Eric Kurth is a financial advisor with LPL Financial based in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes nearly three decades at Waddell & Reed, Inc., followed by leadership roles at his own firms, Eric Kurth LLC and Kurth, Franck & Bowles Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with various investment platforms and operational tools, managing over $819 billion in discretionary assets through a large network of representatives.

Sidney Scorse III is a CFP® with nine years of industry experience, currently serving at Edward Jones since 2016. He holds the Series 66 designation and is based in Nixa, MO. 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 programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.

Sharina Smith is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. She has worked at firms including Morgan Stanley and Mass Mutual and serves as an adjunct instructor of Business Administration at Ozarks Technical Community College. 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 institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various advisory models and technology tools to support client strategies.

Kenneth Williams is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning models developed by its Investment Strategy Group, providing guidance intended as a basis for client decisions.

Michael Bennitt is a financial advisor with Ameriprise in Nixa, Missouri, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at World Equity Group, Securities America, and Questar Asset Management. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized process that supports advisors with algorithmically generated, customizable retirement income plans.

Zachary Mcmillan is a financial advisor with Ameriprise in Buffalo, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Penney Murray & Associates at Ameriprise Financial since 2015. Outside of his advisory role, he works as a housekeeper at Mt. Olive Church. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-based modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jonathan Morse is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and previously held positions at Bank of America, N.A. and Merrill. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Samuel Ackerman is a financial advisor with Ameriprise in Springfield, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, Ackerman serves on the Board of Directors for the Enhanced Enterprise Zone as a city representative. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income advice.

Sharon Heal is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2011, following positions at Morgan Stanley and Morgan Stanley & Co. LLC. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

William Boehne is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc., Boehne Financial Group, and Veterans United Home Loans. Outside of his advisory roles, he consults with school districts to help establish Medical Trusts and Special Pay Plans that provide tax benefits. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of managed account programs.

Mary Friday is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Bank of America and Merrill since 2009. Outside of her advisory role, she serves as Treasurer for Norwex, a retail cleaning products corporation. Merrill, along with its affiliate Managed Account Advisors LLC, 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, high-net-worth clients, and institutional accounts.

Joseph Taylor is a CFP®-designated financial advisor with Ameriprise in Springfield, MO, bringing 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Taylor serves on the board of the Pregnancy Care Center and holds leadership roles in several local homeowners associations. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sean Larson is a Series 66-licensed advisor with Thrivent Investment Management, based in Highlandville, MO. He has three years of industry experience and has held positions at Thrivent Financial, Performance Food Group, Sysco, and US Foods. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers holistic, goal-based planning using modeling tools, with options to combine planning and managed-account services under consolidated billing, while maintaining separate planning and portfolio management functions.

Gregory Bush is a financial advisor with Cetera Investment Advisers LLC, holding a Series 66 designation and eight years of industry experience. He is also a part owner of BRS CPAs and Advisors PC, a CPA firm providing tax, accounting, and attest services since 2002. In addition to his advisory role, Bush owns and operates BRS Wealth Management, focusing on financial planning and ongoing client strategy implementation. Cetera Investment Advisers provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Kelly Newbold is a CFP®-certified financial advisor with Edward Jones, based in Republic, MO. She has four years of industry experience and previously worked for Jack Henry & Associates for eleven years before joining Edward Jones in 2021. 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 broad range of advisory programs, combining extensive retail advisor coverage with affiliated capabilities such as trust services and proprietary investment products.

Kristopher Brown is a financial advisor with Edward Jones in Nixa, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Edward Jones during multiple periods since 2016 and has prior experience with JPMorgan Chase Bank and J.P. Morgan Securities in 2019. Outside of his advisory role, Brown owns Brown Brands, LLC, through which he buys and sells regular household items on Amazon and eBay. Edward Jones is a full-service wealth management firm serving a broad client base, including individual, institutional, and charitable clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Heather Taylor is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Smith, Moore & Co., Morgan Stanley, and Merrill. Taylor is based in Springfield, MO. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written Recommendation Reports and ongoing retirement-income planning advice, utilizing investment research and third-party data within a defined investment universe.

Dylan Price is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones for his entire career since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers both discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dalton Cloyd is a financial advisor at Ameriprise in Springfield, MO, holding Series 65 and Series 63 licenses with three years of industry experience. His work history includes positions at Mutual of Omaha Investor Services and Northwestern Mutual. Outside of his advisory role, he races cars as a hobby, participating in 10 to 20 races annually. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies, with implementation carried out by clients or their advisors.

Tim Franck is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously operated his own sole proprietorship and various other investment-related businesses. Franck is based in Springfield, Missouri. 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 including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.