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John P

Series 66

Springfield, MO

Edward Jones

John Parker Jr. is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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John D

Series 66

Nixa, MO

Edward Jones

John Dunlap Jr. is a financial advisor with Edward Jones in Nixa, 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 offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies General retirement planning Retired Founder/Business Owner Executive
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Trenton F

Series 66

Springfield, MO

Merrill

Trenton Feuerbacher is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families make informed financial decisions with confidence through personalized financial planning and investment management. Trenton began his career as a Client Associate, gaining a comprehensive understanding of wealth management to create a seamless experience for his clients. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is committed to building long-term relationships and helping clients navigate important financial decisions by developing tailored strategies that align with their unique goals and values. Trenton holds a Bachelor's Degree from Missouri State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with the Lost and Found Grief Center and serves on its Jr Board. Outside of work, he enjoys boating, football, golfing, ice hockey, music, spending time with his family, and traveling.

General retirement planning Retirement income strategy Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Financial Professional Young Families Parents
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Scott Y

Series 66

Aurora, MO

Edward Jones

Scott Young is a financial advisor at Edward Jones in Aurora, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014 and concurrently operates Bootleggers Restaurant and Brewery. 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.

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

Series 66

Springfield, MO

Edward Jones

Brian Verdier is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation. He has one year of experience in the financial industry, having joined Edward Jones in 2026 after a 22-year career at AT&T. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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

Series 66

Springfield, MO

Merrill

Christopher Obert is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients build and execute financial strategies tailored to their priorities, including personal retirement planning, family wealth management, legacy planning, college education planning, and socially responsible investing. Chris often serves as a first advisor to professionals and couples, emphasizing investor education, transparency, and a long-term perspective on investing. Before joining Merrill Lynch in 2022, Christopher worked as an associate financial advisor at Ameriprise Financial, focusing on financial planning and portfolio management. He holds the Accredited Portfolio Management Advisor™ (APMA®) designation, is a CERTIFIED FINANCIAL PLANNER (CFP), and a Personal Investment Advisor (PIA). His academic credentials include a Bachelor of Science degree in Finance, an MBA, and a graduate certificate in International Business, all from Missouri State University. Chris's approach centers on understanding clients' life priorities and collaborating to create personalized plans. He is an active listener who seeks to grasp clients' long-term goals and financial situations. Outside of his professional work, Christopher enjoys spending time with his wife Madison and their young son. He plays golf and is involved in his community through board membership with Rotaract Springfield and participation in the Springfield Sertoma Club.

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy Social Security optimization ESG / Sustainable investing Young Families Parents Young Professionals Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Ryan F

ChFC®, Series 66

Springfield, MO

Edward Jones

Ryan Flowers is a financial advisor with Edward Jones in Springfield, MO, holding the ChFC® designation and a Series 66 license. He has eight years of industry experience, including three years working at Springfield Powersports/QC Customs prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management General estate planning guidance Founder/Business Owner
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Ashley L

Series 66

Springfield, MO

LPL Financial

Ashley Lawler is a Series 66 licensed financial advisor with 12 years of industry experience. She has been with LPL Financial since 2018 and worked previously at Invest Financial Corporation for five years. 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 supported by advanced research and technology tools.

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

Series 63, Series 65

Springfield, MO

Ameriprise

Joshua Wells is a financial advisor with Ameriprise in Springfield, MO, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He also worked at Lowe’s and was employed at the Foster Recreation Center at Missouri State University. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

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

Series 66

Springfield, MO

Merrill

Julia Ridgway is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at Merrill since 2017 and previously held positions at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and BMO Harris Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Marcelle W

Series 63, Series 66

Springfield, MO

Wells Fargo Advisors

Marcelle Writer is a financial advisor with Wells Fargo Advisors in Springfield, MO, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a broad range of planning services including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with clients having flexibility in implementation through brokerage or advisory programs.

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

Series 66

Springfield, MO

Morgan Stanley

Anita Oplotnik is a financial advisor with Morgan Stanley in Springfield, MO, holding a Series 66 license and bringing 23 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the Board of Governors for Missouri Southern State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytical models.

General estate planning guidance
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Colby S

Series 66

Nixa, MO

Edward Jones

Colby Scorse is a financial advisor at Edward Jones in Nixa, Missouri, with one year of industry experience. He holds the Series 66 designation and previously worked for New Prime INC for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Business succession planning Business exit / sale strategy Business ownership considerations Business Financial Management Retired Founder/Business Owner Executive
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Tammy L

Series 66

Springfield, MO

Cetera

Tammy Lewis is a Series 66 credentialed financial advisor with 21 years of industry experience, currently affiliated with Cetera in Springfield, MO. She has worked at Cetera since 2005 and previously held roles at KPM Wealth Advisors and BRS Wealth Management, where she is also owner and involved in financial planning. In addition to her advisory work, Lewis is a CPA providing tax and accounting services through a related firm. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory platform serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael E

Series 66

Springfield, MO

Merrill

Michael Esch is a financial advisor with Merrill in Springfield, MO, holding a Series 66 credential and 25 years of industry experience. He has been with Merrill since 2000 and also has worked at Bank of America since 2011. Outside of his advisory role, he is the managing member of Esch Investments, LLC, a family-owned real estate LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutional entities.

Tax-loss harvesting Active portfolio management Wealth management
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Ryan A

Series 66

Springfield, MO

Morgan Stanley

Ryan Alex is a financial advisor at Morgan Stanley in Springfield, MO, holding a Series 66 designation with 20 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside broad investment and financial product services.

General estate planning guidance
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David B

Series 66, Series 63

Springfield, MO

Edward Jones

David Bosso is a financial advisor with Edward Jones in Springfield, MO, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various investment strategies and fiduciary advisory services through a large national network of advisors and branch offices.

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

Series 66

Springfield, MO

Morgan Stanley

John Hiles is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining Morgan Stanley in 2021. He serves on the Investment Advisory Board for the Community Foundation of the Ozarks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory approach.

General estate planning guidance
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Keisha L

Series 66

Springfield, MO

Merrill

Keisha Lemmon Clifford is a Financial Advisor with Merrill Lynch Wealth Management based in Springfield, Missouri. She works with individuals and families to understand their financial circumstances and develop strategies that align with their stated goals and objectives. Her practice includes investment management, retirement planning, and wealth accumulation. Clifford takes a structured approach to organizing financial information and supports clients in evaluating available options over time. She maintains ongoing communication with clients and updates strategies as their financial situations, objectives, and market conditions change. She holds the Personal Investment Advisor (PIA) designation and has completed education at Ozark's Technical Community College, as well as a High School Diploma from the Missouri Department of Elementary and Secondary Education. Outside of her professional work, Clifford enjoys adventure sports, camping, football, hiking, traveling, and spending time with her family.

Wealth management General retirement planning
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Karl K

Series 66

Springfield, MO

Merrill

Karl Kime is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2022. He works with affluent clients to develop personalized financial strategies tailored to their short- and long-term goals, focusing on areas such as college education planning, divorce transition planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. Karl emphasizes connecting all aspects of a client's financial life to prioritize and pursue meaningful goals. Karl has been in the financial services industry since 2011. He holds a Bachelor of Arts degree in Business Administration from Drury University and has earned the Personal Investment Advisor (PIA) designation. He believes that the primary challenge for long-term investors is not market volatility but rather the erosion of purchasing power due to inflation, aiming to craft plans to help clients increase their assets and potential income beyond inflation. Born and raised in southwest Missouri, Karl lives in Springfield with his wife Becky and their two children. He is active in the community, supporting organizations such as CASA of the Ozarks and the Heart of the Ozarks Sertoma Club. In his free time, he enjoys mountain biking, golf, baseball, reading, and spending time with his family.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Parents
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