John Dittrich is a financial advisor with Dittrich Financial Group LLC in Springfield, MO, holding a Series 66 designation and 15 years of industry experience. He has held roles at multiple firms including Strategic Wealth Group Registered Investment Advisor and Premier Choice Accounting. In addition to his advisory work, Dittrich serves as a Tax & Accounting Manager at Family Tax Service. Dittrich Financial Group LLC provides discretionary and non-discretionary asset management and hourly financial planning primarily for individual and high-net-worth clients. The firm employs individualized investment strategies incorporating fundamental analysis, charting, and Modern Portfolio Theory, with services that include portfolio construction, retirement and estate planning, and tax-reduction analysis.

I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.

I’m John Davis, and I founded JKD Financial to bridge the gap between two worlds that should never have been separated: financial planning and proactive tax strategy. Springfield, Missouri is my home, I'm a dad to two boys, and a firm believer that financial advice should be honest, transparent, and easy to understand. I’ve spent my career—since 2016—learning this industry from the ground up. I started in the back office of an independent firm, eventually moving into a lead advisor role before spent time at a large CPA firm. Along the way, I noticed a problem: most "wealth management" is missing a microscope. Advisors look at the big picture, and tax preparers look at the past, but very few people sit in the middle to look at the future impact of every dollar. As both a CERTIFIED FINANCIAL PLANNER™ and an IRS Enrolled Agent (EA), I provide that missing link. I don’t just build a portfolio; I audit the plan for tax efficiency—managing IRMAA thresholds, executing Roth conversions, and ensuring your retirement "buckets" are optimized for what you actually keep. I’ve built an intentionally small practice. I’m not interested in scaling a giant empire or managing a call center. I limit the number of families I serve so that I can provide the deep-dive service my clients deserve. I took the leap to start my own firm because I wanted to build something I’d be proud to show my sons. I wanted to prove that you can provide elite-level financial advice without hidden fees, confusing jargon, or the conflicts of interest found in traditional AUM models. How I Work: Flat-Fee: My pricing is transparent and based on the complexity of your life, not the size of your portfolio. Tax-Forward: We plan for April 15th all year long, not just in the spring. High-Touch: When you have a question, you get a direct line to me—not an associate or a generic inbox. If you’re a diligent saver looking for a proactive partner to navigate the transition into retirement, I’d love to see if we’re a good fit. Learn more at jkdfinancial.com

Shuyang Balazi is a financial advisor at Capital360Financial in Springfield, MO, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of finance, he is a part owner and occasional office manager of Springfield Tint Company LLC, a family-owned window tinting business. Capital360Financial is an independent firm serving individual investors and a small number of institutional clients with fee-based portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tactical allocation approach with discretionary, custom portfolio management across a broad range of securities.

We have five core beliefs that drive our advice services and business decisions: 1. A person's value is not measured by their net worth. 2. People should expect, and get, the whole truth. 3. We believe your life should be interesting and your investments boring. 4. We believe transparency is critical to improving our profession and advice options for clients. 5. We explore the spectrum of financial planning (tax, estate, insurance, investments) because there is more to your life than your investment portfolio.

Jacob Floyd is a financial advisor at Floyd Financial Group LLC in Springfield, MO, holding a Series 65 designation with five years of industry experience. He has been with Floyd Financial Group in various capacities since 2007. Outside of advisory services, he writes life insurance and fixed indexed annuities, receiving commissions from the issuing companies. Floyd Financial Group serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and institutional retirement advisory services. The firm manages approximately $146.3 million in discretionary assets across 617 client relationships, using a process that begins with a written financial plan and incorporates fundamental, technical, and cyclical analysis to guide investment decisions.

Robert Baltzell is a financial advisor with RLB Financial in Springfield, MO, holding a Series 66 designation and 17 years of industry experience. He has worked with RLB Financial since 2009 and with RLB & Associates since 2007. Outside of his advisory role, he serves as president of an affiliated insurance services business. RLB Financial provides investment management and financial planning primarily to individual and high-net-worth clients, offering discretionary portfolio management, written financial plans, and access to third-party money managers. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis and utilizes model portfolios and managed account solutions through program sponsors such as SEI and AssetMark.

James Margraf is a financial advisor at LaTour Asset Management LLC in Springfield, MO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related firms, including LaTour Advisory Group, Inc. and Center Street Securities, Inc. Margraf is also an insurance agent, conducting licensed insurance sales as part of his professional activities. LaTour Asset Management LLC serves individual and institutional clients by referring assets to third-party investment managers rather than managing portfolios directly. The firm focuses on client goal assessment, TPM recommendations, performance monitoring, and coordination of communications, while also providing access to insurance products through its licensed principals.

Randy Floyd is a financial advisor with Floyd Financial Group LLC in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Floyd Financial Group since 2006. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed, equity-indexed, and variable annuities, as well as Medicaid planning. Floyd Financial Group serves individual and high-net-worth clients through financial planning, discretionary portfolio management, and institutional retirement advisory services. The firm manages approximately $146.3 million in discretionary assets across more than 600 client relationships, using a process that integrates written financial plans with customized asset allocations and ongoing portfolio monitoring.

Brandon Robinson is a financial advisor at Trend Management, Inc. with 16 years of industry experience. He holds a Series 65 credential and has been associated with Trend Management and Marshfield Family Clinic since 2008. Outside of advising, he is a part owner of a computer service and programming company, E Automation Systems LLC. Trend Management, Inc. serves individuals, trusts, retirement accounts, and small-business 401(k) trusts, managing approximately $83 million across 160 client accounts. The firm uses a research-driven, concentrated equity approach with discretionary portfolio management tailored to client needs.

Barbara Burns is a financial advisor at Latour Asset Management LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Latour Asset Management since 2015, previously at Center Street Securities and Latour Advisory Group. In addition to her advisory role, she performs administrative tasks and provides insurance sales and service through LaTour Advisory Group. Latour Asset Management serves individual and institutional clients by referring assets to third-party investment managers, offering financial planning and limited estate-planning assistance, and providing access to insurance products. The firm does not manage client assets directly but coordinates between clients and third-party managers, who handle investment execution and reporting.

Michele Kitta is a financial advisor at Arbor Capital Management Inc with one year of industry experience. She holds a Series 65 designation and has previously worked at American National Insurance Company. In addition to her advisory role, Ms. Kitta is employed by Magellan Health, where she designs processes and conducts risk area reviews. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, providing investment management, financial planning, and portfolio monitoring. The firm combines passive index exposure with selective active management and offers sub-advisory digital asset management and business-to-business consulting through its Arbor Digital division.

Joshua La Tour is a financial advisor at LaTour Asset Management LLC in Springfield, MO, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple related entities since 2015, including LaTour Asset Management LLC and LaTour Advisory Group, Inc. Outside of advising, he is a licensed insurance agent involved in insurance activities through LaTour Advisory Group, Inc. LaTour Asset Management LLC serves individual and institutional clients by referring assets to third-party investment managers rather than managing portfolios directly. The firm focuses on client goal assessment, recommending third-party managers, monitoring performance, and facilitating communications while providing financial planning and limited estate-planning assistance.

Mark Brueggemann is a Series 65-licensed advisor with Trend Management, Inc. in Springfield, MO, bringing 12 years of industry experience. He has been with Trend Management since 1991 and serves on the board of directors of International Division Springfield Missouri, an organization unrelated to finance. Trend Management, Inc. advises individuals, trusts, retirement accounts, and small-business 401(k) trusts, managing approximately $83 million across around 160 client accounts. The firm employs a research-driven, concentrated equity approach, focusing on discretionary portfolio management in stocks, bonds, mutual funds, ETFs, and money market instruments tailored to client preferences.

Joseph Latour is a financial advisor at LaTour Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related entities since 2000, including LaTour Advisory Group, Inc. and Center Street Securities, Inc. Outside of his advisory work, he serves as treasurer on the board of Bowens Mill Christian Center. LaTour Asset Management LLC serves individual and institutional clients by referring assets to third-party investment managers rather than managing portfolios directly. The firm provides financial planning, estate-planning assistance, and access to insurance products through its principals, focusing on assessing client goals, recommending TPMs, and monitoring their performance.

Nathan Gertson is a financial advisor at MacKay Financial Planning, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with firms including Run Free LLC and FreeAgent Coaching. Outside of financial advising, he has been involved with Homestead Collective Co. and Professional Insurance. MacKay Financial Planning provides financial planning and investment management services to individuals, families, institutions, and charitable organizations. The firm emphasizes a diversified, passive, low-cost investment approach and offers both limited-scope hourly engagements and ongoing retainer relationships.

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.

Molly Crider is a financial advisor at Walker Asset Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Walker Asset Management since 2016, following a prior role at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses, focusing on globally diversified portfolios using stocks, bonds, mutual funds, and ETFs. The firm manages assets on a discretionary basis and operates a wrap fee program tailored to client needs.

Dennis Walker is the principal of Walker Asset Management, LLC in Verona, MO, holding Series 63 and Series 65 licenses with 43 years of industry experience. He founded Walker Asset Management in 2016 after four years at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses. The firm employs a modern portfolio theory approach with globally diversified portfolios and manages approximately $284 million in discretionary assets through a wrap fee program.