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Virginia K

Series 66

Springfield, MO

Morgan Stanley

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.

General estate planning guidance
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Aaron M

CFP®, ChFC®, Series 66

Springfield, MO

Edward Jones

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.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jasen F

CFP®, Series 63

Republic, MO

Edward Jones

Jasen Fronabarger is a Certified Financial Planner (CFP®) with 24 years of industry experience, all of which have been with Edward Jones since 2002. He also serves as an adjunct teacher at Drury University, where he teaches a sales class. 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 solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Joseph S

Series 66

Springfield, MO

Edward Jones

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.

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

Series 66, Series 63

Springfield, MO

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher M

Series 66

Springfield, MO

Edward Jones

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.

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