Xueyang Zhang is a financial advisor with Ameriprise in Springfield, MO, holding a Series 66 designation and one year of industry experience. Their work history includes five years with Ameriprise and four years at Missouri State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tyler Lumley is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at several educational institutions, including Seymour Schools and Southwest Baptist University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm focuses on tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients in implementing recommendations through various advisory programs.

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 financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Central Investment Advisors, Mid-Missouri Bank, and Great Southern Bank, as well as experience at Missouri State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Marquisse Taylor is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services, he worked at MassMutual Life Insurance Company, Regions Bank, Hancock Whitney Bank, and Academy Sports + Outdoors. Outside of finance, he is a co-owner of Limelight Salon, a beauty salon in Springfield, MO, and serves on the board of directors for Habitat for Humanity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and specialized planning programs such as divorce planning and estate settlement.

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.

Nicholas Bogani is a financial advisor at LPL Enterprise with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise, his work history includes roles at Taco Bell, Best Buy, and various academic institutions. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

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.

Haley Price is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Her background includes roles at Affinity Wealth Partners and Raymond James Financial Services, as well as employment at Target. She also served on the Springfield Park Board from 2017 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

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.

Ryan Patterson is a financial advisor at Raymond James Financial with 26 years of industry experience. He has worked at Merrill for 12 years before joining Raymond James Financial Services Advisors, Inc. in 2017. Patterson is the owner of Affinity Wealth Partners, a support company based in Springfield, MO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Amber Vanderwal is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise Financial Services LLC and IG Wealth Management. Outside of finance, she instructs indoor cycling classes at a fitness studio in Springfield, MO, and at a gym in Kansas City, MO. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 financial advisor with Ameriprise in Springfield, Missouri, holding a Series 66 designation and 11 years of experience at the firm. She also serves on the Board of Directors and as the Nominating Committee Chair for the Junior League of Springfield, Missouri. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Adam Blanch is a financial advisor with Edward Jones in Marshfield, Missouri, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved in property management through Blanch Management LLC and operates a local laundromat, Blue Jay Laundry. 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 and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual 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.