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 licenses and bringing 25 years of industry experience. His career includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he is involved in several investment-related business ventures, including full ownership of GOCO Enterprises, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm’s approach combines proprietary research and planning tools to produce tailored recommendations across various planning areas, delivered on a discrete engagement basis.

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.

Nichole Rucker is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. She holds the Series 66 designation and is based in Ozark, Missouri. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Walt Axtell is a financial advisor with LPL Financial in Springfield, MO, holding CFP® and ChFC® designations and over 31 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and Ameriprise. In addition to his advisory work, he is involved with River Rock, a business entity for tax and investment purposes unrelated to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

William Garrison is a financial advisor at Ameriprise with 31 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining Ameriprise in 2023, he worked for Morgan Stanley Smith Barney LLC for 14 years. 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 recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Brandon Stutzman is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary research with quantitative and algorithmic methods, and serves as a commodity pool operator while advising multiple registered investment companies.

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 Luetkemeyer is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has held positions at several major firms, including Wells Fargo Clearing, Morgan Stanley, and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary investment research.

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 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'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 for seven years. Outside of her advisory role, she co-owns and manages a short-term rental property through an LLC. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process that emphasizes model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting both discretionary and advisor-managed strategies.

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 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 the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Wells Fargo Clearing Services, LLC, JPMorgan Chase Bank, N.A., and AT&T. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.