Matthew Lyons is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over a decade of experience in upper-level retail management focusing on operational finances and customer relationships, he joined Merrill in 2015 to leverage their resources in helping clients achieve their goals. Matthew specializes in areas including education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Matthew holds a Bachelor of Arts degree in Business from Drury University. He is a Personal Investment Advisor (PIA) and utilizes the banking resources of Bank of America to provide integrated financial solutions, including access to Wealth Management Lending Officers and Relationship Managers. His approach centers on connecting all aspects of his clients' financial lives to prioritize and pursue goals such as retirement income, long-term care, education funding, gifting, tax minimization, wealth transfer, and estate planning. Residing in Springfield, Missouri for most of his life, Matthew is involved in community organizations such as the Arkansas Climbers Coalition, Boy Scouts of America, Lost and Found, and Trailspring. He enjoys adventure sports, boating, camping, hiking, music, rock climbing, running, soccer, spending time with his family, and traveling.

Garrett Koopmann is a Series 66 licensed financial advisor with LPL Financial, based in Springfield, MO. He has four years of industry experience, currently working with Central Investment Advisors and LPL Financial. Prior to his advisory career, he held positions at several regional banks and Missouri State University. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

Edward Adams is a financial advisor with Stifel who holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Commonwealth Financial Network and Peterson Wealth Advisors, as well as a long tenure at LexisNexis before transitioning to finance. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and modeling developed by its Investment Strategy Group to provide asset allocation and retirement planning guidance.

Aaron Morrison is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Nicholas Bogani is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various roles including positions at Taco Bell and Best Buy, as well as involvement with student organizations at the University of Wyoming. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by its research department and third-party strategists, and it also offers access to insurance products and affiliated trust and lending services.

Sayla Sherard is a Series 66 licensed financial advisor at Merrill with 7 years of industry experience. She has worked at Merrill since 2018 and previously was employed at Jack Henry & Associates for one year. Sherard serves as a board member of the Twin Oaks Country Club, a social club in Springfield, Missouri. 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 institutions.

David Mc Bride is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as a board member of the Breathless View Mountain Estates Property Owners Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and modeling techniques, while advising clients in an advisory capacity.

Marty Diebold is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Equipment Share/ES Track and Verizon Wireless. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, investment strategies, and affiliated financial services supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Ryan Groose is a financial advisor with Morgan Stanley in Springfield, MO, holding a Series 66 license and 21 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Groose is involved in agriculture as the owner of Groose Farm and Groose Farms LLC and serves as a board member for Dadeville R-II School and on the finance committee of the Missouri Cattlemen’s Association. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client goals.

Brandi Luna is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. She has worked with Cetera since 2011 and is also involved with KPM Wealth Advisors and KPM CPAs. Outside of her financial advisory roles, she works as a cosmetics consultant for Beautycounter. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management approaches through a multi-manager platform, combining affiliated and third-party model portfolios with customizable strategies.

Joseph Fetty is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Before joining Edward Jones, he worked at KCA Doors Inc. and DHPace Company, and served with the Springfield Fire Department and the United States Army. 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 provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joanna Dettmer is a Series 66-registered financial advisor with Ameriprise in Springfield, Missouri, with 11 years at the firm and three years of industry experience. She serves on the Board of Directors and as Nominating Committee Chair for the Junior League of Springfield, Missouri. 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 through a structured, collaborative approach.

Ryan Miller is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Edelman Financial Engines in 2025, he worked at Mutual of Omaha and its investor services affiliates for seven years, and at Northwestern Mutual in various capacities from 2016 to 2019. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management, serving a large client base with a variety of investment options including direct-indexing and alternative private funds.

Jerod Ostermeier is a CFP® professional with nine years of experience at Cetera and over two decades as owner of Ostermeier CPA, LLC, where he provides tax preparation and accounting services. He also owns a general investment holding company and serves as a registered agent for a consulting firm. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Darron Hemann is a financial advisor with Wells Fargo Clearing in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Morgan Stanley. Outside of finance, he owns and operates a music distribution company, DC-Jam Records, and is involved with Missourians Improving Higher Education LLC, where he participates in speaking engagements. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Belinda Rogers is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at Commerce Bank and Edward Jones. She also operates as a financial consultant under Commerce Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Carmen Laughlin is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds the Series 66 designation and previously worked at Centre Wealth Management for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning based on risk profiling and analytical modeling, and supports both retail and institutional advisory programs.

William Miller III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Cetera and its affiliated entities since 2017 and also provides accounting and tax services through Miller & Associates CPAs and Advisors. Outside of his advisory work, Miller serves as treasurer of an investment club. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Julie Billings is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her prior roles include positions at Cleveland Research Company LLC, Sanctuary Wealth, and GWFS Equities, Inc. She is currently based in Republic, MO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a broad range of portfolio management styles.

William Miller Jr. is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Miller & Associates Investment Services and Miller Adkins, LLC, where he provides accounting and income tax services. He is also a member of an investment club based in Springfield, MO. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.