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 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. 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 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.

Dalton Cloyd is a financial advisor with Ameriprise in Springfield, MO, holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, The Big Slice, and Northwestern Mutual. Outside of his advisory work, he races cars as a hobby, participating in 10 to 20 races annually. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.

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 based in Springfield, Missouri, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes roles at Nylife Securities and New York Life Insurance, where he worked for 15 years. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Katie Thieman is a financial advisor with Edward Jones in Springfield, MO, holding the CFP® and ChFC® designations and over 25 years of industry experience. She has been with Edward Jones since 1998. Outside of advising, she serves as trustee and owner of Addleman Heritage Farm in Archie, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of advisors and branch offices.

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 works closely with clients to develop personalized financial strategies that address their long-term goals, focusing on areas such as employee benefits planning, family wealth management, retirement planning, philanthropic planning, investment strategy, tax minimization, and retirement income. Throughout his career, Hallam has supported a diverse client base including neighbors, former schoolteachers, active and retired business owners, and their employees. He emphasizes a long-term investment approach to help clients navigate market volatility and measures success strictly in terms of client outcomes. Hallam 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. Hallam has resided in Springfield with his wife and children for many years. Beyond his professional work, he has been involved with organizations such as Kings Way United Methodist Church, Ozarks Food Harvest, Ronald McDonald House Charities of the Ozarks, and Rotary International.

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 with six years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2020, following roles at Chambers Bank and Catfish Hole. Outside of his advisory work, Williams is involved in quick service restaurant development through ownership of Ladder 9 Restaurant Group LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology 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 26 years of industry experience. His career includes roles at Citigroup Global Markets from 2003 to 2009, followed by over a decade at Morgan Stanley and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and serves both direct clients and employer-based financial planning agreements.

Rebecca Yasinski is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.