc

Steven Addison is a CFP® professional with 20 years of experience in financial advising. He is currently with NWF Advisory Services Inc and has previously worked at Independent Financial Group, LLC, Signator Investors, Inc., SagePoint Financial, Inc., OSAIC, and The Ameriflex Group. Addison is a partner in A.M. Financial Group, a limited liability company involved in marketing and business overhead operations. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients using an open-architecture, technology-driven platform to deliver portfolio management, financial planning, and retirement plan consulting services.

Wealth management Active portfolio management
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Hunter C

CFP®, Series 66

Sikeston, MO

Nwf Advisory Services Inc

Hunter Crowley is a CFP® professional with six years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc. His prior experience includes roles at Independent Financial Group, SagePoint Financial, and Schumacher Financial Services. Outside of his advisory work, he is involved in several local nonprofit boards and community organizations, including the YMCA, Missouri Delta Medical Center Foundation, and the Kenny Rogers Children’s Center. NWF Advisory Services manages approximately $6.4 billion in client assets through a team of over 100 advisors, primarily serving individual and high-net-worth clients. The firm uses a technology-driven, open-architecture platform that combines fundamental and technical analysis to provide portfolio management, financial planning, and retirement consulting services.

Wealth management Active portfolio management
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Ryan M

Series 66

Sikeston, MO

Nwf Advisory Services Inc

Ryan Merideth is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with NWF Advisory Services Inc and has previously worked at firms including Independent Financial Group, LLC and Signator Investors, Inc. Outside of his advisory roles, Merideth serves on the boards of two local nonprofit organizations focused on community heritage and tourism in Sikeston, Missouri. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform that offers portfolio management, financial planning, and retirement plan consulting through various account types and third-party strategies.

Wealth management Active portfolio management
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Jared S

Series 63, Series 66

Sikeston, MO

Edward Jones

Jared Straton is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 securities licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 advisors.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Eric W

Series 63, Series 66

Sikeston, MO

Raymond James Financial

Eric Wooden is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked with Raymond James Financial since 1997 and maintains two private LLCs primarily for payroll and administrative purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal advisory and employer SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bart G

Series 63, Series 65

Sikeston, MO

LPL Financial

Bart Grant is a financial advisor with LPL Financial based in Sikeston, Missouri. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 19 years with Linsco/Private Ledger Corp. Grant operates a DBA under Grant Financial Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 66

Sikeston, MO

Edward Jones

Justin Taylor is a financial advisor with Edward Jones in Sikeston, Missouri, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Robert C

Series 66

Sikeston, MO

Cetera

Robert Clay is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. His work history includes roles at multiple firms such as Triple C Wealth Management LLC, Conway and Clay, LLC, and Montgomery Bank. Outside of advisory services, he is involved in several business ventures including managing a wholesale jewelry company and co-owning a CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with access to various discretionary and non-discretionary management strategies and supports a large network of independent advisors nationwide.

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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Morgan W

Series 66

Sikeston, MO

Raymond James Financial

Morgan Williams is a financial advisor with Raymond James Financial Services, Inc. in Sikeston, MO, holding a Series 66 credential and six years of industry experience. He is also the owner of Morgan K. Williams LLC, where he provides financial advisory services, and works as an associate supporting client interactions for Greg K. Krokstrom LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, corporations, and institutional investors. The firm employs a non-discretionary planning approach tailored to client goals through risk profiling and analytical modeling, and maintains specialized programs for municipal and public finance as well as SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Michael P

CFP®, Series 63, Series 65

Sikeston, MO

LPL Financial

Michael Parker is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Linsco Private Ledger, Osaic FA, Inc., and Eagle Strategies (NY Life). Outside of his advisory work, he is involved with the outside sales of non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, institutions, and banks. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 66, Series 63

Sikerston, MO

Charles Schwab

Michelle Nguyen is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 66 and Series 63 licenses and previously operated a business in nail care for four years. Michelle’s background also includes a decade of full-time education prior to her financial services career. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Michael C

Series 66

Sikeston, MO

Cetera

Michael Conway is a financial advisor with Cetera in Sikeston, MO, holding a Series 66 credential and over 23 years of industry experience. He co-owns Conway and Clay, LLC, a CPA practice providing tax, accounting, and bookkeeping services. Conway also serves as secretary for the Bloomfield Assistance League of the Missouri Veterans Cemetery, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, featuring a multi-manager platform with discretionary and non-discretionary account 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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Gregory K

Series 63, Series 66

Sikeston, MO

Raymond James Financial

Gregory Krokstrom is a financial advisor at Raymond James Financial with over 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Raymond James Financial Services, Inc. since 1996. Outside of his advisory role, he operates Greg K Krokstrom LLC as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and emphasizes analytical tools and risk profiling to align with client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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