Kerri Carter

Marylynn Ford is a Series 65-licensed financial advisor with LifeSteps Financial, where she has worked for 14 years. She is part of a seven-advisor team based in Richland, MO. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, focusing on asset allocation and diversification through ETFs and tactical adjustments while offering additional services such as bill payment and a short-term cash management program.

Daniel Lusher is a financial advisor at Lanark Financial, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NBC Securities, Inc. and Country Capital Management Company, among others. Outside of his advisory role, he works seasonally as a package handler for FedEx. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers services via discretionary and non-discretionary arrangements.

Jaiden Schmitz is a CFP® professional with five years of industry experience currently serving as a financial advisor at Edward Jones. His prior work includes positions at Veterans United Home Loans, First State Community Bank, and Missouri Auto Auction. Outside of finance, he is the owner of a property management business. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional investors. The firm offers a range of advisory strategies, including discretionary and non-discretionary management, and maintains a large network of advisors and offices nationwide.

Lance Link is a financial advisor with Ameriprise in Lebanon, MO, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial, Money Concepts Capital Corp, and Heritage Bank of Ozarks, where he continues to serve as a financial advisor. Outside of finance, he previously operated Link Lawn Service and Link Family Music. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Kueny is a CFP® professional affiliated with Edward Jones in Lebanon, MO, with 14 years of industry experience. He has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeremy Miller is a financial advisor with Edward Jones based in Lebanon, MO. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2025, he worked for over a decade in education with Lebanon R-III Schools and Cabool R-IV Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.