Gabriel Rockers is a financial advisor with Principal Financial Services based in Savannah, Missouri. He holds a Series 66 designation and has 15 years of industry experience, including 16 years at Edward Jones and one year at Principal Financial Services. Outside of his advisory work, Mr. Rockers owns and operates a farm where he raises cattle. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Derek Gibson is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Commerce Trust for seven years and Bottorff Construction Inc. for three years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customizable portfolios and oversight of third-party asset managers.

Dalton Preston is a financial advisor at CWM, LLC with the ChFC® designation and Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Eagle Strategies, Tewell & Associates Financial Services, and Dakota Wealth Management. Outside of his advisory work, he leases farmland to the USDA through the Conservation Reserve Program. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary, model-based investment approach overseen by an in-house committee and utilizing various third-party tools and sub-advisors.

Austin Nold is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2022. He previously worked at Stifel for 10 years and at Gersema Wealth Services, Inc for 11 years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, with a focus on customized portfolios primarily using mutual funds, ETFs, equities, and fixed income, typically employing a long-term approach.

Cody Vaughn is a financial advisor with Thrivent Investment Management in Saint Joseph, MO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2008. Vaughn serves as a board member of the Family Guidance Center, a nonprofit focused on behavioral health and social services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a wide range of financial planning topics without managing client portfolios directly.

David Richmond is a financial advisor with OSAIC in St. Joseph, Missouri. He holds a Series 66 designation and has 16 years of industry experience, previously working at Sagepoint Financial, Inc. from 2010 to 2023. Richmond serves as a board member for the St. Joseph School District and Mosaic Life Care Foundation, both nonprofit organizations. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with financial planning and access to third-party money managers, employing asset-allocation tools and automated portfolio rebalancing to manage a broad range of investment vehicles.

Andrew Scianna is a financial advisor with LPL Financial in St. Joseph, Missouri, holding a Series 66 designation and 18 years of industry experience. His prior firms include U.S. Bancorp Investments, Summit Brokerage Services, Dayone Financial, V Wealth Advisors, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Brian Sears is a financial advisor with Cetera in Saint Joseph, MO, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for nine years and has been with Cetera and affiliated entities since 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Tamara Scott is a financial advisor with Primerica Advisors in St. Joseph, Missouri, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of her advisory role, she is a Brand Partner and Independent Contractor for Vasayo and is the owner of Scott Freedom Builders, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jason Sarsany is a financial advisor with Edward Jones in Savannah, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he operates a small row crop farming business and is involved in a government conservation program on part of his land. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

James Jones is a financial advisor with Edward Jones in St. Joseph, MO. He holds Series 63 and Series 66 designations and has 21 years of industry experience, including 20 years at Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Leeann Leonard is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Leonard serves as a board member of the St. Joseph Public Library Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Mark Reedy is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at CoreFirst Bank & Trust from 2016 to 2022 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Erin Bradley is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Osaic and was previously with Ameriprise for 17 years. Outside of her advisory role, she is also an Associate Financial Advisor with JLL Services LLC in St. Joseph, Missouri. Osaic Wealth, Inc. serves a diverse client base that includes retail, high-net-worth, institutional, corporate, and charitable investors. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Michael Allegri is a financial advisor with Wells Fargo Advisors in St. Joseph, Missouri, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Advisors since 2016, following eight years with Wells Fargo Clearing and six years with A. G. Edwards & Sons, Inc. Outside of his advisory work, Allegri owns and leases medical buildings through Medical Lease, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, along with niche services such as business-owner transition and special-needs analysis.

David Halsell is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2015, accumulating nine years of industry experience. He is based in St Joseph, MO, and has also been affiliated with the University of Missouri since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Rodney Kenagy is a financial advisor at OSAIC in St. Joseph, MO, holding a Series 66 designation with one year of industry experience. Prior to joining OSAIC, he worked at Terumo Medical Corporation and was involved with Impact Zone Golf. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio management tools and provides access to third-party money managers and wrap programs.

Dru Hull is a CFP® professional with 19 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2022, following ten years at U.S. Bancorp Investments, Inc., and five years at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Colten Joseph is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with two years of industry experience. His background includes roles at the University of Kansas and Tradebot Systems. Outside of his advisory work, he is a board member of Big Brothers Big Sisters of Greater St. Joseph and participates in the St. Joseph Chamber of Commerce Diplomats Club’s Hospitality Committee. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group.

Colton Saunders is a CFP®-certified financial advisor with Edward Jones in Saint Joseph, MO, with seven years of industry experience. He has worked at Edward Jones since 2017 and previously was employed by Don Tolly American Family Insurance and Missouri Western State University. Outside of his advisory role, Saunders owns and operates an 18-acre farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.