Kyle Newbold is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He has been with Edward Jones since 2016, following prior roles at Farmers Financial Solutions and Farmers Insurance Group. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dean Arens is a financial advisor with LPL Financial in Springfield, MO, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2003. He serves on the Professional Advisors Council of the Community Foundation of the Ozarks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutional entities. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

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.

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 work at Blue Bird Investment Advisory LLC and self-employment. Outside of finance, he has experience with River Rock Guesthouses and Door Dash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, pension plans, corporations, and charitable organizations.

Gary Franklin is a financial advisor with Osaic Wealth, Inc. in Ozark, MO, holding Series 63 and Series 65 credentials 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. Franklin also owns a sole proprietorship specializing in fixed index annuities and life insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to support both discretionary and non-discretionary portfolio management.

Navaar Brown is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. 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, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Sandra King is a financial advisor based in Springfield, MO, affiliated with LPL Financial. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining LPL Financial in 2017, she worked at Investment Centers of America, Inc. for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment management supported by LPL Research, third-party subadvisors, and technology-driven tools.

David Taylor is a financial advisor with LPL Financial who holds the CFP® designation and Series 66 license, with 18 years of industry experience. He has worked at LPL Financial since 2018 and has been associated with INVEST Financial Corp since 2007. Outside of advisory services, he is also an agent for non-variable insurance through Investor Services Insurance Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of representatives. The firm offers financial planning, various advisory programs, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Trevor Erickson is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at several firms, including Simmons Investment Services and Questar Capital Corporation. Erickson is also a notary in Springfield, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tristan James is a financial advisor at Osaic with a Series 66 credential. He has been with Osaic Wealth Inc. since 2026 and also has experience at James Financial Partners. Prior to his advisory roles, he worked in the food service industry and education. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Sarah Russell Frossard is a financial advisor with LPL Financial in Springfield, MO, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. Her prior work includes roles at Oakstar Bank & Trust, Simmons Bank, and Arvest Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and technology-driven portfolio solutions.

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.

Eric Kurth is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes nearly three decades at Waddell & Reed, Inc., and leadership roles in his own wealth management entities prior to joining LPL Financial. LPL Financial serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with options for discretionary and non-discretionary management, supported by in-house and third-party research.

Sidney Scorse III is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he was involved with Four Scorse Partnership, LLC for five 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.