Blake Boyd is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Oakstar Bank, Heim, Young & Associates Inc., Empower Advisory Group, Personal Capital Advisors Corporation, Ameriprise Financial Services, Inc., and R&L Carriers. He is the business owner of Belamour LLC, a non-investment related venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with investment strategies encompassing model portfolios, subadvisors, and customized approaches.

Alex Kelly is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he co-owned Zone 1 Training LLC, a baseball training business, where he managed staff, accounting, budgets, and marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of advisors and offices. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, as well as affiliated mutual funds and other financial services.

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.

David Oplotnik is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. He has been with Morgan Stanley and its Private Bank for one year. Prior to joining Morgan Stanley, he worked in the furniture industry for three years and has experience in insurance and education sectors. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured processes and employs advanced modeling tools in its planning services.

Timothy Armstrong is a financial advisor with Primerica Advisors in Springfield, MO, holding Series 65 and Series 63 licenses and with 15 years of industry experience. He has worked at PFS Investments, Inc. and Primerica Financial Services since 1998. Armstrong also 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-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and offers limited discretionary separately managed account options.

Cassie Anderson is a financial advisor with LPL Financial in Springfield, MO, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her career includes roles at Commerce Brokerage Services and Commerce Bank, as well as time at Missouri State University. She is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm combines extensive advisory platforms with various financial offerings and oversees more than $819 billion in discretionary assets.

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, Questar Asset Management, Woodbury Financial Services, and Morgan Stanley. Outside of his advisory role, he serves as chairman of the board for the nonprofit Dogwood Ranch. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

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 Series 65-licensed financial advisor with Raymond James Financial, based in Springfield, MO, with three years of industry experience. Prior to his current role, he worked in education at several 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, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 Series 66 licensed financial advisor with LPL Financial, based in Springfield, MO. He has four years of industry experience, currently working with Central Investment Advisors and LPL Financial. Prior to his advisory career, he held positions at several regional banks and Missouri State University. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

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.