Collin Mc Carty is a financial advisor at LPL Financial with 31 years of industry experience. He previously worked at Next Financial Group, Inc, The O.N. Equity Sales Company, and Ameritas Life Insurance Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with research and model portfolios.

Jackie Shupe is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Simmons Bank, Landmark Investments, and Raymond James Financial Services, with a career spanning roles from 1988 to the present. Outside of finance, she is involved in managing a family farm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

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.

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.

Emily Mc Elroy is a financial advisor with Edward Jones in Boonville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked for Pepsi Beverage Company for ten years. She serves as president nominee of the Rotary International Boonville, MO Chapter, with plans to assume the club presidency in 2025. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has worked at Edward Jones since 2018 and previously at Flat Branch Home Loans from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. He is also an insurance agent selling life, annuity, LTC, and disability products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing diversified model portfolios and research from internal and third-party sources.

William Montplaisir is a financial advisor with LPL Financial in Columbia, MO, holding Series 63 and Series 65 licenses with 33 years of industry experience. He 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 managing a maintenance service company and serving as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by both in-house and third-party research.

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.

Christopher Ocker is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and other investment solutions under a fiduciary standard.