Zachary Michael Elliott

Mark Riefer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Wise Wealth, LLC, Bright Portfolios, LLC, Clear Message Management, LLC, Level Paths LLC, and Clear Money Path. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active management guided by quantitative and fundamental research.

Lindsey Shockley is a financial advisor with Edward Jones in Rolla, Missouri, holding ChFC® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in construction administrative work and is a member of an LLC managing housing rentals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Klossner is a financial advisor with Edward Jones in Rolla, MO, holding Series 66 and Series 63 licenses and offering 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Klossner co-owns and drives a race car team, which he operates primarily as a hobby. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is distinguished by its extensive network of advisors and branch offices and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Jacob Harlan is a financial advisor with Edward Jones in Saint James, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2022, he worked at C M Archer, Cetera, and Maries County Bank. He serves as a board member of the Power of Hope Equestrian Center, participating in monthly meetings and general volunteering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, investment solutions, and affiliated services supported by a nationwide network of financial advisors and branch offices.

Matthew Williams is a financial advisor with Edward Jones in Rolla, Missouri, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He worked at U.S. Bancorp Investments, Inc. for 14 years before joining Edward Jones in 2015. In addition to his advisory role, he serves as president of the Rolla Community Development Corporation, a non-profit board overseeing the development of the city industrial park, and is involved in managing family farming operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Teresa Crowell is a financial advisor at Edward Jones in Rolla, MO, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.