Stephen Mangan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously worked at Bank of America and Merrill from 2015 to 2019. 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 services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Shelley Marshall serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Springfield, Missouri. She joined Merrill Lynch and the PBM Group in 2015, bringing over 20 years of financial experience to her roles. Shelley works with clients to develop and execute tailored wealth management strategies that address various stages of their financial lives. Shelley holds a bachelor's degree in business from Drury University and a master's degree in accountancy from Missouri State University. She is a CERTIFIED FINANCIAL PLANNER® professional and began her career in public accounting, though she does not provide accounting services in her current role. Her client focus areas include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Beyond her professional work, Shelley is involved in community service as a board member of Ozark Food Harvest and the Ozark Regional YMCA. She resides in Springfield with her husband and daughter and enjoys family time and fitness activities such as hiking and yoga.

Beth Swann is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Advisors since 2016, including a prior role at A. G. Edwards & Sons, Inc. Outside of her advisory work, she owns and operates Beth Knight PEMF, a practice in Ozark, MO, where she is a certified practitioner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet net-worth thresholds. The firm emphasizes discrete planning engagements using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Mary Blair is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Blake Boyd is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Oakstar Bank, Heim, Young & Associates Inc., Empower Advisory Group, Personal Capital Advisors Corporation, Ameriprise Financial Services, Inc., and R&L Carriers. He is the business owner of Belamour LLC, a non-investment related venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with investment strategies encompassing model portfolios, subadvisors, and customized approaches.

Alex Kelly is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2024. Outside of financial advising, Kelly co-owns Zone 1 Training LLC, a baseball training business where he manages staff, clients, and business operations. 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, supported by a nationwide network of more than 23,700 financial advisors.

Ronald Speir is a financial advisor with Primerica Advisors in Springfield, MO, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies and discretionary management supported by third-party asset managers and custodians.

Benjamin Creighton is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Edward Jones, Pacific Select Distributors Inc., and Pacific Life Insurance Company. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Skyler Petruccelli is a CFP® with two years of industry experience, currently affiliated with Cetera. He has a background that includes roles at KPM Wealth Advisors and KPM CPAs. Outside of financial advising, he works as a dance instructor and creative assistant at Midwest Dance Revolution. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a diverse range of portfolio management and financial planning services through a network of over 10,000 advisors.

Casey Coring is a financial advisor at Primerica Advisors with 30 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1994. His credentials include Series 63 and Series 65 licenses. Outside of advising, he is involved in sales of loan products and home security services through affiliated companies. 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 employs a wrap-fee structure for its advisory services.

David Oplotnik is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. He has been with Morgan Stanley and its Private Bank for one year. Prior to joining Morgan Stanley, he worked in the furniture industry for three years and has experience in insurance and education sectors. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured processes and employs advanced modeling tools in its planning services.

Timothy Armstrong is a financial advisor with Primerica Advisors in Springfield, MO, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments, Inc. since 2011 and has been affiliated with Primerica Financial Services since 1998. Outside of advisory activities, he is president of Armstrong Group and Associates, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Cassie Anderson is a financial advisor with LPL Financial in Springfield, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. Her work history includes roles at Commerce Brokerage Services, Commerce Bank, and Missouri State University. She also serves as a notary. 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 portfolio management solutions, utilizing various investment strategies supported by advanced operational tools.

Nathanael Roetto is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Morgan Stanley in Springfield, MO. He previously worked at Edward Jones for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct-to-individual and corporate financial planning services.

Nikki Diebold is a financial advisor at Edward Jones in Rogersville, MO, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Nexstar Media Group and self-employment ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Michael Pinkston is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the lead financial advisor for The PBM Group. He has been working in the financial industry since 1995, beginning his career at Merrill. Over his more than 25 years of experience, Michael has focused on building long-term client relationships and delivering customized wealth management strategies tailored to individual goals. His areas of expertise include college education planning, executive compensation, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Michael holds a Bachelor's Degree from the University of Missouri System and has earned the Personal Investment Advisor (PIA) designation. He emphasizes educating clients about how their investment portfolios align with their overall wealth management objectives. Community involvement is an important aspect of Michael's professional approach. He actively volunteers and fundraises for local non-profit organizations, including the Humane Society of Southwest Missouri and Ozarks Food Harvest, where he has also served on the board and currently sits on the foundation board. Residing in Springfield, Michael lives with his wife, Whitney, and their three children. Outside of work, he enjoys baseball, football, golfing, music, travel, and spending time outdoors.

Eric Gaisford is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Questar Asset Management. Outside of his advisory role, Gaisford serves as Chairman of the Board for the nonprofit Dogwood Ranch. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts, with portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Heather Ince is a financial advisor at Ameriprise with 36 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch and Bank of America. Ince serves on the Board of Directors for the Midwest Hemophilia Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Xueyang Zhang is a financial advisor with Ameriprise in Springfield, MO, holding a Series 66 designation and one year of industry experience. Their work history includes five years with Ameriprise and four years at Missouri State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tyler Lumley is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at several educational institutions, including Seymour Schools and Southwest Baptist University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm focuses on tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients in implementing recommendations through various advisory programs.