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 in Columbia, MO, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Insurance Agency, and he has been involved in accounting and tax preparation through his own firm, D. Todd Mackey, CPA, LLC, since 1999. He serves as Youth Chair for Quail Forever, engaging in community volunteer work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of investment strategies and program options, supported by a network of over 10,000 advisors and managing assets exceeding $256 billion.

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 in Columbia, MO, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles at Central Bank and positions at Westminster College and Fatima High School. Outside of advisory work, he is involved in investor services insurance and property management. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

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 the Series 66 and Series 63 designations and bringing 38 years of industry experience. Her career includes roles at Raymond James Financial Services and Landmark Bank, alongside her current positions at LPL Financial and Simmons Bank. She is also the successor trustee for her father's trust and owner of Tortuga Tercero LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

Darrin Andrews is a financial advisor with LPL Financial in Columbia, MO, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Commerce Brokerage Services, Infinex Investments, Edward Jones, and Commerce Bank. He is also the Fraternal Relations Coordinator for the Masonic Home of Missouri. 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 a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and various investment strategies.

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.