Cameron Byrd is a financial advisor at Commercial Trust Financial Services with 13 years of industry experience. He holds the Series 66 designation and has held roles at firms including Convergence Financial, LLC, LPL Financial, LLC, and Waddell & Reed, Inc. Byrd also provides investment advisory services through Convergence Financial, LLC, an independent registered investment advisor. Commercial Trust Financial Services offers discretionary portfolio management through a wrap fee program and LPL-sponsored advisory platforms, serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes documented client goals and risk tolerance, pursuing long-term trading with fundamental and cyclical analysis alongside modern portfolio theory.

Brian Sullivan is a financial advisor at Commercial Trust Financial Services with credentials including Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at Ivy Distributors, Inc., Delaware Distributors, L.P., and Waddell & Reed, Inc. He is based in Fayette, Missouri. Commercial Trust Financial Services provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm follows a long-term investment approach using fundamental and cyclical analysis, focusing on a defined set of investment types and offering ongoing portfolio monitoring.

Cole Horstmann is a financial advisor at Commercial Trust Financial Services with four years of industry experience and holds a Series 66 designation. Prior to joining Commercial Trust Financial Services in 2026, he worked at Convergence Financial and LPL Financial. Outside of advising, he has experience in the hospitality industry with Emmet's Kitchen and Tap. Commercial Trust Financial Services offers discretionary portfolio management for individuals, high-net-worth clients, charitable organizations, and corporations, utilizing fundamental and cyclical analysis alongside modern portfolio theory. The firm manages portfolios through a wrap fee program and LPL-sponsored platforms, emphasizing long-term investment strategies and a defined set of investment types.

Austin Francis is a financial advisor at Commercial Trust Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Veterans United Home Loans and Widhalm Construction LLC. Commercial Trust Financial Services provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a long-term trading approach based on fundamental and cyclical analysis, offering a limited selection of investment types and overseeing portfolio monitoring as the sole portfolio manager of its wrap fee program.

Kyle Elliott is a financial advisor with Commercial Trust Financial Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Commercial Trust Company since 1992 and has held roles at LPL Financial, Convergence Financial, LLC, and Good Life Advisors, LLC. Elliott also has experience overseeing trust department management and is a licensed notary. Commercial Trust Financial Services provides discretionary portfolio management primarily through a wrap fee program and LPL-sponsored platforms. The firm serves individuals, high-net-worth clients, charitable organizations, and corporations, focusing on tailored, long-term investment strategies using fundamental and cyclical analysis alongside modern portfolio theory.

Jeffrey Kenney is a financial advisor at Commercial Trust Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Convergence Financial and LPL Financial LLC. Outside of advisory roles, he provides administrative support to an independent investment advisory firm. Commercial Trust Financial Services offers discretionary portfolio management, serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes long-term trading based on fundamental and cyclical analysis within a defined set of investment types and acts as both wrap fee sponsor and sole portfolio manager for its programs.

Dustin Bachtel is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Alexander Capital Wealth Management since 2022. Prior to this, he was associated with Chariton Valley for nine years and currently maintains roles at Arthur Morris Lifestyle Wealth Management and as a self-employed insurance producer. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis in its investment approach and manages approximately $212.1 million in discretionary assets.

Scott Morris is a financial advisor with Alexander Capital Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Alexander Capital LP since 2021 and International Assets Advisory LLC since 2015. Outside of his advisory role, Morris is involved in several business ventures including ownership of a coffee shop and an ice cream shop, as well as serving as president of a local nonprofit child care learning center. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Kale Gentry is a Series 66-licensed financial advisor with nine years of industry experience, currently serving at Money Concepts Capital Corp since 2017. Prior to this, he worked at Cerner Corp for two years. He is also involved with Peterman Financial Group and owns Gentry Wealth Solutions Inc, both non-investment-related business activities. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs, and integrates third-party managers and technology platforms in its investment approach.

Quin Gentry is a financial advisor with Money Concepts Capital Corp in Boonville, MO. He holds the Series 66 designation and has approximately one year of industry experience, including prior roles at Gentry Wealth Solutions and Synergy Wealth Solutions. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors, using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

William Rapp is a financial advisor with Money Concepts Capital Corp in Boonville, MO, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Money Concepts since 2018 and previously at Signator Investors, Inc. and Safeco Investment Services, Inc. Rapp is also involved in the sale of health, dental, and group benefits through Naught Naught Agency, a business he has operated since 1998. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a variety of managed programs and combines model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Matthew Peiter is a financial advisor at Edward Jones in Boonville, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Daniel Kammerich is a CFP®-designated financial advisor with LPL Financial, based in Boonville, MO, and has 33 years of industry experience. He has been associated with LPL Financial and Personal Financial Group since 2009 and has operated Kammerich Insurance since 1984. 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 various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Christopher Ocker is a financial advisor at Edward Jones with 10 years of industry experience. He 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, including a range of household and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and other investment solutions under a fiduciary standard.