Tony Kinnaird is a CFP® with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory work, he is involved in a tree and cattle farm in Raymondville, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Krystal Korman is a Series 66 credentialed financial advisor with Edward Jones, based in Joplin, MO, with one year of industry experience. Prior to joining Edward Jones, she held roles at Joplin Memorial Run and Midwestern Interactive, and was involved with Christ's Church of Joplin for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including managed accounts and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Steve Giles is a financial advisor at Cetera with 32 years of industry experience. He holds the PFS™ and Series 63 designations. In addition to his advisory role, he operates Giles & Associates CPA PC, a tax preparation and accounting firm, and has worked as an independent insurance agent since 2013. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning options, utilizing multiple program structures and access to third-party money managers.

Rebecca Johnson is a financial advisor at Wells Fargo Clearing with 12 years of experience at the firm and holds a Series 66 designation. She previously worked at Home Medical Equipment Services for four years. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Logan Stanley is a financial advisor at Edward Jones in Joplin, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a partner in an LLC related to real estate holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kellen Ryan is a financial advisor at Edward Jones in Joplin, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones throughout his career since 2016. Outside of his advisory role, Ryan is a partner and property manager in a rental property business in Galena, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lane Clevenger is a CFP® with 25 years of experience in financial advising, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes six years at VOYA Financial Advisors. He serves on multiple nonprofit and public entity boards in Joplin, Missouri, including Watered Gardens Gospel Rescue Mission, Christ's Church, Mercy Health Foundation, and the City of Joplin Joplin Redevelopment Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals employing both discretionary and non-discretionary strategies across multiple platforms.

Darren Collier is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has been with Edward Jones since 1999. 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 offers a range of investment strategies and affiliated products, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Amy Yaryan Cole is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Cole serves on the Board of Directors for the McCune Brooks Healthcare Foundation and is an advisory member of the Carthage Community Foundation. She also works as an independent expert witness. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, combining research and modeling to provide tax-smart withdrawal strategies and income planning. The firm delivers these services through a centralized consulting team that partners with advisors to produce tailored recommendation reports.

Amy Bryant is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020, and previously with Voya Financial Advisors and Arvest. Outside of her advisory role, she is also an independent insurance agent for various companies through Medicare 4 States LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services. The firm provides various portfolio management options through a network of independent financial professionals, using proprietary and third-party strategies to tailor solutions to client objectives.

Jack Gilliam is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Prudential Insurance Company of America since 1984 and was associated with Pruco Securities, LLC. for 40 years. Outside of advising, he owns Gilliam Farm in La Russell, MO. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers along with financial planning and consulting services.

Amy Thrasher is a financial advisor at Edward Jones in Carthage, MO. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Matthew Alcorn is a financial advisor with Edward Jones in Joplin, Missouri, holding a Series 66 designation and 12 years of industry experience. He 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 manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of advisory programs and investment strategies under a fiduciary standard.

Sherri Fichtner is a financial advisor with Wells Fargo Clearing in Joplin, MO, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Southwest Missouri Bank. She has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Philip Mitchell is a financial advisor with Edward Jones in Joplin, MO, holding the Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018. Outside of his advisory role, Mitchell produces and hosts a web series focused on automotive content through his company, AM/PM Productions LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets.

Ryan Stanley is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Edward Jones since 1998. Outside of his advisory role, he is involved as a member of Keeping It REAL LLC, a real estate business in Joplin, Missouri. 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 offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brooke Osterman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Joplin, MO. She has 2 years of industry experience, although her work history shows affiliation with Wells Fargo Clearing since 1996. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, and it includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kelley Foust is a financial advisor with Edward Jones in Joplin, MO, holding a Series 66 credential and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, Foust serves as a board member at Mercy Hospital Joplin, participating in fundraising and the financial committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Roberta Long is a financial advisor with Edward Jones in Joplin, MO, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Roger Reed II is a financial advisor with Mass Mutual Investors Services in Joplin, MO, holding Series 63 and Series 66 credentials and 50 years of industry experience. He has been with MML Investors Services LLC since 1988 and MassMutual Life Insurance Company since 1979. Outside of his advisory work, he is involved with Reed Financial Group, Inc., which specializes in the sale and service of employee-sponsored benefits excluding securities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements supported by firm-approved analytical tools and various event-driven planning programs.