Wesley Beumer is a financial advisor at &PARTNERS with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 15 years before joining &PARTNERS in 2023. Outside of his advisory role, he is involved in farming operations in Marshall, Missouri. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education, utilizing both proprietary and third-party strategy models with options for discretionary and non-discretionary management.

Derrick Krause is a CFP® professional with 11 years of experience in the financial industry. He has been with Edward Jones since 2016 and previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America from 2014 to 2016. He holds Series 63 and Series 66 licenses. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joshua Dierking is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 2001, totaling 26 years of industry experience. He is based in Marshall, MO, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Bertani is a financial advisor with Edward Jones in Marshall, Missouri. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Edward Jones, he spent 19 years working with the Arrow Rock Lyceum Theatre. Outside of his advisory role, he serves as a part-time Emergency Medical Technician for the Saline County Ambulance District. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Rusty Ream is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise since 2018, including its affiliated entities, and previously at Investment Professionals Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated companies.

Matthew Seigfreid is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at firms including Infinex Financial Group and Waddell & Reed, Inc. He is based in Marshall, MO. 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, managing approximately $1.01 trillion in assets, supported by a large nationwide network of financial advisors and branch offices.