Paul Funkhouser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at National Planning Corporation and American General Securities Incorporated. 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 provides a range of advisory and brokerage services, including financial planning and model portfolio programs, delivered by a large network of investment adviser representatives.

Samuel Thomure is a financial advisor at Raymond James Financial with a Series 65 designation. He has one year of industry experience and has previously worked at Guidestone Capital Partners, Focus Partners Wealth, Buckingham Strategic Wealth, Wells Fargo, and other firms. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Erin Wideman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 34 years of industry experience. She has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and previously at Money Concepts Capital Corp. Wideman serves as treasurer for a local volunteer organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers its services through independent Financial Professionals using a variety of portfolio management and platform solutions.

Andrew Mccollum is a CFP® professional affiliated with LPL Financial, with 14 years of industry experience. He worked at National Planning Corporation from 2011 to 2017 before joining LPL Financial in 2017. Outside of his advisory work, Mccollum serves as an assistant football coach at Eureka High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of investment strategies through a network of more than 22,800 advisors.

Connor Mc Farland is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked extensively with First Community Credit Union in various roles related to investment services and notary duties. 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 financial planning and investment management solutions delivered through a large network of advisors utilizing both proprietary and third-party strategies.

Zachary Ballard is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Wamu Investments, Banc One Securities, and Fidelity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and tailored recommendations supported by proprietary research and tools.

Robert Ponciroli is a financial advisor with LPL Financial in Ellisville, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cuna Brokerage Services, Cuna Mutual Group, Eagle Strategies (NY Life), and Equitable Advisors. He is also involved with Investment Services at First Community, serving as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant retirement advice, and institutional platforms, utilizing a broad range of investment strategies and operational tools.

Callan Williams is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior experience working at The Hershey Company and the University of Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Jenifer Kemper is a financial advisor with LPL Financial in Eureka, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her background includes roles at Alltru Credit Union, Vantage Credit Union, and TD Ameritrade. She supports credit union administration in addition to her advisory work. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third‑party asset managers.

Shane Bengtson is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His career includes multiple tenures at Charles Schwab, as well as roles at TD Ameritrade, DeVoe & Company, The Retirement Planning Group, Inc., and Avantax Planning Partners. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized structure that supports a large client base through thousands of representatives.

Jacob Holmstrom is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2024 and previously spent four years at Missouri State University and four years at Palatine High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, using a combination of proprietary investment research and third-party data.

Isaac Gardner is a financial advisor with LPL Financial in Saint Albans, Missouri, holding a Series 66 license and 11 years of industry experience. He has been with LPL Financial since 2017 and has concurrent roles at NationalPlanning Corporation and Resource One Advisors, LLC. Outside of advising, Gardner is also a managing partner at Resource One Advisors and sells fixed insurance products. 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 financial planning and portfolio management services, combining advisory platforms with extensive non-advisory financial activities.

Stephanie Feeney is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Thrivent, she spent 21 years at InMoment/MaritzCX. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across a range of topics, with the option to integrate planning and managed-account services under a consolidated billing structure called WealthPlan.

Jennifer Green is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with LPL Financial since 2007 and also serves as Director of Quality Assurance at Vantage Credit Union. Additionally, she works as an adjunct instructor at Lindenwood University, teaching courses on investments, business law, and consumer finance. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Ronda Mccollum is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently associated with Raymond James Financial Services Advisors, Inc. and Trankler Wealth Management, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Craig Heisserer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Advisors since 2024 and previously held roles at Intuit, Inc. and several accounting firms. His other business activities include sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Carter Wiegman is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held positions at Wiegman Motor Company, Bass Pro Shops, Donnewald Distributing, Kloss Furniture, and worked at Highland High School. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Riley Just is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Wells Fargo Clearing Services and has diverse work history including roles in sports and fitness organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written retirement income planning and ongoing advice focused on dependable income sources and tax‑aware withdrawal strategies.

Jeffrey Beckmann Jr. is a financial advisor with Ameriprise in Chesterfield, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. He is co-owner of Confluence Limited LLC, a business entity that manages his practice’s rent and employee salaries. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Mackoul is a financial advisor with Equitable Advisors in Chesterfield, MO, holding Series 63 and Series 65 licenses. He has 38 years of industry experience, including 27 years at Equitable Advisors and 21 years at Axa Advisors, LLC. In addition to his advisory work, he serves as a volunteer priest. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.