Jason Gaynor is a financial advisor with LPL Financial in Springfield, MO, holding Series 65 and Series 63 licenses and having 20 years of industry experience. His prior roles include positions at Nylife Securities and New York Life Insurance, where he worked for 15 years, and he also operates Jason C. Gaynor Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Katie Thieman is a financial advisor with Edward Jones in Springfield, MO, holding the CFP® and ChFC® designations and over 25 years of industry experience. She has been with Edward Jones since 1998. Outside of advising, she serves as trustee and owner of Addleman Heritage Farm in Archie, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of advisors and branch offices.

Jackie Weimer is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing personalized, research-driven recommendations that incorporate tax-efficient strategies and Social Security options. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

James Hallam is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience. He works closely with clients to develop personalized financial strategies that address their long-term goals, focusing on areas such as employee benefits planning, family wealth management, retirement planning, philanthropic planning, investment strategy, tax minimization, and retirement income. Throughout his career, Hallam has supported a diverse client base including neighbors, former schoolteachers, active and retired business owners, and their employees. He emphasizes a long-term investment approach to help clients navigate market volatility and measures success strictly in terms of client outcomes. Hallam holds the Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC) designations. He earned his bachelor's degree from the University of Missouri. Hallam has resided in Springfield with his wife and children for many years. Beyond his professional work, he has been involved with organizations such as Kings Way United Methodist Church, Ozarks Food Harvest, Ronald McDonald House Charities of the Ozarks, and Rotary International.

Karla McCullough is a CFP®-credentialed financial advisor with 13 years of industry experience, currently serving at Cetera Investment Advisors LLC. She has worked at Cetera since 2013 and also directs McCullough and Associates, LLC, a tax and accounting service. Outside of her advisory roles, she is involved in community organizations including the Green County Estate Planning Council as a director and serves as vice president of fundraising for the Summit Intermediate PTO. Cetera Investment Advisers LLC operates as an SEC-registered multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services, leveraging its large network of advisors and affiliated managers to provide tailored investment solutions.

Connor Williams is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2020, following roles at Chambers Bank and Catfish Hole. Outside of his advisory work, Williams is involved in quick service restaurant development through ownership of Ladder 9 Restaurant Group LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Douglas Dugal is a financial advisor with Morgan Stanley in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Citigroup Global Markets from 2003 to 2009, followed by over a decade at Morgan Stanley and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and serves both direct clients and employer-based financial planning agreements.

Rebecca Yasinski is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Thomas Kissee is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Kevin Phillips is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Purina. 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 services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services, operating under a fiduciary standard.

Cynthia Peters is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Company Inc since 2009. Outside of her advisory role, Peters serves as News Director for Missouri Possum Radio, where she provides daily headline news and voiceover work. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, applying forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Sean Prewitt is a ChFC® credentialed financial advisor with Ameriprise, bringing 33 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. He also serves as an independent board member for AGF Mortgage Funding, LLC. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Green is a financial advisor at LPL Financial with 40 years of industry experience. He has held roles at LPL Financial since 2004, with a break from 2014 to 2023 when he worked at Royal Alliance, and a brief tenure at Raymond James Financial Services in 2002-2003. He holds Series 63 and Series 66 licenses. Outside of his advisory work, Green owns a home-based business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, leveraging research model portfolios and various investment strategies with support from machine-learning tools.

Sarah Hanafin Justice is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held roles at Morgan Stanley since 2013, with a two-year period at Wells Fargo Clearing Services LLC. Outside of her advisory work, she serves as treasurer for The Road Church in Clever, Missouri, and is a commissioned notary public. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various investment programs and affiliated entities.

Gregory Ramsey is a financial advisor with Cetera and holds a Series 66 credential. He has 20 years of industry experience and is based in Springfield, MO. Ramsey has been associated with Cetera since 2004 and also serves as a shareholder in KPM CPAs, a public accounting firm. He is involved in several technology service ventures, including KPM Technology, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Gregory Boehne is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Sagepoint Financial, AIG American General Life Insurance Company, and Heartland Financial Advisors Group. Boehne is involved in several trustee roles and serves on the board of the Jefferson Club at the University of Missouri, supporting the university’s fundraising efforts. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by multiple investment programs and third-party manager options.

James Lewis is a CFP® and CPA with 25 years of experience in the financial services industry. He is currently with Cetera and has held roles at McCullough and Associates and KPM Wealth Advisors. Lewis also provides tax and accounting services and financial consulting through his own practices, including BRS CPAs & Advisors and BRS Wealth Management LLC. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors, offering portfolio management, financial planning, and access to third-party managers across a variety of program structures.

Jeffrey Werner is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, following 11 years at INVEST Financial Corporation and over 30 years at Central Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 third-party asset managers, and supports investment advisers with research, technology, and diversified platform options.

Jodi Stokes is a financial advisor at LPL Financial in Springfield, MO, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Piccolo and Mexican Villa. She is involved with the Community Foundation of the Ozarks in a community and charitable capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Dana Lassley is a ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with OSAIC, having joined in 2024, and previously worked for Securities America Advisors, Inc. and Sunset Financial Services, Inc. Lassley also manages Missouri Financial Group, LLC, which focuses on the sales and service of fixed life and health insurance and fixed interest annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with options for discretionary management, third-party managers, and unified managed accounts, supported by a multi-advisor platform and a complex affiliate network.