Trent Helton is a financial advisor with LPL Financial in Columbia, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Central Trust Bank, Securities America Advisors, Cetera Advisor Networks, and Central Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

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.

Lonnie Brockmeier is a CFP® with 48 years of industry experience, currently affiliated with Raymond James Financial in Columbia, MO. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. In addition to his advisory work, he owns and operates Brockmeier Financial Services, LLC. 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 institutions. The firm offers tailored non-discretionary planning and consulting, using analytical tools and risk profiling to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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 experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp. Redburn also has a long tenure at Central Bank of Boone County, where he has been employed for over 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Luana Fields is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Hawthorn Bank, Stephens College, Central Bank of Boone County, and Suretybonds.com. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

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 credential and 21 years of industry experience. He previously worked at INVEST Financial Corporation for 11 years and has been affiliated with Central Bank for 19 years. Outside of his advisory role, he owns Crum Farm & Stables, where he boards horses, raises honey bees, and sells honey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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 five years of industry experience and holds a Series 66 designation. Her prior work includes roles at Bison Financial Group and First Merchants Bank. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team using research and modeling tools.

Ethan Esry is a financial advisor at Edward Jones in Columbia, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held positions at Emery Sapp and Sons, Veterans United, and several other organizations across different sectors. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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.