Russ Bell is a CFP® with 20 years of experience in the financial services industry. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corporation for 11 years. Bell is based in Jefferson City, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Benjamin Reifschneider is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked at Noonlight Inc and TopOPPS Inc. He also serves as a board member on the University of Missouri Trulaske College of Business Finance Advisory Board and is a partner in an LLC acquiring a welding shop that produces parts for railways and commercial applications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Tyler Baumhoer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Veterans United Insurance for five years and Shelter Insurance for two years. He also spent seven years at Physical Performance Systems. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Megan Jost is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she held positions at Cox Automotive, First State Community Bank, Paramount Apparel, and Jost Tire Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Keith Wallis Jr. is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding a Series 66 designation and having nine years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Clearing Services, LLC, and has also been involved in landscaping. Wallis has ownership interests in several investment-related businesses, including WWM LLC and FINTERIS EAST LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services with a broad range of planning options tailored to clients meeting net-worth thresholds. The firm utilizes Wells Fargo research and planning tools to develop recommendations, with implementation options available through various brokerage and advisory programs.

Savannah Gerloff is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Jefferson City, MO. Her prior experience includes roles at Central Trust Bank, LPL Financial LLC, and Jefferson Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Kevin Callaway is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes seven years at INVEST Financial Corporation and over two decades with Central Bank. He is also a partner at CNH Management, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of advisors who implement diverse investment strategies.

Ryan Green is a financial advisor at Edward Jones in Jefferson City, MO, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2016. 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 national network of advisors and branch offices.

Katina Heggemann is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked in various capacities within Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors LLC, since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, and utilizes proprietary research and tools to develop customized recommendations.

John Anderson is a financial advisor with LPL Financial in Jefferson City, MO, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked with LPL Financial since 2020 and previously spent 15 years at Securities America Inc. and Securities America Advisors, Inc. Additionally, Anderson is involved with Nicklas Financial Companies, Inc., where he has held a role since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Dakota Baumhoer is a Series 66-licensed financial advisor with Edward Jones, based in Jefferson City, MO, and has four years of industry experience. His career includes roles at Providence Bank from 2015 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and provides additional services including tax-efficient investing, proxy voting, and affiliated mutual funds.

Sally Bingaman is a financial advisor at Stifel with 15 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Wells Fargo Advisors LLC for 11 years before joining Stifel in 2025. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Wesley Weider is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Advisors and affiliated entities since 2009. Outside of his work at Wells Fargo, he has ownership interests in multiple investment-related businesses, including FINTERIS Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis, utilizing Wells Fargo research and planning tools.

Corey Luetkemeyer is a CFP® professional with 27 years of industry experience. He has been with Edward Jones in Jefferson City, MO since 1998. Outside of his advisory role, he is a member of CSL Property Management LLC, an LLC established to maintain a building. Edward Jones is a wealth management firm serving a broad client base, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Garrett Luetkemeyer is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Jefferson City, MO. He has three years of industry experience and prior work history includes roles at RTS Financial and Missouri State University. He serves as a board member for the Immaculate Conception Endowment Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jerry Christian is a CFP® with 42 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. He previously worked at Securities America Advisor Inc. and Securities America Inc. for 15 years and has been associated with Nicklas Financial since 1988. In addition to his advisory work, he has ownership interests in a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Matthew Shumway is a financial advisor with Edward Jones in Jefferson City, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Northwestern Mutual, Rusty Drewing Chevrolet, Jim Butler Chrysler/Linn Powerhouse, and Centurylink (now Bright Speed). 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Frank Burkhead is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Cetera since 2005. Burkhead is also the managing member of Burkhead & Associates, LLC, where he provides accounting and tax services, and he serves as a board director for Hawthorn Bank. Additionally, he is treasurer of the Historic City of Jefferson Foundation, a local nonprofit organization. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary investment strategies.

Donald Thrash is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2014. 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 operates a wide range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Michael Mosley Jr. is a financial advisor with LPL Financial in Jefferson City, MO, holding a Series 66 designation and nine years of industry experience. He has worked with LPL Financial since 2018 and was previously with INVEST Financial Corporation from 2017 to 2018. Mosley also has involvement with Central Investment Advisors, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, integrating various investment strategies with advisory platforms and operational tools.