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.

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.

Sandra King is a financial advisor based in Springfield, MO, affiliated with LPL Financial. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining LPL Financial in 2017, she worked at Investment Centers of America, Inc. for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment management supported by LPL Research, third-party subadvisors, and technology-driven tools.

Jason Fetty is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 credential with five years of industry experience. He previously served five years in the United States Army Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large national network of advisors and branches.

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, holding a Series 66 designation and four years of industry experience. He has worked at several firms, including Simmons Investment Services and Questar Capital Corporation. Erickson is also a notary in Springfield, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 65 and Series 63 credentials and bringing 11 years of industry experience. Her prior work includes roles at Oakstar Bank & Trust, Simmons Bank, and Arvest Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and technology-driven portfolio solutions.

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, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes nearly three decades at Waddell & Reed, Inc., and leadership roles in his own wealth management entities prior to joining LPL Financial. LPL Financial serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with options for discretionary and non-discretionary management, supported by in-house and third-party research.

Thomas Sullivan Jr. is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of experience in the financial industry and previously worked in the vacation ownership sector for over a decade. Outside of his advisory role, he manages a business focused on acquiring and renovating distressed residential properties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client goals.

Sharina Smith is a financial advisor with LPL Financial in Springfield, MO, holding Series 63, 65, and 66 licenses and nine years of industry experience. She has previously worked at firms including Morgan Stanley and Mass Mutual, and has been an adjunct instructor of Business Administration at Ozarks Technical Community College since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Kenneth Williams is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning models developed by its Investment Strategy Group, providing guidance intended as a basis for client decisions.

Matthew Greenwalt Jr. is a financial advisor with LPL Financial in Springfield, MO. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to joining LPL Financial, he has experience in education and hospitality, including roles at Missouri State University and Longhorn Steakhouse. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support various investment strategies.

Darcy Parrish is a CFP®-credentialed financial advisor with 17 years of industry experience, currently affiliated with Wells Fargo Advisors in Springfield, MO. He has worked with Wells Fargo Clearing since 2016 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a 401(k) plan and coaches baseball and basketball for Nixa Public Schools. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and develops tailored recommendations supported by Wells Fargo’s research and tools, with clients able to decide how to implement those recommendations through various firm programs.