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 ChFC® credentialed financial advisor with 47 years of industry experience. He has worked at OSAIC since 2025 and previously spent 44 years at Lincoln Financial Advisors Corporation. Pennington also operates as an insurance agent, offering accident and health, disability, traditional life insurance products, and annuities. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm provides brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Nathan Zoromski is a CFP® professional with 13 years of industry experience, all spent at Edward Jones since 2013. He is based in Springfield, MO. Outside of his advisory role, he is involved in the resale of antiques through a booth at Camp Flea Antique Mall in Ozark, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Brett Barnett is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Clearing and Raymond James Financial Services Advisors. Outside of advising, he is involved in Barnett Lawn Care, a business he has operated since 2019, and serves as an Associate and Relationship Manager at Affinity Wealth Partners. 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 investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dana Havens is a financial advisor with Raymond James Financial Services Advisors, Inc. in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Merrill and Morgan Stanley, among other firms, and is a managing partner at Affinity Wealth Partners, 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and also maintains specialized programs in municipal and public finance, as well as SIMPLE IRA employer advisory services.

Kyle Newbold is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Republic, MO. He has nine years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Dean Arens is a financial advisor with LPL Financial in Springfield, MO, holding Series 63 and Series 66 credentials and has 41 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Raymond James Financial Services, Inc. for one year. He serves on the Professional Advisors Council of the Community Foundation of the Ozarks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms for individuals, retirement plans, and institutions.

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.

Derek Conley is a financial advisor with Edward Jones in Nixa, MO, holding a Series 66 designation and 19 years of experience with the firm. He has been with Edward Jones since 2007. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

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.

Cade Danielson is a financial advisor with Cetera, holding the Series 66 designation and one year of industry experience. His prior background includes roles at Zynergy Financial Group LLC and Split Social Kitchen, where he was involved for four years before transitioning fully into financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment options.

Amanda Zuiker is a Series 66-licensed financial advisor with Ameriprise Financial Services, where she has worked since 2017. She has eight years of industry experience. Outside of her advisory role, she owns Clarity Health Insurance LLC, which focuses on health insurance marketplace and Medicare plans. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Phillip Sutherland is a financial advisor at Primerica Advisors in Springfield, MO, holding Series 65 and Series 63 designations with 11 years of industry experience. He has worked with Primerica Advisors since 2015 and Primerica Financial Services since 2014. Outside of his advisory role, he is involved in the sale of home security and automation products through referrals and has a long-standing involvement with Northern Aire Properties. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services at scale through a large network of financial advisors.

Timothy Hanlon is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Bank of America, Blue Bird Investment Advisory LLC, and four years as a self-employed professional. 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 offers model-based and discretionary investment strategies supported by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Hale is a financial advisor with Ameriprise in Rogersville, MO, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining algorithmic tools and research-driven strategies to develop tax-efficient withdrawal plans and income recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions.