Sarah Hanafin Justice is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held roles at Morgan Stanley since 2013, with a two-year period at Wells Fargo Clearing Services LLC. Outside of her advisory work, she serves as treasurer for The Road Church in Clever, Missouri, and is a commissioned notary public. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various investment programs and affiliated entities.

Gregory Ramsey is a financial advisor with Cetera and holds a Series 66 credential. He has 20 years of industry experience and is based in Springfield, MO. Ramsey has been associated with Cetera since 2004 and also serves as a shareholder in KPM CPAs, a public accounting firm. He is involved in several technology service ventures, including KPM Technology, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

James Lewis is a CFP® and CPA with 25 years of experience in the financial services industry. He is currently with Cetera and has held roles at McCullough and Associates and KPM Wealth Advisors. Lewis also provides tax and accounting services and financial consulting through his own practices, including BRS CPAs & Advisors and BRS Wealth Management LLC. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors, offering portfolio management, financial planning, and access to third-party managers across a variety of program structures.

Jeffrey Werner is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, following 11 years at INVEST Financial Corporation and over 30 years at Central Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports investment advisers with research, technology, and diversified platform options.

Jodi Stokes is a financial advisor at LPL Financial in Springfield, MO, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Piccolo and Mexican Villa. She is involved with the Community Foundation of the Ozarks in a community and charitable capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Michael Cardwell is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His work history includes roles at Suddenlink, RTN Network, Mediacom, and PFS Investments Inc., alongside a long tenure with Primerica Financial Services since 2000. Outside of advisory work, he is involved in regional sales for a fiber internet company and works as a delivery driver for Uber Eats and DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Dana Lassley is a financial advisor with OSAIC, holding the ChFC® designation and the Series 63 license, with 28 years of industry experience. Prior to joining OSAIC in 2024, Lassley spent ten years at Securities America Advisors, Inc. In addition to advisory work, Lassley is involved in managing fixed life and health insurance and fixed interest annuities through Missouri Financial Group, including serving as a managing member and general agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party programs to construct diversified portfolios across various asset classes.

Daniel Malachowski is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at First Financial Equity Corporation and Neidiger, Tucker, Bruner, Inc. Outside of financial services, he serves on the board of the Developmental Center of the Ozarks and coordinates community mural projects through Chroma. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, institutional, and corporate clients using multi-manager platforms that include affiliated and third-party portfolio managers across various program structures.

Jeremiah Melton is a Series 66 licensed financial advisor at Edward Jones in Springfield, MO, with 18 years of industry experience, all spent at Edward Jones. Outside of his advisory work, he is involved in dog breeding. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial services through a large national network of advisors and branch offices.

John Rubin is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Ameriprise in Springfield, MO. He has four years of industry experience, including prior work at Northwestern Mutual and Missouri State University. Rubin serves on the Board of Directors for Sculpture Walk Springfield. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paula Dougherty is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, Paula serves on the Board of Directors for the Generosity Collective and the Nominating Committee for the Mercy Foundation. She is also an author of a forthcoming book titled "You Know What? 8 Life Lessons on Remaining Positive, Regaining Hope, and Going After Your Dreams." Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement, combining research-driven modeling and tax-efficient strategies. The firm serves clients with substantial investable assets through a range of advisory, brokerage, and insurance solutions.

Mason Jasper is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior work includes service in the U.S. Navy and roles at Spokane Falls Community College and Gearhead Outfitters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and planning across various financial topics without discretionary trading authority.

Ethan Straus is a Financial Advisor at Merrill Lynch Wealth Management in Springfield, Missouri. He works with clients to develop financial strategies utilizing the tools and resources of the Merrill and Bank of America enterprise, which may include banking, lending, and investing services. Ethan partners with individuals, families, and businesses, focusing on long-term relationships beyond account management by leveraging a team approach to understand client priorities and guide them through evolving financial needs. His expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Born and raised in Springfield, he holds a bachelor's degree in Finance and a Master of Business Administration (MBA) from Missouri State University. He also holds the Personal Investment Advisor (PIA) professional designation. Ethan values family connections and aims to support not only his clients but their families as well. Outside of his professional work, he enjoys fishing, golfing, hiking, hunting, spending time with his family, traveling, and watching movies.

Whitney Day is a financial advisor at Edelman Financial Engines with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at American Harvest Financial LLC, Mutual of Omaha Insurance Company, and several other firms. Whitney was also the owner and advisor of Day Financial LLC, a financial planning business that is currently in the process of dissolution. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Lisa Jordison is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2019. Prior to that, she was with Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2019. Her spouse owns Cornerstone Foodservice Advisors, LLC, a business unrelated to investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Tracy Bevel is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2023, Bevel worked at several firms including Securities America Advisors, Stifel Nicolaus & Co Inc, and Metlife Securities Inc. Outside of advisory work, Bevel is a part-owner of a local restaurant, Pitch Pizza & Pub, through Clancy’s Adventure, LLC, and is a notary public in Missouri. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Chien I Lai is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of advising, he is the president and owner of Excalibur Food, LLC, a real estate holding company in Springfield, MO. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Eric Griessel is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2009. In addition to his advisory role, he owns and operates a small CPA practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored risk profiling and analytical tools.

John Stewart is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Stewart serves as Vice President and board member of the MU Alumni Association and is on the Board of Directors for the Price Cutter Charity Championship. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory services to both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools.