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Brock M

Series 65

Paris, MO

Building Wealth Financial Advisory LLC

Brock Miller is a financial advisor at Building Wealth Financial Advisory LLC in Paris, Missouri, holding a Series 65 designation with no prior industry experience. He has a background that includes service in the United States Air Force, work at Regional Missouri Bank, and employment with the Paris School District. Outside of advisory services, he operates Building Wealth with Brock, a personal finance education and digital media brand focused on budgeting, investing fundamentals, and financial literacy. Building Wealth Financial Advisory LLC is a fee-only fiduciary firm that provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, families, trusts, retirement plans, and small businesses. The firm uses a core-satellite investment approach combining low-cost passive ETFs and selective individual stocks, emphasizing retirement plan consulting and held-away account advice.

Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management Founder/Business Owner
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Matthew B

CFP®, Series 63

Moberly, MO

Smith, Moore & Co.

Matthew Bragg is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2021. His prior experience includes roles at LPL Financial LLC and Investment Centers of America. He is also licensed as an insurance agent, engaging in insurance service and sales on a limited basis. Smith, Moore & Co. advises 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 a multi-team approach, utilizing both advisor-managed accounts and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
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Dalton H

CFP®, Series 66

Moberly, MO

&PARTNERS

Dalton Horstmeier is a CFP® with seven years of industry experience, currently serving as a financial advisor at &Partners since 2023. His prior experience includes five years at Edward Jones and a year at Dick's Sporting Goods. Outside of finance, he is the vice president of Horstmeier Farms LLC, a family agricultural business where he oversees operations and assists with planting and harvest seasons. &Partners serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a combination of investment advisory, brokerage, financial planning, and retirement plan consulting services, utilizing a mix of proprietary and third-party investment strategies through platforms like Envestnet.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Robert A

Series 65, Series 63

Moberly, MO

&PARTNERS

Robert Adrian is a financial advisor at &Partners with 31 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edward Jones for 28 years before joining &Partners in 2023. &Partners serves a diverse range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a mix of proprietary models and third-party managers across fundamental, technical, and quantitative strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Courtney J

Series 66

Paris, MO

LPL Financial

Courtney Jones is a Series 66 licensed financial advisor with 15 years of industry experience. She currently works at LPL Financial and has previously held roles at Securities America Advisors and Securities America Inc. Jones is also involved with Tpnp, formerly The Paris National Bank, where she has served since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various specialized strategies.

College savings (529s, UTMA, etc.)
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Charles R

Series 63, Series 66

Moberly, MO

LPL Financial

Charles Rapp is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Investment Centers Of America, Inc. for eight years before joining LPL Financial in 2017. Outside of his advisory role, he owns and operates 77 Fly Co., a fly fishing and tying shop based in St. Louis, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and consulting services, utilizing model portfolios and research from multiple sources to offer both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Timothy S

CFP®, Series 66

Moberly, MO

Edward Jones

Timothy Seidel is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2010. He has 15 years of experience in the financial advisory industry. Based in Moberly, MO, he provides wealth management services as part of a large national firm. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, 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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Ryan H

Series 66

Moberly, MO

Edward Jones

Ryan Hoffman is a financial advisor at Edward Jones in Moberly, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at AT&T Mobility for 13 years. Outside of his advisory role, he is involved in coaching and volunteering with the Twisters Hockey league in Hallsville, MO. 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 nationwide network of financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Adam W

Series 66

Moberly, MO

LPL Financial

Adam Wieberg is a financial advisor with LPL Financial based in Moberly, MO. He holds a Series 66 designation and has experience working at Central Trust Bank, Central Trust Company, and Quaker Window Products prior to joining LPL Financial. Adam has also been affiliated with Missouri State University during his earlier career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement consulting, and brokerage services, supported by extensive research and various technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Cody M

Series 65

Cairo, MO

Cambridge Investment Research Advisors

Cody Miner is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation. He has less than one year of industry experience and previously worked at SmartPro Financial. Miner has also been involved in academic roles at Brigham Young University-Idaho. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of tailored portfolio management approaches.

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

Series 66

Madison, MO

Ameriprise

Alisa Blackwell is a financial advisor at Ameriprise in Madison, MO, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2019 and previously attended Western Governor's University. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 66

Moberly, MO

LPL Financial

Amanda Pierce is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Her prior work includes positions at FosterAdopt Connect, Active Financial Solutions, Neighbor's Bank, and Wagner Portrait Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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