Dana Lassley is a financial advisor with OSAIC, holding the ChFC® designation and the Series 63 license, with 28 years of industry experience. Prior to joining OSAIC in 2024, Lassley spent ten years at Securities America Advisors, Inc. In addition to advisory work, Lassley is involved in managing fixed life and health insurance and fixed interest annuities through Missouri Financial Group, including serving as a managing member and general agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party programs to construct diversified portfolios across various asset classes.

Daniel Malachowski is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at First Financial Equity Corporation and Neidiger, Tucker, Bruner, Inc. Outside of financial services, he serves on the board of the Developmental Center of the Ozarks and coordinates community mural projects through Chroma. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, institutional, and corporate clients using multi-manager platforms that include affiliated and third-party portfolio managers across various program structures.

Jeremiah Melton is a Series 66 licensed financial advisor at Edward Jones in Springfield, MO, with 18 years of industry experience, all spent at Edward Jones. Outside of his advisory work, he is involved in dog breeding. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial services through a large national network of advisors and branch offices.

John Rubin is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Ameriprise in Springfield, MO. He has four years of industry experience, including prior work at Northwestern Mutual and Missouri State University. Rubin serves on the Board of Directors for Sculpture Walk Springfield. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paula Dougherty is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, Paula serves on the Board of Directors for the Generosity Collective and the Nominating Committee for the Mercy Foundation. She is also an author of a forthcoming book titled "You Know What? 8 Life Lessons on Remaining Positive, Regaining Hope, and Going After Your Dreams." Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement, combining research-driven modeling and tax-efficient strategies. The firm serves clients with substantial investable assets through a range of advisory, brokerage, and insurance solutions.

Ethan Straus is a Financial Advisor at Merrill Lynch Wealth Management in Springfield, Missouri. He works with clients to develop financial strategies utilizing the tools and resources of the Merrill and Bank of America enterprise, which may include banking, lending, and investing services. Ethan partners with individuals, families, and businesses, focusing on long-term relationships beyond account management by leveraging a team approach to understand client priorities and guide them through evolving financial needs. His expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Born and raised in Springfield, he holds a bachelor's degree in Finance and a Master of Business Administration (MBA) from Missouri State University. He also holds the Personal Investment Advisor (PIA) professional designation. Ethan values family connections and aims to support not only his clients but their families as well. Outside of his professional work, he enjoys fishing, golfing, hiking, hunting, spending time with his family, traveling, and watching movies.

Whitney Day is a financial advisor at Edelman Financial Engines with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at American Harvest Financial LLC, Mutual of Omaha Insurance Company, and several other firms. Whitney was also the owner and advisor of Day Financial LLC, a financial planning business that is currently in the process of dissolution. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Lisa Jordison is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2019. Prior to that, she was with Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2019. Her spouse owns Cornerstone Foodservice Advisors, LLC, a business unrelated to investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Tracy Bevel is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2023, Bevel worked at several firms including Securities America Advisors, Stifel Nicolaus & Co Inc, and Metlife Securities Inc. Outside of advisory work, Bevel is a part-owner of a local restaurant, Pitch Pizza & Pub, through Clancy’s Adventure, LLC, and is a notary public in Missouri. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

Chien I Lai is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of advising, he is the president and owner of Excalibur Food, LLC, a real estate holding company in Springfield, MO. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Eric Griessel is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2009. In addition to his advisory role, he owns and operates a small CPA practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored risk profiling and analytical tools.

John Stewart is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Stewart serves as Vice President and board member of the MU Alumni Association and is on the Board of Directors for the Price Cutter Charity Championship. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory services to both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools.

John Parker Jr. is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Aaron Garrett is a financial advisor with LPL Financial in Springfield, MO. He holds a Series 66 designation and has nine years of industry experience. He has been with LPL Financial since 2016 and concurrently works at The Bank of Missouri since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, multiple advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of portfolio strategies.

Michael Sisney is a Series 66 licensed financial advisor with LPL Financial in Springfield, MO, where he has worked since 2012. He has 22 years of experience in the industry and also serves as Senior Vice President and Mortgage Loan Officer at State Bank of Southwest Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolio options.

Ryan Aubuchon is a CFP® professional with 20 years of industry experience. He is currently with Ameriprise Financial Services, LLC and has previous experience at Edward Jones and Lockton Companies. He serves on the boards of Springfield South Kiwanis and Springfield North Kiwanis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Trenton Feuerbacher is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families make informed financial decisions with confidence through personalized financial planning and investment management. Trenton began his career as a Client Associate, gaining a comprehensive understanding of wealth management to create a seamless experience for his clients. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is committed to building long-term relationships and helping clients navigate important financial decisions by developing tailored strategies that align with their unique goals and values. Trenton holds a Bachelor's Degree from Missouri State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with the Lost and Found Grief Center and serves on its Jr Board. Outside of work, he enjoys boating, football, golfing, ice hockey, music, spending time with his family, and traveling.

David Snodderly is a CFP® professional at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2022, he worked at American Fidelity Assurance Company and served in the US Army. He is a trustee of Veterans of Foreign Wars Post 3404, where he reviews financial statements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Brian Verdier is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation. He has one year of experience in the financial industry, having joined Edward Jones in 2026 after a 22-year career at AT&T. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Christopher Obert is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families develop long-term investment strategies focusing on retirement, legacy, and family wealth. His client base includes successful professionals, business owners, and retirees seeking clarity in wealth management, retirement income planning, business liquidity events, education funding, and multigenerational legacy considerations. Before joining Merrill in 2022, Christopher was an associate financial advisor at Ameriprise Financial, where he managed financial planning and portfolio management. He holds the Accredited Portfolio Management Advisor™ (APMA™) designation and is a Certified Financial Planner (CFP). He earned both a Bachelor of Science degree in Finance and a Master of Business Administration (MBA) from Missouri State University, where he also completed a graduate certificate in International Business. Christopher is active in his community, serving on the board of Rotaract Springfield and as a member of the Springfield Sertoma Club. He enjoys basketball, football, and golfing, and values family time with his wife and young son.