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.

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.

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.

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.

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.

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.

Joshua Kitchin is a financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014 and holds a Series 66 designation. Outside of his advisory work, he is an ordained minister who performs wedding ceremonies. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a range of advisory and investment solutions, 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 national network of financial advisors and branch offices.

Brian Lumley is a financial advisor with Raymond James Financial in Springfield, MO, holding Series 65 and Series 63 designations and with 27 years of industry experience. He has been with Raymond James Financial Services since 1999 and has operated Diamond L Ranch since 2008. Lumley owns a support company, Pinnacle Advisors, which is transitioning to Workplace Savings Group as of 2024. 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 advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Goodall is a financial advisor with Morgan Stanley in Springfield, MO, holding Series 63 and Series 66 credentials and having three years of industry experience. His prior roles include positions at Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. He is also licensed as an insurance broker for non-registered insurance products. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

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.

Toby Johnston is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at LPL Financial, Commercial Bank, and Cetera Advisors. He also has experience assisting clients with financial and retirement planning through Forrest T. Jones & Co. and with insurance products at Fidelity Security Life Insurance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and ongoing advice.

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 credentials and 34 years of industry experience. He has previously operated under several business names including Bowles Group, INC and Bryan Lusk Group, and has worked with Waddell & Reed, Inc. for 29 years. Outside of advisory work, he is involved in tractor pulling as a sole proprietorship. 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging advisor-facing tools and a large network of over 22,800 advisors.