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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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 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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher N

Series 63, Series 65, Series 66

Springfield, MO

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Shannon B

Series 66

Springfield, MO

Merrill

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.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Parents
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Jessica P

Series 66

Springfield, MO

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mc Kenna S

Series 66

Springfield, MO

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Phillip N

Series 63, Series 65

Springfield, MO

STIFEL

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.

General retirement planning Income planning
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Joseph F

Series 63, Series 65

Springfield, MO

Wells Fargo Advisors

Joseph Froehle II 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 a continuous tenure within Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm integrates advisory services with other financial products and referral channels, providing a comprehensive approach to financial planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kimberly G

CFP®, Series 63

Springfield, MO

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Skylar S

CFP®, Series 66

Springfield, MO

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Seth M

Series 66

Springfield, MO

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Charles L

Series 63, Series 66

Springfield, MO

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Donna T

Series 66

Springfield, MO

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Samuel M

Series 66

Springfield, MO

Morgan Stanley

Samuel Morris is a financial advisor with Morgan Stanley in Springfield, MO, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning agreements.

General estate planning guidance
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Stephanie H

Series 66

Springfield, MO

LPL Financial

Stephanie Hohenshell is a financial advisor with LPL Financial and holds a Series 66 designation. She has three years of industry experience, including prior roles at OSAIC and American Portfolios Financial Services. Since 2014, she has been involved with Hohenshell Agency, an independent business entity. 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 and brokerage services, employing various investment approaches and third-party management options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kelly P

CFP®, Series 66

Springfield, MO

Cetera

Kelly Parker is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with Cetera. Parker has held roles at Cetera Investment Advisers LLC since 2003 and operates Zynergy Financial Group LLC, which includes both financial services and a CPA practice. Outside of financial advising, Parker is an owner of Chicks R Us LLC, a restaurant business formed to pursue a fast food dining franchise. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nicholas S

Series 66

Springfield, MO

LPL Financial

Nicholas Sheppard is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera, Renaissance Financial, Minnesota Life Insurance Company, and Securian Financial Services. In addition to his advisory role, he is involved with Nexus Wealth Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joshua K

Series 66

Ozark, MO

Edward Jones

Joshua Kitchin is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he is an ordained minister and performs wedding ceremonies approximately once a year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brian L

Series 63, Series 65

Springfield, MO

Raymond James Financial

Brian Lumley is a financial advisor with Raymond James Financial in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James Financial since 1999 and owns Pinnacle Advisors, a support company. Lumley is also an independent contractor with Workplace Savings Group, which has succeeded Pinnacle Advisors. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by risk profiling and analytical modeling, and maintains notable programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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