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 63 and Series 65 licenses and 11 years of industry experience. He has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. Outside of advising, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and employs model-driven portfolio strategies supported by third-party asset managers and custodians.

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, N.A., Blue Bird Investment Advisory LLC, and self-employment. 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, offering model-based and discretionary strategies 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.

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.

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.

Navaar Brown is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. 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, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Sandra King is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and possessing 27 years of industry experience. She has worked at LPL Financial since 2017 and previously at Investment Centers of America, Inc. and NPB Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, including model portfolios, third-party asset management programs, and institutional platforms.

Jason Fetty is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2020 and served five years in the United States Army Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Taylor is a CFP® professional with 19 years of experience in the financial industry. He has worked at LPL Financial since 2018 and previously spent 11 years with INVEST Financial Corp. Taylor is also an insurance agent with Investor Services Insurance Inc. 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 through a large network of investment adviser representatives. The firm offers a diverse range of financial planning and portfolio management options, supported by advanced operational and research tools.

Thelma Ruff is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Metlife Securities Inc. for 18 years before joining MassMutual. She is also an independent insurance agent specializing in fixed annuities, life, accident/health, and medical-related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized financial planning using advanced tools and serves a broad client base including high-net-worth clients.

Trevor Erickson is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Simmons Investment Services, Questar Capital Corporation, and Infocus Financial Solutions. Additionally, he is a commissioned notary in Springfield. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Tristan James is a financial advisor at Osaic with a Series 66 credential. He has been with Osaic Wealth Inc. since 2026 and also has experience at James Financial Partners. Prior to his advisory roles, he worked in the food service industry and education. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Sarah Russell Frossard is a financial advisor with LPL Financial in Springfield, MO, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior work includes roles at Oakstar Bank & Trust, Simmons Bank, Arvest Wealth Management, and UMB Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions with financial planning, asset management programs, and institutional platforms.

Justin Harper is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation and four years of industry experience. He previously worked for nine years at Jack Henry and Associates before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network.

Michael Wiseman is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a silent partner in a nightclub and a member of a property investment LLC, both with no active management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. It has a large national presence with over 23,000 advisors and manages approximately $1.01 trillion in assets under management.

Eric Kurth is a financial advisor with LPL Financial based in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes nearly three decades at Waddell & Reed, Inc., followed by leadership roles at his own firms, Eric Kurth LLC and Kurth, Franck & Bowles Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with various investment platforms and operational tools, managing over $819 billion in discretionary assets through a large network of representatives.

Sidney Scorse III is a CFP® with nine years of industry experience, currently serving at Edward Jones since 2016. He holds the Series 66 designation and is based in Nixa, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.