David Taylor is a financial advisor with LPL Financial who holds the CFP® designation and Series 66 license, with 18 years of industry experience. He has worked at LPL Financial since 2018 and has been associated with INVEST Financial Corp since 2007. Outside of advisory services, he is also an agent for non-variable insurance through Investor Services Insurance Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of representatives. The firm offers financial planning, various advisory programs, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from multiple sources.

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.

Sidney Scorse III is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he was involved with Four Scorse Partnership, LLC for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

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.

Michael Bennitt is a financial advisor with Ameriprise in Nixa, Missouri, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at World Equity Group, Securities America, and Questar Asset Management. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized process that supports advisors with algorithmically generated, customizable retirement income plans.

Zachary Mcmillan is a financial advisor with Ameriprise in Buffalo, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Penney Murray & Associates at Ameriprise Financial since 2015. Outside of his advisory role, he works as a housekeeper at Mt. Olive Church. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-based modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jonathan Morse is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and previously held positions at Bank of America, N.A. and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Samuel Ackerman is a financial advisor with Ameriprise in Springfield, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, Ackerman serves on the Board of Directors for the Enhanced Enterprise Zone as a city representative. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income advice.

Todd Mericle is a financial advisor with Edward Jones in Springfield, MO, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Duke Carlton is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise for five years and has experience in both the financial and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, supported by research and various portfolio management options.