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.

Sharon Heal is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2011, following positions at Morgan Stanley and Morgan Stanley & Co. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

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 with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Ameriprise and has a background that includes roles at Missouri State University and Hobby Lobby Stores, Inc. 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 through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Boehne is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc., Boehne Financial Group, and Veterans United Home Loans. Outside of his advisory roles, he consults with school districts to help establish Medical Trusts and Special Pay Plans that provide tax benefits. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of managed account programs.

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. His prior work includes roles at Bean Counter LLC and Spectrum Accounting LLC. Outside of his advisory role, Shearrer is a football coach for Nixa Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies supported by technology tools.

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.

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 has worked previously at Wells Fargo Clearing, Smith, Moore & Co., Morgan Stanley, and Merrill. Taylor is based in Springfield, MO. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written Recommendation Reports and ongoing retirement-income planning advice, utilizing investment research and third-party data within a defined investment universe.

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 65 and Series 63 licenses with three years of industry experience. His work history includes positions at Mutual of Omaha Investor Services and Northwestern Mutual. Outside of his advisory role, he races cars as a hobby, participating in 10 to 20 races annually. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies, with implementation carried out by clients or their advisors.

Tim Franck is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously operated his own sole proprietorship and various other investment-related businesses. Franck is based in Springfield, Missouri. 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 including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Jason Gaynor is a financial advisor with LPL Financial in Springfield, MO, holding Series 65 and Series 63 licenses and having 20 years of industry experience. His prior roles include positions at Nylife Securities and New York Life Insurance, where he worked for 15 years, and he also operates Jason C. Gaynor Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.