Brett Renner is a Series 66 licensed advisor at Quantum Financial Partners LLC with 14 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Renner is involved in several non-investment businesses, including ownership and operational roles in a cannabis production company and a restaurant business in the Lake Ozark area. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and manages both individual accounts and a private pooled investment vehicle with performance-based fees.

Keith Heil is a financial advisor with Dale K. Ehrhart, Inc., holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 24 years of industry experience and concurrently owns and operates Arise Wealth Management, LLC and Heil CPA Services, LLC. His prior experience includes roles at Arise Wealth Management and Arise CPA Services. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through a Family Office, a Private Client division, and a TAMP platform. The firm emphasizes client-specific Investment Policy Statements and discretionary portfolio management, employing fundamental analysis and diversified mutual fund/ETF strategies, along with more advanced trading techniques such as margin and options transactions.

Tedi Hughes is a CFP® with six years of industry experience, currently serving at Destiny Capital Corporation. He has held roles at various firms, including LPL Financial and Raymond James Financial Services. Hughes is also associated with Aspen Wealth Strategies and The IRA Specialist. Destiny Capital Corporation is a multi-office firm serving individuals, high-net-worth clients, trusts, estates, and entrepreneurs. The firm employs a blend of strategic asset allocation and tactical adjustments, offering portfolio management, financial planning, consulting, and tax services through an affiliated entity.

Reece Waters is a financial advisor at Ausdal Financial Partners, Inc. and holds the Series 65 designation. He has no prior industry experience but has been involved in several entrepreneurial ventures, including ownership in Waters Real Estate Holdings LLC, Waters Development LLC, Waters Estates, LLC, and Blade Runners Mowing Co. Additionally, he has worked in education and hospitality, with roles ranging from teaching in local schools to managing Dog Days Bar and Grill. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial services tailored to client objectives and supports a multi-custodian platform with both discretionary and non-discretionary account management.

Nathan Morse is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Outside of his advisory role, he serves as president of a family business that manages cattle, beehives, and a coin-operated car wash. 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 with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Adam Maher is a financial advisor at Ausdal Financial Partners, Inc. with nine years of industry experience. He previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. for eight years, and Smith, Moore & Co. for one year. Outside of his advisory role, Maher serves as treasurer and board member for several local nonprofit organizations focused on youth and community services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment options and custodial platforms.

Derrick Brauner is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He previously worked at Moloney Securities Asset Management, LLC and Smith Moore & Co. Brauner also operates GRAND GLAIZE WEALTH MANAGEMENT as a president, dedicating significant time to its day-to-day operations. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of portfolio options through both discretionary and non-discretionary strategies and combines advisory, brokerage, and insurance services.

Eric Everson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at CreativeOne Securities since 2019 and previously operated Everson Tax & Financial Services, Inc. for 17 years. He is also involved in insurance and retirement plan advisory roles through related businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm combines project-based financial planning with ongoing asset management using fundamental and cyclical security analysis, proprietary model allocations, and access to third-party managers.

Mark House is a financial advisor at Ausdal Financial Partners, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and Smith Moore & Co. Outside of his advisory work, he has an ownership interest in an LLC involved in a farm-to-table food truck business operated by his son. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of advisory and brokerage services, with investment strategies developed at the advisor level and tailored to client-specific objectives and risk tolerances.

Mary Flaherty is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. She previously held roles at Charles Schwab, Focused Alpha, LLC, MKF Private Wealth Management, and World Investment Advisors, LLC. Prospera Financial Services, Inc. is a multi-team firm that provides investment advisory and financial planning services to individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a variety of portfolio management options including firm models, third-party sub-advisers, and advisor-managed strategies.

Colton Mc Call is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and having four years of industry experience. He has been affiliated with Bankers Life entities since 2015, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. In addition to his advisory work, he is a licensed insurance agent selling life insurance, long-term care, annuities, and Medicare supplement and advantage plans. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting and portfolio management primarily for mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Cody Hildebrand is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Cetera Wealth Services, Pruco Securities, and Illinois College before joining CWM. Hildebrand is also involved in selling fixed insurance products and provides financial services through Schlipman Wealth Advisors and Carson Wealth Management. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, families, foundations, and institutions. The firm emphasizes discretionary management using model portfolios guided by an in-house Investment Committee and offers comprehensive retirement-plan services alongside a variety of investment and advisory solutions.

Larry Mc Bee is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and Bankers Life and Casualty since 2011, where he manages a team of agents and is involved in hiring and training. Outside of his advisory role, he and his wife own a long-term rental property managed by a third party. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Stanley Adler is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and one year of industry experience. He has been with Bankers Life Advisory Services since 2024 and previously worked at Bankers Life & Casualty, Inc. from 2020. Outside of advisory work, he has experience in insurance agent recruitment and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis, typically managing accounts on a discretionary basis with regular performance reporting.

Ian Mac Laughlin is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Nicklas Financial, LPL Financial LLC, and First Mid Bank & Trust. Outside of his advisory role, he owns and operates a cattle farming business. 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 covering topics such as retirement, tax, estate, and special needs planning, without providing portfolio management or discretionary trading authority.

James Burgess Jr. is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Cetera. His career includes prior roles at Purk & Associates, P.C. and 1st GLOBAL ADVISORS, Inc. He also serves as a Sergeant Major in the Missouri National Guard. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that supports a broad client base, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified investment management options through a multi-manager platform, combining affiliated and third-party strategies across discretionary and non-discretionary program structures.

Robert Landrum is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1995. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Shawn Manuel is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for nine years. In addition to his advisory role, he serves as president of Strategic Wealth Inc., a corporation offering investment and insurance products, and is vice president and secretary of the Oakwood Hills Estates Property Owners Association. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, offering portfolios that incorporate various asset classes and utilize firm-supported asset allocation and risk management tools.

Jason Becker is a financial advisor at Stifel with 28 years of industry experience. He has been with Stifel since 1997 and holds Series 63 and Series 65 credentials. Becker also serves as a trustee for a non-family trust. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional clients, and charitable organizations. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Richard Carver is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 designation and is based in Osage Beach, Missouri. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jacob Sullivan is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2011. Outside of his advisory work, Sullivan co-founded the Jeff Sullivan Memorial Foundation and serves on the finance committee for Citizens Against Domestic Violence. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting certain net-worth criteria. The firm combines research, planning tools, and discretionary client engagement options with multiple affiliated financial product offerings.

Paul Lekar is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning and a managed-account program, focusing on written recommendations without discretionary trading authority.

Ashley Black is a financial advisor with Wells Fargo Advisors in Lake Ozark, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing for six years and at Henkel for two years. Outside of her advisory role, she owns and operates a photography business, One Red Photography LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Lorraine Myers is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and previously worked at Stifel, the County of Pueblo 10th Judicial District Attorney's Office, TBK Bank, and Ball Jones Gowen, Inc. (Raymond James). Myers is also a commissioned Public Notary in the state of Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Kevin Kuebler is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Avantax Advisory Services and New Perspectives Financial Services, which he owns. Kuebler is involved in community and nonprofit activities, serving as treasurer for the Bloomington Rotary Foundation and Knights of Columbus, and holding board positions with Our Lady of the Lake Finance Council. 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 a network of independent advisors, providing both discretionary and non-discretionary strategies across multiple platforms and proprietary model portfolios.

Anthony Reahr is a financial advisor with Edward Jones in Lake Ozark, Missouri, holding Series 63 and Series 66 licenses and totaling 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a board member of the Lake Area Chamber of Commerce and is involved in finance committee work for Osage Hills Church. He also owns and manages Outdoorz Enterprises LLC, a land management business focused on farmland and undeveloped properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment and advisory services. The firm operates a nationwide network of financial advisors and offers both discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds, under a fiduciary standard.

Samuel Beck is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he held positions at Fechtel Beverage, Bank of St. Elizabeth, and Our Lady of the Snows School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Rachel Curley is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, Curley serves on the finance team at Crossbridge Church and is a board member of Marshfield Freeway Ministries, a nonprofit focused on outreach efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Heather Morrow is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2009, with prior experience at Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Robin Young is a financial advisor with Edward Jones in Eldon, MO, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Young is involved in several community and nonprofit activities, including serving as Chairman of the University of Missouri Extension Board, President of the FMC Foundation, and volunteering with Our Father’s Table soup kitchen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Chalee Crouch is a CFP® professional with 22 years of industry experience, currently serving at LPL Financial since 2018. Prior to joining LPL Financial, Crouch was affiliated with INVEST Financial Corp and Central Bank, where they have held roles since 2007 and 1996, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, employing a variety of discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

April Tate is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at OakStar Bank/First National Bank from 2001 to 2025. 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 and investment strategies supported by a network of more than 23,000 financial advisors and 15,000 branch offices nationwide.

Dylan Earnest is a financial advisor with OSAIC Wealth Inc. and holds a Series 66 designation. He has one year of industry experience and has worked at Strategic Wealth Inc and Gates Corporation in prior roles. Outside of his advisory work, he serves as a board member of Rolling Hills Country Club. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include a variety of investment vehicles and supports both discretionary and non-discretionary account management.

Richard Vest is a financial advisor at OSAIC with the designations ChFC® and Series 63 and has 42 years of industry experience. He was previously with Royal Alliance Associates for 17 years and has been self-employed since 1982. Outside of his advisory role, he owns an employee benefit consulting firm and participates on the finance committee of St Joseph Parish, reviewing budgets and financials. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services through a large network of affiliated advisors. The firm employs various investment tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Jesse Dale is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2024. Outside of his advisory role, he holds ownership interests in two investment-related businesses, WESTFARTHING LLC and Dale Hollow Fruit Farms LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, enabling tailored recommendations supported by Wells Fargo’s research and planning tools.

Clayton Bentzen is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2018 and was previously with INVEST Financial Corp from 2010 to 2018, concurrently serving at Central Trust Bank since 2010. Bentzen is also an insurance agent with Investor Services Insurance, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Rick Duncan is a financial advisor with Edward Jones in Osage Beach, Missouri, holding Series 65 and Series 63 licenses and 42 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory role, Duncan is involved in managing commercial real estate, including mobile home parks, through various holding companies. 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 nationwide network of approximately 23,700 financial advisors and operates under a fiduciary standard.

Dylan Mason is a financial advisor with LPL Financial in Osage Beach, MO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Merrill, Stifel, and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

Kevin Nicol is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 43 years of industry experience and has operated multiple financial and advisory firms over the past three decades. Nicol serves as a board member for the Southern Illinois University at Edwardsville Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers portfolio management through various platforms and models, with a combination of proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches.

Robert Groene is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Rowland is a CFP® professional with 20 years of industry experience, currently advising at Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Outside of his advisory work, he co-owns agricultural operations and a small business producing honey and bourbon, and serves as a golf coach for a local school. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo research and tools. The firm integrates advisory services with other financial products and referral channels.

Brent Murphree Jr. is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2018. He has previously worked with Invest Financial Corporation and Central Bank, where he has maintained long-term roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and third-party subadvisors.