William Boehne is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has six years of industry experience. He has previously worked at Sagepoint Financial, Inc., Boehne Financial Group, and Veterans United Home Loans. Outside of his advisory role, he consults with school districts to introduce Medical Trusts and Special Pay Plans that provide tax savings for employees and districts. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Mary Friday is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Bank of America and Merrill since 2009. Outside of her advisory role, she serves as Treasurer for Norwex, a retail cleaning products corporation. 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 institutional accounts.

Joseph Shearrer is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2023, he operated Bean Counter LLC and Spectrum Accounting LLC. Outside of his advisory work, he serves as a football coach for Nixa Public Schools. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Joseph Taylor is a CFP®-designated financial advisor with Ameriprise in Springfield, MO, bringing 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Taylor serves on the board of the Pregnancy Care Center and holds leadership roles in several local homeowners associations. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sean Larson is a Series 66-licensed advisor with Thrivent Investment Management, based in Highlandville, MO. He has three years of industry experience and has held positions at Thrivent Financial, Performance Food Group, Sysco, and US Foods. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers holistic, goal-based planning using modeling tools, with options to combine planning and managed-account services under consolidated billing, while maintaining separate planning and portfolio management functions.

Gregory Bush is a financial advisor with Cetera Investment Advisers LLC, holding a Series 66 designation and eight years of industry experience. He is also a part owner of BRS CPAs and Advisors PC, a CPA firm providing tax, accounting, and attest services since 2002. In addition to his advisory role, Bush owns and operates BRS Wealth Management, focusing on financial planning and ongoing client strategy implementation. Cetera Investment Advisers provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Kelly Newbold is a CFP®-certified financial advisor with Edward Jones, based in Republic, MO. She has four years of industry experience and previously worked for Jack Henry & Associates for eleven years before joining Edward Jones in 2021. 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 and offers a broad range of advisory programs, combining extensive retail advisor coverage with affiliated capabilities such as trust services and proprietary investment products.

Kristopher Brown is a financial advisor with Edward Jones in Nixa, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Edward Jones during multiple periods since 2016 and has prior experience with JPMorgan Chase Bank and J.P. Morgan Securities in 2019. Outside of his advisory role, Brown owns Brown Brands, LLC, through which he buys and sells regular household items on Amazon and eBay. Edward Jones is a full-service wealth management firm serving a broad client base, including individual, institutional, and charitable clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Heather Taylor is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Pierce is a financial advisor with Mass Mutual Investors Services in Springfield, MO, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with MML Investors Services, LLC since 2017 and has also worked with Mass Mutual Life Insurance Co. Outside of his advisory role, he is involved in farming through Pierce Ranch Natural Beef LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved software and provides various programs including wrap accounts, money-manager programs, and educational seminars.

Dylan Price is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones for his entire career since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers both discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dalton Cloyd is a financial advisor at Ameriprise in Springfield, MO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Northwestern Mutual. Outside of finance, he races cars as a hobby, participating in 10 to 20 races annually. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through detailed Recommendation Reports and annual advice.

Tim Franck is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 credential and 17 years of industry experience. His prior roles include operating his own advisory businesses and work at Waddell & Reed, Inc. Franck has been associated with LPL Financial since 2021. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including access to model portfolios and research from multiple sources.

Jason Gaynor is a financial advisor with LPL Financial based in Springfield, MO, holding Series 65 and Series 63 credentials and possessing 20 years of industry experience. He previously worked at Nylife Securities and New York Life Insurance for 15 years and has operated his own investment services firm since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing research from LPL Research and third-party subadvisors to support diversified and tactical investment strategies.

Katie Thieman is a financial advisor with Edward Jones in Springfield, MO, holding the CFP® and ChFC® designations with 24 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she is involved as a trustee and owner of the Addleman Heritage Farm in Archie, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Jackie Weimer is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing personalized, research-driven recommendations that incorporate tax-efficient strategies and Social Security options. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

James Hallam is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience. He focuses on connecting the dots in clients' lives through strategies aimed at reaching their financial goals with minimal risk. James serves a diverse client base that includes neighbors, former schoolteachers, and business owners, applying a long-term investment approach to help clients navigate market volatility. He measures his success by client outcomes and aims to provide unbiased and knowledgeable financial guidance. James holds the Certified Plan Fiduciary Advisor® (CPFA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations. He earned his Bachelor's Degree from the University of Missouri. Throughout his career, he has worked to address clients' wealth, wishes, and values, focusing on preserving wealth across generations. Residing in Springfield with his wife and children, James participates actively in his community. He has served as president of Springfield Metro Rotary and remains involved with organizations such as Kings Way United Methodist Church, Ozarks Food Harvest, Ronald McDonald House Charities of the Ozarks, and Rotary International. His personal interests include lake life, cooking, hunting, and fishing.

Karla McCullough is a CFP®-credentialed financial advisor with 13 years of industry experience, currently serving at Cetera Investment Advisors LLC. She has worked at Cetera since 2013 and also directs McCullough and Associates, LLC, a tax and accounting service. Outside of her advisory roles, she is involved in community organizations including the Green County Estate Planning Council as a director and serves as vice president of fundraising for the Summit Intermediate PTO. Cetera Investment Advisers LLC operates as an SEC-registered multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services, leveraging its large network of advisors and affiliated managers to provide tailored investment solutions.

Connor Williams is a financial advisor at Stifel in Springfield, MO, with five years of industry experience. He holds the Series 66 designation and previously worked at Chambers Bank and Catfish Hole. Outside of his advisory role, he is involved in restaurant development through ownership in Ladder 9 Restaurant Group LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Douglas Dugal is a financial advisor with Morgan Stanley in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009, and at Citigroup Global Markets since 2003. 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 and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that leverages firm-approved tools and models but typically acts in an advisory capacity without providing individual security recommendations in standalone planning.