Matt Myers is a financial advisor at Bagby Wealth Management with a Series 65 credential and two years of industry experience. He previously worked at First Midwest Bank for ten years before joining Bagby Wealth Management in 2024. Bagby Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, fiduciaries, corporate, and institutional clients. The firm offers a range of program options, combining a buy-and-hold, ETF-based strategic approach with a market-driven tactical program that uses proprietary trend and technical analysis.

Jordan Worley is a CFP® certificant with three years of industry experience, currently serving as an advisor at Coffman Wealth Advisors, LLC since 2025. He has prior experience at Northwestern Mutual in various capacities from 2016 to 2019 and also holds a senior accounting role at Coffman and Company, P.C. Worley serves as a trustee on the Board of Trustees and on committees for the Missouri Baptist Foundation and its subsidiary, Straightway Holdings, Inc. Coffman Wealth Advisors, LLC is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm applies Modern Portfolio Theory through a combination of passive and active investment vehicles and provides both discretionary portfolio management and financial planning services.

Betsy Mays is a CFP® professional at Coffman Wealth Advisors, LLC with one year of experience in investment management. She is also a shareholder at Coffman and Company, P.C., an accounting firm providing accounting, tax compliance, bookkeeping, and payroll tax compliance services. Coffman Wealth Advisors primarily serves institutional clients and plan sponsors, offering investment management and retirement plan services. The firm employs a fee-only approach and combines passive and active asset allocation strategies guided by modern portfolio theory.

Jerry Bagby is a financial advisor with Bagby Wealth Management in Dexter, Missouri, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with Bagby Investment Consultants since 1994 and previously with Bagby Financial Services, Inc. Mr. Bagby manages several family trusts and oversees a small aircraft rental business. Bagby Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, fiduciaries, corporate, and institutional clients. The firm employs both a buy-and-hold ETF-based strategic approach and a market-driven tactical program using proprietary trend and technical analysis, offering multiple program options including discretionary and non-discretionary strategies.

Gary Eaton is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walmart for 24 years. He serves as the board president for the Bernie R13 School District, where he is involved in guidance and creation of school policy as well as evaluation of the superintendent. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Andrew Phelan II is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Meredith Rines is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2021. She has held roles at Avantax Investment Services and maintains involvement with Rines & Co, LLC, where she provides consulting and coaching services. Rines also serves as a board member of the nonprofit Women Aware Inc. and as treasurer for a local youth sports organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent advisors using a range of portfolio management approaches and platform arrangements.

Austin Fridley is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to that, he was employed in the banking sector at First State Community Bank and State Bank of Southwest Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and separately managed accounts.

Robert Monroe is a CFP®-certified financial advisor with 11 years of industry experience. He has worked at Edward Jones for 11 years before joining LPL Financial in 2025. Monroe operates Monroe Financial Services LLC, a business entity unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Taylor is a financial advisor with Edward Jones in Poplar Bluff, Missouri, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, Taylor serves on several local boards, including the Kiwanis Club, the First Baptist Church finance committee, the Poplar Bluff R-1 School Long Range Building Committee, the Poplar Bluff Mules Booster Club, and the PB Letter Club. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Madison Fridley is a CFP® professional with eight years of experience at Edward Jones, where she has worked since 2017. Prior to joining Edward Jones, she was affiliated with Missouri State University for two years. 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, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Dairel Denton Jr. is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes over three decades at Avantax Insurance Agency and Avantax Advisory Services, alongside running his own CPA firm, Dairel L. Denton Jr & Associates CPA, P.C. Outside of advising, he works as an independent insurance agent and leads his CPA firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm combines proprietary and third-party strategies with multiple platform options to tailor investment approaches to client goals.

Allie Rowland is a Series 66 licensed financial advisor with LPL Financial, based in Dexter, MO, and has two years of industry experience. Prior to joining LPL Financial and Worley Monroe Advisors in 2025, she worked at Edward Jones from 2022 to 2025, as well as in the insurance and title sectors. 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. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, with support from technology and broad financial services.

Kellie Hoelting is a Series 66-licensed financial advisor with Edward Jones, based in Puxico, MO. She has been with the firm since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Benjamin Worley is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 27 years. Outside of his advisory role, he is involved with Bootheel Pediatric Therapy, LLC, a business unrelated to investment services. 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, utilizing both proprietary research and third-party subadvisors.