Dalton Scaggs is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. His work history includes roles at Cambridge Investment Research, Inc. since 2024 and involvement in other businesses such as Gulf Breeze Holdings LLC and S.W.A.N. Insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Jessica Rosburg is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies through a large network of financial advisors and branch offices across the United States.

Hillary Caldwell is a Financial Advisor at Merrill Lynch Wealth Management, where she is a member of the Ozbun, Deimund, Beckham team. In her role, she collaborates with clients to develop personalized financial planning, wealth management, and investment strategies using a structured Wealth Planning process aimed at helping clients achieve their financial goals and navigate potential challenges. Ms. Caldwell returned to Cape Girardeau in 2023 after several years away, bringing experience from the pharmaceutical wholesale industry and a strong academic background. She holds a Bachelor of Science in Business Management from the University of Missouri–Columbia and an MBA from Webster University in St. Louis. Hillary also holds Series 66 and Series 7 FINRA registrations and earned the CERTIFIED FINANCIAL PLANNER® designation in 2025. Raised in Cape Girardeau, Ms. Caldwell attended Cape Central High School and has been actively involved in the local community since her return, including participation with the Zonta Club of Cape Girardeau and serving on the Hospitality Team at La Croix Church. Outside of work, she enjoys basketball, football, cooking, gardening, reading, and spending time with her family.

Bruce Sabin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Sabin serves as vice president of The Place Condominium Homeowners Association in Chesterfield, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Jessica Morton is a financial advisor with Stifel in Frontenac, MO, holding a Series 66 designation and three years of industry experience. She has worked at Stifel Nicolaus since 2021 and previously spent nine years with Mercy Hospital. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Abigail Hagemann is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. Her prior work experience includes roles at Farmers Insurance, Enterprise Fleet Management, Staples, and Old Navy. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maura Lem is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors since 2010, including time spent with Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and tools to tailor recommendations.

Jaclyn Nelson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in O'Fallon, Missouri, with three years of industry experience. Prior to her financial services career, she worked in the food service industry and also served as a temporary substitute dance teacher at Imagine Dance Project. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across various planning topics without directly managing client portfolios.

Kenneth Mc Mahan is a financial advisor at Merrill with Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Merrill since 1997 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is involved as a limited partner and general partner in several LLCs engaged in real estate activities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Holder is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Commerce Bank since 2001 and transitioned to LPL Financial in 2023. 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 a large network of investment adviser representatives.

William Difani is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. He has previously worked at firms including Edward Jones, Mass Mutual Life Insurance Co, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in family farming partnerships in the St. Louis area. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment solutions through a large network of investment adviser representatives.

Michael Belville is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Edwin Keiser is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at notable firms including Bank of America and Archford Capital Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process and offers a program supported by both quantitative and qualitative research, incorporating an ESG eligibility framework in some recommendations.

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.

Christopher Cantu is a financial advisor at Merrill with 19 years of experience at the firm and 10 years in the industry. He holds a Series 66 designation. Outside of his advisory role, he serves as a committee member on the board of directors for the charitable organization Cultural Leadership and operates a sole proprietorship selling Hallmark ornaments online. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shawn Baker is a financial advisor with LPL Financial in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Kestra Investment Services, Kestra Advisory, and Duncan Financial Management. Outside of advisory work, he is president and CEO of SB Capital Management LLC, a tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

Clayton Deimund is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ozbun Deimund Beckham Group. He focuses on building lifelong advisory relationships with clients by understanding their individual goals and working collaboratively to design and execute comprehensive wealth strategies tailored to their lifestyle and legacy. Clayton utilizes both his personal expertise and the resources available through Merrill Lynch to help clients achieve their financial objectives. He specializes in a range of client focus areas including divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Clayton holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Clayton earned degrees in Finance and Risk Management & Insurance from Baylor University. Outside of his professional work, he enjoys biking, boating, hunting, pickleball, running, skiing, spending time with his family, swimming, tennis, and traveling.

Nicholas Baker is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved tools and also provides specialized programs such as divorce planning and employer-sponsored planning.

Ajdin Korkaric is a financial professional at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Renaissance Financial, Cetera Investment Advisers, and Cetera Wealth Services. Outside of his advisory work, he has been involved with Grbic Private Events for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework within a broader range of derivatives and commodities capabilities.

Michael Gaffney is a Senior Financial Advisor with Merrill Lynch Wealth Management. He manages the personal wealth and finances for a select group of families, retirees, corporate executives, and business owners across the country. Since beginning his career in financial services in 2012 and joining Merrill Lynch in 2014, Michael has served as a trusted advisor to high-net-worth individuals, business executives, and entrepreneurs. Michael’s approach to wealth management is process oriented and built on a careful understanding of his clients’ lives and objectives. He works closely with clients to identify and prioritize goals related to estate planning, investments, tax minimization, wealth transfer, retirement income, and other areas. Michael collaborates with clients’ attorneys, tax professionals, and insurance experts to create cohesive and customized strategies. His expertise includes executive compensation, family wealth management, philanthropic planning, small business strategies, special needs planning, and tax minimization. Michael holds a bachelor’s degree in finance and business economics from Southern Illinois University. He carries the Personal Investment Advisor (PIA) designation. Outside of work, he lives in Wildwood, Missouri with his wife and two sons. Michael is an active member of his community and serves on the Nationwide Gift Planning Advisor Council for the American Cancer Society.