Christina Link is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Her prior roles include positions at Wells Fargo Clearing Services and Principal Financial entities. She is also involved in her local community as a board member and social committee member of the Copperstone Neighborhood HOA in Columbia, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as trustee offerings and planning for professional athletes.

Eric Niswonger is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and concurrently at Marathon Benefits Group since 2009. Niswonger serves on the board of directors for the William and Donna Headrick Pet Foundation, a nonprofit organization supporting SEMO Pets of Cape Girardeau, Missouri. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based advisory relationships.

Chancellor Spangler is a CFP® and Series 65 licensed financial advisor with five years of industry experience, currently with Creative Planning in Columbia, MO. He has worked at Creative Planning since 2019 and previously held roles at StorageMart and the University of Missouri. He also was involved with the Redhead Yacht Club from 2016 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and tax-loss harvesting.

Daniel Kellar is a financial advisor at Farther with seven years of industry experience. He holds a Series 65 designation and previously worked at WR Wealth Partners and KIA of Columbia. Outside of his advisory role, he is the owner of an insurance agency, DK Pro Consulting LLC, in Columbia, Missouri. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

John Madigan is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and owns Madigan Wealth Management. His prior experience includes roles at LPL Financial, INVEST Financial Corp, and Central Bank. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and discretionary model portfolios while enabling advisors to construct customized client portfolios.

Jared Reynolds is a CFP® with 24 years of industry experience and currently serves as an investment advisor representative at NewEdge Advisors. He has previously worked with firms such as LPL Financial and Waddell & Reed, Inc. Outside of his advisory role, Reynolds is involved in various entrepreneurial ventures including farm and recreational property ownership, as well as a consulting company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and trusts through independent representatives. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Adam Wheeler is a CFP® professional with 19 years of industry experience, currently affiliated with OSAIC since 2025. Prior to joining OSAIC, he spent 18 years at Lincoln Financial Advisors. He is also active as an insurance agent offering accident and health, disability, life insurance, and annuity products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managed account solutions.

Kevin Adam is a financial advisor with LPL Financial in Columbia, MO, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior experience includes roles at Cetera Advisors LLC, Lincoln Investment, and MSI Financial Services, Inc. Outside of his advisory work, he is involved in managing short-term real estate rentals in Columbia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Travis Figg is a financial advisor with Edward Jones in Columbia, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved as an Amazon affiliate for a fly fishing website. 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 offers a range of discretionary and non-discretionary investment strategies through a nationwide network of advisors and branch offices.

Angela Cantin is a financial advisor with LPL Financial based in Columbia, MO, holding a Series 66 designation and three years of industry experience. She has also worked at The Bank of Missouri since 2005 and currently holds a senior administrative officer role there. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of financial planning and investment management services through a large network of advisors, with capabilities including model portfolios, third-party management, and institutional platforms.

Jeron Tetteh is a financial advisor with LPL Financial based in Columbia, MO. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, Jeron worked at Central Bank of Boone County and Bank 21. He is also involved with the Martin Community Center. 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 portfolios, third-party asset management, and institutional platforms.

Shelley Taylor Short is a financial advisor with Stifel in Columbia, MO, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Stifel Nicolaus since 2008 and previously spent 14 years at Woodcrest Chapel. Outside of her advisory role, she serves as a bookkeeper for the Money Maids Investment Club, providing monthly accounting reports. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs proprietary methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

Dean Mccullar is a CFP® with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to joining LPL, he worked at Invest Financial Corporation for seven years and has been affiliated with Central Bank of Boone County for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Jason Lawless is a CFP® professional with 23 years of industry experience, all at Edward Jones since 2003. He serves as a board member for the Missouri MOST 529 College Savings Plan and is a reserve officer in the US Air Force. Additionally, he is involved in agricultural ventures, managing crop farming and owning a hunting farm and lodge. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jacob Portock is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at several related firms including Bankers Life and is currently involved in administrative and client support roles at Rock Bridge Financial Advisors. Prior to his advisory career, he spent five years at Central Methodist University. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Gregory Reed is a financial advisor with Raymond James Financial in Columbia, MO, holding a Series 63 designation and 29 years of industry experience. He is also the CEO of Daisy Dog, LLC, a business he founded in 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Kelly Kruse is a CFP®-designated financial advisor at Edward Jones in Jefferson City, MO, with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Kruse is the owner of Heartland Air Photo, an aerial photography business, and also works as a hunting and fishing guide at Vermejo Park Ranch in New Mexico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities such as trust services and proprietary funds.

Bradley Miller is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he manages the bookkeeping and farmland operations for his family’s farming partnership and serves as head of the service committee for Impact Rotary of Columbia. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Nathaniel Simmons is a financial advisor at Thrivent Investment Management in Columbia, MO, holding Series 65 and Series 63 designations with 10 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves as an elder at his home church, participating in monthly meetings and providing spiritual support. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses without discretionary trading authority. The firm’s approach integrates planning with managed-account programs under a consolidated billing option while maintaining the separation of these services.

William Fleming is a financial advisor with Stifel in Columbia, MO, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Stifel since 1991. Fleming serves as a member of the Stamper Scholarship Committee at Moberly Area Community College and is on the board of the Howard T & Sara B Fleming Charitable Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.