Brian Coleman is the sole advisor at 80/20 Financial Services in Ozark, Missouri, holding a Series 65 license with six years of industry experience. Prior to founding his independent advisory firm in 2019, he worked for 12 years at White River Valley Electric Cooperative. He is also a licensed independent insurance agent, selling life, health, annuities, and disability insurance. 80/20 Financial Services provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm builds personalized portfolios based on model allocations tailored to client objectives and risk tolerance, combining fundamental and technical analysis with strategic asset allocation.

I live in the Ozarks with my wife Heather and I work with Latter-day Saint families. I started Pinkston Wealth to be the practice I would have wanted to hire. I have built retirement plans for hundreds of families, and the lesson that stuck with me is that no two of them are truly the same. The financial industry does not plan that way. It hands two couples with the same account balance the same plan, the same models, the same allocations, the same glossy reports, as if the number on the statement were the whole story. It never is. A financial report is not a plan. Yours should be built around your life, not printed from a template with your name typed on the cover. So I work the opposite way. Before I look at a single account, I want to know what you are actually retiring toward. I have sat with couples who have plenty and are quietly terrified to spend a dollar of it, and couples with less who sleep fine because they know exactly what their money is for. The number on the statement told me almost nothing about which was which. That is the part the industry skips, and it is the part I start with. It is also why I specialize instead of trying to serve everyone. The clearest example is a season most advisors have never planned for: a couple leaving on a full-time senior mission. That one decision quietly touches everything, what the mission costs, what happens to the house and the income and the portfolio while you are gone, how to hand off eighteen months of your financial life and actually be present where you are serving. I went looking for someone who had mapped this out and could not find them, so I became that person. I am not going anywhere, and neither is this practice. I stay small on purpose, because I would rather know a hundred families well than manage a thousand I never really meet. These are relationships I expect to keep for decades, through retirement and the seasons of change that come with a life well lived. If that is the kind of advisor you have been hoping to find, I would be glad to talk.

Lance O'Neill is a financial advisor at B1B Financial Solutions with 13 years of industry experience. He holds a Series 66 designation and has worked at B1B Financial Solutions since 2019, following seven years at Heim, Young & Associates, Inc. B1B Financial Solutions provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm emphasizes passive, long-term portfolios based on Modern Portfolio Theory, supplemented by fundamental and technical analysis, and manages tailored discretionary accounts across a range of financial planning areas.

Dean Young is a CFP® certificant with over 40 years of experience in the financial industry. He currently serves at B1B Financial Solutions and has held prior roles at Mercer Global Advisors, Heim, Young & Associates, and HYA Financial Corp. His career spans various advisory capacities since 1989. B1B Financial Solutions offers investment management and comprehensive financial planning to individual and high-net-worth clients. The firm emphasizes passive, long-term portfolios grounded in Modern Portfolio Theory, supplemented by fundamental and technical analysis, and provides tailored discretionary portfolio management.

Morgan Moore is a CFP® with two years of industry experience, currently advising at Keener Financial Planning in Nixa, MO. His work history includes roles at multiple firms and educational institutions, including Brigham Young University Idaho and Legacy Private Wealth Advisors. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management with a long-term, largely passive investment approach emphasizing low-cost index funds and ETFs. The firm operates on a fee-only basis using hourly, flat fees, and retainers, providing documented advice on approximately $1.48 billion in client assets.

David Heim is a financial advisor with Strategic Wealth Advisors Group, Inc. in Nixa, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Strategic Wealth Advisors Group since 2018 and co-owns Heim Financial Solutions. Prior to these roles, he was employed at Alliance America Corporation and UNITED ADVISORS America CORPORATION from 2010 to 2017. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management. The firm emphasizes the use of independent registered managers for investment management, provides ERISA plan services, and conducts public educational seminars on investment topics.

Hunter Pistole is a financial advisor with Aegis Wealth Management, Inc. based in Ozark, MO. He holds a Series 65 credential and has four years of industry experience. In addition to his advisory role, Pistole serves as Vice President and an agent at Trinity Insurance and Financial Services. Aegis Wealth Management serves individual investors, high-net-worth clients, institutions, and retirement plans, offering comprehensive financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers and utilizes AI-based tools, offering both project-based planning and ongoing asset management services.

David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.

Grant Walker is a financial advisor at Convergence Financial in Ozark, MO. He holds a Series 65 designation and has been with Convergence Financial since 2026. Prior to his current role, he worked in various positions in the healthcare industry and related fields from 2015 to 2024. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation and fundamental analysis approach to construct customized portfolios and offers fiduciary retirement plan services, third-party asset management access, and cryptocurrency custody recommendations.

Andrew Rhoads is a ChFC®-designated financial advisor with 17 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at SRS Capital Advisors, Cedrus LLC, Traction Financial Partners, and Equitable Advisors. Outside of his advisory role, he serves as a referral partner for Barrett Business Services, Inc. Arax Advisory Partners provides wealth management and advisory services to a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, external managers, model portfolios, and a range of traditional and alternative investments.

Brian Tree is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Personal Capital Advisors Corporation, Fisher Investments, TD Ameritrade, Scottrade, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Michele Kitta is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at Arbor Capital Management for seven years and American National Insurance Company for one year. Additionally, Ms. Kitta is employed by Magellan Health, where she is involved in designing processes and risk area reviews. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

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.

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.

Alicia Dinges is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at EFCO Corporation from 2009 to 2017. Outside of advising, she is involved with Triway Group Investments LLC, a golf course investment company based in Springfield, 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 through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Navaar Brown is a Series 66-licensed financial advisor with Edward Jones in Ozark, MO, where he has worked since 2016, accumulating 10 years of industry experience. He has been with Edward Jones throughout his career, focusing on wealth management within its institutional framework. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

David Taylor is a CFP® professional with 19 years of experience in the financial industry. He has worked at LPL Financial since 2018 and previously spent 11 years with INVEST Financial Corp. Taylor is also an insurance agent with Investor Services Insurance Inc. 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 other institutions through a large network of investment adviser representatives. The firm offers a diverse range of financial planning and portfolio management options, supported by advanced operational and research tools.

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.

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.

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.

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.

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.

Mason Jasper is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior work includes service in the U.S. Navy and roles at Spokane Falls Community College and Gearhead Outfitters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and planning across various financial topics without discretionary trading authority.

Paul Morrison is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and four years of industry experience. He previously worked for DEMDACO for 19 years before joining Edward Jones in 2021. Outside of his advisory role, he serves as chairman of the board for a family LLC established to manage the inheritance and retention of family land. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

John Dunlap Jr. is a Series 66-licensed financial advisor with Edward Jones in Nixa, MO, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large nationwide network. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Colby Scorse is a financial advisor at Edward Jones in Nixa, Missouri, with one year of industry experience. He holds the Series 66 designation and previously worked for New Prime INC for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Chad Page is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2014. He also has a long-standing association with Trivita dating back to 1999. 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 and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karen Marsh is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is involved in maintaining rental property in Nixa, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Billy Romine is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has been associated with Cetera and its related entities since 2013. Outside of his advisory role, Romine is involved in dental and group disability income and long-term care insurance as an independent representative. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.

Mary Blair is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alex Kelly is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2024. Outside of financial advising, Kelly co-owns Zone 1 Training LLC, a baseball training business where he manages staff, clients, and business operations. 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, supported by a nationwide network of more than 23,700 financial advisors.

Nikki Diebold is a financial advisor at Edward Jones in Rogersville, MO, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Nexstar Media Group and self-employment ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Eric Gaisford is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Questar Asset Management. Outside of his advisory role, Gaisford serves as Chairman of the Board for the nonprofit Dogwood Ranch. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts, with portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Aaron Morrison is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Carmen Laughlin is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds the Series 66 designation and previously worked at Centre Wealth Management for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning based on risk profiling and analytical modeling, and supports both retail and institutional advisory programs.

Nichole Rucker is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. She holds the Series 66 designation and is based in Ozark, Missouri. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Brandon Stutzman is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary research with quantitative and algorithmic methods, and serves as a commodity pool operator while advising multiple registered investment companies.

Joshua Kitchin is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he is an ordained minister and performs wedding ceremonies approximately once a year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Toby Johnston is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at LPL Financial, Commercial Bank, and Cetera Advisors. He also has experience assisting clients with financial and retirement planning through Forrest T. Jones & Co. and with insurance products at Fidelity Security Life Insurance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and ongoing advice.

Jasen Fronabarger is a Certified Financial Planner (CFP®) with 24 years of industry experience, all of which have been with Edward Jones since 2002. He also serves as an adjunct teacher at Drury University, where he teaches a sales class. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.