Jacob Mc Collum is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 credential and three years of industry experience. He has worked with LPL Financial since 2022 and has a background that includes coaching high school football. Outside of his advisory role, he is involved in coaching football at Eureka High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by various model portfolios and research.

Julie Moriarty is a Series 66-credentialed financial advisor with Equitable Advisors, where she has worked since 2008. She has 18 years of industry experience, including a prior role at AXA Advisors, LLC. Outside of her advisory work, she is a certified yoga instructor and a member of the Society for Human Resource Management (SHRM). Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporates, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm uses a delivery model heavily reliant on LPL-sponsored programs and endorsed third-party money managers, with a substantial portion of assets managed on a non-discretionary basis.

Whitney Livengood is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Whitney worked for Missourian Media Group for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Donald Ruzicka is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations. His career includes seven years at Scottrade before joining Edward Jones, where he has worked since 2018. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Kama Unnerstall is a CFP® with 19 years of industry experience and has been with Edward Jones since 2006. She is based in Washington, MO. Outside of her advisory role, she owns a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Paul Funkhouser is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Erin Wideman is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Cambridge since 2016. In addition to her advisory role, she serves as a volunteer treasurer for a local organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple custody platforms, including proprietary and third-party strategies tailored to client objectives.

Andrew Mccollum is a CFP® professional with 14 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years with National Planning Corporation. Outside of his advisory role, he serves as an assistant coach for Eureka High School football. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

Isaac Gardner is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2017 and also maintains roles with NationalPlanning Corporation and Resource One Advisors, LLC. Gardner is involved in selling fixed insurance products as a licensed agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 both discretionary and non-discretionary management supported by proprietary and third-party research.

Ronda Mccollum is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently associated with Raymond James Financial Services Advisors, Inc. and Trankler Wealth Management, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Danner is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2017. He has nine years of industry experience, including four years prior to joining Edward Jones spent at the University of Missouri. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rachel Portuondo is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds the Series 66 designation and has worked at firms including Rockefeller Financial and Merrill. Prior to her financial services career, she held roles at Enterprise Holdings, Gap Incorporated, and Target Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial planning topics. The firm emphasizes goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Lauren Storie is a financial advisor with Edward Jones in Union, MO, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones and its affiliated entities since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Nathan Messer is a financial advisor with LPL Financial in Saint Albans, Missouri, holding a Series 66 credential and five years of industry experience. His prior work includes roles at TD Ameritrade, Life Time Fitness, and as a self-employed professional. Outside of advising, he is active as a social media content creator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios supported by research from LPL and third-party sources.

Katelyn Baker is a financial advisor with LPL Financial in Washington, MO, holding a Series 66 designation and having 2 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by in-house and third-party research.

Timothy Kluesner is a financial advisor with Cambridge Investment Research Advisors in Washington, MO. He holds Series 66 and Series 63 designations and has 12 years of industry experience. Prior to his current role, he worked at Farmers Financial Solutions and Farmers Insurance Group for 12 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Andrew Wagnaar is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade, with nearly a decade at Scottrade. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Keith Perry is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Perry has involvement in bookkeeping for an unrelated real estate rental business. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, external subadvisors, and various technology tools.

Jean Wright is a financial advisor with Ameriprise in St. Clair, Missouri, holding Series 65 and Series 63 designations and possessing 35 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Andrew Clary is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. Based in Washington, MO, he is also involved in local business ventures including co-ownership of a snow cone business and property management companies. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a wide range of investment strategies and affiliated financial services through a large network of advisors and branch offices nationwide.