ADVISOR BIO

Marc Rohr is a financial advisor with Global Retirement Partners LLC. Marc has been in the financial services industry since 1996. Marc is a registered investment advisor in Missouri. Marc has worked with LPL Financial and Financial Telesis in the past. Marc has a Series 63, Series 65 and Series 7. Marc is also licensed to sell life insurance in Missouri. Marc is based in Springfield, Missouri.

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ADVISOR BIO

Marcelle L. Writer is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Marcelle L. Writer has been a registered representative since 2005. Marcelle L. Writer's office is located in Springfield, MO, and is registered with the state(s) of Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Nevada, New Jersey, North Carolina, Oklahoma, South Carolina, Texas, and Virginia.

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ADVISOR BIO

Marie Christine Hadwin is a registered investment advisor representative associated with Forvis Mazars Wealth Advisors, LLC. Marie Christine Hadwin has been in the industry since December 2011, and is currently registered in South Carolina. Previously, Marie Christine Hadwin was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Marie Christine Hadwin has passed the Series 66, Series 7 and SIE exams. Forvis Mazars Wealth Advisors, LLC specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals, and portfolio management for businesses.

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ADVISOR BIO

Marquisse Dewayne Taylor is an investment advisor representative for MML Investors Services, LLC. Marquisse is registered with the state of Missouri and has been in the industry for 2 years. Marquisse specializes in providing financial planning, pension consulting, and asset allocation programs. Marquisse is also a board member for Habitat for Humanity.

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ADVISOR BIO

Marty Diebold is a registered representative and investment advisor representative with Edward Jones. Marty has been in the securities industry since April 18, 2018. Marty is licensed to provide investment advice in 21 states, including Arizona, Arkansas, California, Colorado, Florida, Illinois, Kansas, Missouri, Montana, New Mexico, New York, Oklahoma, Oregon, Texas, Virginia, and Washington. Marty has passed the Series 66, Series 7, and SIE exams. Marty has a strong track record of providing financial planning and investment advice to individuals, businesses, and retirement plans.

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ADVISOR BIO

Mary Jo Friday has been in the financial services industry since July 2001. Mary Jo is currently a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. in SPRINGFIELD, MO. She has worked in the financial industry for over 22 years, with experience at BANC OF AMERICA INVESTMENT SERVICES, INC.. Mary Jo is licensed to conduct business in 38 states. She is also qualified to provide investment advisory services in Missouri and Texas. Mary Jo specializes in providing financial services to individuals, corporations and pension and profit sharing plans.

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ADVISOR BIO

Mary Louise French is a financial professional who has been in the industry since May 23, 2007. Mary is registered with Stifel, Nicolaus & Company, Inc. and has a Series 7, Series 63 and SIE licenses. Mary specializes in the areas of portfolio management, investment advice, securities, mutual funds, variable annuities, insurance, and retirement planning.

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ADVISOR BIO

Matthew Lyons is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been in the industry since 2015 and is registered in 30 states for both securities and investment advisory services. Matthew provides a range of services including portfolio management, investment advisory services, educational seminars, and pension consulting. Matthew is licensed to provide investment advice to individuals, businesses, insurance companies, and charitable organizations.

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ADVISOR BIO

Matthew Fall is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Cornerstone Wealth Management, LLC in Springfield, MO, but has also worked with several other financial firms throughout their career. Matthew has a wide range of experience and expertise in financial planning and investment management. They are committed to providing personalized financial advice to help clients achieve their financial goals. Matthew is passionate about helping clients achieve their financial goals.

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ADVISOR BIO

Mckenna Leigh Sweet is a financial professional with experience in both public accounting and financial services. Mckenna has been a client service associate with KPM CPAs and KPM Wealth Advisors since April 2022, supporting the CPAs and CFPs with client relations and general administrative duties. Mckenna is also a registered representative with Cetera Investment Advisers LLC, where Mckenna assists clients with their financial planning needs. Mckenna has passed the Series 66, Series 7TO, and SIE exams. Mckenna holds registrations in Missouri for both securities and investment advisory activities.

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