Karen Marsh is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is involved in maintaining rental property in Nixa, Missouri. 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 nationwide network of more than 23,000 financial advisors.

David Sanford is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has worked at Cetera and affiliated firms since 2002 and has operated Sanford & Associates in various capacities since 1997. Beyond his advisory role, Sanford owns and manages several non-investment businesses, including accounting and payroll services, retail propane companies, a software firm, and a retail boat and tackle business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management programs and financial planning services, overseeing more than $256 billion in assets and supported by over 10,000 advisors.

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.

Billy Romine is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has been associated with Cetera and its related entities since 2013. Outside of his advisory role, Romine is involved in dental and group disability income and long-term care insurance as an independent representative. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.

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.

Mary Blair is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Alex Kelly is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2024. Outside of financial advising, Kelly co-owns Zone 1 Training LLC, a baseball training business where he manages staff, clients, and business operations. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors.

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.