Anthony Roylance is a financial advisor at Pinkerton Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including Capital Management Services, Inc and William E Sherman and Associates. Roylance is also involved as a director of research for Sherman Portfolios, an investment advisory business. Pinkerton Wealth Partners serves individuals, high-net-worth families, retirement plans, trusts, foundations, corporations, and institutional investors with investment advisory services, financial planning, and pension/ERISA consulting. The firm employs a disciplined, formula-driven investment approach combining quantitative, technical, and fundamental analysis across active, passive, and tactical strategies.

Anna Bertrand is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018. Outside of her advisory role, she works as a welder and painter on a part-time basis. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services primarily through its network of Investment Advisor Representatives.

Billy Wisdom is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, he is the owner of Wisdom Designs, a non-investment-related business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a variety of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight and periodic review.

Zachariah Curry is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and OneAmerica Securities. In addition to his advisory work at Kestra, he owns Christian Financial Services, an insurance practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving some large institutional clients, including sovereign wealth funds.

J Delmain is a financial advisor at &Partners with 22 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Lucas Johnson is a Series 66 licensed financial advisor with 11 years of industry experience. He has been with Kestra Advisory since 2017 and previously worked at National Planning Corporation. Outside of advisory services, Johnson is president of St. Jordan Creek, Incorporated, a wine production business, and provides consulting services related to divorce financial analysis and asset tracing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and investment advice, supporting its recommendations with thorough due diligence and offering access to multiple management platforms and complex products.

Sharon Young is a financial advisor at Oppenheimer with 14 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a range of investment strategies to meet client objectives.

Kimberly Church is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she operates an Etsy shop specializing in vintage jewelry and accessories and is an independent distributor for Young Living. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a variety of investment strategies and advisory services with oversight from an Investment Strategy Committee.

Lisa Schmidt is a financial advisor with Edward Jones, holding a Series 66 credential and eight years of experience at the firm. She has been with Edward Jones since 2008. Outside of her advisory role, she participates in a family-related cosmetics business focused on personal use and supporting a family member’s sales efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Frank Weber is a CFP® with 27 years of industry experience, all of which he has spent at Edward Jones. He holds a Series 63 license and is based in Hillsboro, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors.

Nathan Morche is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade/Charles Schwab, Wellbridge, The Alpha Network, and Lifetime. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Monica Nix is a Series 66-credentialed financial advisor with Edward Jones in Pacific, Missouri, and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Tricia Seely is a CFP® with over 31 years of experience at Edward Jones, where she has worked since 1992. She holds a Series 63 license and is based in Union, MO. Outside of her financial advisory role, she is involved with a condominium association and holds an interest in a farming rental business. 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 options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Chad Chesnut is a financial advisor with Equitable Advisors who holds Series 63 and Series 66 licenses and has 10 years of industry experience. He previously worked at ScottTrade before joining Equitable Advisors and its affiliated firms in 2017. Outside of his advisory role, he owns and operates Ethereal Lavender & Ranch, a lavender farm in Lonedell, Missouri. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a variety of third-party programs and platforms. The firm operates a hybrid advisory and brokerage model, offering tailored services based on client goals, risk tolerance, and time horizon.

Wilbert Meyer is a financial advisor at Edward Jones with 20 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2005. In addition to his advisory role, he is a joint owner of a farm rental business in Leslie, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Dorigan is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and 10 years of industry experience. He has worked at Osaic since 2023 and previously held roles at Diversified Financial Advisory Group and FSC Securities Corp. Dorigan also operates a sole proprietorship offering investment advisory services and the sale of insured products, including life insurance and various annuities. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charities. The firm employs a comprehensive investment process combining risk assessment, asset allocation software, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Michael Danner is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, with prior experience at North Star Resource Group and the University of Missouri. Edward Jones is a full-service wealth management firm serving more than four million 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 and offers a range of advisory strategies and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Lauren Storie is a financial advisor with Edward Jones in Union, MO, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones and its affiliated entities since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Andrew Wagnaar is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade, with nearly a decade at Scottrade. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Anita Spencer is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jean Wright is a financial advisor at Ameriprise with 35 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. since 2005 and continues with Ameriprise since 2020. She holds Series 63 and Series 65 licenses and is based in Saint Louis, MO. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Katherine Schonaerts is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations and 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Ryan Bell is a financial advisor at Edward Jones in Hillsboro, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Daniel Monks is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Major Brands, Inc. from 2015 to 2018. Outside of his advisory role, he is a passive investor in Melvin Brewing Eureka LLC, a restaurant and brewery in Eureka, Missouri. 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 investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Rodney Weakley is a financial advisor with Charles Schwab, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Century Securities Associates. Outside of finance, he owns and operates Alderaan Apiary, where he manages beekeeping activities and sells related products at farmers markets. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options and is notable for its large scale and integrated service model.

Anastasia Leiendecker is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Amy Steel is a financial advisor at Edward Jones with one year of industry experience. She has worked at Edward Jones since 2018 and was previously employed by the Meramec Valley R3 School District for five years. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Eric Myers is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and holds a Series 66 designation. Outside of his advisory role, he serves as a deacon at Heritage Presbyterian Church in Eureka, Missouri, where he assists with church property maintenance and community support activities. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.