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 with Edward Jones in Columbia, MO. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his advisory role, he worked in various positions including at Midark Surgical and Ripple Glass. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Blankenship is a Wealth Management Advisor with Merrill Lynch Wealth Management, with experience in the financial services industry dating back to 1994. He rejoined Merrill Lynch in April 2016, providing investment consulting and wealth management services from an independent and objective perspective. Richard works with clients to develop personalized financial strategies aimed at achieving their long-term goals, focusing on areas such as retirement planning, family wealth management, philanthropic planning, and portfolio management. He holds a Bachelor's degree from the University of Missouri and an Executive MBA from Washington University in St. Louis. Richard is a member of the Investments & Wealth Institute and holds the Certified Investment Management Analyst (CIMA) designation. He also earned the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning. In addition, his professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Richard is originally from Sikeston, Missouri. He and his wife Brenda have three daughters and several grandchildren. He actively participates in community organizations and volunteers with groups such as the Food Bank and the Ronald McDonald Home. He is also involved with professional and community organizations including Rotary South, Jefferson Club, Tiger Scholarship Fund, Mizzou Alumni Association, and Washington University Alumni Association.

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.

Dawn Stumph is a Series 66-credentialed financial advisor with Edward Jones in Boonville, MO, with four years of industry experience. She has worked at Edward Jones since 2015 and manages administrative and operational responsibilities at Stumph Dentistry, DDS, PC. 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 solutions supported by a large 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 Series 66-credentialed financial advisor with seven years of industry experience, currently serving at LPL Financial since 2023. His prior roles include positions at Commerce Brokerage Services Inc, Smith, Moore & Co., Spogen Biotech, and Commerce Bank. He also worked at the University of Missouri for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supported by proprietary and third-party research.

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.

Matthew Kueny is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over 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, and operates under a fiduciary standard.

Daniel Kammerich is a CFP®-certified financial advisor at LPL Financial with 33 years of industry experience. He has been associated with Personal Financial Group RIA and LPL Financial since 2009 and has also operated Kammerich Insurance since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

Casey Collier is a financial advisor with Edward Jones in Columbia, MO, holding a Series 66 designation and one year of industry experience. Casey previously worked at Serenity Valley Winery for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

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.

Gregory Brockmeier is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors since 2013. Outside of his role at Raymond James, he works as an independent contractor financial advisor for Brockmeier Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.