Daniel Malachowski is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at First Financial Equity Corporation and Neidiger, Tucker, Bruner, Inc. Outside of financial services, he serves on the board of the Developmental Center of the Ozarks and coordinates community mural projects through Chroma. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, institutional, and corporate clients using multi-manager platforms that include affiliated and third-party portfolio managers across various program structures.

John Rubin is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Ameriprise in Springfield, MO. He has four years of industry experience, including prior work at Northwestern Mutual and Missouri State University. Rubin serves on the Board of Directors for Sculpture Walk Springfield. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paula Dougherty is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, Paula serves on the Board of Directors for the Generosity Collective and the Nominating Committee for the Mercy Foundation. She is also an author of a forthcoming book titled "You Know What? 8 Life Lessons on Remaining Positive, Regaining Hope, and Going After Your Dreams." Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement, combining research-driven modeling and tax-efficient strategies. The firm serves clients with substantial investable assets through a range of advisory, brokerage, and insurance solutions.

Mason Jasper is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior work includes service in the U.S. Navy and roles at Spokane Falls Community College and Gearhead Outfitters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and planning across various financial topics without discretionary trading authority.

Paul Morrison is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and four years of industry experience. He previously worked for DEMDACO for 19 years before joining Edward Jones in 2021. Outside of his advisory role, he serves as chairman of the board for a family LLC established to manage the inheritance and retention of family land. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Ethan Straus is a Financial Advisor at Merrill Lynch Wealth Management in Springfield, Missouri. He works with clients to develop financial strategies utilizing the tools and resources of the Merrill and Bank of America enterprise, which may include banking, lending, and investing services. Ethan partners with individuals, families, and businesses, focusing on long-term relationships beyond account management by leveraging a team approach to understand client priorities and guide them through evolving financial needs. His expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Born and raised in Springfield, he holds a bachelor's degree in Finance and a Master of Business Administration (MBA) from Missouri State University. He also holds the Personal Investment Advisor (PIA) professional designation. Ethan values family connections and aims to support not only his clients but their families as well. Outside of his professional work, he enjoys fishing, golfing, hiking, hunting, spending time with his family, traveling, and watching movies.

Lisa Jordison is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2019. Prior to that, she was with Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2019. Her spouse owns Cornerstone Foodservice Advisors, LLC, a business unrelated to investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Chien I Lai is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of advising, he is the president and owner of Excalibur Food, LLC, a real estate holding company in Springfield, MO. 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 large network of financial advisors and branch offices nationwide.

Eric Griessel is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2009. In addition to his advisory role, he owns and operates a small CPA practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored risk profiling and analytical tools.

John Stewart is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Stewart serves as Vice President and board member of the MU Alumni Association and is on the Board of Directors for the Price Cutter Charity Championship. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory services to both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools.

John Dunlap Jr. is a Series 66-licensed financial advisor with Edward Jones in Nixa, MO, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large nationwide network. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ryan Aubuchon is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. His prior roles include positions at Edward Jones and Lockton Companies. He serves on the boards of Springfield South Kiwanis and Springfield North Kiwanis. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Trenton Feuerbacher is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families make informed financial decisions with confidence through personalized financial planning and investment management. Trenton began his career as a Client Associate, gaining a comprehensive understanding of wealth management to create a seamless experience for his clients. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is committed to building long-term relationships and helping clients navigate important financial decisions by developing tailored strategies that align with their unique goals and values. Trenton holds a Bachelor's Degree from Missouri State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with the Lost and Found Grief Center and serves on its Jr Board. Outside of work, he enjoys boating, football, golfing, ice hockey, music, spending time with his family, and traveling.

Brian Verdier is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation. He has one year of experience in the financial industry, having joined Edward Jones in 2026 after a 22-year career at AT&T. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Christopher Obert is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on developing and executing financial strategies tailored to individual client needs. He specializes in helping clients with family wealth management, retirement planning, legacy planning, small business strategies, tax minimization, and socially responsible investing. Christopher emphasizes the importance of understanding clients' life priorities to create personalized financial plans aligned with their goals and aspirations. Before joining Merrill in 2022, Christopher worked as an associate financial advisor at Ameriprise Financial, focusing on financial planning and portfolio management. He holds the Accredited Portfolio Management Advisor™ (APMA®) designation, the CERTIFIED FINANCIAL PLANNER (CFP) certification, and the Personal Investment Advisor (PIA) designation. Christopher earned a Bachelor of Science degree in Finance, an MBA, and a graduate certificate in International Business from Missouri State University. Christopher is actively involved in his community through his participation in the Springfield Sertoma Club and the Rotaract Club of Springfield, where he also serves on the board. He is a native of Springfield, Missouri, and spends his personal time with his wife, Madison, and their young son, enjoying activities such as golfing.

Lance Wiley is a financial advisor with Edward Jones in Springfield, MO, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2016 to 2022. Wiley serves as a board member of New Covenant Academy, a private Christian K-12 school, where he participates in monthly meetings addressing school operations. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large national network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Ashley Lawler is a Series 66 licensed financial advisor with 12 years of industry experience. She has been with LPL Financial since 2018 and worked previously at Invest Financial Corporation for five years. 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 financial planning and investment management solutions supported by advanced research and technology tools.

Joshua Wells is a financial advisor with Ameriprise in Springfield, MO, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He also worked at Lowe’s and was employed at the Foster Recreation Center at Missouri State University. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Julia Ridgway is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at Merrill since 2017 and previously held positions at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and BMO Harris Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Anita Oplotnik is a financial advisor with Morgan Stanley in Springfield, MO, holding a Series 66 license and bringing 23 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the Board of Governors for Missouri Southern State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytical models.