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Alicia D

Series 66

Republic, MO

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Navaar B

Series 66

Ozark, MO

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sandra K

Series 63, Series 66

Springfield, MO

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason F

Series 66

Springfield, MO

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management ESG / Sustainable investing Military & Veterans Values-based investing Religious/faith focused
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David T

CFP®, Series 66

Nixa, MO

LPL Financial

David Taylor is a CFP® professional with 18 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, and has a concurrent affiliation with INVEST Financial Corp dating back to 2007. Outside of his advisory roles, he is also an insurance agent with Investor Services Insurance Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of over 22,800 advisors and extensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thelma R

Series 63, Series 65

Springfield, MO

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Trevor E

Series 66

Springfield, MO

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tristan J

Series 66

Springfield, MO

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sarah R

Series 65, Series 63

Springfield, MO

LPL Financial

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 career 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 provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Justin H

Series 66

Springfield, MO

Edward Jones

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.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Michael W

Series 66

Springfield, MO

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Eric K

Series 63, Series 65

Springfield, MO

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sidney S

CFP®, Series 66

Nixa, MO

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Thomas S

Series 66

Springfield, MO

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Sharina S

Series 63, Series 65, Series 66

Springfield, MO

LPL Financial

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. Her prior roles include positions at Simmons Bank, Morgan Stanley, and Mass Mutual. She also serves as an adjunct instructor of Business Administration at Ozarks Technical Community College. 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. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kenneth W

Series 63, Series 65

Springfield, MO

STIFEL

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.

General retirement planning Income planning
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Matthew G

Series 65, Series 63

Springfield, MO

LPL Financial

Matthew Greenwalt Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations. He began his advisory career in 2025 and has prior work experience that includes roles at Longhorn Steakhouse and Missouri State University. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Darcy P

CFP®, Series 66

Springfield, MO

Wells Fargo Advisors

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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Michael B

Series 63, Series 66

Springfield, MO

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Zachary M

Series 66

Springfield, MO

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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