James Beasley is a financial advisor at Edward Jones in Jackson, Missouri, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013 and concurrently serves in the judiciary for the State of Missouri since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 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, operating under a fiduciary standard.

John Wolpers II is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. He is based in Cape Girardeau, MO, and holds a Series 63 license. Outside of his advisory role, he serves on the boards of the Cape Girardeau Public School Foundation and the Poplar Bluff Schools Foundation, acting as chairman of the latter. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Kelli Wood is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2009. Outside of her advisory work, she is the owner of a rental property in Anna, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Christopher Ward is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in several business ventures, including ownership in a child development center in Arkansas through CJW Enterprises. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Shy is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Commerce Bank and Southern Bank. He is also a commissioned notary public in Missouri. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Brooke Roth is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2021, she worked at Compass Group NA and its division Morrison Living, among other roles. Outside of her advisory work, she is co-owner of a custom spray tanning business in Jackson, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and corporate entities. 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.

Chance Franklin is a financial advisor at LPL Financial with nine years of industry experience. He has held positions at The Bank of Missouri, U.S. Bancorp Investments, Stifel Nicolaus & Co Inc, Visionary Wealth Advisors, and Wells Fargo Advisors. Franklin holds a Series 66 designation and is based in Cape Girardeau, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to 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 investment strategies and operational tools.

Terry Godwin is a financial advisor with Edward Jones in Cape Girardeau, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large network of advisors and branch offices.

Tracy Hillman is a financial advisor at Edward Jones in Jackson, MO, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she assists with administrative tasks for a landscaping business operated by her significant other. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Roy Merideth is a financial advisor at Edward Jones in Jackson, MO, holding a Series 66 designation and with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ronald Lungwitz is a financial advisor with Cambridge Investment Research Advisors based in Cape Girardeau, MO. He holds the ChFC® designation and has 47 years of industry experience, including 26 years at THE O.N. Equity Sales Company. His other business activities include serving as an independent insurance agent for various agencies. 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 offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using multiple platform arrangements and both discretionary and non-discretionary strategies.

Clayton Deimund is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ozbun Deimund Beckham Group. He focuses on building lifelong advisory relationships with clients by understanding their individual goals and working collaboratively to design and execute comprehensive wealth strategies tailored to their lifestyle and legacy. Clayton utilizes both his personal expertise and the resources available through Merrill Lynch to help clients achieve their financial objectives. He specializes in a range of client focus areas including divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Clayton holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Clayton earned degrees in Finance and Risk Management & Insurance from Baylor University. Outside of his professional work, he enjoys biking, boating, hunting, pickleball, running, skiing, spending time with his family, swimming, tennis, and traveling.

Conrad Klusmeier II is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory services 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 about 23,701 advisors and 15,121 branch offices.

Charles Willis is a CFP® with 34 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Cape Girardeau, MO, and holds a Series 63 license. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary 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.

Domenico Mastropierro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Ameriprise and Cetera Investment Services. He serves as treasurer for the Rotary Club of Cape Girardeau. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary 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 in its investment menus.

Corey Baker is a CFP®-credentialed financial advisor with Edward Jones in Jackson, Missouri, bringing 10 years of industry experience. He has worked exclusively 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 discretionary and non-discretionary investment strategies, managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Kevin Fles is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been associated with Montgomery Bank since 2007. In addition to his advisory role, he is an insurance agent selling life and annuities. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party managers.

Matthew Thomasson is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 10 years of industry experience. He has worked at Cetera and Arnzen & Roe Financial Services, Inc. since 2016. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers various portfolio management and planning services and operates a multi-manager platform with access to both affiliated and third-party managers.

Taylor Stevens is a financial advisor with Thrivent Investment Management in Cape Girardeau, Missouri. He holds a Series 66 designation and has five years of industry experience. Prior to joining Thrivent, Stevens worked at Shadrachs Coffee and First National Bank. He serves as a board member for Trinity Lutheran School, where he participates in policy development and financial planning. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on various financial topics and combines planning with managed-account programs under a consolidated billing option, while maintaining separate planning and portfolio management services.

Jennifer Cissell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has worked with Wells Fargo affiliates since 2002, including Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.