Elizabeth Johnson is a financial advisor with Merrill in Columbia, MO, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at Bank of America, N.A., Edward Jones, and roles in the fitness industry, including at Crunch Fitness. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Rathgeb is a financial advisor at Stifel in Columbia, MO, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Stifel in 2024, he worked at Charles Schwab and the Teachers' Retirement System. His background also includes roles outside the financial industry at Lowe's Hardware and teaching positions at Monmouth College and PORTA High School. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting client decision-making across a range of financial planning needs.

Tyler Bales is a financial advisor with Cetera, holding CFP® and Series 66 credentials and nine years of industry experience. He has been with Cetera since 2017 and concurrently operates Miller, Bales & Company, P.C., a financial services DBA based in Columbia, MO. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.

Stephanie Goans is a financial advisor with Edward Jones in Columbia, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Edward Jones since 2018 and previously spent four years at Flat Branch Home Loans. 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 and services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Wiese is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, he held positions at Thrivent Financial, Neighbors Bank, Veterans United Home Loans, and the University of Missouri, where he worked for 17 years. Outside of his advisory role, he serves as treasurer for the Boonslick Chordbusters community chorus and as an elder at Alive in Christ LCMS church, where he is involved in spiritual leadership and teaching. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Eric Willmeth is a CFP®-certified financial advisor with Edward Jones in Columbia, MO, with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Kristen Shay is a Series 66-licensed financial advisor with Edward Jones, based in Columbia, MO. She has eight years of industry experience, including four years at Estée Lauder Companies in the MAC Cosmetics division prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and emphasizes a fiduciary standard in its advisory services.

Bryan Bolten is a financial advisor with LPL Financial in Columbia, MO, holding the ChFC® designation and a Series 63 license. He has 39 years of industry experience, including long tenures at Metlife Securities Inc. and MassMutual. 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 portfolios, third-party asset management, and institutional platforms.

Logan Gray is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering personalized wealth management strategies by working closely with clients to understand their full financial picture and objectives. His expertise spans corporate benefits, education planning, equity compensation services, family wealth management, portfolio management, tax minimization, retirement income, and investment strategy for both individuals and corporations. Logan holds a bachelor's degree from the University System of Georgia and a master's degree from the University of Colorado System. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drawing on his experience as a student-athlete, he applies skills of communication, decision-making, and stewardship to his financial advisory practice. He is also involved with the Vincent P Gurucharri Foundation and participates in community volunteer work. Outside of his professional activities, Logan enjoys fishing, football, gardening, hunting, reading, watching movies, and spending time with his family. His approach centers on developing flexible financial strategies that help clients pursue their long-term goals through one-on-one collaboration.

Brenda Curtright is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2012. Outside of her advisory role, she is involved in crafting and plans to sell home decor and apparel items. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors.

David Mackey is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has nine years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory role, he owns an accounting and tax preparation business and volunteers as the Youth Chair for Quail Forever. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Jodi Bales is a Series 66 credentialed financial advisor with 22 years of industry experience, currently affiliated with Cetera. She co-owns Miller, Bales & Company P.C., a tax and accounting firm, and serves as a board member for First Midwest Bank. Bales also works as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to both affiliated and third-party managers through various program structures and custodial relationships.

Joseph Thomas is a financial advisor with Mass Mutual Investors Services in Columbia, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Murrys, the City of Kirksville, and the University of Missouri. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships and offers a range of programs including divorce planning and employer-sponsored planning services.

Drew Bax is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. He has worked at LPL Financial and Central Bank since 2018 and has also held positions at Westminster College and Fatima High School. 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 portfolios, third-party asset management, and institutional platforms.

James Henderson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 12 years of industry experience. His work history includes roles at Voya Financial Advisors, Inc., Cetera Wealth Services, LLC, and the Michael McCuistion Office. Outside of advisory services, he is involved with PCSatCom, where he installs and deploys computer and network equipment. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Deann Peter is a financial advisor with LPL Financial in Columbia, MO, holding Series 66 and Series 63 credentials and bringing 38 years of industry experience. She has worked previously at Raymond James Financial Services and Landmark Bank, and serves as Successor Trustee for her father's trust. Outside of advisory work, she is the owner of Tortuga Tercero LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad suite of financial planning, asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Darrin Andrews is a financial advisor with LPL Financial in Columbia, MO, holding the Series 66 designation and six years of industry experience. He has worked at several firms including Edward Jones, Infinex Investments, and Commerce Brokerage Services. Outside of his advisory role, Andrews serves as a Fraternal Relations Coordinator for the Masonic Home of Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of advisors and supported by advanced research and operational tools.

Nathan Brown is a CFP® with 13 years of industry experience and has been with 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 approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large nationwide network of financial advisors and branch offices.

Matthew Tilley is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at Veterans United Realty and held various positions including roles with the Jefferson City and Sedalia Parks Departments as well as involvement with the University of Missouri - Columbia Athletics. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.