Marylynn Ford is a Series 65-licensed financial advisor with LifeSteps Financial, where she has worked for 14 years. She is part of a seven-advisor team based in Richland, MO. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, focusing on asset allocation and diversification through ETFs and tactical adjustments while offering additional services such as bill payment and a short-term cash management program.

Mary Morrison is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. She has one year of industry experience and served in the U.S. Navy for several years prior to her financial services career. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal investment management team.

Mark Verry is an advisor with First Command Advisory Services holding Series 65 and Series 63 designations. He has experience spanning a combined 4 years with First Command Brokerage Services, First Command Advisory Services, and First Command Insurance Services, and previously served 24 years in the United States Army. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Jamie Carpenter is a financial advisor with First Command Advisory Services and holds the Series 66 designation. He has seven years of industry experience, including roles at First Command and Infuze Credit Union. Carpenter also owns Jamie Carpenter & Associates, a financial planning business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized team that selects model portfolios and third-party managers.

Travis Williams is a financial advisor with First Command Advisory Services in St. Robert, Missouri, holding a Series 66 designation and six years of industry experience. He has worked at various First Command entities since 2019 and previously at Bosch and Giant Cement. Williams is also the owner of Travis S Williams & Associates LLC, a business established to support his work with First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers.

Michael Hamer is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously served six years in the United States Air Force. Outside of his advisory role, he owns Michael Hamer and Associates, an independent contract business related to his duties at First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios.

Howard Amaya is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has three years of industry experience, including prior work with First Command Insurance Services and First Command Brokerage Services. Before entering the financial services field, he served in the US Army for 20 years. Amaya is also the owner of Namah LLC, a business related solely to his activities at First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, employing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

Robyn Messineo Jr. is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served in the United States Army for 20 years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized investment team.

Jason Bergheger is a financial advisor at PNC Wealth Management with a Series 66 designation and three years of industry experience. His prior work includes roles at First Command Insurance Services and First Command Advisory Services, as well as service in the U.S. Army for seven years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven, discretionary model account designed for PNC Bank employees. The program uses approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs.

Andrew Offutt is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he operates a family farm in Lebanon, Missouri. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Mark Timko is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and previously worked at First Command Financial Services and First Command Advisory Services. Timko is also involved in insurance sales through his own business, Timko Financial. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm provides access to various investment strategies and platforms, supported by research and technology tools, and oversees significant discretionary assets through a large network of advisors.

William Lockwood is a CFP® professional with 20 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc., Edward Jones, and other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, third-party asset management access, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Melveen Stevenson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica, Stevenson has worked in various roles including freelance consulting and human resources training. Outside of financial advising, Stevenson is an independent consultant for Tupperware and maintains freelance consulting and human resources training activities. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and specializes in advisory services through a large network of financial advisors.

Zechariah Timko is a financial advisor with LPL Financial based in Waynesville, Missouri, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at The Investment Center, Inc. and operated Timko Financial. 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 and access to model portfolios and third-party asset managers.

Vinita Meizler is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 65 designation and previously worked at The Maries County Bank and The Bank of Missouri. Outside of her advisory role, she operates a farm and ranch business involved in the sale of beef cattle. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services utilizing various strategies and technology tools, supporting over $819 billion in discretionary assets.