Jeffrey Warren Arnold

Sandra Lackman is a financial advisor with Lifemark Securities Corp. in Hermann, MO, holding Series 63 and Series 65 registrations and having 27 years of industry experience. She previously worked at Foresters Equity Services, Inc. for seven years before joining Lifemark Securities in 2018. Outside of her advisory role, she is a part owner of a family farm where she raises animals and vegetables for sale. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and provides suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Daniel Schulte is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, Schulte manages a bed and breakfast and real estate operations through Peace Valley Properties, LLC, and also works as a bartender at Crown Suites 1837 Cellar Bar in Hermann, Missouri. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a wide range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Danielle Diller is a financial advisor at Edward Jones in Warrenton, MO, holding a Series 66 designation with two years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience at Fort Bragg Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Audrey Mcmillen is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Investments since 2022 and at Securian Financial Services from 2020 to 2022. Prior to her advisory career, she worked at Pella Windows & Doors from 2016 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a hybrid approach that combines fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs. The firm also manages model portfolios for intermediary platforms and holds regulatory registrations that support its advisory and fund management activities.

Austin Burke is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has been associated with Cetera and its related entities since 2017 and currently serves as owner and financial professional at Burke Financial Advisors. In addition to his advisory work, Burke is a board member of the Greater Warren County Economic Development Council. Cetera Investment Advisers LLC is an SEC-registered firm offering investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm employs a multi-manager platform with a broad range of program options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Tanya Sheils is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Fidelity divisions since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its regulatory registrations, advisory roles to multiple registered investment companies, and the use of AI and systematic methodologies in its investment approach.