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 17 years of industry experience. He holds the Series 65 designation and has been associated with both Trend Management and Marshfield Family Clinic since 2008. Robinson is a part owner of a computer service and programming company, E Automation Systems LLC. Trend Management, Inc. provides discretionary portfolio management for individuals, trusts, retirement accounts, and small business retirement plans, serving both high-net-worth and non-HNW clients. The firm employs a high-conviction investment approach focused on concentrated equity positions combined with tactical fixed income and cash allocations based on economic analysis.

Mark Brueggemann is a Series 65-licensed financial advisor with 12 years of industry experience, currently with Trend Management, Inc. in Springfield, MO. He has been associated with Trend Management since 1991, totaling 35 years with the firm. He serves on the board of directors of International Division Springfield Missouri, a nonprofit organization outside the finance industry. Trend Management, Inc. provides discretionary portfolio management for individuals, trusts, retirement accounts, and small business plans, serving both high-net-worth and non-HNW clients. The firm’s investment approach relies on fundamental research and concentrated equity positions combined with tactical fixed income and cash allocations, often resulting in portfolios that differ significantly from market indexes.

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 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed from 1998 to 2009. In addition to his advisory role, he has been an independent insurance agent providing life and health insurance since 2009. DB Advisors serves individual clients, retirement plan participants, trusts, estates, charitable organizations, and other institutions with portfolio management, financial planning, and business consulting. The firm offers customized portfolios using diversified asset allocation and combines quantitative and fundamental analysis, managing approximately $64 million in combined discretionary and non-discretionary assets.

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.

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 Series 65 licensed advisor with 22 years of industry experience. He is affiliated with Auxan Capital Advisors, LLC and has worked with Blaicol Capital Management, LLC since 2004. Outside of his financial advisory work, he is involved in Classy Llama Studios LLC, a non-investment-related business he has operated since 2016. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients, providing 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 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.

Kayla Chapa is a financial advisor at LaTour Asset Management LLC in Springfield, MO, holding a Series 65 designation with one year of industry experience. She has been with LaTour Asset Management since 2026 and was previously associated with LaTour Advisory Group starting in 2015. LaTour Asset Management provides investment advice and financial planning to individuals, high-net-worth clients, and corporations. The firm refers clients to third-party money managers for asset management, assists with manager selection and monitoring, and does not accept discretionary trading authority or custody of client assets.

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 Series 65-licensed financial advisor with five years of industry experience. He is currently with Lasting Mark Retirement Group LLC and has previously worked at Simplicity Wealth, IAMS Wealth Management, Freedom Wealth Services, Crystal Ballroom, and New York Life Insurance Co. Nicolaescu also serves as Managing Partner and Executive Vice President of Freedom Wealth Services, where he is involved in life insurance and annuities. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients, particularly those in or nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach, offering discretionary and non-discretionary management with regular portfolio reviews, and operates seven offices while conducting free retirement seminars and workshops.

Joel Pearson is a financial advisor at Pinnacle Family Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Pinnacle since 2015. Prior to this, he worked at Purshe Kaplan Sterling Investments. He serves on the boards of the National Multiple Sclerosis Society Mid-America Chapter and the Developmental Center of the Ozarks, both nonprofit organizations focused on health and developmental issues. Pinnacle Family Advisors serves individuals, 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, and it sponsors and manages affiliated investment vehicles including registered mutual funds and ETFs.

Travis Lathrop is a financial advisor at Auxan Capital Advisors, LLC in Springfield, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Auxan Capital Advisors in 2022, he worked at Cornerstone Wealth Management and LPL Financial, LLC. Outside of advisory work, he serves as Chief Revenue Officer for Classy Llama, an eCommerce company, and is a board member of the Strafford R-VI School Board. Auxan Capital Advisors provides discretionary portfolio management to individuals, trusts, charitable organizations, and corporate clients using a hybrid analytical approach that incorporates statistical risk models alongside fundamental and technical analysis. The firm offers concentrated equity, ETF/mutual fund, and passive strategies across multiple custodial platforms.

Jeffrey Reeb is a financial advisor at Auxan Capital Advisors, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Auxan Capital Advisors since 2012. Outside of financial advising, he owns and operates Dent Boss, Inc., a paintless dent repair business specializing in hail damage claims. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients, providing discretionary portfolio management across active and passive strategies along with limited-scope ERISA 3(21) retirement plan advisory services. The firm employs a hybrid analytical process combining statistical risk models and various types of analysis to manage portfolios that may include concentrated equity, ETF/mutual fund, and passive strategies.

Timothy Baker is a financial advisor at Auxan Capital Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Auxan since 2014. In addition to his advisory role, he works as a life and health insurance agent and is involved in dog training through Nottingham Kennels. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients by providing discretionary portfolio management across active and passive strategies, including limited-scope ERISA 3(21) retirement plan advisory services. The firm uses a hybrid analytical process combining statistical risk models with fundamental and technical analysis to manage client portfolios.

Brian McCracken is an advisor at Pinnacle Family Advisors, LLC in Springfield, MO, holding Series 65 and Series 66 credentials with 24 years of industry experience. He has worked at Pinnacle Family Advisors and Purshe Kaplan Sterling Investments since 2010. Outside of financial advising, McCracken is a partner at Pinnacle Consulting CPAs, LLC and serves as a youth football supervisor for Nixa Public Schools. Pinnacle Family Advisors provides wealth management and planning services to individuals, high-net-worth families, retirement plans, trusts, and pooled investment vehicles. The firm uses discretionary, model-driven investment strategies informed by proprietary risk-management signals and maintains a distinct role advising registered investment companies and affiliated private funds, supported by close professional affiliations including an accounting practice.