James Hallam is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience. He focuses on connecting the dots in clients' lives through strategies aimed at reaching their financial goals with minimal risk. James serves a diverse client base that includes neighbors, former schoolteachers, and business owners, applying a long-term investment approach to help clients navigate market volatility. He measures his success by client outcomes and aims to provide unbiased and knowledgeable financial guidance. James 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. Throughout his career, he has worked to address clients' wealth, wishes, and values, focusing on preserving wealth across generations. Residing in Springfield with his wife and children, James participates actively in his community. He has served as president of Springfield Metro Rotary and remains involved with organizations such as Kings Way United Methodist Church, Ozarks Food Harvest, Ronald McDonald House Charities of the Ozarks, and Rotary International. His personal interests include lake life, cooking, hunting, and fishing.

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 in Springfield, MO, with five years of industry experience. He holds the Series 66 designation and previously worked at Chambers Bank and Catfish Hole. Outside of his advisory role, he is involved in restaurant development through ownership in Ladder 9 Restaurant Group LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies 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 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009, and at Citigroup Global Markets since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that leverages firm-approved tools and models but typically acts in an advisory capacity without providing individual security recommendations in standalone planning.

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 financial advisor with Ameriprise, holding the ChFC® designation and Series 63 license, and has 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as an independent board member for AGF Mortgage Funding, LLC, and owns office properties in Springfield, MO, and Harrison, AR. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Steven Green is a financial advisor at LPL Financial with 40 years of industry experience. He has held positions at LPL Financial since 2023 and previously worked at Royal Alliance from 2014 to 2023. In addition to his advisory role, Green is a business owner of a home-based non-investment related business. 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, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

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 with OSAIC in Rogersville, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Precision Retirement Group, Sagepoint Financial, and AIG American General Life Insurance Company. Boehne serves on the board of the Jefferson Club at the University of Missouri and participates in other nonprofit and advocacy organizations related to the university and agricultural research. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations, offering a range of brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

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® professional with 33 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has prior experience at INVEST Financial Corporation and Central Bank. Werner also has involvement with Investorservices Insurance, Inc. LPL Financial is an investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by research and technology-driven portfolio management solutions.

Jodi Stokes is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at Piccolo and Mexican Villa. Stokes is involved with the Community Foundation of the Ozarks, contributing to community and charitable activities. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services with both discretionary and non-discretionary management options.

Dana Lassley is a financial advisor with OSAIC, holding the ChFC® designation and the Series 63 license, with 28 years of industry experience. Prior to joining OSAIC in 2024, Lassley spent ten years at Securities America Advisors, Inc. In addition to advisory work, Lassley is involved in managing fixed life and health insurance and fixed interest annuities through Missouri Financial Group, including serving as a managing member and general agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party programs to construct diversified portfolios across various asset classes.

Daniel Malachowski is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at First Financial Equity Corporation and Neidiger, Tucker, Bruner, Inc. Outside of financial services, he serves on the board of the Developmental Center of the Ozarks and coordinates community mural projects through Chroma. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, institutional, and corporate clients using multi-manager platforms that include affiliated and third-party portfolio managers across various program structures.

John Rubin is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Ameriprise in Springfield, MO. He has four years of industry experience, including prior work at Northwestern Mutual and Missouri State University. Rubin serves on the Board of Directors for Sculpture Walk Springfield. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paula Dougherty 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. from 2005 to 2020. Outside of her advisory role, Paula serves on the Board of Directors for the Generosity Collective and the Nominating Committee for the Mercy Foundation. She is also an author of a forthcoming book titled "You Know What? 8 Life Lessons on Remaining Positive, Regaining Hope, and Going After Your Dreams." Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement, combining research-driven modeling and tax-efficient strategies. The firm serves clients with substantial investable assets through a range of advisory, brokerage, and insurance solutions.