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 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.

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.

Adria Schmidtke is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Her prior experience includes roles at Wintrust Wealth Management, Ally Invest Securities, Morgan Stanley Private Bank, Morgan Stanley, and Wayne Hummer Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio models and technology tools to support advisors.

Ashlyn Gibbs is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. She has held roles at MML Investors Services and MassMutual Life Insurance Co, and has been involved with local community sports organizations including Springfield Legends Soccer Club and Allison Sports Complex. MassMutual Investors Services is a subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning and asset management services, using firm-approved software to analyze client goals and deliver written recommendations.

Jake Parker is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Abernathy Roofing and Construction and spent two years at the Barnabas Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Thomas Kissee is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Kevin Phillips is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Purina. 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 investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services, operating under a fiduciary standard.

Cynthia Peters is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Company Inc since 2009. Outside of her advisory role, Peters serves as News Director for Missouri Possum Radio, where she provides daily headline news and voiceover work. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, applying forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Steven Green is a financial advisor at LPL Financial with 40 years of industry experience. He has held roles at LPL Financial since 2004, with a break from 2014 to 2023 when he worked at Royal Alliance, and a brief tenure at Raymond James Financial Services in 2002-2003. He holds Series 63 and Series 66 licenses. Outside of his advisory work, Green owns a home-based business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, leveraging research model portfolios and various investment strategies with support from machine-learning tools.

Sarah Hanafin Justice is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held roles at Morgan Stanley since 2013, with a two-year period at Wells Fargo Clearing Services LLC. Outside of her advisory work, she serves as treasurer for The Road Church in Clever, Missouri, and is a commissioned notary public. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various investment programs and affiliated entities.

Gregory Ramsey is a financial advisor with Cetera and holds a Series 66 credential. He has 20 years of industry experience and is based in Springfield, MO. Ramsey has been associated with Cetera since 2004 and also serves as a shareholder in KPM CPAs, a public accounting firm. He is involved in several technology service ventures, including KPM Technology, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Gregory Boehne is a financial advisor with OSAIC in Rogersville, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Precision Retirement Group, Sagepoint Financial, and AIG American General Life Insurance Company. Boehne serves on the board of the Jefferson Club at the University of Missouri and participates in other nonprofit and advocacy organizations related to the university and agricultural research. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations, offering a range of brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

James Lewis is a CFP® and CPA with 25 years of experience in the financial services industry. He is currently with Cetera and has held roles at McCullough and Associates and KPM Wealth Advisors. Lewis also provides tax and accounting services and financial consulting through his own practices, including BRS CPAs & Advisors and BRS Wealth Management LLC. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors, offering portfolio management, financial planning, and access to third-party managers across a variety of program structures.

Jeffrey Werner is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, following 11 years at INVEST Financial Corporation and over 30 years at Central Bank. 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 and access to third-party asset managers, and supports investment advisers with research, technology, and diversified platform options.

Jodi Stokes is a financial advisor at LPL Financial in Springfield, MO, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Piccolo and Mexican Villa. She is involved with the Community Foundation of the Ozarks in a community and charitable capacity. 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 research and technology tools.

Jordan Wright is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at Northwestern Mutual and American National Property and Casualty Company. His outside business activities include providing life, disability, and long-term care insurance services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Michael Cardwell is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His work history includes roles at Suddenlink, RTN Network, Mediacom, and PFS Investments Inc., alongside a long tenure with Primerica Financial Services since 2000. Outside of advisory work, he is involved in regional sales for a fiber internet company and works as a delivery driver for Uber Eats and DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.