Rabera Moranga is a Financial Advisor at Merrill Lynch Wealth Management specializing in advising business owners, healthcare professionals, and high-income individuals facing complex financial planning decisions. Her focus includes navigating liquidity events, executive and equity compensation, succession considerations, and other periods of significant personal or organizational change. She provides structure and coordination to ensure that financial decisions are thoughtful, aligned with long-term goals, and take into account multiple priorities and entities. Rabera's experience stems from over a decade in regulated healthcare environments as a clinician and educator, which has contributed to her disciplined and compliance-oriented approach to financial planning. She collaborates with CPAs, attorneys, and banking professionals to support tax-aware financial and investment decisions. Her expertise covers family wealth management, legacy and philanthropic planning, small business strategies, and women and wealth. Rabera holds professional designations including Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her bachelor's degree from Rutgers the State University of New Jersey. Rabera is involved with several professional organizations such as the Association of African American Financial Advisors, Greene County Estate Planning Council, and the Springfield Area Chamber of Commerce's Small Business Council. She also serves as an ambassador for the Foundation for Springfield Public Schools for 2025-2026. Outside of her professional work, Rabera enjoys hiking, reading, and traveling.

Michael Wilcox is a CFP® professional with over 31 years of experience in the financial industry. He is currently affiliated with J.P. Morgan Securities and has previously worked at Charles Schwab for more than two decades. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program where clients retain final decision-making authority.

Austin Kurth is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bryan Bowles and Waddell & Reed. Outside of his advisory role, he manages a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, retirement consulting, and brokerage services supported by proprietary and third-party research and model portfolios.

Hayley Besch is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and previously worked in roles at James River Church, Werner Enterprises, and Cox Health, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

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 Knight is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked within Wells Fargo’s affiliated firms since 2016. Outside of her advisory role, she owns and operates Beth Knight PEMF, a certified practitioner business in Ozark, Missouri. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet net-worth thresholds, utilizing Wells Fargo research and tools to develop personalized recommendations.

Ron Penney Jr. is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Ameriprise since 1983, including 15 years at Ameriprise Financial Services, Inc. Penney serves as President of the Board of Directors for the Pearson Pointe Subdivision and acts as an expert witness in financial planning cases. Ameriprise offers retirement-income planning services tailored for individuals nearing or in retirement, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Blake Boyd is a financial advisor at LPL Financial with seven years of industry experience and holds the Series 66 designation. His prior roles include positions at Ameriprise Financial Services, Personal Capital Advisors Corporation, and Heim, Young & Associates Inc. He is also the owner of Belamour LLC, a business unrelated to investing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Eric Bruning is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at Cornerstone Wealth Management, LPL Financial, Great Southern Bank, University Communities, and Cardinal Group Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Timothy Armstrong is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with PFS Investments, Inc. since 2011 and Primerica Financial Services since 1998. Armstrong also engages in sales of loan and home-related products through affiliated companies and serves as president of Armstrong Group and Associates, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a model-delivery strategy supported by third-party managers and custodians.

Cassie Anderson is a financial advisor at LPL Financial with six years of industry experience. She holds Series 66 and Series 63 credentials and previously worked with Commerce Brokerage Services and Commerce Bank. She also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a wide range of advisory and brokerage services.

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.

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.