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 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.

Ryan Flowers is a financial advisor with Edward Jones in Springfield, MO, holding the ChFC® designation and a Series 66 license. He has eight years of industry experience, including three years working at Springfield Powersports/QC Customs prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

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.

Donald Heaney is a financial advisor with Ameriprise in Springfield, MO, holding Series 65, Series 63, and Series 66 licenses and bringing 40 years of industry experience. He has worked with Ameriprise and its affiliated entity since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Anita Oplotnik is a financial advisor with Morgan Stanley in Springfield, MO, holding a Series 66 license and bringing 23 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the Board of Governors for Missouri Southern State University. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytical models.

Colby Scorse is a financial advisor at Edward Jones in Nixa, Missouri, with one year of industry experience. He holds the Series 66 designation and previously worked for New Prime INC for 12 years. 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 nationwide network of financial advisors and branch offices.

Richard Baker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at Private Client Services, Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, Baker serves as a minister with the Southern Baptist Convention and has authored publications on retirement topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by various investment strategies and technology tools.

Tammy Lewis is a Series 66 credentialed financial advisor with 21 years of industry experience, currently affiliated with Cetera in Springfield, MO. She has worked at Cetera since 2005 and previously held roles at KPM Wealth Advisors and BRS Wealth Management, where she is also owner and involved in financial planning. In addition to her advisory work, Lewis is a CPA providing tax and accounting services through a related firm. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory platform serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

Michael Esch is a financial advisor with Merrill in Springfield, MO, holding a Series 66 credential and 25 years of industry experience. He has been with Merrill since 2000 and also has worked at Bank of America since 2011. Outside of his advisory role, he is the managing member of Esch Investments, LLC, a family-owned real estate LLC. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutional entities.

Ryan Alex is a financial advisor at Morgan Stanley in Springfield, MO, holding a Series 66 designation with 20 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside broad investment and financial product services.

David Bosso is a financial advisor with Edward Jones in Springfield, MO, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various investment strategies and fiduciary advisory services through a large national network of advisors and branch offices.

John Hiles is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining Morgan Stanley in 2021. He serves on the Investment Advisory Board for the Community Foundation of the Ozarks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory approach.

Chad Page is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2014. He also has a long-standing association with Trivita dating back to 1999. 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 investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Crystal Leach is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 26 years of industry experience. She previously worked at Wells Fargo Advisors LLC from 2009 to 2018 before joining her current firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a broad network of advisors with specialized services including municipal and public-finance work.