Emily Bennett is a financial advisor at Fidelity with eight years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Her prior experience includes roles at Neighbors Bank and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary fundamental research combined with quantitative and algorithmic portfolio construction methods to manage model portfolios and oversee affiliated sub-advisers.

Christopher Sanders is a financial advisor with Edward Jones in Columbia, Missouri. He holds a Series 66 designation and has five years of industry experience, including prior work at Providence Bank from 2013 to 2020. Outside of his advisory role, Sanders owns a rental property in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary portfolios. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Travis Crum is a financial advisor with LPL Financial in Columbia, MO, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years with INVEST Financial Corporation. Outside of his advisory work, Crum owns Crum Farm & Stables, where he boards horses, raises honey bees, and sells honey. 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, and institutional platforms.

Max Butler is a financial advisor at Edward Jones in Columbia, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Veterans United Home Loans and the Missouri National Guard. He is also associated with the Department of Veterans Affairs in a non-operational capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Neil Carr is a CFP®-designated financial advisor with 27 years of industry experience. He currently works at OSAIC and previously spent 30 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he owns and leases a food truck to a tenant and assists in healthcare matters as a power of attorney. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessment, and automated rebalancing to construct portfolios utilizing a variety of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Sabrina Basinger is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this role, she worked with the Missouri State Board of Nursing from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Linda Dietzschold is a financial advisor with Edward Jones in Columbia, MO, holding Series 63 and Series 66 credentials and over 21 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory work, she and her husband breed and raise cattle on their farm in Chillicothe, MO. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services under a fiduciary standard through a nationwide network of more than 23,000 financial advisors.

Zachary Schachtner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Simmons Bank, Veterans United Home Loans, and previous experience at Edward Jones. He has also worked at the University of Missouri Columbia and Fr. Tolton Catholic High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Jody Frank is a CFP®-certified financial advisor with over 23 years of industry experience. She has been with Edward Jones since 2005, working in their Columbia, MO office. 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 services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Beverly Elf is a financial advisor at Ameriprise with six years of industry experience and holds a Series 66 designation. She previously worked at Bison Financial Group and Ameriprise Financial Services, Inc. There are no additional notable outside activities listed. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ethan Esry is a financial advisor with Edward Jones in Columbia, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Emery Sapp and Sons, Veterans United, and held positions related to athletic training and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and strategies with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

John Ruesch is a CFP® professional with 13 years of industry experience, all with Edward Jones in Columbia, MO. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 under management and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Courtney Glascock is a Series 66-registered financial advisor with Edward Jones in Columbia, Missouri, with four years of industry experience. Prior to joining Edward Jones in 2021, she was affiliated with Zyia Active LLC and spent 14 years at State Farm Insurance. She also has involvement as a distributor for a health and wellness supplements company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Mark Richardson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He is based in Columbia, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad 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 national network of advisors and branches.

Collin Mc Carty is a financial advisor with LPL Financial based in Columbia, MO, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior work includes positions at Next Financial Group, The O.N. Equity Sales Company, and Ameritas Life Insurance Corp. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Emily Williams is a financial advisor at Edward Jones with over four years of industry experience. She holds a Series 66 designation and has previously worked at PEG and operated Heavenly Angels Cleaning Service for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jackie Shupe is a financial advisor with LPL Financial in Columbia, MO, holding Series 66 and Series 63 licenses and bringing 35 years of industry experience. She previously worked at Simmons Bank and Landmark Investments, with a long tenure at Landmark Bank prior to its acquisition by Simmons. Outside of finance, she is involved in family agriculture through Shupe Family Farms. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Crystal Bossaller is a financial advisor with Stifel in Columbia, MO, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Stifel, she worked at the Boone County Assessor's Office, Simmons Bank, and First National Bank & Trust Co/Landmark Bank, accumulating over 20 years of experience in related fields. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Cody Hackmann is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience and is based in Ashland, MO. 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 with a nationwide network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kasey Dial is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Osaic in 2025, Dial worked at Lincoln Financial Advisors Corporation for nine years and was involved with Bright City Lights for four years. Outside of advising, Dial is also licensed as an insurance agent offering fixed and indexed annuities as well as traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services through a large network of affiliated advisors and employs various asset-allocation tools and third-party platforms to construct and manage client portfolios.