Patrick Scott is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and with ten years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020, and previously held roles at Voya Financial Advisors and National Planning Corporation. Scott serves on multiple community boards in Carthage, MO, including the McCune Brooks Healthcare Foundation and the Carthage Community Foundation, and is involved in several entrepreneurial and nonprofit activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary solutions across multiple platforms and strategies.

Richard Keller is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. Keller is also involved in managing several commercial rental properties in Missouri. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nathan Babb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Brooke Hatfield is a financial advisor with Edward Jones in Joplin, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at Lucky J Steakhouse and Arena for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Trevor Graham is a financial advisor at Edward Jones in Joplin, MO, holding a Series 66 designation with one year of industry experience. His prior work includes roles at IMG Academy, Kannarr Eye Care, US Awards, Ave Maria University, Bad Idea Company, and Lindburg Pharmacy. 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 is notable for its extensive retail advisor and branch network.

Larry Cowger is a financial advisor with Raymond James Financial in Carthage, Missouri, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Arvest Wealth Management for over a decade and currently serves as a board member and president of the Carl Junction School Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes personalized, non-discretionary planning and employs analytical tools to support client goals while offering specialized municipal and employer advisory services.

Angel Brown is a Series 66 licensed financial advisor with Edward Jones in Joplin, Missouri, bringing four years of industry experience. Prior to joining Edward Jones in 2021, Brown worked at U.S. Bank NA for 28 years and owned a residential rental business for over two decades. Brown is also involved in managing commercial real estate through Landmark Commercial Holdings LLC. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Jeffrey Baker is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors, LLC. Outside of his advisory role, he is the author of a fantasy novel for young adults. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kristi Montague is a Series 66-licensed financial advisor with Edward Jones in Carthage, MO, where she has worked since 2014. She has 12 years of industry experience. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Tyler Burgess is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Voya Financial Advisors and Ohio National Financial Services. Outside of his advisory role, Burgess owns and instructs at Two's Indoor Baseball and serves as a city councilman in Webb City, MO. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platforms, incorporating proprietary models and third-party strategies with both discretionary and non-discretionary management options.

Joseph Ryder is a financial advisor with Edward Jones in Carthage, MO, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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 with a large nationwide advisor and branch network.

Grady Huke is a financial advisor with Wells Fargo Clearing in Joplin, MO, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Raymond James Financial and Southwest Missouri Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jennafer Johnson is a CFP®-designated financial advisor with Edward Jones in Joplin, MO, where she has worked for 16 years. She co-owns a Christmas tree farm and serves as president of the Carl Junction Chamber of Commerce. Johnson also has ownership interests in a storage business and rental properties, with active involvement primarily in managing the tree farm's gift shop seasonally. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

David Mac Iver is a Series 66 licensed financial advisor with Edward Jones in Joplin, MO, having 16 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, he receives royalties from online book sales through CreateSpace. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Chris Williams is a financial advisor at Stifel with eight years of industry experience. He has been with Stifel since 2018 and previously worked at U.S. Bank for sixteen years. Williams holds the Series 66 designation. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Tyler Swaffar is a Series 66-licensed financial advisor with Edward Jones, based in Joplin, Missouri, and has 19 years of industry experience, all with Edward Jones since 2007. He serves as President of the board of God's Resort and is a member of the MSSU Robert W. Plaster School of Business Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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 and operates a nationwide network of financial advisors and branch offices.

Thomas Taylor is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cetera since 2005 and also leads Taylor Business Services, a CPA tax practice and insurance agency. Additionally, he serves as CFO of Fire & Smoke Society LLC, an accounting and tax services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets.

Kathryn Eckerson is a Series 66-licensed financial advisor with Edward Jones in Carthage, Missouri, where she has worked since 2010. She has 16 years of industry experience. 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 programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Garrett Stramel is a financial advisor at Edward Jones in Carthage, Missouri, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. 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 nationwide network of advisors and branch offices.

Frank Wattelet II is a financial advisor with LPL Financial in Joplin, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His previous roles include positions at American General Securities Incorporated and Mutual Service Corporation. He also sells term life insurance on a limited basis to existing clients. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.