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Leeandra E

Series 65

Verona, MO

Walker Asset Management, LLC

Leeandra Ennes is a financial advisor with Walker Asset Management, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at Salon Service Group and Damar Worldwide. Walker Asset Management provides advisory services to individuals, families, and businesses through discretionary portfolio management and financial planning. The firm uses globally diversified portfolios based on modern portfolio theory and tailors strategies to each client’s risk profile and investment objectives.

General retirement planning Founder/Business Owner Retired
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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 SignalPoint Asset Management, Wells Fargo Advisors, and Morgan Stanley Dw Inc. prior to joining Walker Asset Management in 2016. Walker Asset Management provides advisory services to individuals, families, and businesses through discretionary portfolio management and financial planning. The firm focuses on globally diversified portfolios aligned with modern portfolio theory, tailoring strategies to each client’s risk profile and investment objectives.

General retirement planning Founder/Business Owner Retired
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Dennis W

Series 63, Series 65

Verona, MO

Walker Asset Management, LLC

Dennis Walker is a financial advisor with Walker Asset Management, LLC in Verona, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at SignalPoint Asset Management, Wells Fargo Advisors, and Morgan Stanley Dw Inc. Walker has led his current firm since 2016. Walker Asset Management provides advisory services to individuals, families, and businesses, including retirement plan participants, through discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, tailoring strategies to each client’s risk profile and objectives.

General retirement planning Founder/Business Owner Retired
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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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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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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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