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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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Out of 400,000+ nationwide

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Ryan B

Series 63, Series 65, Series 66

Kearney, MO

The Jamison Edward Group

Ryan Bargfrede is a financial advisor with The Jamison Edward Group, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at firms including Thrivent Financial and Transamerica Financial Advisors. Outside of his advisory role, he is an outside sales representative for Brown Industrial Parts Services. The Jamison Edward Group provides asset management, financial planning, and educational services to individual investors, trusts, estates, and business entities. The firm serves primarily non–high-net-worth clients and employs a range of analytical methods with regular portfolio reviews, alongside offering staged planning and periodic consulting programs.

Cash flow / budgeting Debt management
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Julia N

Series 65, Series 66

Kearney, MO

The Jamison Edward Group

Julia Newton is a financial advisor at The Jamison Edward Group with Series 65 and Series 66 licenses and four years of industry experience. She previously worked at FOUNDATIONS INVESTMENT ADVISORS, Market Advisory Group, and Dustin Keesler Insurance. The Jamison Edward Group serves individual investors, trusts, estates, and business entities with discretionary and non-discretionary asset management, financial planning, and educational programming. The firm primarily works with non–high-net-worth clients and employs a range of analytical methods tailored to client objectives, offering both traditional asset management and financial consulting services.

Cash flow / budgeting Debt management
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Lee T

Series 66

Kearney, MO

The Jamison Edward Group

Lee Taylor is a financial advisor at The Jamison Edward Group with 21 years of industry experience. He holds a Series 66 designation and has worked at The Jamison Edward Group since 2019, following roles at St. Bernard Financial Services and Cetera Advisors. In addition to his advisory work, Taylor is an insurance agent and owner of Green Tree Heart, LLC, operating as Integrated Financial Solutions of Kansas City. The Jamison Edward Group serves individual investors, trusts, estates, and business entities, offering discretionary and non-discretionary asset management, financial planning, and educational programming. The firm tailors investment advice to clients’ objectives and risk tolerance using various analytical methods and provides public seminars and workshops alongside its advisory services.

Cash flow / budgeting Debt management
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Michael B

Series 63, Series 65

Kearney, MO

DMK Advisor Group, Inc.

Michael Blackmore is a financial advisor at DMK Advisor Group, Inc. with 28 years of industry experience. He previously worked at Parkland Securities and Stephen A. Kohn & Associates, Ltd. Blackmore holds Series 63 and Series 65 designations and serves on the board of directors for the East Clay Rotary Club. He is also involved in managing fixed life insurance, annuities, long-term care and health insurance, and Medicare supplement products. DMK Advisor Group, Inc. manages approximately $84.5 million in client assets and offers discretionary and non-discretionary portfolio management along with financial planning services to individuals, small businesses, trusts, and retirement plans. The firm uses mutual funds and ETFs with a combination of technical and fundamental analysis, and operates both as a registered investment adviser and an independent broker-dealer.

Active portfolio management Passive / index investing Wealth management
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Justin L

Series 65

Excelsior Springs, MO

Black Knight Wealth Management, LLC

Justin Lero is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of experience in advisory services. His prior work includes contracts with Northrop Grumman and Serco, as well as roles in structural steel and roofing industries. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
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Stephen S

Series 63, Series 65

Excelsior Springs, MO

Missionsquare Retirement

Stephen Spear is a financial advisor with MissionSquare Retirement in Excelsior Springs, MO, holding Series 63 and Series 65 credentials. He is part of a multi-team advisory structure serving state and local government employers, their employees, and certain nonprofit entities. MissionSquare Retirement administers deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways offers discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management, serving more than 40,000 participants.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Bryan S

Series 66

Kearney, MO

Good Life Advisors, LLC

Bryan Smith is a financial advisor with Good Life Advisors, LLC in Kearney, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Good Life Advisors and affiliated with LPL Financial since 2016 and previously worked at U.S. Bancorp Investments, Inc. from 2011 to 2016. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers access to a range of programmatic investment solutions alongside educational seminars and ongoing planning services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Drew S

Series 63, Series 65

Kearney, MO

Empower Advisory Group

Drew Simons is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2022 and previously at American Century Investments Services Inc. from 2014 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping platforms and emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its financial planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Aaron F

Series 63, Series 65

Liberty, MO

LPL Enterprise

Aaron Froehlich is a financial advisor with LPL Enterprise based in Liberty, MO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Cetera and Healthy Foundations Financial, LLC. Outside of advising, he operated a sole proprietorship focused on refereeing for over a decade. LPL Enterprise delivers advisory services through a large network of representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining discretionary and non-discretionary services along with a broad range of securities and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Richard B

Series 63, Series 65

Richmond, MO

Edward Jones

Richard Bidding is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1985 and holds Series 63 and Series 65 licenses. Outside of advisory services, he owns a machinery leasing business, B & M National Services, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Brett S

CFP®, Series 66

Richmond, MO

Edward Jones

Brett Smoot is a financial advisor with Edward Jones in Richmond, MO, holding CFP® and Series 66 credentials and bringing nine years of industry experience. His prior roles include positions at Axa Advisors, LLC and AG Power Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
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Rachel H

Series 66

Liberty, MO

LPL Financial

Rachel Howe is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and the Excelsior Springs School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jeremy S

Series 66

Excelsior Springs, MO

Edward Jones

Jeremy Stone is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Fastenal and Missouri Western State College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Richmond, MO

Edward Jones

Corbin Menke is a financial advisor at Edward Jones in Richmond, MO, holding Series 63 and Series 65 designations with three years of industry experience. His prior roles include positions at American Century Investment Services, Inc. and DoorDash, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Kearney, MO

Fidelity

Lance Plumb is a financial advisor with Fidelity in Overland Park, KS, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as prior positions at Nimbl and Brigham Young University - Idaho. Outside of his advisory work, he owns and operates a gutter cleaning company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across a broad range of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Kyle W

Series 66

Liberty, MO

LPL Enterprise

Kyle Winters is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been involved in the financial services industry since 2023 and also operates Winters & Associates, a tax preparation and accounting firm. His prior work experience includes roles in funeral services, accounting, and security. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Nancy M

Series 63, Series 65

Liberty, MO

LPL Financial

Nancy Mcelroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is associated with Gasconade Ridge Farms LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Adam G

Series 66

Kearney, MO

Raymond James Financial

Adam Gay is a financial advisor with Raymond James Financial in Kearney, MO, holding a Series 66 designation and 17 years of industry experience. His prior work includes a decade at Waddell & Reed Inc. before joining Raymond James in 2022. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations while allowing clients to retain final decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jason P

Series 66

Kearney, MO

Cetera

Jason Pierret is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining Cetera in 2021. Outside of his advisory work, Pierret serves as a board member of the Kearney Education Foundation, a nonprofit organization involved in scholarship selection and fundraising. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Robert M

Series 66

Kearney, MO

Edward Jones

Robert Marchert Jr. is a financial advisor with Edward Jones in Kearney, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

ChFC®, Series 66

Kearney, MO

Edward Jones

Beau Walker is a financial advisor at Edward Jones in Kearney, MO, holding the ChFC® designation and Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Thrivent Financial, Thrivent Investment Management, SCI, Three Rivers Hospice, and Make12 Church. Outside of his advisory work, he manages rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Bradly T

ChFC®, Series 63

Excelsior Springs, MO

LPL Financial

Bradly Tharp is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations, and has 33 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. He also operates Family WealthCare Center, a business related to his LPL advisory activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research, combining large-scale advisory operations with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Gregory B

Series 63, Series 66

Excelsior Springs, MO

LPL Financial

Gregory Broadbent is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked with Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services, and has been involved with the Family WealthCare Center since 2017. Outside of his advisory work, he has a role with the Excelsior Springs School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with insurance, credit, and lending products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael P

CFP®, Series 66

Lawson, MO

Edward Jones

Michael Persell is a CFP®-certified financial advisor with Edward Jones in Lawson, MO, where he has worked since 2009. He has 16 years of industry experience. Outside of advising, he owns and manages a farm and rental property in Richmond, MO. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brian Y

CFP®, Series 63

Excelsior Springs, MO

Edward Jones

Brian Yarbrough is a CFP® certified financial advisor with Edward Jones, where he has worked since 2001, totaling 24 years of industry experience. He serves as a board member for the Lawson R-XIV School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Clint C

Series 66

Excelsior Springs, MO

Edward Jones

Clint Cain is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Oracle Corporation, World Insurance, and Cerner Corporation. 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 large network of financial advisors and branch offices across the country.

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

Series 63, Series 65

Excelsior Springs, MO

LPL Financial

Bradly Broadbent is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Capital Corp. He also operates Broadbent, Houts & Co., PC, a tax preparation and accounting firm. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Tracey R

Series 66

Excelsior Springs, MO

Edward Jones

Tracey Richard is a Series 66-licensed financial advisor with Edward Jones, based in Excelsior Springs, MO, and has two years of industry experience. Prior to joining Edward Jones in 2023, Richard worked at the Western District of Missouri Federal Courthouse and the Clay County Courthouse, with a combined 12 years in those roles. 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 solutions, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

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

Series 66

Kearney, MO

Edward Jones

Mark Guelich is a financial advisor with Edward Jones in Kearney, MO, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he spent seven years with Silverback Decks LLC and served in the U.S. Army for 12 years. He is a U.S. Army retiree. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Military & Veterans Government Employee
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Anthony P

Series 66

Richmond, MO

MWA Financial Services Inc.

Anthony Pritzel is a financial advisor at MWA Financial Services Inc. with Series 66 credentials and one year of experience. His prior work includes roles at Modern Woodmen of America, Walmart, and several other organizations. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker‑dealer serving individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm provides tiered financial planning and both adviser-managed and third-party managed accounts, primarily on a non-discretionary basis, while combining advisory and broker-dealer activities.

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