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.

Michael Horn is a financial advisor at OSAIC with 34 years of industry experience. He held a previous role at Woodbury Financial Services, Inc. for 10 years before joining OSAIC in 2024. Horn is the owner and president of Springfield Wealth Advisors, Inc., where he provides group health and life insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided asset-allocation tools and third-party platforms to support portfolio construction and management.

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.

Ryan Miller is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Edelman Financial Engines in 2025, he worked at Mutual of Omaha and its investor services affiliates for seven years, and at Northwestern Mutual in various capacities from 2016 to 2019. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management, serving a large client base with a variety of investment options including direct-indexing and alternative private 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.

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 roles include positions at Commerce Bank and Edward Jones. She also works as a financial consultant through Commerce Financial Advisors, a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Carmen Laughlin is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds the Series 66 designation and previously worked at Centre Wealth Management for nine years. 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 based on risk profiling and analytical modeling, and supports both retail and institutional advisory programs.

Lisa Hamilton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Her prior experience includes roles at U.S. Bancorp Investments and Money Concepts Capital Corp, as well as a position at Central Methodist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, and institutions with financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Julie Billings is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her prior roles include positions at Cleveland Research Company LLC, Sanctuary Wealth, and GWFS Equities, Inc. She is currently based in Republic, MO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a broad range of portfolio management styles.

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 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'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.