William Montplaisir is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at National Planning Corporation for 24 years before joining LPL Financial in 2017. Outside of his advisory role, Montplaisir is involved in several business ventures, including ProMaintenance Service and Landlord Management Services, and serves as a notary public. 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, supported by various operational and research tools.

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.

Joe Eddy is a financial advisor at Edward Jones with 27 years of industry experience, all spent at the firm since 1999. He holds Series 66 and Series 63 licenses. Outside of his advisory role, he co-owns Showtime Stables LLC, a business focused on raising and showing Quarter Horses, and has served as Active Past President of the Missouri Quarter Horse Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

William Echelmeier is a financial advisor at Edward Jones in Columbia, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2021, he worked at Equitable Advisors and Axa Advisors, LLC. In 2019, he was involved with the Missouri Golf Association and Missouri State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Eddy is a financial advisor with Edward Jones in Columbia, MO, holding a Series 66 designation and over five years of industry experience. Before joining Edward Jones, he worked for Columbia Public Schools for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its advisory services through a large network of financial advisors and branch offices nationwide.

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.

Ann Echelmeier is a financial advisor with Edward Jones in Columbia, MO, holding Series 66 and Series 63 licenses and bringing 36 years of industry experience. She has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.

Angela Randall is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones in two separate periods totaling over 26 years, with additional experience at Simmons Bank, LPL Financial, LANDMARK BANK, and Raymond James Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

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.

Sandy Dorson is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including Voya Financial Advisors and Cambridge Investment Research. Outside of advising, Dorson serves as an official scorekeeper for local school basketball games and operates Sandy Dorson Wealth Management LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, access to third-party money managers, and various program options including model portfolios and unified managed accounts.

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.