Shawn Manuel is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for nine years. In addition to his advisory role, he serves as president of Strategic Wealth Inc., a corporation offering investment and insurance products, and is vice president and secretary of the Oakwood Hills Estates Property Owners Association. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, offering portfolios that incorporate various asset classes and utilize firm-supported asset allocation and risk management tools.

Michael Curtis is a financial advisor with Cambridge Investment Research Advisors, holding a ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including over 20 years with Cambridge. Curtis is also involved in several independent insurance agency roles and manages his own financial services firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary model strategies and access to unaffiliated managers.

Jason Becker is a financial advisor at Stifel with 28 years of industry experience. He has been with Stifel since 1997 and holds Series 63 and Series 65 credentials. Becker also serves as a trustee for a non-family trust. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional clients, and charitable organizations. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Richard Carver is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 designation and is based in Osage Beach, Missouri. 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, and operates under a fiduciary standard.

Jacob Sullivan is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2011. Outside of his advisory work, Sullivan co-founded the Jeff Sullivan Memorial Foundation and serves on the finance committee for Citizens Against Domestic Violence. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting certain net-worth criteria. The firm combines research, planning tools, and discretionary client engagement options with multiple affiliated financial product offerings.

Douglas Wilks is a CFP® professional with 35 years of experience in the financial industry, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 30 years. He is also involved with Certainty of Uncertainty, LLC, where he manages an advisory business. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

Paul Lekar is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning and a managed-account program, focusing on written recommendations without discretionary trading authority.

Ashley Black is a financial advisor with Wells Fargo Advisors in Lake Ozark, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing for six years and at Henkel for two years. Outside of her advisory role, she owns and operates a photography business, One Red Photography LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Lorraine Myers is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and previously worked at Stifel, the County of Pueblo 10th Judicial District Attorney's Office, TBK Bank, and Ball Jones Gowen, Inc. (Raymond James). Myers is also a commissioned Public Notary in the state of Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Bart Schulte is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and affiliated firms since 2004, including a six-year tenure at Central Trust Company. In addition to advisory work, he is an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Kevin Kuebler is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Avantax Advisory Services and New Perspectives Financial Services, which he owns. Kuebler is involved in community and nonprofit activities, serving as treasurer for the Bloomington Rotary Foundation and Knights of Columbus, and holding board positions with Our Lady of the Lake Finance Council. Cambridge Investment Research Advisors is a large 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 advisors, providing both discretionary and non-discretionary strategies across multiple platforms and proprietary model portfolios.

Anthony Reahr is a financial advisor with Edward Jones in Lake Ozark, Missouri, holding Series 63 and Series 66 licenses and totaling 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a board member of the Lake Area Chamber of Commerce and is involved in finance committee work for Osage Hills Church. He also owns and manages Outdoorz Enterprises LLC, a land management business focused on farmland and undeveloped properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment and advisory services. The firm operates a nationwide network of financial advisors and offers both discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds, under a fiduciary standard.

Samuel Beck is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he held positions at Fechtel Beverage, Bank of St. Elizabeth, and Our Lady of the Snows School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Rachel Curley is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, Curley serves on the finance team at Crossbridge Church and is a board member of Marshfield Freeway Ministries, a nonprofit focused on outreach efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Heather Morrow is a financial advisor with Merrill in Lake Ozark, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with Merrill since 2009 and was previously employed at Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Sherri Tangsrud is a financial advisor at Edward Jones in Camdenton, MO, with 26 years of industry experience. She has been with Edward Jones since 1999 and holds the Series 63 and Series 66 licenses. Outside of her advisory role, she owns a business related to horses in Macks Creek, MO. 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 through a large nationwide network of financial advisors and branch offices.

Robin Young is a financial advisor with Edward Jones in Eldon, MO, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Young is involved in several community and nonprofit activities, including serving as Chairman of the University of Missouri Extension Board, President of the FMC Foundation, and volunteering with Our Father’s Table soup kitchen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Chalee Crouch is a CFP® professional with 22 years of industry experience, currently serving at LPL Financial since 2018. Prior to joining LPL Financial, Crouch was affiliated with INVEST Financial Corp and Central Bank, where they have held roles since 2007 and 1996, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, employing a variety of discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

April Tate is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at OakStar Bank/First National Bank from 2001 to 2025. 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 strategies supported by a network of more than 23,000 financial advisors and 15,000 branch offices nationwide.

Dylan Earnest is a financial advisor with OSAIC Wealth Inc. and holds a Series 66 designation. He has one year of industry experience and has worked at Strategic Wealth Inc and Gates Corporation in prior roles. Outside of his advisory work, he serves as a board member of Rolling Hills Country Club. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include a variety of investment vehicles and supports both discretionary and non-discretionary account management.