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.

Casey Collier is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Casey previously worked at Serenity Valley Winery and has been with Edward Jones since 2025. Outside of advisory work, Casey held a position as a waitress at Serenity Valley Winery. 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, supported by a large network of advisors and branch offices nationwide.

Laura Loomis is a Series 66–registered financial advisor with Edward Jones in Columbia, MO, bringing 18 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Raymond Schachtner is a financial advisor at Edward Jones in Columbia, MO, holding Series 65 and Series 63 designations with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, he is affiliated with the Army National Guard in Wichita, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lucy Hoener is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in education and aquatics management roles in the New Haven area and at the University of Missouri-Columbia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Trent Helton is a financial advisor based in Columbia, MO, affiliated with LPL Financial. He holds Series 63 and Series 66 credentials and has 8 years of industry experience. His work history includes roles at The Central Trust Bank, Securities America Advisors, and Cetera Advisor Networks. 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 and model portfolio programs, supported by a broad platform of investment strategies and operational tools.

Zachary Spencer is a financial advisor at Edward Jones in Jefferson City, MO, holding the CFP® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in managing rental properties through Kristofer Dean Properties LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a large network of financial advisors and branch offices nationwide.

Jonathan Woodruff is a financial advisor at Cetera with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Commerce Brokerage Services Inc. Outside of financial services, he is the owner of Taco's Properties LLC, a real estate business. Cetera Investment Advisers LLC is a nationwide firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gina Mauller is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, as well as the Personal Investment Advisor (PIA) credential, underscoring her commitment to professional standards in financial planning and investment advising. Gina is registered in multiple states, enabling her to serve clients and their families nationwide. Her experience encompasses working with a diverse client base including multigenerational families, estate trustees, recipients of inheritances, business executives and small business owners, as well as plan sponsors and employees in healthcare and public service sectors. She provides tailored financial analysis and strategic guidance to assist clients with complex needs across areas such as family wealth management, legacy planning, retirement income, and socially responsible investing. Gina earned both her bachelor's and master's degrees from the University of Missouri and is proficient in English and Spanish. Outside of her professional commitments, she enjoys dancing, hiking, reading, traveling, and spending time with her family. She resides with her husband and has a blended family with four children and four grandchildren.

Blake Sellers is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Landmark Bank N.A. and served as Lay Elder-Treasurer at Redemption's Hill Church, where he handled financial record-keeping. Sellers is also involved with CCR Wealth Management, providing financial services to clients. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Lucas Redburn is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to joining LPL, he worked at INVEST Financial Corp. for 11 years and has been associated with Central Bank of Boone County for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.