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Belinda R
Series 66
Springfield, MO
LPL Financial
Belinda Rogers is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Commerce Bank and Edward Jones, spanning from 2018 to the present. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and various investment strategies.
Lisa H
CFP®, Series 66
Springfield, MO
LPL Financial
Lisa Hamilton is a CFP® with 10 years of experience in the financial services industry. She currently works at LPL Financial and has previously been employed by U.S. Bancorp Investments, Inc., Money Concepts Capital Corp, and Central Methodist University. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.
William M
Series 63, Series 65
Springfield, MO
Cetera
William Miller III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Cetera and its affiliated entities since 2017 and also provides accounting and tax services through Miller & Associates CPAs and Advisors. Outside of his advisory work, Miller serves as treasurer of an investment club. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.
William M
Series 66
Springfield, MO
Cetera
William Miller Jr. is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Miller & Associates Investment Services and Miller Adkins, LLC, where he provides accounting and income tax services. He is also a member of an investment club based in Springfield, MO. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.
Julia M
Series 66
Springfield, MO
Edward Jones
Julia Mc Guire is a financial advisor at Edward Jones in Springfield, MO, with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she manages bill payables for a property management business, Yonke Properties, which she has been involved with since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.
Gene O
Series 63, Series 65
Springfield, MO
Wells Fargo Advisors
Gene O'Dell is a financial advisor with Wells Fargo Advisors in Springfield, MO, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has worked at Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, O'Dell is involved in several investment-related private companies, including GOCO Enterprises, LLC and OZFW LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and planning tools, with a range of specialized planning services available to clients meeting certain net-worth criteria.
Ashtyn E
CFA®, Series 66
Springfield, MO
Edward Jones
Ashtyn Evans is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Evans owns a rental property in Hollister, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and offices.
Walt A
CFP®, ChFC®, Series 63, Series 66
Springfield, MO
LPL Financial
Walt Axtell is a financial advisor with LPL Financial based in Springfield, MO. He holds the CFP® and ChFC® designations and has 30 years of industry experience. His prior roles include a 17-year tenure at U.S. Bancorp Investments and concurrent work with Oakstar Bank & Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research resources.
William G
Series 66, Series 63, Series 65
Springfield, MO
Ameriprise
William Garrison is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior experience includes 14 years at Morgan Stanley Smith Barney LLC before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes asset allocation, tax-aware withdrawal strategies, and Social Security claiming options, supported by investment research and algorithmic tools within a defined investment universe.
Stacey P
CFP®, Series 66
Springfield, MO
Ameriprise
Stacey Penney is a CFP® professional with 23 years of industry experience, currently advising clients at Ameriprise. She has worked with Ameriprise Financial Services since 2005 and has been part of Penney, Murray & Associates, a financial advisory branch of AXP, since 2002. Penney serves on the boards of several local organizations, including Destiny Church, the Springfield-Greene County Library, The Willow Poodle Project, and the Republic Community Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning focused on dependable income sources and withdrawal strategies.
David L
Series 63, Series 65
Springfield, MO
Ameriprise
David Luetkemeyer is a financial advisor with Ameriprise in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 12 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Sara V
Series 63, Series 66
Springfield, MO
Morgan Stanley
Sara Voss is a financial advisor at Morgan Stanley with four years of industry experience. Her prior roles include positions at LPL Financial, Commerce Brokerage Services, and Commerce Bank. Outside of finance, she has experience with entrepreneurial ventures including Creator Delights and Sun Kissed Tan Company. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.
Richard B
Series 66
Springfield, MO
Cetera
Richard Bottorf is a financial advisor with Cetera, holding a Series 66 license and having 25 years of industry experience. He has worked with Cetera since 2001 and is also involved with KPM Wealth Advisors, LLC and KPM CPAs, providing financial advisory and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning solutions, operating as a multi-manager platform with access to affiliated and third-party managers.
Abigail O
Series 66
Springfield, MO
OSAIC
Abigail O'Quinn is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for seven years. Outside of her advisory role, she is involved in brokering life and health insurance through James Financial Partners, LLC, and co-manages a short-term rental property with her husband. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through an extensive network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios that include a variety of investment products.
Christopher D
Series 66
Springfield, MO
Edward Jones
Christopher Dixon is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he was involved with West Finley Baptist Church as a pastor and with Electio Publishing as a partner. Outside of his advisory role, Dixon has experience in faith-based public speaking and has served as a church pastor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.
Beau B
Series 66
Springfield, MO
Cetera
Beau Barrett is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2006. Barrett also serves as a manager at KPM CPAs, a public accounting firm, and is involved with KPM Wealth Advisors, LLC, an investment advisory practice. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.
James M
Series 66
Springfield, MO
Cetera
James Mcintyre is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. He has been associated with Cetera since 2002 and also operates KPM CPAS, a public accounting firm. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes both affiliated and third-party model portfolios.
Ky M
Series 66
Springfield, MO
Cetera
Ky Miller is a financial advisor at Cetera with Series 66 credentials and two years of industry experience. Prior to his advisory role, he has worked as a captain and flight crewmember for FedEx Express since 2019 and was employed by GoJet Airlines from 2015 to 2019. Outside of advising, he assists with client management and introductions at Miller & Associates Investment Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with numerous program options under discretionary and non-discretionary authorities.
Preston P
Series 63, Series 65
Springfield, MO
Primerica Advisors
Preston Padgett is a financial advisor with Primerica Advisors in Springfield, MO, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and with Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Steven E
Series 66
Springfield, MO
Edward Jones
Steven Ehase is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Ehase is involved as a managing partner in a series of rental property ventures across Missouri and Florida. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.
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