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.

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.

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.

Gabriel Cordova is an advisor at Lasting Mark Retirement Group LLC with a Series 65 designation and one year of industry experience. He has previously been affiliated with LifeMark Advisors since 2012. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, offering portfolio management and integrated financial planning through a team of about a dozen advisers. The firm employs modern portfolio theory and strategic asset allocation, tailoring recommendations to clients’ goals, time horizons, and risk tolerances.

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 associated with LaTour Advisory Group since 2015. LaTour Asset Management serves clients by referring investment assets to third-party money managers and providing financial planning and limited estate-planning services. The firm acts as a liaison to recommended managers and offers insurance products through affiliated licensed agents.

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-credentialed advisor with five years of industry experience, currently serving at Lasting Mark Retirement Group LLC. He has prior experience at Simplicity Wealth, IAMS Wealth Management, New York Life Insurance Co., and has been an executive partner at Freedom Wealth Services since 2019, where he works as a licensed Life, Health, and Annuities Agent. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, providing portfolio management and integrated financial planning through a team of about a dozen advisers. The firm utilizes modern portfolio theory and strategic asset allocation, offering discretionary and non-discretionary management along with community education through public retirement seminars.

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.

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.

James Margraf is a financial advisor with LaTour Asset Management LLC in Springfield, MO, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His work history includes roles at LaTour Asset Management LLC, LaTour Advisory Group LLC, Lacobos Group LLC, Center Street Securities, Inc., and Gradient Advisors, LLC. Margraf is also involved as an insurance agent through LaTour Advisory Group, Inc. LaTour Asset Management serves clients by referring assets to third-party money managers and providing financial planning and limited estate-planning services. The firm acts as a liaison to recommended managers, offers insurance products through affiliated licensed agents, and emphasizes ongoing monitoring and suitability updates for client accounts.

Jeremy Zickefoose is a Series 65-licensed advisor at Wealthcare Asset Management, LLC with one year of industry experience. Prior to joining Wealthcare, he worked at Globe Life - Liberty National and has been the owner of White Tornado Cleaning Services, a commercial janitorial business, since 2022. Wealthcare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a technical and market-timing investment approach using ETFs, stocks, bonds, mutual funds, and options, with a disciplined sell-side strategy aimed at risk mitigation.

Eric Burlison is a Series 65 registered advisor with WealthCare Asset Management, LLC in Springfield, MO, bringing seven years of industry experience. He has served in the United States House of Representatives since 2023 and was previously a member of the Missouri General Assembly. In addition to his advisory role, Burlison is involved with American Tax Strategies, LLC. WealthCare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a technical and market-timing investment approach with a disciplined, sell-side focus to mitigate risk, managing portfolios that include ETFs, individual stocks, bonds, mutual funds, and options.

Jace Henry is a financial advisor at Auxan Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in various roles including positions at Pension Consultants Inc, Menards, and Republic High School. Outside of advisory, he is involved with College Works Painting. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients, offering discretionary portfolio management through a combination of active and passive strategies. The firm employs a hybrid analytical process using statistical risk models alongside fundamental and technical analysis to manage client portfolios.

Barbara Burns is a Series 65-licensed financial advisor with Latour Asset Management LLC in Springfield, MO, bringing 12 years of industry experience. She has worked with Latour Asset Management since 2015 and also maintains a role with Latour Advisory Group, LLC since 2009. In addition to advisory duties, Burns provides administrative support and insurance sales through LaTour Advisory Group. Latour Asset Management serves clients by referring investment assets to third-party money managers and providing financial planning and limited estate-planning services. The firm acts as a liaison to recommended managers and offers insurance products through licensed agents affiliated with the firm.