Jason Henry is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1989. Outside of advising, he participates seasonally in his family farming operation, assisting with combine and grain truck duties during harvest. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on income sources and tax-aware withdrawal strategies.

Kevin Brown is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he is involved in row crop farming in Bowling Green, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Velma Bowen is a financial advisor with Ameriprise in Bowling Green, MO, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Bowen is involved with a family farm used for hunting activities, managed through Bowen Properties, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides comprehensive, written retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

James Hartung is a financial advisor with Ameriprise in Bowling Green, MO, holding Series 63 and Series 65 credentials and totaling 39 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of his advisory role, Hartung owns and operates a cattle ranch and commercial real estate properties, and he serves on the board of directors for Ruth Jensen Village. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written retirement income planning and ongoing advice based on detailed analysis of income sources, tax strategies, and Social Security options.

Kayla Caldwell is a financial advisor with Edward Jones in Bowling Green, MO, holding CFP® and ChFC® designations and eight years of industry experience. She worked at Sysco Corporation for five years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Eddie Collier II is a CFP® with Edward Jones, where he has worked since 2013, accumulating 13 years of experience in the financial industry. He holds the Series 66 designation and is based in Frankford, MO. 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 under management through a large network of financial advisors and branch offices and offers a range of advisory programs with fiduciary standards and affiliated investment products.

Sylvia Creech is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, she worked at Veterans United Home Loans and has held various roles in education and the food service industry. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tamara Scherder is a CFP® and Series 66-licensed financial advisor with Ameriprise, where she has worked since 2020. She has five years of industry experience and previously spent 15 years at Sysco Foodservice. Outside of her advisory role, she serves on the boards of the Bowling Green Chamber of Commerce and the Bowling Green R-1 District School Board, and she is president of the Frankford Parent Club. She also manages event scheduling for the Knights of Columbus Hall at St. Clement Parish in Bowling Green, MO. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory support delivered through a centralized consulting team, emphasizing managed accounts and algorithmic tools to generate tailored retirement plans.