Jenny Seim is a Series 65-licensed financial advisor with 21 years of industry experience, currently with Edelman Financial Engines. Her career includes over a decade at The Mutual Fund Store and multiple roles within Financial Engines Advisors from 2015 to present. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management, and oversees diversified model portfolios with a long-term focus.

Michelle Irby is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked for National Planning Corporation from 2007 to 2017. In addition to her advisory role, she serves as president of O'Neals Tax & Financial Services Inc., a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management options, including model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

Chad Chesnut is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with ScottTrade from 2013 to 2017. Outside of his advisory role, Chesnut owns and operates Ethereal Lavender & Ranch, a lavender farm in Lonedell, Missouri. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party programs to deliver advisory services and provides ERISA fiduciary services to qualified plans.

Jacob Messer is a financial advisor with LPL Financial based in Saint Albans, Missouri. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, Messer attended Truman State University and worked at Lafayette High School. 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.

Ryan Tinker is a CFP® professional affiliated with Raymond James Financial, based in Washington, Missouri, with 21 years of industry experience. He has worked at Wells Fargo Advisors and Trankler Wealth Management before joining Raymond James Financial Services Advisors, Inc. in 2017. He is also the CEO of Tinker LLC, a support company that handles tax and payroll responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling, supporting clients through its advisory programs and other providers.

Phillip Leathers is a financial advisor with Edward Jones in Washington, MO, holding Series 63 and Series 66 designations and having 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Wilbert Meyer is a financial advisor at Edward Jones with 20 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2005. In addition to his advisory role, he is a joint owner of a farm rental business in Leslie, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jacob Mc Collum is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and has been involved in coaching high school football at Eureka High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment programs and utilizes both proprietary and third-party models while supporting advisors with advanced research and operational tools.

Julie Moriarty is a financial advisor with Equitable Advisors in Marthasville, Missouri, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of her advisory role, she is a certified yoga instructor. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach involves risk assessment and matching clients to tailored investment programs, utilizing both proprietary and third-party asset management solutions.

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.

David Parmer is a Series 63 licensed financial advisor with Edward Jones in Eureka, MO, where he has worked since 2000. He has 26 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating 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.

Margarita Gonzalez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Scottrade, Inc. from 2005 to 2021 and has been with Charles Schwab since 2021. Outside of her advisory role, she serves as Vice President of Communications on the board of the Geggie Elementary PTO in Eureka, Missouri. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated financial planning and managed-account services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and an integrated operational structure.

Donald Beckerle is a CFP®-designated financial advisor with 37 years of industry experience, currently with OSAIC since 2023. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, he participates in an investment club and operates Beckerle Financial Group, LLC, which sells fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan participants, charities, and corporate clients, offering brokerage and advisory services through multiple programs and platforms. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing discretionary and third-party managed strategies within a large, multi-affiliate network.

David Saunders is a financial advisor with Wells Fargo Clearing in Eureka, MO, holding a Series 63 designation and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Paul Funkhouser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at National Planning Corporation and American General Securities Incorporated. 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 provides a range of advisory and brokerage services, including financial planning and model portfolio programs, delivered by a large network of investment adviser representatives.

Erin Wideman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016, following a two-year tenure at Money Concepts Capital Corp. Erin serves as a treasurer for a local volunteer organization. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Andrew Mccollum is a CFP® professional affiliated with LPL Financial, with 14 years of industry experience. He worked at National Planning Corporation from 2011 to 2017 before joining LPL Financial in 2017. Outside of his advisory work, Mccollum serves as an assistant football coach at Eureka High School. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of investment strategies through a network of more than 22,800 advisors.

Callan Williams is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior experience working at The Hershey Company and the University of Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Jenifer Kemper is a financial advisor with LPL Financial in Eureka, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her background includes roles at Alltru Credit Union, Vantage Credit Union, and TD Ameritrade. She supports credit union administration in addition to her advisory work. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third‑party asset managers.