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.

Mark Verry is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations. He has been with First Command Brokerage Services Inc. since 2024 and also serves in the United States Army. First Command serves a broad mix of individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management models, brokerage recommendations, and insurance and banking product distribution via affiliated entities. The firm emphasizes ongoing, advisor-led planning relationships and offers a structured Tailored Professional Services engagement for individual clients.

Jamie Carpenter is a financial advisor with First Command Advisory Services in Saint Robert, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining First Command in 2018, Jamie worked at Infuze Credit Union. Jamie also owns a financial planning business, Jamie Carpenter & Associates. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured engagements such as Tailored Professional Services and Asset Management Solutions.

Travis Williams is a financial advisor with First Command Advisory Services in Rolla, MO, holding a Series 66 designation and six years of industry experience. His career includes roles at First Command Advisory Services, First Command Insurance Services, First Command Financial Planning, Bosch, Giant Cement, Mellow Mushroom, and five years of service in the Navy. He is also the owner of Travis S Williams & Associates LLC, an entity established to assist with his work at First Command. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that combines financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led, face-to-face financial coaching and structured planning engagements, supported by an in-house investment management team that manages model portfolios on a discretionary basis.

Michael Hamer is a financial advisor at First Command Advisory Services in Rolla, MO, holding a Series 66 designation with five years of industry experience. Prior to joining First Command, he served six years in the United States Air Force. He is also the owner of Michael Hamer and Associates, an independent contract business related to his advisory duties. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements with ongoing financial coaching and model portfolio management.

Howard Amaya is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. Prior to joining First Command, he served in the U.S. Army for 20 years. He is also the owner of Namah LLC, a business related to his advisory work. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products, with an emphasis on advisor-led planning relationships and structured engagement cycles.

Robyn Messineo Jr. is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, Robyn served in the United States Army for 20 years and has also worked in education and with DoorDash. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, year-long planning engagements alongside discretionary asset management based on in-house portfolio models.

Randall Ayers is a financial advisor with First Command Advisory Services in Saint Robert, MO. He holds Series 63 and Series 65 licenses and has recently transitioned from a 22-year career in the United States Marine Corps to the financial industry. Outside of advising, he owns an investment holding company and manages personal real estate investments. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a comprehensive platform of financial planning, asset management, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured engagement cycles with discretionary asset management based on fundamental analysis and modern portfolio theory.

Jason Bergheger is a financial advisor with PNC Wealth Management in Waynesville, MO, holding a Series 66 designation and three years of industry experience. His prior background includes roles at First Command Insurance Services and First Command Advisory Services, as well as seven years of service in the US Army. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Isidro Gonzalez Hernandez is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has military experience, having served in the United States Army from 2012 to 2024, and has been with First Command in various roles since 2024. First Command serves a diverse client base, including individuals, high-net-worth clients, corporations, and charitable organizations, offering financial planning, discretionary asset management, brokerage, insurance, and banking products through affiliated entities. The firm emphasizes advisor-led, face-to-face financial coaching and structured, ongoing planning engagements.

Andrew Offutt is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he operates a family farm in Lebanon, Missouri. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Mark Timko is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes long tenures at First Command Financial Services and First Command Advisory Services, followed by shorter roles at The Investment Center, Inc. and IC Advisory Services, Inc. Outside of advising, he is involved in insurance sales through his own business, Timko Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a wide range of investment strategies and delivery options, backed by an in-house research team and a large network of investment adviser representatives.

William Lockwood is a CFP®-certified financial advisor with 19 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and Woodbury Financial Services, Inc. Lockwood is also involved with Rocky Mountain Wealth Advisory Group LLC, an investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, 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 a broad product platform.

Melveen Stevenson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing five years of industry experience. Prior to joining Primerica, Stevenson worked in various roles including consulting, human resources, and positions at Wayfair, Inc. and the U.S. Census Bureau. Outside of financial advising, Stevenson works as an independent consultant for Tupperware and as a freelance human resources consultant. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Vinita Meizler is a financial advisor with LPL Financial holding a Series 65 designation and one year of industry experience. She has worked at The Maries County Bank, The Bank of Missouri, and Collateral Specialists before joining LPL Financial. Outside of her advisory role, she is self-employed in the sale of beef cattle and is a notary in the state of Missouri. LPL Financial serves a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment delivery options.