Christopher Abbott is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is the principal advisor at 1035 Capital Management LLC and has previously worked at Argent Capital Management. Abbott also serves as an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back office support for financial advisors. 1035 Capital Management LLC offers discretionary portfolio management to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a Small Cap Core strategy that integrates bottom-up fundamental analysis with macro, sector, and technical factors, alongside specialized strategies in preferred securities and commodity trend following.

Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Sagepoint Financial in various roles from 2011 to 2019. Outside of her advisory work, she is active in the Washington Optimist Club and Women With Purpose, a nonprofit organization focused on supporting women’s professional and personal growth. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and business consulting to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers access to third-party advisory programs and platform solutions, emphasizing both fundamental and technical investment analysis and operating mainly in a non-discretionary capacity.

Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.

Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Blake Swenson is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steamboat Financial Group, LPL Financial, and Stifel Financial. Swenson also spent four years affiliated with the University of Mississippi and Westminster Christian Academy before entering the financial services industry. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis across various investment strategies, providing tailored account supervision and both discretionary and non-discretionary advisory services.

Jordan Faerber is a CFP® with nine years of industry experience, currently serving as an advisor at Cornerstone Wealth Management, LLC. He has worked at Cornerstone and its affiliated entities since 2020 and previously held roles at LPL Financial, RubinBrown Advisors LLC, and Biermann Straatmann P.C. He also owns Faerber Tax Services, a tax preparation and accounting business. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a tailored investment approach combining fundamental, quantitative, and qualitative analysis, and offers ERISA-compliant retirement consulting along with multiple LPL-sponsored advisory programs.

Sandra Lackman is a financial advisor with Lifemark Securities Corp. in Hermann, MO, holding Series 63 and Series 65 registrations and having 27 years of industry experience. She previously worked at Foresters Equity Services, Inc. for seven years before joining Lifemark Securities in 2018. Outside of her advisory role, she is a part owner of a family farm where she raises animals and vegetables for sale. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and provides suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Jeffrey Weber is a financial advisor at Lanark Financial, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at First State Financial Management, LPL Financial, Natcity Investments, Inc., and U.S. Bancorp Investments, Inc. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

Matthew Rufkahr is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management since 2015, having also worked at LPL Financial since 2002. Cornerstone Wealth Management serves individuals, including high-net-worth clients, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms, emphasizing tailored investment advice through continuous account supervision and a mix of fundamental, quantitative, and qualitative analysis.

Jacob Bridwell is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2022. Prior to his advisory career, he was employed at the University of Missouri and held various roles outside finance, including at Racanellies Pizza and Eureka High School. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored programs, employing a multi-strategy investment approach tailored to client goals.

Billy Wisdom is a financial advisor at Benjamin F. Edwards & Company, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2009, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory role, he is the owner of Wisdom Designs, a non-investment-related business. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a range of clients including individuals, high-net-worth clients, and institutions. The firm offers diversified advisory programs and combines proprietary strategies with third-party models, providing both discretionary and non-discretionary managed solutions.

Lucas Johnson is a financial advisor with Kestra Advisory, holding the Series 66 designation and bringing 12 years of industry experience. Prior to joining Kestra Advisory in 2017, he worked at National Planning Corporation from 2014 to 2017. In addition to his advisory role, Johnson is the president of St. Jordan Creek, Incorporated, a wine production and alcohol sales business. He also provides consulting services related to divorce financial analysis and asset tracing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary services, plan design, compliance testing, investment due diligence, and employee education, serving large institutional investors and managing approximately $79.8 billion in assets under management.

Nicolas Boyd is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ameritas Investment Company, Ameritas Advisory Services, and TFB Advisors, LLC. He is involved with Tax Favored Benefits, providing retirement plans and financial advisory services. Wealth Enhancement Advisory Services delivers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach integrating passive and active strategies overseen by an internal Investment Committee.

James Stiles is a financial advisor with &Partners and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including 25 years at Edward D. Jones & Co., L.P. Stiles maintains an active interest in local agriculture and land use through ownership of a farm that provides hunting leases and crop production. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm uses various analytical approaches and both proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Daniel Schulte is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, Schulte manages a bed and breakfast and real estate operations through Peace Valley Properties, LLC, and also works as a bartender at Crown Suites 1837 Cellar Bar in Hermann, Missouri. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a wide range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Eric Knox is a financial advisor at Edward Jones in Washington, MO, holding the ChFC® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at State Farm for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

George Meyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at LPL Financial and various production companies since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Donald Park is a Certified Financial Planner® with 45 years of industry experience, currently affiliated with LPL Financial since 1994. He serves in Washington, Missouri, and has a background that includes community involvement as a board member of the East Central College Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party resources.

Nathan Morche is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade/Charles Schwab, Wellbridge, The Alpha Network, and Lifetime. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jordan Green is a financial advisor at Raymond James Financial with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC before joining Raymond James in 2020. His credentials include the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and serves a broad client base through a large advisor network.

Eric Fritsche is a Series 66-licensed financial advisor with Edward Jones, based in Washington, MO. He has 7 years of industry experience 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 manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Loewenstein is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual in various capacities for over a decade. He is also involved with Cornerstone Financial Consultants, LLC, a financial services office based in Washington, MO. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary models and third-party manager referrals, with a notable emphasis on compliance and advisor business relationships.

Joshua Kneff is a financial advisor with Edward Jones in Washington, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Omnicure, Inc. and Amazon, and he is the owner of Move Fast Live Well, LLC, a fitness and health business. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jacob Erwin is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked at Ameriprise Financial Services and Butler Associates Financial Planners. Outside of his advisory role, he is involved in community service with Franklin County United Way and serves as treasurer for the Washington MO Jaycees. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of independent advisors.

Jonathan Pickens is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has prior work history with firms including Symmetry Financial Group and Capital Assured Planning Agency. Outside of his advisory role, Pickens serves as Treasurer of the Washington Heights Lake Lot Owners Association and is involved with several community organizations, including serving on the board of the Franklin County Foster Closet and directing a local charity soccer tournament. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering both one-time and ongoing engagement options without discretionary trading authority.

Tricia Seely is a CFP® with over 31 years of experience at Edward Jones, where she has worked since 1992. She holds a Series 63 license and is based in Union, MO. Outside of her financial advisory role, she is involved with a condominium association and holds an interest in a farming rental business. 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 and investment options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Ryan Tinker is a CFP® professional affiliated with Raymond James Financial, based in Washington, Missouri, with 21 years of industry experience. He has worked at Wells Fargo Advisors and Trankler Wealth Management before joining Raymond James Financial Services Advisors, Inc. in 2017. He is also the CEO of Tinker LLC, a support company that handles tax and payroll responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling, supporting clients through its advisory programs and other providers.

Phillip Leathers is a financial advisor with Edward Jones in Washington, MO, holding Series 63 and Series 66 designations and having 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. 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 through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Julie Moriarty is a financial advisor with Equitable Advisors in Marthasville, Missouri, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of her advisory role, she is a certified yoga instructor. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach involves risk assessment and matching clients to tailored investment programs, utilizing both proprietary and third-party asset management solutions.

Whitney Livengood is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Whitney worked for Missourian Media Group for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Donald Ruzicka is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations. His career includes seven years at Scottrade before joining Edward Jones, where he has worked since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Kama Unnerstall is a CFP® with 19 years of industry experience and has been with Edward Jones since 2006. She is based in Washington, MO. Outside of her advisory role, she owns a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

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.

Ronda Mccollum is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing for six years. She is also involved with Trankler Wealth Management in a non-investment capacity. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports advisory programs through a large network of advisors.

Rachel Portuondo is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and previously worked at Rockefeller Financial LLC and Merrill. Before her career in financial services, she held roles at Enterprise Holdings, Gap Incorporated, and Target Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across a range of financial planning topics. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Lauren Storie is a financial advisor with Edward Jones in Union, MO, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones and its affiliated entities since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Katelyn Baker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms with a broad investment approach supported by operational tools and extensive non-advisory financial activities.

Timothy Kluesner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior work includes a long tenure at Farmers Financial Solutions and Farmers Insurance Group. He is based in Washington, MO. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody and platform arrangements alongside a range of proprietary and third-party investment strategies.

Andrew Wagnaar is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade, with nearly a decade at Scottrade. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Andrew Clary is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. Based in Washington, MO, he is also involved in local business ventures including co-ownership of a snow cone business and property management companies. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a wide range of investment strategies and affiliated financial services through a large network of advisors and branch offices nationwide.

Katherine Schonaerts is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Justin Sincox is a financial advisor with Edward Jones in Washington, MO, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is a member of Apfel, LLC, a log milling business in Marthasville, MO. 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 and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

John Lackman is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for Melton Machine & Control Company for nine years. 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 advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.