Cindy Lou Ellis

Galen Dody is a financial advisor with Eagle Strategies (NY Life) based in Clinton, Missouri, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked with Generation Strategies, LLC, and operates Dody Legacy Group, LLC, while maintaining a longstanding affiliation with New York Life and Nylife Securities Inc. Outside of advisory work, Dody serves on multiple nonprofit boards including the Truman Lake Foundation, KMOS-TV public broadcasting, the Henry County Historical Society, and Agri-Legacy Tomorrow, which supports agricultural education scholarships. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Aaron Fickle is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services and Cook & Company CPAs + Wealth Management, where he also serves as a small business specialist and wealth management assistant. Fickle is an advisory board member of the Truman Lake Community Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jerry Willis is a financial advisor with Osaic Wealth, Inc. based in Clinton, Missouri. He holds Series 63 and Series 65 credentials and has 34 years of industry experience, including 17 years at Woodbury Financial Services prior to joining Osaic in 2024. Willis is the owner of a fixed insurance sales business that has operated since 1988. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios tailored to client needs.

James Stiegemeyer is a CFP® professional affiliated with Edward Jones, where he has been an advisor since 2016. He holds a Series 66 license and has 10 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Benjamin Johnson is a financial professional with 12 years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. His prior experience includes six years at Cambridge Investment Research Advisors and two years at Securities America. Johnson serves as board chairman for Big Brothers Big Sisters of Henry County and holds several other community service board roles in Clinton, MO. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services utilizing multiple program structures and investment options, supported by a multi-manager platform.

Shelly Johnson is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at Cambridge since 2018, also maintaining a role at Financial Designs, Inc. Outside of her advisory work, Johnson is involved in community activities related to swimming, serving as president of the Golden Valley Swim Club and secretary of the South Suburban Swim League, and coaches at Clinton High School. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing proprietary models and third-party managers across various platform arrangements with both discretionary and non-discretionary options.