Eric Kemna is a financial advisor at Farther with one year of industry experience. He holds a Series 65 designation and previously served 20 years in the Missouri Army National Guard. In addition to his advisory role, he works as an insurance broker at Invictus Health and Wealth. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments across ETFs, mutual funds, equities, and fixed income supplemented by AI tools and advisor judgment.

Kelli Jones is a CFP® with 19 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2016. She holds a Series 63 license and is based in Jefferson City, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm utilizes a partner-led team approach with centralized investment oversight and emphasizes asset allocation, manager due diligence, and multi-strategy vehicles for retirement plans and institutional clients.

Benjamin Coakley is a CFP® professional with 21 years of experience in financial advising. He has been with Waypoint Strategic Advisors since 2010 and is currently associated with Farther. Outside of his advisory role, he is involved with Southern Heritage Investments, LLC, and is a member and insurance agent at Rx Insurance Group, LLC. Waypoint Strategic Advisors serves individuals, pension and profit-sharing plans, and corporations, offering asset management, ERISA plan advisory services, and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Market Hypothesis, primarily utilizing passively managed institutional asset-class mutual funds.

Beverly Nesbit is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 16 years of industry experience. She has worked at Benjamin F. Edwards since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies monitored by an Investment Strategy Committee, with assets managed through various discretionary and non-discretionary portfolios.

Robert Cotter III is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and Iroquois Federal Savings & Loan. Outside of his advisory work, he volunteers as a coach for the Jefferson City Flash Homeschool Track Team. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, using a centralized consulting team to provide non-discretionary, model-driven recommendations. The firm combines research and tax-efficiency analysis to support clients approaching or in retirement.

Nicholas Eisenmenger is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding Series 66 and Series 63 registrations and four years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at American Century Investment Services, Inc. from 2022 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a wide range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and tools, with planning services that cover areas including retirement, education, and business-owner transition planning.

Christen Jones is a financial advisor with Edward Jones in Jefferson City, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones, Jones worked at Cedar Valley Components for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm supports its services with a large network of financial advisors and branch offices, operating under a fiduciary standard.

Matthew Frank is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2022 and has involvement with Retirement Plan Advisors, LLC and Cambridge Investment Research, Inc. Outside of his advisory role, he is an owner and partner of Retirement Plan Advisors Holdings, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Kelly Kruse is a CFP®-designated financial advisor at Edward Jones in Jefferson City, MO, with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Kruse is the owner of Heartland Air Photo, an aerial photography business, and also works as a hunting and fishing guide at Vermejo Park Ranch in New Mexico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities such as trust services and proprietary funds.

Alan Beatty is a CFP® professional with 11 years of industry experience, currently advising clients at Stifel Nicolaus & Co., Inc. in Jefferson City, MO, where he has worked since 2014. His credentials include the Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with a rental property business. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment methodology relies on proprietary analysis using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

John Koester is a CFP® professional with 21 years of experience in the financial services industry, all of which have been with Edward Jones in Jefferson City, MO. 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, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and emphasizes fiduciary standards and tax-efficient services.

Leanne Kampeter is a CFP® professional with 18 years of industry experience currently affiliated with LPL Financial. She has worked at LPL Financial since 2018 and previously spent 11 years with Invest Financial Corporation. Kampeter also maintains a longstanding role at Central Bank. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad non-advisory financial services network.

Damon Johanns is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and two years of industry experience. Prior to his current role, he held positions in education and local community organizations, including the University of Missouri and Jefferson City Country Club. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services with a focus on tailored recommendations supported by Wells Fargo’s research and planning tools.

Shawn Ehrhardt is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Woodbury Financial Services, Lincoln Financial Advisors, and Investment Centers of America. Outside of financial services, he has been a partner in a cattle farm for over three decades and serves as the head archery coach for a local school district. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and supports discretionary and non-discretionary account management, integrating third-party solutions and maintaining a complex corporate structure.

Aaron Schmitz is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020, following nearly a decade at Securities America Advisors, Inc. and Securities America, Inc. Outside of advising, he is involved with Nicklas Financial, a business entity related to his work with LPL. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Dallas Robertson is a financial advisor at Edward Jones in Jefferson City, MO, holding a Series 66 designation with four years of industry experience. He has been with Edward Jones since 2017 and worked at Tailored Brands from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Bert Doerhoff is a financial advisor with LPL Financial, holding a Series 65 credential and possessing 26 years of industry experience. He has also been associated with Aura Wealth Advisors, LLC since 2000 and operates Doerhoff & Associates CPA, LLC, a CPA practice since 1978. In addition to his advisory work, he serves on the board of Mid America Bank and owns a payroll services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of investment and advisory services, including access to model portfolios, third-party asset managers, and various institutional platforms.

Dale Rosenthal is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet certain net-worth criteria.

Keith Bax is a financial advisor with LPL Financial in Jefferson City, Missouri, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at LPL Financial since 2018 and has concurrent roles at Central Trust Bank and Invest Financial Corp. since 2012. Bax is also licensed as a non-variable insurance agent through Investor Services Insurance Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Robin Leach is a financial advisor at Edward Jones in Jefferson City, MO, with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he owns Leach Holdings, LLC, a real estate 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 solutions, supported by a large nationwide network of financial advisors and offices.