Nikki Diebold is a financial advisor at Edward Jones in Rogersville, MO, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Nexstar Media Group and self-employment ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Michael Pinkston is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the lead financial advisor for The PBM Group. He has been working in the financial industry since 1995, beginning his career at Merrill. Over his more than 25 years of experience, Michael has focused on building long-term client relationships and delivering customized wealth management strategies tailored to individual goals. His areas of expertise include college education planning, executive compensation, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Michael holds a Bachelor's Degree from the University of Missouri System and has earned the Personal Investment Advisor (PIA) designation. He emphasizes educating clients about how their investment portfolios align with their overall wealth management objectives. Community involvement is an important aspect of Michael's professional approach. He actively volunteers and fundraises for local non-profit organizations, including the Humane Society of Southwest Missouri and Ozarks Food Harvest, where he has also served on the board and currently sits on the foundation board. Residing in Springfield, Michael lives with his wife, Whitney, and their three children. Outside of work, he enjoys baseball, football, golfing, music, travel, and spending time outdoors.

Eric Gaisford is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Questar Asset Management. Outside of his advisory role, Gaisford serves as Chairman of the Board for the nonprofit Dogwood Ranch. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts, with portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Heather Ince is a financial advisor at Ameriprise with 36 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch and Bank of America. Ince serves on the Board of Directors for the Midwest Hemophilia Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Xueyang Zhang is a financial advisor with Ameriprise in Springfield, MO, holding a Series 66 designation and one year of industry experience. Their work history includes five years with Ameriprise and four years at Missouri State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tyler Lumley is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at several educational institutions, including Seymour Schools and Southwest Baptist University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm focuses on tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients in implementing recommendations through various advisory programs.

Matthew Lyons is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over a decade of experience in upper-level retail management focusing on operational finances and customer relationships, he joined Merrill in 2015 to leverage their resources in helping clients achieve their goals. Matthew specializes in areas including education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Matthew holds a Bachelor of Arts degree in Business from Drury University. He is a Personal Investment Advisor (PIA) and utilizes the banking resources of Bank of America to provide integrated financial solutions, including access to Wealth Management Lending Officers and Relationship Managers. His approach centers on connecting all aspects of his clients' financial lives to prioritize and pursue goals such as retirement income, long-term care, education funding, gifting, tax minimization, wealth transfer, and estate planning. Residing in Springfield, Missouri for most of his life, Matthew is involved in community organizations such as the Arkansas Climbers Coalition, Boy Scouts of America, Lost and Found, and Trailspring. He enjoys adventure sports, boating, camping, hiking, music, rock climbing, running, soccer, spending time with his family, and traveling.

Garrett Koopmann is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Central Investment Advisors, Mid-Missouri Bank, and Great Southern Bank, as well as experience at Missouri State University. 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 diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Edward Adams is a financial advisor with Stifel who holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Commonwealth Financial Network and Peterson Wealth Advisors, as well as a long tenure at LexisNexis before transitioning to finance. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and modeling developed by its Investment Strategy Group to provide asset allocation and retirement planning guidance.

Aaron Morrison is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Sayla Sherard is a Series 66 licensed financial advisor at Merrill with 7 years of industry experience. She has worked at Merrill since 2018 and previously was employed at Jack Henry & Associates for one year. Sherard serves as a board member of the Twin Oaks Country Club, a social club in Springfield, Missouri. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutions.

David Mc Bride is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as a board member of the Breathless View Mountain Estates Property Owners Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and modeling techniques, while advising clients in an advisory capacity.

Marty Diebold is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Equipment Share/ES Track and Verizon Wireless. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, investment strategies, and affiliated financial services supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Ryan Groose is a financial advisor with Morgan Stanley in Springfield, MO, holding a Series 66 license and 21 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Groose is involved in agriculture as the owner of Groose Farm and Groose Farms LLC and serves as a board member for Dadeville R-II School and on the finance committee of the Missouri Cattlemen’s Association. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client goals.

Brandi Luna is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. She has worked with Cetera since 2011 and is also involved with KPM Wealth Advisors and KPM CPAs. Outside of her financial advisory roles, she works as a cosmetics consultant for Beautycounter. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management approaches through a multi-manager platform, combining affiliated and third-party model portfolios with customizable strategies.

Joanna Dettmer is a financial advisor with Ameriprise in Springfield, Missouri, holding a Series 66 designation and 11 years of experience at the firm. She also serves on the Board of Directors and as the Nominating Committee Chair for the Junior League of Springfield, Missouri. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Ryan Miller is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and eight years of industry experience. He previously worked at Mutual of Omaha Investor Services and Northwestern Mutual in various capacities from 2016 to 2025. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm utilizes a committee-driven modeling process combined with planner-led delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Darron Hemann is a financial advisor with Wells Fargo Clearing in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Morgan Stanley. Outside of finance, he owns and operates a music distribution company, DC-Jam Records, and is involved with Missourians Improving Higher Education LLC, where he participates in speaking engagements. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Belinda Rogers is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Commerce Bank and Edward Jones, spanning from 2018 to the present. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and various investment strategies.

Carmen Laughlin is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds the Series 66 designation and previously worked at Centre Wealth Management for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning based on risk profiling and analytical modeling, and supports both retail and institutional advisory programs.