Kyle Borneman is a financial advisor with Ameriprise in Springfield, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, offering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice, delivering recommendations through a centralized consulting team while emphasizing products from affiliated firms.

Jeffrey Brummet is a financial advisor with Stifel in Springfield, MO, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Stifel since 1989 and has concurrently managed Brummets Food Mart since 1981. Outside of his advisory role, he manages a working farm running a cow herd and hay crop and is involved in a fireworks sales business. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

James Chaney is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked with Cetera Wealth Services since 2017 and has prior experience at Girard Securities and Oppenheimer. He also operates a separate business under the name Chaney Asset Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and managerial options.

Bryan Bowles is a financial advisor with LPL Financial in Springfield, MO, holding Series 63 and Series 65 designations and over 34 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and operating several entities under his own name. He also has a sole proprietorship involved in tractor pulling activities outside of his investment business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of representatives. The firm offers a wide array of advisory programs, financial planning, and portfolio management services supported by in-house and third-party research.

Virginia Kiss is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates, Infinex Investments Inc, Macatawa Bank, and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market simulations.

Aaron Meusborn is a financial advisor with Edward Jones in Springfield, MO, holding CFP®, ChFC®, and Series 66 credentials and bringing seven years of industry experience. He previously worked at Great Southern Bank from 2015 to 2019. Outside of his advisory role, he is a 50/50 partner in two real estate LLCs focused on purchasing rental properties and employing property management companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Joseph Sands is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Phillip Johnson is a financial advisor with Ameriprise in Springfield, MO, holding Series 66 and Series 63 designations and 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1992. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Diana De Ford is a financial advisor at Morgan Stanley with six years of industry experience. She has been with Morgan Stanley since 2019 and previously worked with General Council Assemblies of God, World Missions from 2014 to 2018. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Christopher Marshall is a Series 66-licensed financial advisor with Edward Jones in Springfield, MO, where he has worked since 2012. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.