Nathan Zoromski is a CFP® professional with 13 years of industry experience, all spent at Edward Jones since 2013. He is based in Springfield, MO. Outside of his advisory role, he is involved in the resale of antiques through a booth at Camp Flea Antique Mall in Ozark, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Kyle Newbold is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Republic, MO. He has nine years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Dean Arens is a financial advisor with LPL Financial in Springfield, MO, holding Series 63 and Series 66 credentials and has 41 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Raymond James Financial Services, Inc. for one year. He serves on the Professional Advisors Council of the Community Foundation of the Ozarks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms for individuals, retirement plans, and institutions.

Dana Nelson is a Wealth Management Advisor based in Springfield, Missouri, affiliated with Merrill Lynch Wealth Management. Dana began working at the Springfield Merrill office in 1986 and focuses on collaborating with clients to understand their investment objectives and preferences for involvement in the investment process. Dana develops strategies tailored to clients' mindsets, desired approaches, and investment goals, utilizing resources from Merrill and Bank of America. Dana holds a Bachelor's Degree in Accounting from Missouri State University and has earned several professional designations including the Certified Investment Management Analyst® (CIMA®) since 2002, the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2013, and is recognized as a Personal Investment Advisor (PIA). Dana’s areas of expertise encompass education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Dana is involved in community activities, volunteering with organizations such as Crosslines and King's Way United Methodist Church. In personal time, Dana enjoys activities including baseball, golfing, and yoga.

Derek Conley is a financial advisor with Edward Jones in Nixa, MO, holding a Series 66 designation and 19 years of experience with the firm. He has been with Edward Jones since 2007. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Jacob Mc Guire is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with two years of industry experience. He previously worked for seven years at State Bank of Southwest Missouri before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with a large nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard for its advisory services.

Brandon Mahler is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Cru from 2012 to 2023. Outside of advising, Mahler owns and manages a rental property used by a family member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Philip Wannenmacher II is a financial advisor with Raymond James Financial in Springfield, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James Financial since 2009 and is also CEO of Wealth Partners, LLC, a support company for his branch. Outside of advisory work, he is involved in managing rental real estate through Wannenmacher Properties, LLC. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports its clients through various advisory programs and institutional consulting services.

Cade Danielson is a financial advisor with Cetera, holding the Series 66 designation and one year of industry experience. His prior background includes roles at Zynergy Financial Group LLC and Split Social Kitchen, where he was involved for four years before transitioning fully into financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment options.

Amanda Zuiker is a Series 66-licensed financial advisor with Ameriprise Financial Services, where she has worked since 2017. She has eight years of industry experience. Outside of her advisory role, she owns Clarity Health Insurance LLC, which focuses on health insurance marketplace and Medicare plans. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Timothy Hanlon is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Bank of America, Blue Bird Investment Advisory LLC, and four years as a self-employed professional. 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 supported by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Franklin is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Wealthcare Asset Management, S.F. Investments Group, United Poly Systems, and Hawthorn Bank. He also owns a sole proprietorship focused on fixed index annuities and life insurance sales. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Navaar Brown is a Series 66-licensed financial advisor with Edward Jones in Ozark, MO, where he has worked since 2016, accumulating 10 years of industry experience. He has been with Edward Jones throughout his career, focusing on wealth management within its institutional framework. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sandra King is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and possessing 27 years of industry experience. She has worked at LPL Financial since 2017 and previously at Investment Centers of America, Inc. and NPB Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management programs, and institutional platforms.

David Taylor is a CFP® professional with 19 years of experience in the financial industry. He has worked at LPL Financial since 2018 and previously spent 11 years with INVEST Financial Corp. Taylor is also an insurance agent with Investor Services Insurance Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a diverse range of financial planning and portfolio management options, supported by advanced operational and research tools.

Trevor Erickson is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Simmons Investment Services, Questar Capital Corporation, and Infocus Financial Solutions. Additionally, he is a commissioned notary in Springfield. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Tristan James is a financial advisor at OSAIC based in Springfield, MO, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at James Financial Partners and operating Everyday Thai, a business outside the financial sector. OSAIC serves a diverse client base including retail, institutional, and high-net-worth investors through a multi-advisor platform offering a wide range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Sarah Russell Frossard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes roles at Oakstar Bank & Trust, Simmons Bank, Arvest Wealth Management, and UMB Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Justin Harper is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation and four years of industry experience. He previously worked for nine years at Jack Henry and Associates before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network.

Michael Wiseman is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a silent partner in a nightclub and a member of a property investment LLC, both with no active management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. It has a large national presence with over 23,000 advisors and manages approximately $1.01 trillion in assets under management.