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 Mcintyre is a financial advisor with Cetera in Springfield, MO, holding a Series 66 designation and over 26 years of industry experience. He has worked with Cetera and its affiliated entities since 2000 and operates a CPA firm, KPM CPAs, in addition to his advisory role. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that combines affiliated and third-party investment strategies.

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 Padgett is a financial advisor with Primerica Advisors in Springfield, MO, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He has been with Primerica Advisors since 2015 and affiliated with Primerica Financial Services since 2011. In addition to his advisory role, he receives compensation for sales and referrals related to loan products, home security, automation products, and other home services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through a large network of advisors who present model-based investment recommendations managed in part by unaffiliated managers.

Christopher Nyswonger is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Wells Fargo and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers services on a non-discretionary basis and incorporates an ESG eligibility framework in its investment recommendations.

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.

Tamara Messier is a financial advisor with Raymond James Financial in Springfield, MO, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Affinity Wealth Partners since 2021, following five years at Wells Fargo Clearing. 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 institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Shannon Boggs is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial advisory industry. He specializes in developing detailed wealth management strategies that align with clients' financial goals, risk tolerance, and timelines. Shannon's approach involves using diversified asset allocation models and conducting regular portfolio reviews to ensure client objectives are met and exceeded. Throughout his career, Shannon has focused on areas including family wealth management strategies, institutional investment consulting, legacy planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Shannon earned a Bachelor's Degree from the University of Missouri System. He resides in Springfield with his wife Jessica and their daughters, Chloe and Riley. In his personal time, he enjoys playing basketball, racquetball, golf, and hiking.

Kimberly Browning Clift is a financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked for the David Potter Agency, Inc. for 26 years. She holds the Series 66 designation. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Passeri is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with three years of industry experience. Before her role at Edward Jones, she worked for The Pampered Chef, Ltd. from 2017 to 2020. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mc Kenna Sweet is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. She has held roles at Cetera and KPM Wealth Advisors, as well as experience in public accounting with Abacus CPAs. Sweet supports client relations and administrative duties within both investment and accounting contexts. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and unaffiliated strategies across various program structures.

Phillip Newsome is a financial advisor with Stifel in Springfield, MO, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Stifel Nicolaus & Co since 2011. Outside of his advisory role, Newsome owns and operates Arrowhead Arms, a gunsmithing and firearms business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment methodologies developed by its Investment Strategy Group and provides a range of financial planning and asset allocation services.

Joseph Froehle II is a financial advisor with Wells Fargo Advisors in Springfield, MO, holding Series 63 and Series 65 licenses and with 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds, offering a broad range of planning options supported by Wells Fargo research and tools.

David Bell is a Series 66 licensed financial advisor with Edward Jones in Marshfield, MO, where he has worked since 2017. He has three years of industry experience and previously held positions at Price Cutter and McDonald's. Outside of his advisory work, he manages a family investment LLC called Bell Legacy Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kimberly Garrison is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association from 2009 to 2022. Outside of her advisory role, she serves on the Board of Directors for the Springfield Public Schools Foundation and acts as a Disciplinary Hearing Officer for the Supreme Court of Missouri. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

James Barainca is a financial advisor at Edward Jones in Strafford, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Skylar Smith is a CFP® professional with 13 years of experience, currently affiliated with Cetera. Smith holds partner and shareholder roles at KPM Wealth Advisors LLC and KPM CPAS PC, respectively, and serves as a board member officer for the Greene County Estate Planning Council. Smith’s background includes work at Cetera and related entities since 2015 and involvement in commercial real estate brokerage activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to a range of investment strategies and external managers.

Seth Murray is a financial advisor with Ameriprise in Springfield, MO, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns several LLCs involved in managing office expenses and commercial property. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Charles Ladd Jr. is a financial advisor with Ameriprise in Springfield, MO, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he is involved with the Twin Springs Homeowners Association in a groundskeeping capacity. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, providing detailed written recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily for clients with Ameriprise-managed accounts.

Donna Tettenhorst is a financial advisor at Merrill with 31 years at the firm and 11 years of industry experience. She holds the Series 66 designation and is based in Springfield, MO. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.