Andrew Spitzer Fox I is a Series 65-licensed financial advisor with CWM, LLC, based in St. Joseph, Missouri. He has one year of industry experience and has previously worked at Gertsema Wealth Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes for retirement plans and offering a range of investment and administrative services.

Thomas Tewell is a financial advisor with Eagle Strategies (New York Life) based in St. Joseph, Missouri, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been associated with New York Life Insurance Company and its affiliated entities since 1994 and has operated Tewell & Associates Financial Services since 2007. Outside of his advisory work, he serves on the boards of the Missouri Western State University Foundation, Missouri Western State University Gold Coat, BioZyme Inc., and Mosaic Life Care hospital, contributing to both investment-related and local community organizations. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 ChFC®, Series 65, and Series 63 credentials and four years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), Tewell & Associates Financial Services, and Dakota Wealth Management. Outside of his advisory work, he leases farmland to the USDA as part of the Conservation Reserve Program. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing model portfolios, fundamental and technical analysis, and various customization tools.

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.

Elizabeth Rost is a financial advisor with LPL Financial in St. Joseph, MO, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2019, she worked at American Family Insurance from 2007 to 2018. She serves on the St. Joseph School District Foundation Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, along with access to model portfolios and research from multiple sources.

Janine Miles is a financial advisor with Fidelity in St. Joseph, Missouri, holding Series 63 and Series 66 licenses and with six years of industry experience. Her background includes roles at Fidelity Brokerage Services and Fidelity Investments, as well as experience with the College for Financial Planning and entrepreneurial ventures such as Miles Baking Company and 14er Life Coaching. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment vehicles.

Andrew Scianna is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., Summit Brokerage Services, and Dayone Financial, LLC. Scianna is based in St. Joseph, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

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, MO, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 1998. In addition to her advisory role, she is involved as an independent contractor with Vasayo and is the owner of Scott Freedom Builders, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying on model-delivery strategies managed by unaffiliated asset managers, supported by custody and trade execution services from Pershing and BNY Mellon Advisors.

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 at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial in 2022, he worked for CoreFirst Bank & Trust from 2016 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Erin Bradley is a financial advisor at Osaic with five years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for 17 years. In addition to her role at Osaic, Bradley is an Associate Financial Advisor with JLL Services LLC in St. Joseph, MO. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, including financial planning and access to third-party money managers, using various asset-allocation and portfolio construction tools.

Michael Allegri is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he owns and leases medical buildings through Medical Lease, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients who meet certain net-worth thresholds.

Patrick Hinchey is a financial advisor with Edward Jones in St Joseph, MO, holding Series 63 and Series 65 licenses and offering 33 years of industry experience. He has been with Edward Jones for 25 years since 2001. 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 and provides a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.