Kelly Newbold is a CFP®-certified financial advisor with Edward Jones, based in Republic, MO. She has four years of industry experience and previously worked for Jack Henry & Associates for eleven years before joining Edward Jones in 2021. 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 and offers a broad range of advisory programs, combining extensive retail advisor coverage with affiliated capabilities such as trust services and proprietary investment products.

Kristopher Brown is a financial advisor with Edward Jones in Nixa, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Edward Jones during multiple periods since 2016 and has prior experience with JPMorgan Chase Bank and J.P. Morgan Securities in 2019. Outside of his advisory role, Brown owns Brown Brands, LLC, through which he buys and sells regular household items on Amazon and eBay. Edward Jones is a full-service wealth management firm serving a broad client base, including individual, institutional, and charitable clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Andrew Pierce is a financial advisor with Mass Mutual Investors Services in Springfield, MO, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with MML Investors Services, LLC since 2017 and has also worked with Mass Mutual Life Insurance Co. Outside of his advisory role, he is involved in farming through Pierce Ranch Natural Beef LLC. MML 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, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved software and provides various programs including wrap accounts, money-manager programs, and educational seminars.

Dalton Cloyd is a financial advisor at Ameriprise in Springfield, MO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Northwestern Mutual. Outside of finance, he races cars as a hobby, participating in 10 to 20 races annually. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through detailed Recommendation Reports and annual advice.

Tim Franck is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously operated his own sole proprietorship and various other investment-related businesses. Franck is based in Springfield, Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Jason Gaynor is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Nylife Securities and New York Life Insurance for 15 years. He also operates Jason C. Gaynor Investment Services LLC, which serves as his primary business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Katie Thieman is a financial advisor with Edward Jones in Springfield, MO, holding the CFP® and ChFC® designations with 24 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she is involved as a trustee and owner of the Addleman Heritage Farm in Archie, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Jackie Weimer is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing personalized, research-driven recommendations that incorporate tax-efficient strategies and Social Security options. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

James Hallam is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience. He works closely with clients to develop personalized financial strategies that address their long-term goals, focusing on areas such as employee benefits planning, family wealth management, retirement planning, philanthropic planning, investment strategy, tax minimization, and retirement income. Throughout his career, Hallam has supported a diverse client base including neighbors, former schoolteachers, active and retired business owners, and their employees. He emphasizes a long-term investment approach to help clients navigate market volatility and measures success strictly in terms of client outcomes. Hallam holds the Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC) designations. He earned his bachelor's degree from the University of Missouri. Hallam has resided in Springfield with his wife and children for many years. Beyond his professional work, he has been involved with organizations such as Kings Way United Methodist Church, Ozarks Food Harvest, Ronald McDonald House Charities of the Ozarks, and Rotary International.

Karla McCullough is a CFP®-credentialed financial advisor with 13 years of industry experience, currently serving at Cetera Investment Advisors LLC. She has worked at Cetera since 2013 and also directs McCullough and Associates, LLC, a tax and accounting service. Outside of her advisory roles, she is involved in community organizations including the Green County Estate Planning Council as a director and serves as vice president of fundraising for the Summit Intermediate PTO. Cetera Investment Advisers LLC operates as an SEC-registered multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services, leveraging its large network of advisors and affiliated managers to provide tailored investment solutions.

Connor Williams is a financial advisor at Stifel in Springfield, MO, with five years of industry experience. He holds the Series 66 designation and previously worked at Chambers Bank and Catfish Hole. Outside of his advisory role, he is involved in restaurant development through ownership in Ladder 9 Restaurant Group LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Douglas Dugal is a financial advisor with Morgan Stanley in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009, and at Citigroup Global Markets since 2003. 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 and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that leverages firm-approved tools and models but typically acts in an advisory capacity without providing individual security recommendations in standalone planning.

Rebecca Yasinski is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Adria Schmidtke is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Her prior experience includes roles at Wintrust Wealth Management, Ally Invest Securities, Morgan Stanley Private Bank, Morgan Stanley, and Wayne Hummer Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio models and technology tools to support advisors.

Ashlyn Gibbs is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. She has held roles at MML Investors Services and MassMutual Life Insurance Co, and has been involved with local community sports organizations including Springfield Legends Soccer Club and Allison Sports Complex. MassMutual Investors Services is a subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning and asset management services, using firm-approved software to analyze client goals and deliver written recommendations.

Jake Parker is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Abernathy Roofing and Construction and spent two years at the Barnabas Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Thomas Kissee is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Kevin Phillips is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Purina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services, operating under a fiduciary standard.

Cynthia Peters is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Company Inc since 2009. Outside of her advisory role, Peters serves as News Director for Missouri Possum Radio, where she provides daily headline news and voiceover work. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, applying forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Steven Green is a financial advisor at LPL Financial with 40 years of industry experience. He has held roles at LPL Financial since 2004, with a break from 2014 to 2023 when he worked at Royal Alliance, and a brief tenure at Raymond James Financial Services in 2002-2003. He holds Series 63 and Series 66 licenses. Outside of his advisory work, Green owns a home-based business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, leveraging research model portfolios and various investment strategies with support from machine-learning tools.