Edward Douglas is a CFP® professional with 8 years of industry experience, operating under the firm Ed Douglas in Chillicothe, MO. He has led Ed Douglas Certified Financial Planning Services since 2006. Outside of advisory work, he serves as a director of Citizens Bancshares. Ed Douglas provides financial planning and investment advisory services to not-for-profit foundations, high-net-worth individuals, and institutional clients. The firm follows a conservative investment philosophy focused on high-quality, dividend-paying equities and offers a combination of advisory services, authored publications, and financial seminars.

Jared Ireland is a financial advisor at IHT Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Canadian Pacific Railroad. Outside of his advisory role, he is involved in farm operations through Ireland Farms, where he handles equipment maintenance and livestock care. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools, offering diversified model portfolios and algorithmic investment options, alongside comprehensive ERISA fiduciary and consulting services.

Carrie Busse is a financial advisor at Lombard Advisers Incorporated with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at CETERA Advisor Networks LLC and Summit Financial Group Inc. Outside of her advisory role, she serves as treasurer for a charitable scholarship fund and assists with bookkeeping for a church preschool. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management and employs various analytical methods to construct portfolios, managing approximately $670 million in assets as of the end of 2025.

Brittany Shiflett is a Series 66 licensed financial advisor with IHT Wealth Management LLC, holding two years of industry experience. Prior to joining IHT, she worked at LPL Financial and has held roles in various sectors including healthcare and retail. Outside of financial advising, she works as a wedding coordinator on a part-time basis. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering services such as discretionary asset management, financial planning, and ERISA plan consulting. The firm’s investment approach integrates fundamental value screening, quantitative optimization, and tailored portfolio management through both proprietary models and third-party managers.

Thomas Ireland is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with LPL Financial, LLC and IHT Wealth Management since 2016. Outside of his advisory work, he is involved in agricultural operations through Ireland Farms and manages an agricultural drone business. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and other strategies to tailor investment portfolios through a network of advisers.

Kyle Marcolla is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Stifel since 2011. He holds the Series 66 designation and is based in Chillicothe, Missouri. Outside of his advisory role, Marcolla is involved in his community through board memberships at the Chillicothe Country Club, Chillicothe Chamber of Commerce, Hope Haven Industries, Bishop Hogan Memorial School Advisory Council, and The Ronnie and Dolores Stamper Educational Foundation. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

John Marcolla is a CFP® with 41 years of industry experience and has been with STIFEL since 2011. He serves as a director of the Mervyn Jenkins Foundation, a charitable organization, and holds board and finance committee roles with local healthcare and parish organizations in Chillicothe, MO. STIFEL provides brokerage and investment advisory services to a diverse range of clients, including individuals, institutions, and municipal entities. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Kendra Nolte is a financial advisor at Edward Jones with 10 years of industry experience. She 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. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Harrison is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. for 33 years and holds Series 66, Series 65, and Series 63 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Katie Chaney is a financial advisor at Raymond James Financial with five years of industry experience. She previously worked at the Federal Reserve Bank of Kansas City for ten years. Chaney holds the Series 66 designation and operates out of Chillicothe, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Kayla Massie is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Veterans United Home Loans, Orscheln Products, Spectrum, and AT&T. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Bonderer is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Edward Jones since 2001 and previously at A. G. Edwards & Sons, Inc. Since 1981, Bonderer has also been owner and operator of Bonderer Farms, involved in cattle and crop production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets and supported by a nationwide network of over 23,000 financial advisors.

Brian Upton is a financial advisor with Raymond James Financial in Chillicothe, Missouri, holding a Series 66 designation and 16 years of industry experience. He has been affiliated with Raymond James Financial since 2010. Outside of his advisory role, he is involved with an agricultural business and serves as a registered representative at Nibarger Investment Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client goals, with notable municipal and public finance advisory capabilities.

Terry Nibarger is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2010. Outside of his advisory role, he owns an agricultural business producing hay and serves as an officer and finance committee member for the Viking Valley Association, a homeowners association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.