Smith Moore & Co.

Jaret Perryman is a financial advisor at Smith, Moore & Co. with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Millenia Investments and Larson Financial Group. 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 utilizes both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing around $2.0 billion in client assets.

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.

Cory Downer is a financial advisor at Smith, Moore & Co. with three years of industry experience. He holds a Series 66 designation and previously worked for Heidtman Steel for ten years. Outside of his advisory role, he is licensed as an insurance agent. 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 both advisor-managed and third-party manager accounts, with a focus on diversified portfolios including stocks, mutual funds, ETFs, bonds, options, and alternative investments.

Austin Alejos is a financial advisor at Smith, Moore & Co. with six years of industry experience. He holds the Series 66 designation and has been with Smith, Moore & Co. since 2019. His prior roles include positions at Paragon Capital Management and various educational institutions. 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 both advisor-managed accounts and third-party manager arrangements, utilizing a range of investment products including stocks, mutual funds, ETFs, bonds, options, and alternative investments.

Alex Lecure is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Schwartz & LeCure and K.W. Chambers & Co. Outside of advising, he provides seasonal tax preparation services. Smith, Moore & Co. serves individual, high-net-worth, corporate, and pension clients, offering portfolio management, financial planning, and investment consulting through a multi-team approach that includes both advisor-managed accounts and third-party manager arrangements.

Ian Rothbarth is a financial advisor at Smith, Moore & Co. with eight years of industry experience. He holds a Series 66 designation and has worked at Smith, Moore & Co. since 2018. His prior roles include positions at Temple Israel Congregation and Wells Fargo Clearing Services LLC. 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 through a multi-team approach. The firm employs both advisor-managed accounts and third-party manager arrangements, utilizing a range of investment products and analysis techniques.

Carl Fudge is a financial advisor at Smith, Moore & Co. in Columbia, MO, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Smith, Moore & Co. since 2008. Outside of his advisory role, he co-owns and operates an investment-related business. 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 and utilizes both advisor-managed accounts and third-party manager arrangements.

Thomas Lee is a financial advisor with Smith, Moore & Co. in Mendenhall, MS, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Raymond James Financial Services Advisors, PriorityOne Insurance Agency, and Priority One Bank. Lee also maintains a part-time role as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team structure. The firm uses both advisor-managed accounts and third-party managers, employing fundamental and technical analysis to manage diversified portfolios.

Troy Van Rie is a financial advisor at Smith, Moore & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Smith, Moore & Co. since 2016. 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 across a team of about 50 advisors.

Todd Barnthouse is a financial advisor at Smith, Moore & Co. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PriorityOne Bank and Raymond James Financial Services. Outside of his advisory role, he is the owner and president of Barnthouse Custom Homes in Brandon, MS. 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 both advisor-managed accounts and third-party manager solutions, utilizing a range of investment vehicles and analytical approaches.

Thomas Gonsalves is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Smith, Moore & Co. since 1990. 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.

Lauren Meinhart is a CFP® professional with three years of industry experience, currently serving as an advisor at Smith, Moore & Co. since 2022. Her prior roles include positions at Midland States Bank and Doehring Winders & Co., as well as involvement with Indiana State University and the Teutopolis Park District. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team approach with approximately 50 advisors managing about $2.0 billion in assets. The firm utilizes both advisor-managed accounts and third-party manager arrangements, employing fundamental and technical analysis across a broad range of investment products.

Stefanie Kluba is a financial advisor at Smith, Moore & Co. with three years of industry experience. She holds a Series 66 designation and has worked at Smith, Moore & Co. since 2017. Outside of her advisory role, Stefanie teaches dance and tumbling at the Civic Dance Studio & Renaud Center in O'Fallon, Missouri. Smith, Moore & Co. serves individual and high-net-worth clients, as well as corporations and pension plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2 billion in client assets using both advisor-managed accounts and third-party manager arrangements.

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.

Kyle Shaw is a financial advisor at Smith, Moore & Co. with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Edward Jones. 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, with approximately 50 advisors overseeing around $2.0 billion in client assets.