Jeffrey Boessen is a CFP® certificant with 28 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp. Boessen also holds a role at Central Trust Bank, where he has been involved for over 20 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Haden Davis is a financial advisor with Edward Jones in California, Missouri, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is involved as a partner in LLCs managing office and vacation rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Dylan Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial in 2023, he worked in education and community roles including coaching at Tipton High School and employment with the Tipton R-VI School District. He is also a bus driver for Durham School Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Lawrence Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL Financial in 2021. Outside of his advisory role, he owns a real estate rental business in Tipton, Missouri. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Charles Frank is a financial advisor with LPL Financial in Jefferson City, MO, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with Central Bank and Invest Financial Corporation. Outside of his advisory role, he is also an insurance agent. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm supports a wide range of investment approaches through its extensive network of investment adviser representatives and an in-house Research team that develops model portfolios and offers various strategic and tactical implementations.