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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® and Series 66 credentialed advisor with seven years of industry experience. He has worked at Edward Jones from 2018 to 2023 and joined \u0026Partners in 2023. Outside of his advisory role, he serves as Vice President of Horstmeier Farms LLC, a family agricultural business where he oversees operations during planting and harvest seasons. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services utilizing both proprietary and third-party strategies, supported by comprehensive due diligence and ongoing portfolio monitoring.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Robert A

Series 63, Series 65

Moberly, MO

&PARTNERS

Robert Adrian is a financial advisor at &Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 28 years before joining &Partners in 2023. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and advisory services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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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 licenses and bringing 22 years of industry experience. He previously worked at Investment Centers of America, Inc. and Cetera Investment Services LLC. Outside of his advisory work, he owns and operates 77 Fly Co., a fly fishing and tying shop in Saint Louis, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. 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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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 the Series 66 designation and has professional experience including roles at Central Trust Bank and Central Trust Company. Prior to entering the financial industry, he worked at Quaker Window Products and held a position at Missouri State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing various investment strategies and technology tools to support client account management.

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

Series 65

Cairo, MO

Cambridge Investment Research Advisors

Cody Miner is a Series 65 licensed advisor affiliated with Cambridge Investment Research Advisors and has one year of industry experience. Prior to his current role, he worked at SmartPro Financial and has held positions at Brigham Young University-Idaho and Sunrun Inc. He has also worked with the Missouri Veteran's Commission and spent a decade at B&B Theaters. Miner is currently involved in teaching at Brigham Young University-Idaho. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through various platforms, utilizing proprietary and third-party strategies tailored to client objectives.

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 at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at FosterAdopt Connect, Active Financial Solutions, Neighbor's Bank, and Wagner Portrait Group. Outside of her advisory role, she has been involved with Active Financial Solutions, an entity related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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