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.

Kyle Newbold is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He has been with Edward Jones since 2016, following prior roles at Farmers Financial Solutions and Farmers Insurance Group. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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 with Primerica Advisors in Springfield, MO, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with Primerica Advisors since 2015 and associated with Primerica Financial Services since 2014. Outside of his advisory role, he is involved in sales of loan and home security products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based strategies managed by unaffiliated asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

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 work at Blue Bird Investment Advisory LLC and self-employment. Outside of finance, he has experience with River Rock Guesthouses and Door Dash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, 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.

Gary Franklin is a financial advisor with Osaic Wealth, Inc. in Ozark, MO, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Wealthcare Asset Management, S.F. Investments Group, United Poly Systems, and Hawthorn Bank. Franklin also owns a sole proprietorship specializing in fixed index annuities and life insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to support both discretionary and non-discretionary portfolio management.

Dennis Williams is a financial advisor at Raymond James Financial Services Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Wells Fargo Advisors. Outside of his advisory role, he serves as a director for the Dr. Daniel D. & Dorothy A. Williams Foundation, which provides financial support for students pursuing careers in education. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs customized, non-discretionary planning and consulting tools to help clients meet their goals and maintains unique affiliations and advisory programs that support municipal finance and SIMPLE IRA employer services.

Alicia Dinges is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at EFCO Corporation from 2009 to 2017. Outside of advising, she is involved with Triway Group Investments LLC, a golf course investment company based in Springfield, 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 through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.