Matthew Shumway

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.

Jason Crowe is a CFP®-designated financial advisor with Edward Jones who has 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Crowe serves as a board member for the Gasconade County R2 School Board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Melissa Pleasants is a financial advisor with RBC Capital Markets, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Berkshire Hathaway HomeServices Select Properties, Mass Mutual Investors Services, MassMutual, and MetLife. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers and customizable portfolio strategies.