Edward Douglas is a CFP® professional with 8 years of industry experience, operating under the firm Ed Douglas in Chillicothe, MO. He has led Ed Douglas Certified Financial Planning Services since 2006. Outside of advisory work, he serves as a director of Citizens Bancshares. Ed Douglas provides financial planning and investment advisory services to not-for-profit foundations, high-net-worth individuals, and institutional clients. The firm follows a conservative investment philosophy focused on high-quality, dividend-paying equities and offers a combination of advisory services, authored publications, and financial seminars.

Jared Ireland is a financial advisor at IHT Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Canadian Pacific Railroad. Outside of his advisory role, he is involved in farm operations through Ireland Farms, where he handles equipment maintenance and livestock care. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools, offering diversified model portfolios and algorithmic investment options, alongside comprehensive ERISA fiduciary and consulting services.

Carrie Busse is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Cetera Advisor Networks, Summit Financial Group, and VSR Financial Services. Outside of advising, she serves as a bookkeeper for a church preschool and as treasurer for a charitable scholarship fund. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes both discretionary and non-discretionary programs and combines fundamental, technical, charting, and cyclical analysis in portfolio construction, with a majority of assets managed on a non-discretionary basis.

Brittany Shiflett is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2023 and has held various roles in retail and healthcare sectors prior to her advisory career. Outside of her advisory work, she also works as a wedding coordinator on a part-time basis. IHT Wealth Management serves individuals, pension plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and consulting services. The firm employs a blend of fundamental stock selection and quantitative tools within diversified portfolios, and provides comprehensive ERISA fiduciary services alongside proprietary investment programs.

Thomas Ireland is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with LPL Financial, LLC and IHT Wealth Management since 2016. Outside of his advisory work, he is involved in agricultural operations through Ireland Farms and manages an agricultural drone business. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and other strategies to tailor investment portfolios through a network of advisers.

Kyle Marcolla is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Stifel since 2011. He holds the Series 66 designation and is based in Chillicothe, Missouri. Outside of his advisory role, Marcolla is involved in his community through board memberships at the Chillicothe Country Club, Chillicothe Chamber of Commerce, Hope Haven Industries, Bishop Hogan Memorial School Advisory Council, and The Ronnie and Dolores Stamper Educational Foundation. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

John Marcolla is a CFP® with 41 years of industry experience and has been with STIFEL since 2011. He serves as a director of the Mervyn Jenkins Foundation, a charitable organization, and holds board and finance committee roles with local healthcare and parish organizations in Chillicothe, MO. STIFEL provides brokerage and investment advisory services to a diverse range of clients, including individuals, institutions, and municipal entities. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Kendra Nolte is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016, following prior tenure at the same firm from 1999 to 2016. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Mark Harrison is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 licenses, and has 33 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Katie Chaney is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and previously worked for the Federal Reserve Bank of Kansas City for ten years. Her current role involves advising clients through Raymond James Financial Services Inc. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed risk profiling and supported by a broad affiliate network.

Kayla Massie is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Veterans United Home Loans, Orscheln Products, Spectrum, and AT&T. 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 a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Bonderer is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Edward Jones since 2001 and previously at A. G. Edwards & Sons, Inc. Since 1981, Bonderer has also been owner and operator of Bonderer Farms, involved in cattle and crop production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets and supported by a nationwide network of over 23,000 financial advisors.

Brian Upton is a financial advisor with Raymond James Financial in Chillicothe, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James since 2010 and previously worked at Trenton High School for seven years. Outside of his advisory role, he is involved in agriculture and farming activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Terry Nibarger is a financial advisor with Raymond James Financial in Chillicothe, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2010. Outside of advising, he owns an agricultural business producing hay and serves as an officer and finance committee member of the Viking Valley Association, a homeowners association. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through comprehensive risk profiling and supported by a broad affiliate network.