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.

John Gill is the sole advisor at Greystone Investment Advisors, Inc. in Springfield, Missouri, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has led Greystone Investment Advisors since 1996. Outside of his advisory role, Mr. Gill is a co-member of Suiter and Gill Enterprises, L.L.C., a business involved in property management. Greystone Investment Advisors is an independent, single-advisor firm providing discretionary investment management to individuals, families, small business owners, retirement plan trustees, trusts, corporations, and charitable organizations. The firm employs a long-term, macro-oriented investment approach across three management styles—Aggressive, Growth over Income, and Income over Growth—using mutual funds, ETFs, and listed equities custodied at Charles Schwab.

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.

Troy Kennedy is a financial advisor with ITI Financial Management in Springfield, MO, holding a Series 65 designation and 16 years of industry experience. He has been with ITI Financial Management since 2009. In addition to his work at ITI, he is an investment adviser representative with SignalPoint Asset Management LLC, occasionally offering clients advice or products through that affiliation. ITI Financial Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as select corporations and business entities. The firm follows a long-term, modern portfolio theory-based investment approach, primarily using passive mutual funds and index ETFs, and manages client assets on a discretionary basis within a wrap fee program.

Kelly Clift is a financial advisor at Trend Management, Inc. in Springfield, MO, holding a Series 65 designation with 18 years of industry experience. He has been with Trend Management since 2007. Trend Management, Inc. advises individuals, trusts, retirement accounts, and small-business 401(k) trusts, managing approximately $83 million across about 160 client accounts. The firm employs a research-driven, concentrated equity approach with discretionary portfolio management in stocks, bonds, mutual funds, ETFs, and money market instruments.

Christopher Halford is a financial advisor with Fiduciary Trust Private Wealth Counsel LLC in Kansas City, KS. He holds Series 63 and Series 65 licenses and has over two years of industry experience. Prior to his current role, he worked at Virtue Financial Advisors and Service Corporation International. Outside of finance, he is involved in acting, performing on stage and in commercial advertisements. Fiduciary Trust Private Wealth Counsel LLC is a small advisory firm serving individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm offers discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services, focusing on portfolios built around client-specific goals and risk tolerances with regular reviews and coordination of other professional advisors.

William Bryan is a financial advisor with DB Advisors in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Douglas Bagwell & Co. since 2016. Outside of his advisory role, he is also an independent insurance agent providing life and health insurance products on a limited basis. DB Advisors manages approximately $45.4 million in discretionary assets and serves about 136 clients. The firm offers wealth management, portfolio management, financial planning, and employer-sponsored plan advice, utilizing diversified portfolios constructed with mutual funds, ETFs, and third-party research.

Christopher Lewis is a financial advisor at DB Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Douglas Bagwell & Co., LLC since 2008, as well as Scottrade, Inc. from 2008 to 2018. DB Advisors is a state-registered investment adviser managing approximately $45.4 million in discretionary assets for about 136 clients. The firm offers wealth management, portfolio management, financial planning, and employer-sponsored plan advice, utilizing diversified portfolios constructed with mutual funds, ETFs, and quantitative screening supported by third-party research.

Ridge Mc Bride is a financial advisor at Prosperity Financial Group in Springfield, MO. He holds a Series 65 designation and has experience working with Portfolio Services Group, LLC and Menards. Outside of finance, he has worked in retail and manufacturing sectors. Prosperity Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm combines fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading approach and offers both discretionary and non-discretionary management options.

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.

Brent Weisenborn is a financial advisor with Fiduciary Trust Private Wealth Counsel LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at firms such as Infinex Investments, BKS Investment Services, and Virtue Financial Advisors, where he remains a co-owner of an insurance agency. Outside of finance, he is a licensed pilot and works as a real estate agent. Fiduciary Trust Private Wealth Counsel LLC is a small advisory firm serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services, emphasizing portfolio construction based on client goals and risk tolerances while coordinating with other professional advisors.

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.

Douglas Bagwell is a financial advisor with DB Advisors in Springfield, MO, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has led Douglasbagwell Corp. since 2005. DB Advisors is a state-registered investment adviser managing approximately $45.4 million in discretionary assets for about 136 clients. The firm offers wealth management, portfolio management, financial planning, and employer-sponsored plan advice, utilizing diversified portfolios constructed with mutual funds, ETFs, and third-party research.

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.

David Compere is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Prosperity Financial Group. Prior to joining Prosperity Financial Group in 2025, he spent ten years at UMB Bank. He is also an independent licensed insurance agent. Prosperity Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension or profit-sharing plans, including 401(k)s. The firm combines fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading approach, and offers both discretionary and non-discretionary management options.

Tanner Greer is a financial advisor at Hickory Wealth Management, LLC in Springfield, MO, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Independent Financial Partners, Resources Investment Advisors, and LPL Financial. In addition to advisory work, he is involved in fixed and life insurance sales under the Hickory Wealth Management name. Hickory Wealth Management serves individuals, including high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and investment consulting. The firm manages wrapped accounts on a discretionary basis using fundamental analysis and multi-asset allocation strategies, with an emphasis on reducing transaction costs through its wrap-fee program.

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.