Jason Henry is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its predecessor firms since 1989. Outside of his advisory role, he supports a family farming operation seasonally, assisting with combine and grain truck operations. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations.

Kevin Brown is a financial advisor with Edward Jones in Bowling Green, MO, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns a row crop farming operation in his local area. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers services that include discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Velma Bowen is a financial advisor with Ameriprise in Bowling Green, MO, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in managing a family farm used for hunting purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Hartung is a financial advisor with Ameriprise in Bowling Green, Missouri, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Hartung owns and operates a cattle ranch and serves on the board of directors for Ruth Jensen Village, a community organization in Bowling Green. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Kayla Caldwell is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for five years at Sysco Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, as well as affiliated investment products and fiduciary services.

Eddie Collier II is a CFP® with Edward Jones, where he has worked since 2013, accumulating 13 years of experience in the financial industry. He holds the Series 66 designation and is based in Frankford, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices and offers a range of advisory programs with fiduciary standards and affiliated investment products.

Sylvia Wagner is a financial advisor with Ameriprise in Bowling Green, MO, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Veterans United Home Loans and various local businesses and organizations. Wagner has also been involved with A Taste of Philly Steak & Ale for four years. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a large institutional platform with a range of advisory, brokerage, and insurance solutions.

Tamara Scherder is a CFP® and Series 66-licensed financial advisor with Ameriprise, where she has worked since 2020. She has five years of industry experience and previously spent 15 years at Sysco Foodservice. Outside of her advisory role, she serves on the boards of the Bowling Green Chamber of Commerce and the Bowling Green R-1 District School Board, and she is president of the Frankford Parent Club. She also manages event scheduling for the Knights of Columbus Hall at St. Clement Parish in Bowling Green, MO. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory support delivered through a centralized consulting team, emphasizing managed accounts and algorithmic tools to generate tailored retirement plans.