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.

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.

Ronald Mc Curry is a financial advisor with Pinnacle Family Advisors, LLC in Springfield, MO, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with Pinnacle Family Advisors since 2007 and also has experience with Innovation Partners LLC starting in 2022. Outside of finance, he owns a hair salon business and co-owns a building company with his brother-in-law. 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 asset management with model portfolios guided by proprietary risk-management signals and technical analysis, and it actively manages registered funds, ETFs, and affiliated private funds.

David Heim is a financial advisor with Strategic Wealth Advisors Group, Inc. in Nixa, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Strategic Wealth Advisors Group since 2018 and co-owns Heim Financial Solutions. Prior to these roles, he was employed at Alliance America Corporation and UNITED ADVISORS America CORPORATION from 2010 to 2017. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management. The firm emphasizes the use of independent registered managers for investment management, provides ERISA plan services, and conducts public educational seminars on investment topics.

Danny Tervol is a financial advisor at Andrew Garrett Inc. in Springfield, MO, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has worked at Midwest Discount Brokers Inc. since 1997. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model with various sub-advisers and program sponsors, offering strategies that include ETF model portfolios and unified managed accounts tailored to client suitability profiles.

Dwight Fay Sr. is a financial advisor at Auxan Capital Advisors, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. for 13 years. Additionally, he offers life, long-term care insurance, and annuities to clients for estate planning purposes. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients with discretionary portfolio management across active and passive strategies. The firm employs a hybrid analytical approach combining statistical risk models with fundamental, technical, and cyclical analysis to manage client portfolios.

Janet Hudson is a financial advisor at Pinnacle Family Advisors, LLC in Springfield, MO, holding a Series 65 designation with 13 years of industry experience. She has been with Pinnacle Family Advisors since 2011. Pinnacle Family Advisors serves a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm utilizes model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage discretionary and limited non-discretionary portfolios, and it also sponsors and manages affiliated investment vehicles such as registered mutual funds and ETFs.

Dustin Kennedy is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His career includes roles at TD Ameritrade, Mass Mutual, and Waddell & Reed, as well as nine years at GLS Insurance Group. In addition to his advisory work, he serves as an adjunct professor at Columbia College, teaching Principles of Marketing. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, investment consulting, and retirement plan services to individuals, families, trusts, estates, retirement accounts, and corporate clients. The firm employs a range of investment strategies using multiple methods of analysis and operates a decentralized network of independent advisers.

Cody Breeden is an advisor at Pinnacle Family Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Pinnacle Family Advisors, he has held roles at 7 Brew, Missouri State University, OTC College, and Wise Guys Screen Printing and Embroidery. He has experience working in education and entrepreneurial settings. Pinnacle Family Advisors provides wealth management and planning services to individuals, retirement plans, trusts, and pooled investment vehicles. The firm employs a discretionary, model-driven investment approach that incorporates proprietary risk-management signals and technical analysis, and it is notable for its direct advisory role with investment companies and its affiliated professional practices.

Paul Carroll is a financial advisor with Pinnacle Family Advisors, LLC in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Pinnacle Family Advisors since 2008 and at Purshe Kaplan Sterling Investments since 2009. Outside of his advisory work, Carroll officiates sports including basketball, football, and softball. Pinnacle Family Advisors serves individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities with services such as discretionary asset management, family office and wealth planning, financial planning, and pension consulting. The firm employs model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively, and it sponsors affiliated investment vehicles including registered mutual funds and ETFs.

James Schmidly is a financial advisor with Auxan Capital Advisors, LLC in Springfield, MO. He holds a Series 65 credential and has 20 years of industry experience. Schmidly has worked at Auxan Capital Advisors since 2008 and spent 11 years at Evangel University. Outside of his advisory role, he is involved in missionary work with Assemblies of God World Missions and offers life and health insurance products for estate planning purposes. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients, providing discretionary portfolio management across active and passive strategies, as well as ERISA 3(21) retirement plan advisory services. The firm employs a hybrid analytical approach combining risk models with fundamental and technical analysis to manage client portfolios.

Geoffrey Russell is a financial advisor at Pinnacle Family Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pinnacle Family Advisors and Purshe Kaplan Sterling Investments since 2012. Pinnacle Family Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a range of services including discretionary asset management, family office and wealth planning, financial planning, and pension consulting, utilizing model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively.

Billy Uzzell is a financial advisor with Andrew Garrett Inc. in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Midwest Discount Brokers Inc. since 1996. Outside of his advisory role, he is involved in property management through Spring Valley Realty Property Management Company. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm uses a multi-platform investment model with various sub-advisers and program sponsors, providing tailored asset allocation and investment strategies across multiple securities and program features.

Michael Truman is a financial advisor at Aegis Wealth Management, Inc. with six years of industry experience. He also operates Truman & Associates, a business involved in life insurance, health insurance, annuities, and income tax preparation. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses multiple sub-advisers for portfolio management and offers broad financial planning and ancillary services through dually licensed personnel.

Jarrett Paoni is a CFP® professional with three years of experience in financial advising, currently with Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors, BKD Wealth Advisors, and Mutual of Omaha, as well as teaching experience at Missouri State University. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, retirement plan consulting, and family-office services, managing approximately $12 billion in assets and utilizing a committee-approved, discretionary investment process.

Leia Huffman is a CFP® and holds a Series 65 license with 12 years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC, having previously been with BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12 billion in assets and utilizing a range of investment strategies including ETFs, mutual funds, bonds, and separately managed accounts.

Grace Gann is a Series 65 licensed financial advisor with three years of industry experience, currently affiliated with CreativeOne Wealth, LLC and Advantage Retirement Services. Her background includes roles in retirement services and design, with prior experience at Juli Russell Design Group/BKDC and Missouri State University. She is a partner involved in insurance sales at Advantage Retirement Services, focusing on annuity products. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary portfolios using a combination of proprietary models and third-party managers, employing strategies such as modern portfolio theory, fundamental, technical, and quantitative analysis.