Heidi Lafave is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2018. Prior to this, she worked at Systems & Services Technologies, Inc., a subsidiary of Alorica, from 2014 to 2017. Outside of her advisory role, Lafave is involved with the St. Joseph Cotillion for Achievement, serving as president of the leadership and scholarship program. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Charles Hinde is a financial advisor at OSAIC with 13 years of industry experience. He holds the CFP® designation and has previously worked at SagePoint Financial and Fidelity Investments Institutional Services Company. He serves on the board of the Family Guidance Center, a nonprofit organization. OSAIC Wealth, Inc. provides brokerage and investment advisory services to a diverse client base, including individual investors, corporations, and charitable organizations. The firm employs asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes.

Cody Guess is a financial advisor at Edward Jones based in Saint Joseph, MO, with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Horizon Outdoor for 18 years. He holds a Series 66 designation. 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 range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Mark Matthews is a financial advisor with Edward Jones, holding Series 66 and Series 63 credentials and 38 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as president of the Buchanan County MU Alumni Association. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Tyler Wilt is a financial advisor at Edward Jones in St. Joseph, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in contracting and event center management and is co-owner of Wilt Standardbred, a farm business where he helps care for Standardbred race horses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Ryan Jones is a financial advisor at Edward Jones in St. Joseph, Missouri, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Texas Roadhouse for six years and at Stone Crest Lawn Service for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies, tax-efficient services, and affiliated investment products supported by a large national network of financial advisors and branch offices.