Brandon Stutzman is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His tenure at Fidelity includes roles with Fidelity Personal and Workplace Advisors and Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

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 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 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 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 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 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.

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.

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.

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 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.

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.

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.