Marylynn Ford is a Series 65-licensed financial advisor with 14 years of experience at LifeSteps Financial, where she has worked since 2012. She is based in Richland, MO, and is one of three advisors at the firm. LifeSteps Financial serves a diverse client base including individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, with tactical asset allocation and strategic use of cash, and integrates financial planning into its advisory services.

Daniel Lusher is a financial advisor with NBC Securities, Inc. in Lebanon, Missouri, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining NBC Securities in 2024, he worked at Bankers Life Securities for 17 years and has had concurrent roles with COUNTRY Capital Management Company, COUNTRY Trust Bank, and COUNTRY insurance affiliates since 2023. Outside of his advisory work, he is employed seasonally as a package handler for FedEx. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base including high-net-worth individuals, institutional investors, and municipalities. The firm offers multiple fee-based advisory programs that utilize client profiles to align investors with third-party and affiliated managers, supporting both discretionary and non-discretionary arrangements.

Jaiden Schmitz is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Lebanon, MO, and has four years of industry experience. Prior to joining Edward Jones in 2019, Jaiden held roles at Veterans United Home Loans, First State Community Bank, and Missouri Auto Auction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kerri Carter is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Lebanon, Missouri, and has 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked at Smarter Advisors, Inc. and Raymond James Financial Services. Outside of her advisory work, Carter co-owns a business producing freeze-dried food and kettle corn. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Lance Link is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 11 years of industry experience. Prior to joining Ameriprise in 2024, he worked at Money Concepts Capital Corp and has been involved with Heritage Bank of Ozarks as an investment financial advisor. He also operated Link Lawn Service and Link Family Music in earlier years. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephen Kueny is a CFP® professional affiliated with Edward Jones in Lebanon, MO, with 14 years of industry experience. He has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeremy Miller is a financial advisor at Edward Jones in Lebanon, MO, holding a Series 66 designation. He has recently transitioned from education, having worked at Lebanon R-III Schools and Cabool R-IV Schools for a total of 12 years before joining Edward Jones in 2025. 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 under management through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joshua Keeler is a financial advisor with Edward Jones in Lebanon, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a partner in a family farm business involved in cattle sales in Marshfield, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory and investment solutions through a large network of advisors and branch offices nationwide.

Jeffrey Myers is a financial advisor with Edward Jones in Lebanon, MO, holding the ChFC® and Series 63 designations and has 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is involved in several real estate ventures as a member or owner of multiple LLCs focused on rental properties and real estate development. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Rose Childers is a financial advisor with Edward Jones in Lebanon, MO, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Cheryl Colson is a Series 66-licensed financial advisor with Edward Jones in Lebanon, Missouri, with five years of industry experience. She has worked at Edward Jones since 2008 in various roles. Outside of her advisory work, she is a co-owner of Swan Song Inn, a bed and breakfast in Marshfield, Missouri, where she handles marketing and weekend cooking. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.