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.

Eric Gaisford is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Questar Asset Management. Outside of his advisory role, Gaisford serves as Chairman of the Board for the nonprofit Dogwood Ranch. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts, with portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

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.

Aaron Morrison is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.