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.

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 with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and LPL Financial. Greer is also a licensed insurance agent involved in fixed and life insurance sales under Hickory Wealth Management. Hickory Wealth Management serves individual, high-net-worth, institutional, and business clients, providing investment advisory and portfolio management services with a focus on discretionary, individualized asset allocation and both fundamental and technical analysis. The firm offers wrap asset management through a sponsored wrap fee program and emphasizes fiduciary duties and internal controls.

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.

Joshua La Tour is a financial advisor at LaTour Asset Management LLC in Springfield, MO, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has been involved with multiple related entities, including LaTour Advisory Group, Inc., where he also works as an insurance agent. His career includes roles at Center Street Securities, Inc., Simsco LLC, and various LaTour-affiliated firms. LaTour Asset Management LLC provides investment advice and financial planning to individuals, high-net-worth clients, and corporations. The firm refers clients to registered third-party money managers for asset management, assisting with manager selection, onboarding, and ongoing monitoring, while not holding discretionary trading authority or custody of client assets.

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 two years of industry experience. He holds a Series 65 designation and previously worked at Run Free LLC and FreeAgent Coaching, among other roles. MacKay Financial Planning serves individuals, families, and institutional or charitable clients through both limited-scope hourly engagements and ongoing retainer relationships. The firm employs a three-part advisory process combining life planning, financial planning, and investment advice, focusing on diversified, passive, low-cost investment strategies using index funds and ETFs.

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.

Terry Blair is a financial advisor at DB Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as an independent insurance agent since 2009. Blair also provides financial advising, financial planning, and asset management through Douglasbagwell & Co. 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, and financial planning services, utilizing diversified portfolios that include mutual funds, ETFs, and third-party research.

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.

Roger Plackemeier is a financial advisor at Hickory Wealth Management, LLC in Springfield, MO, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Allianz Life Insurance Company of North America and Woodbury Financial Services Inc. He serves as a board member of Messiah Lutheran Church. Hickory Wealth Management serves individuals, trusts, retirement plans, and certain broker-dealer customers by offering portfolio management, financial planning, and investment consulting. The firm manages wrap-fee accounts on a discretionary basis using fundamental analysis and multi-asset allocation strategies to align portfolios with clients’ objectives and risk tolerance.

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.

Christopher Beste is a CFP® with 13 years of industry experience, currently serving as an advisor at Pinnacle Family Advisors, LLC since 2020. His prior experience includes roles at Private Client Services, RFG Advisory, LPL Financial LLC, and Four Seasons Wealth Management. He is also the owner of Beste Wealth Management, a personal LLC used for tax purposes. Pinnacle Family Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively, offering both discretionary and limited non-discretionary management tailored to client needs.

Lawrence Ebisch II is a financial advisor at Auxan Capital Advisors, LLC in Springfield, MO, holding a Series 65 designation with 21 years of industry experience. He is also the owner of Classy Llama Studios LLC, a non-investment-related business he has operated since 2016. Ebisch has been with Auxan Capital Advisors since 2015 and has a concurrent role at Blaicol Capital Management, LLC since 2004. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients by providing discretionary portfolio management through a blend of active and passive strategies, including ERISA 3(21) retirement plan advisory services. The firm uses a hybrid analytical approach combining statistical risk models with fundamental, technical, and cyclical analysis to manage client portfolios.

Jimmy Schmidly is a financial advisor at Auxan Capital Advisors, LLC with 16 years of industry experience. He has worked at Auxan Capital Advisors since 2010 and previously spent 11 years at Assemblies Of God Credit Union. Schmidly holds Series 63 and Series 65 licenses and offers life, long-term care insurance, and fixed annuities to clients as needed. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients with discretionary portfolio management across active and passive strategies, as well as limited-scope ERISA 3(21) retirement plan advisory services. The firm employs a hybrid analytical process combining statistical risk models with charting, fundamental, technical, and cyclical analysis to manage client portfolios.

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.

Michael Vaughn is a CFP® professional with 23 years of industry experience, currently serving at Pinnacle Family Advisors, LLC since 2014. He is also involved with Second Baptist Church as a small group consultant. Vaughn has additional roles including serving as a campaign treasurer for a local political candidate. Pinnacle Family Advisors serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios, offering both discretionary and limited non-discretionary services tailored to client needs.

Daniel Nicolaescu is a financial advisor with Lasting Mark Retirement Group LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Lasting Mark Retirement Group in 2025, he worked at Simplicity Wealth and IAMS Wealth Management. He is also the Executive Vice President and Managing Partner of Freedom Wealth Services, where he is involved in life insurance and annuities. Lasting Mark Retirement Group LLC provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm uses modern portfolio theory with a long-term trading horizon and delivers services including retirement income strategies, tax planning, healthcare and long-term care reviews, and estate and philanthropic planning.