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.

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.

Brian Pulliam is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Cetera since 2018, including its affiliated entities, and previously spent seven years with VOYA Financial Advisors. Outside of advisory work, he is involved in fixed insurance sales and operates a farming business. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms and various program structures to accommodate diverse client needs.

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.

Heather Stubbs is a financial advisor at Edward Jones in Columbia, MO, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2015. 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, offering a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Stuart Eastman is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1997. 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 nationwide network of financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Jacob Fleming is a financial advisor at Stifel in Columbia, MO, holding a Series 66 designation with one year of industry experience. Before joining Stifel in 2022, he worked at William Woods University for five years and Hickman High School for four years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Michael Flanagan is a Senior Resident Director at Merrill Lynch Wealth Management, bringing over 28 years of experience with the firm. He began his career after nine years as an Account Manager in a Fortune 500 transportation company and joined Merrill Lynch in 1994 to focus on financial advisory services. He specializes in managing client wealth through planning-based strategies including asset consolidation, asset allocation, investment diversification, regular reviews, and performance tracking. Michael holds a Bachelor's Degree from Northwest Missouri State University and is a Personal Investment Advisor (PIA). His professional designations and tenure reflect his expertise as a Managing Director and Resident Director within Merrill Lynch. Michael draws on the full range of Bank of America banking products and Merrill's investment resources to provide comprehensive advice tailored to his clients' financial lives. He has been active in the Columbia community since 1989, coaching the Columbia Youth Wrestling Club since 1993 and serving as a past president of several local organizations including the Columbia Northwest Rotary and the Columbia Swim Club. Michael is also involved with the Missouri Wrestling Foundation and the Country Club of Missouri. Outside of work, his interests include golfing, spending time with family, traveling, and practicing yoga.

Joshua Boyer is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Midark Surgical, Ripple Glass, Freight Quote Logistics, and Truman State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a large nationwide network of advisors and branch offices.

William Fretwell is a financial advisor with Edward Jones in Columbia, MO, holding Series 63 and Series 66 registrations and possessing 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is the owner of Fretwell Farms and serves as a committee member for Tour de Ted LLC, an organization for a charity bike ride. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Richard Reardon is a CFP® with 32 years of industry experience and has been with Stifel since 2007. He serves in multiple trustee roles, including on the board and finance committee for Columbia Independent School and as a trustee overseeing finances for First Christian Church in Columbia, MO. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Mcwilliams is a financial advisor at Stifel with 19 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, he serves as a board member and volunteer fundraiser for the Vincent P Gurucharri Foundation and is vice president of The Gurucharri Foundation, both nonprofit organizations based in Columbia, MO. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bryan Wiltfong is a financial professional at Cetera with seven years of industry experience. He previously worked at Edward Jones for eight years and currently serves as a financial professional at CCR Wealth Management. Outside of his financial advisory roles, Wiltfong officiates high school wrestling for the Missouri State High School Activities Association. Cetera Investment Advisers LLC provides investment advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Maxwell Synon is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Commerce Brokerage Services Inc and Smith, Moore & Co. Outside of advising, Synon has been involved with Commerce Bank in a non-investment capacity. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Aaron Kliethermes is a financial advisor with Edward Jones in Columbia, MO, holding ChFC® and Series 66 designations and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Hawtorn Memorial Gardens, Millard Family Chapels, and Glenn Muenks Insurance Agency. Outside of advisory work, he is involved in operating a cattle farm in Bonnots Mill, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.