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Timothy B

Series 63, Series 66

Fulton, MO

Smith, Moore & Co.

Timothy Borman is a financial advisor with Smith, Moore & Co., holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and The Callaway Bank. Outside of his advisory work, he is involved in farming as a non-investment business activity. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in client assets through a variety of investment strategies and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
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Austin T

Series 66

Fulton, MO

Smith, Moore & Co.

Austin Taylor is a financial advisor at Smith, Moore & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in education at the University of Missouri-Columbia, Fulton High School, and Fulton Middle School. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
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Blaine P

Series 66

Fulton, MO

Smith, Moore & Co.

Blaine Pestle is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds the Series 66 designation and previously worked for Calloway Bank for ten years. Outside of advising, he is a co-owner and manager of a short-term rental property. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm uses a multi-team approach with a mix of advisor-managed accounts and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
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Daniel B

Series 66

Fulton, MO

Smith, Moore & Co.

Daniel Backer is a financial advisor with Smith, Moore & Co. in Fulton, MO, holding a Series 66 designation. He has one year of industry experience and previously worked at Finteris Wealth Management and The Callaway Bank. He also has experience in education through Westminister College. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans, utilizing an open-architecture investment approach that combines proprietary models, individual portfolio construction, and outsourced managers.

Business succession planning Founder/Business Owner Executive
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Aaron R

CFP®, Series 66

Fulton, MO

Smith, Moore & Co.

Aaron Rigdon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2021. He previously worked at Cetera and The Callaway Bank. Outside of his advisory role, Rigdon is an insurance agent based in the same office and is involved in several investment-related business activities, including managing farm and rental properties as well as property renovations. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing about $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
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Jessica R

Series 66

Fulton, MO

Wealth Enhancement Advisory Services, LLC

Jessica Rademacher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Wealth Enhancement Advisory Services since 2020, Wealth Enhancement Group since 2018, LPL Financial from 2018 to 2024, and Baird Private Wealth Management in 2017. She also worked at the University of Northwestern, St. Paul from 2014 to 2018. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to separate managed account investment managers for 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 combining passive and active management with oversight 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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Jacob W

Series 66

Fulton, MO

Cambridge Investment Research Advisors

Jacob Walters is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Convergence Financial, and MassMutual. Walters is also the owner of Walters Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing various custody and platform arrangements and proprietary as well as third-party strategies.

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

Series 66

Fulton, MO

Edward Jones

John March is a financial advisor at Edward Jones in Fulton, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a 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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Jennifer B

Series 66, Series 63

Fulton, MO

Edward Jones

Jennifer Brady is a financial advisor with Edward Jones in Fulton, MO, holding Series 66 and Series 63 designations and bringing 27 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she is a partner in Brady March Holdings LLC. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy ESG / Sustainable investing Retired Founder/Business Owner Executive
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Andrew M

Series 66

Fulton, MO

Edward Jones

Andrew March is a financial advisor at Edward Jones in Fulton, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the advisory board of St. Peter’s School in Fulton, providing guidance on school matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

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

Series 63, Series 65

Fulton, MO

Cambridge Investment Research Advisors

Adam Bethel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes prior roles at Convergence Financial, LPL Financial LLC, and National Planning Corporation. Bethel is also an author and educator, having written "The Strong Family Formula" and engaging in podcasting and speaking activities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

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

Series 66

Fulton, MO

Cambridge Investment Research Advisors

Ashli Eaves is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at LPL Financial, Convergence Financial LLC, and Northwestern Mutual. Outside of her advisory work, she is an author, educator, podcast host, and serves on multiple nonprofit boards including the CALE Impact Foundation and Friends of the Atelier. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platform arrangements.

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