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.

Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

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, with 19 years of industry experience. He holds a Series 66 designation and 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 advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Aaron Garrett is a financial advisor with LPL Financial in Springfield, Missouri, holding a Series 66 designation and having 10 years of industry experience. He has worked at LPL Financial since 2016 and also maintains a role at The Bank of Missouri since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with research and operational tools.

Michael Sisney is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and 22 years of industry experience. He worked at Mass Mutual Investors Services from 2004 to 2012 before joining LPL Financial in 2012. Sisney also serves as a Senior Vice President and Mortgage Loan Officer at State Bank of Southwest Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

John Dunlap Jr. is a Series 66-licensed financial advisor with Edward Jones in Nixa, MO, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large nationwide network. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ryan Aubuchon is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. His prior roles include positions 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 advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources 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.

Scott Young is a financial advisor at Edward Jones in Aurora, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014 and concurrently operates Bootleggers Restaurant and Brewery. 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.

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 clients build and execute financial strategies tailored to their priorities, including personal retirement planning, family wealth management, legacy planning, college education planning, and socially responsible investing. Chris often serves as a first advisor to professionals and couples, emphasizing investor education, transparency, and a long-term perspective on investing. Before joining Merrill Lynch in 2022, Christopher worked as an associate financial advisor at Ameriprise Financial, focusing on financial planning and portfolio management. He holds the Accredited Portfolio Management Advisor™ (APMA®) designation, is a CERTIFIED FINANCIAL PLANNER (CFP), and a Personal Investment Advisor (PIA). His academic credentials include a Bachelor of Science degree in Finance, an MBA, and a graduate certificate in International Business, all from Missouri State University. Chris's approach centers on understanding clients' life priorities and collaborating to create personalized plans. He is an active listener who seeks to grasp clients' long-term goals and financial situations. Outside of his professional work, Christopher enjoys spending time with his wife Madison and their young son. He plays golf and is involved in his community through board membership with Rotaract Springfield and participation in the Springfield Sertoma Club.

Lance Wiley is a financial advisor with Edward Jones in Springfield, MO, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2016 to 2022. Wiley serves as a board member of New Covenant Academy, a private Christian K-12 school, where he participates in monthly meetings addressing school operations. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large national network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Ashley Lawler is a Series 66 licensed financial advisor with 12 years of industry experience. She has been with LPL Financial since 2018 and worked previously at Invest Financial Corporation for five years. 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 investment management solutions supported by advanced research and technology tools.

Joshua Wells is a financial advisor with Ameriprise in Springfield, MO, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He also worked at Lowe’s and was employed at the Foster Recreation Center at Missouri State University. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Julia Ridgway is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at Merrill since 2017 and previously held positions at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and BMO Harris Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Marcelle Writer is a financial advisor with Wells Fargo Advisors in Springfield, MO, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a broad range of planning services including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with clients having flexibility in implementation through brokerage or advisory programs.