John Briggs is a financial advisor with Bankers Life Advisory Services, Inc. in Springfield, MO, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked with Bankers Life and its affiliates since 2016, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he manages a team providing retirement-based insurance services. Outside of his financial career, Briggs competes as a dirt track racecar driver. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Robert Eastburn is a CFP® with nine years of industry experience and has worked at Gwfs Equities, Inc. since 2016. He is currently affiliated with Empower Advisory Group, a firm with a large advisor team that provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. Empower Advisory Group delivers integrated services linked to recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jonathan Timson is a financial advisor at Farther with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SignalPoint Asset Management, LLC for 12 years. Timson serves as a trustee for family trusts, dedicating a small portion of his time to this role. Farther provides technology-driven investment advisory services primarily to individual investors, trusts, and estates. The firm uses a Modern Portfolio Theory-based approach with proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income, while offering discretionary and non-discretionary investment management.

Lance Curnes is a financial advisor with Mass Mutual Investors Services in Springfield, MO. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to his current role, he worked at Metlife Securities Inc. for 29 years. Outside of his advisory work, he is the organizer and member of Gunnison Hunt Club, LLC, an entity related to land ownership established for estate planning purposes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Joshua Lusk is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Waddell & Reed Inc and various insurance carriers, as well as operating Lusk Rentals and the Bowles Lusk Group. He is also involved with Crump & Associates of Clifton Park as an owner/operator of a non-variable insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from internal and third-party sources.

Tanner Lumley is a Series 65-licensed financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. His prior work includes roles at 7 Brew, Southwest Baptist University, Northeastern Oklahoma A&M College, Missouri State University, and Pinnacle Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and a broad advisor network.

Jeffrey Layman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley and its affiliated entities from 2007 to 2019. Layman serves on the University of Missouri Board of Curators, participating in committees related to health affairs, academic and student affairs, and executive oversight. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Charles Dow is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Mass Mutual in 2021, he worked at Northwestern Mutual in various roles from 2013 to 2021. Outside of his advisory work, Dow is involved in nonprofit leadership, serving as founder and board president of Borrow My Angel and as a board member for the Burrell Foundation and the Community Foundation of the Ozarks' Generosity Collective. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options, and emphasizes collaborative annual planning engagements supported by firm-approved analytical tools.

Rodney Pennington is a financial advisor with OSAIC who holds the ChFC® and Series 63 designations and has 47 years of industry experience. He spent 44 years at Lincoln Financial Advisors Corporation before joining OSAIC in 2025. In addition to his advisory role, he is also an insurance agent offering accident and health, disability, traditional life insurance products, and fixed annuities. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and offers access to third-party money managers and wrap programs.

Nathan Zoromski is a CFP® professional with 12 years of experience in the financial industry. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved in the resale of antiques through a booth at Camp Flea Antique Mall in Ozark, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is noted for its large nationwide network of financial advisors and branch offices, as well as its affiliated capabilities including mutual funds and a trust company.

Brett Barnett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and having 12 years of industry experience. He has worked at Wells Fargo Advisors and currently serves as an Associate and Assistant Branch Manager at Affinity Wealth Partners. Outside of financial services, he operates Barnett Lawn Care. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, and institutional entities. The firm offers non-discretionary, tailored financial advice supported by analytical tools and also has specialized municipal and SIMPLE IRA advisory services.

Dana Havens is a financial advisor at Raymond James Financial with 28 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at Merrill for 12 years and has been involved with Affinity Wealth Partners, LLC as a managing partner since 2017. Outside of her advisory roles, she is a partner in a limited liability company that owns rental property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align with client goals and supports its offerings with municipal advisory services and specialized retirement plan consulting.

Dean Arens is a financial advisor with LPL Financial in Springfield, MO, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2003. He serves on the Professional Advisors Council of the Community Foundation of the Ozarks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutional entities. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Tumlin is a financial advisor with Edward Jones in Springfield, MO. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Encore Bank and Simmons Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Joanne Mc Kenzie is a financial advisor at Edward Jones in Springfield, MO, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Larry Gann is a financial advisor with Mass Mutual Investors Services in Springfield, MO, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including positions at Metlife Securities Inc. from 1990 to 2017 and MassMutual Life Insurance Company from 2016 to present. Outside of his advisory work, he manages a farm business focused on cattle husbandry and hay harvesting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools, and offers specialized programs including divorce planning and estate-settlement services.

Dana Nelson is a Wealth Management Advisor based in Springfield, Missouri, affiliated with Merrill Lynch Wealth Management. Dana began working at the Springfield Merrill office in 1986 and focuses on collaborating with clients to understand their investment objectives and preferences for involvement in the investment process. Dana develops strategies tailored to clients' mindsets, desired approaches, and investment goals, utilizing resources from Merrill and Bank of America. Dana holds a Bachelor's Degree in Accounting from Missouri State University and has earned several professional designations including the Certified Investment Management Analyst® (CIMA®) since 2002, the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2013, and is recognized as a Personal Investment Advisor (PIA). Dana’s areas of expertise encompass education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Dana is involved in community activities, volunteering with organizations such as Crosslines and King's Way United Methodist Church. In personal time, Dana enjoys activities including baseball, golfing, and yoga.

Jacob Mc Guire is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with two years of industry experience. He previously worked for seven years at State Bank of Southwest Missouri before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with a large nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard for its advisory services.

Brandon Mahler is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Cru from 2012 to 2023. Outside of advising, Mahler owns and manages a rental property used by a family member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Philip Wannenmacher II is a financial advisor with Raymond James Financial in Springfield, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James Financial since 2009 and is also CEO of Wealth Partners, LLC, a support company for his branch. Outside of advisory work, he is involved in managing rental real estate through Wannenmacher Properties, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports its clients through various advisory programs and institutional consulting services.