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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

11 advisors near 64037

Out of 400,000+ nationwide

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Christina C

Series 63, Series 65

Lexington, MO

Cambridge Investment Research Advisors

Christina Caldwell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2012. Caldwell also operates as an independent insurance agent through Riveroak Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and customized investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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David R

Series 63, Series 66

Higginsville, MO

Edward Jones

David Reid is a financial advisor with Edward Jones in Higginsville, MO, holding Series 63 and Series 66 licenses. He has 36 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1989. 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 wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Brian T

Series 66

Odessa, MO

Edward Jones

Brian Turnbough is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Before joining Edward Jones, he worked at National TAB and has experience in various roles including management and ministry. He is involved with soccer club investments through platforms such as Wefunder. 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 range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Wealth management ESG / Sustainable investing Military & Veterans Doctor or Medical Professional Public Service Employee Values-based investing Religious/faith focused
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Cale B

Series 66

Concordia, MO

Thrivent Investment Management

Cale Brunkhorst is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has previously worked at MFA Inc. and Cargill. Outside of his advisory role, he serves as Vice Chairman of Advertising for the Concordia Civic Club Fairboard and is co-owner of a local fitness center. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients through a broad range of written recommendations across various financial topics. The firm’s approach combines holistic, goal-based analyses with flexible planning and managed-account services delivered by a large network of financial advisors.

Business ownership considerations
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Adam R

Series 66

Higginsville, MO

Edward Jones

Adam Reid is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2015. Outside of his advisory role, Adam owns and manages 14 acres of tillable farmland near Higginsville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branches.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jarod M

CFP®, Series 66

Higginsville, MO

Edward Jones

Jarod Moenkhoff is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Higginsville, MO. Outside of his advisory role, he manages a farming and cattle business and holds partnerships in real estate ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Gregory B

Series 66

Concordia, MO

Thrivent Investment Management

Gregory Bushman is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member for the I-70 Community Hospital Foundation, which awards scholarships to individuals pursuing medical degrees. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of topics such as retirement, tax, estate, and special needs planning. The firm enables clients to combine planning with managed-account programs under a consolidated billing option, while maintaining separate planning and investment management services.

Business ownership considerations
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Turner Y

Series 66

Concordia, MO

Thrivent Investment Management

Turner Yount is a financial advisor with Thrivent Investment Management and holds a Series 66 credential. He has two years of industry experience and has worked at Thrivent Financial since 2023. Outside of his advisory role, he operates seasonal lawn care services in Concordia, Missouri. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a broad set of topics, with the option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Business ownership considerations
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Rick S

Series 63, Series 66

Lexington, MO

Edward Jones

Rick Smith is a financial advisor at Edward Jones in Lexington, MO, with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Retired Founder/Business Owner Executive
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Adam I

Series 66

Concordia, MO

Thrivent Investment Management

Adam Inman is a Series 66-registered financial advisor with Thrivent Investment Management, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he owns and operates a 240-acre farm in Concordia, Missouri, producing soybeans, corn, and cattle. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a broad range of financial topics. The firm does not offer portfolio management for institutional clients, distinguishing its approach within the industry.

Business ownership considerations
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Douglas T

CFP®, ChFC®, Series 63, Series 66

Odessa, MO

Edward Jones

Douglas Turnbough is a CFP® and ChFC® with 21 years of experience, all spent at Edward Jones in Odessa, MO. He serves on advisory boards for Missouri State University and the University of Missouri’s Personal Financial Planning Industry Advisory Board. He also participates on the Lafayette County Health Department advisory committee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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