Richard Vest is a financial advisor at OSAIC with the designations ChFC® and Series 63 and has 42 years of industry experience. He was previously with Royal Alliance Associates for 17 years and has been self-employed since 1982. Outside of his advisory role, he owns an employee benefit consulting firm and participates on the finance committee of St Joseph Parish, reviewing budgets and financials. OSAIC Wealth, Inc. 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. The firm employs various investment tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Linda Wilmoth is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jesse Dale is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2024. Outside of his advisory role, he holds ownership interests in two investment-related businesses, WESTFARTHING LLC and Dale Hollow Fruit Farms LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, enabling tailored recommendations supported by Wells Fargo’s research and planning tools.

Clayton Bentzen is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2018 and was previously with INVEST Financial Corp from 2010 to 2018, concurrently serving at Central Trust Bank since 2010. Bentzen is also an insurance agent with Investor Services Insurance, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Rick Duncan is a financial advisor with Edward Jones in Osage Beach, Missouri, holding Series 65 and Series 63 licenses and 42 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory role, Duncan is involved in managing commercial real estate, including mobile home parks, through various holding companies. 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 strategies supported by a nationwide network of approximately 23,700 financial advisors and operates under a fiduciary standard.

Dylan Mason is a financial advisor with LPL Financial in Osage Beach, MO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Merrill, Stifel, and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

Kevin Nicol is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 43 years of industry experience and has operated multiple financial and advisory firms over the past three decades. Nicol serves as a board member for the Southern Illinois University at Edwardsville Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers portfolio management through various platforms and models, with a combination of proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches.

Robert Groene is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nyklis Farris is a financial advisor at Edward Jones in Camdenton, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Veterans United Home Loans for six years and Bank of America for one year. Outside of his advisory role, he is the owner of Farris Properties, a real estate business in Columbia, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary advisory strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices nationwide.

Patrick Rowland is a CFP® professional with 20 years of industry experience, currently advising at Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Outside of his advisory work, he co-owns agricultural operations and a small business producing honey and bourbon, and serves as a golf coach for a local school. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo research and tools. The firm integrates advisory services with other financial products and referral channels.

Brent Murphree Jr. is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2018. He has previously worked with Invest Financial Corporation and Central Bank, where he has maintained long-term roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Brian Drane is a financial advisor with LPL Financial in Camdenton, MO, holding Series 66 and Series 63 credentials and 12 years of industry experience. He has worked at LPL Financial since 2018 and concurrently serves at Central Bank of the Ozarks and Invest Financial Corporation since 2015. Drane is also involved as an insurance agent with Investor Services Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.