Jeffrey Donovan is a financial advisor at BTC Financial Management Co. in Bethany, Missouri, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at BTC Financial Management since 2013 and concurrently serves at BTC Bank, where he advises the trust department and acts as a crop insurance agent. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental security analysis, managing approximately $38.5 million across 277 client relationships.

Jonathan Fish is a financial advisor at BTC Financial Management Co. in Bethany, MO, holding a Series 65 designation with seven years of industry experience. He has worked at BTC Financial Management since 2017 and previously at Citizens Bank of Newburg from 2015 to 2017. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm’s investment approach is based on modern portfolio theory, using globally diversified portfolios primarily through fundamental security analysis, mutual funds, and exchange-traded funds.

Michael Hill is a financial advisor at BTC Financial Management Co. with Series 63 and Series 65 licenses. He has over 14 years of experience in the financial industry, including roles at The Callaway Bank and BTC Bank. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm manages approximately $38.5 million across about 277 client relationships, using a globally diversified investment approach based on modern portfolio theory.

Quentin Jones is a financial advisor at BTC Financial Management Co. in Bethany, MO, holding a Series 65 designation with 10 years of industry experience. He has been with BTC Financial Management since 2015 and concurrently holds a position at BTC Bank, where he has worked since 2014. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a diverse client base including individuals, families, businesses, and foundations. The firm employs a modern portfolio theory-based investment approach with an emphasis on global diversification, fundamental security analysis, and the use of mutual funds, ETFs, and occasionally individual securities, margin, and options.

Jessica Howard is a financial advisor at BTC Financial Management Co. with a Series 65 designation. She has experience working at BTC Bank, Guaranteed Rate Mortgage, and The Hamilton Bank, totaling over a decade in related financial roles. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs a modern portfolio theory approach with globally diversified portfolios and fundamental security analysis, managing approximately $38.5 million across about 277 client relationships.

Anderson Rogers is a financial advisor at Edward Jones in Bethany, MO, holding a Series 66 credential. He has been with Edward Jones since 2022 and has prior experience in agricultural and tree service businesses, including managing Rogers Family Farms and Anderson's Wood Products. Outside of his advisory role, he assists with animal management and equipment maintenance on the family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

Joanna Bird is a financial advisor at Edward Jones in Bethany, MO, holding a Series 66 designation with three years of industry experience. She has been associated with Edward Jones since 2000. Outside of her advisory role, she and her husband own a small cattle ranch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Michael Rogers is a financial advisor with Edward Jones in Bethany, MO, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, Rogers serves on the board of the Group Home Association in Bethany and is president of the Fairley Cemetery Board in Princeton, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.