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 a financial advisor with Pinnacle Family Advisors, LLC in Springfield, MO, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. He has been with Pinnacle Family Advisors and Purshe Kaplan Sterling Investments since 2010. Outside of his advisory work, he is a partner in an accounting firm and serves as a youth football coach for Nixa Public Schools. Pinnacle Family Advisors serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a range of services such as discretionary asset management, family office and wealth planning, pension consulting, and sub-advisory arrangements, utilizing model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively.

Jeremy Zickefoose is a financial advisor at WealthCare Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Globe Life - Liberty National. Outside of finance, he owns and operates White Tornado Cleaning Services, a commercial janitorial business. WealthCare Asset Management serves individuals, trusts, pension, and corporate clients with discretionary asset management and investment consulting. The firm utilizes active, technically driven risk management and incorporates options and derivatives within managed accounts, offering a range of ancillary services alongside portfolio management.

Eric Burlison is a financial advisor at WealthCare Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has held roles in the Missouri General Assembly and the United States House of Representatives. In addition to his advisory work, he is involved with American Tax Strategies, LLC as an insurance agent. WealthCare Asset Management advises individuals, trusts, pension, and corporate clients on discretionary asset management and investment consulting. The firm employs an active, technically driven risk management approach using proprietary models and options strategies, and offers a range of ancillary services including pension maximization and identity-theft mitigation.

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.

James Watts is a financial advisor with WealthCare Asset Management, LLC in Springfield, MO, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with WealthCare Asset Management since 2014 and is also involved with American Tax Strategies, LLC. Outside of financial services, he owns and operates Wattswood Farms, a livestock farm. WealthCare Asset Management advises individuals, trusts, pension, and corporate clients on discretionary asset management and investment consulting, employing an active, technically driven risk management approach that incorporates stocks, bonds, mutual funds, ETFs, options, and other securities. The firm also provides a range of ancillary services and emphasizes the use of options and derivatives within managed accounts.

Hunter Savage is a financial advisor at Lasting Mark Retirement Group LLC in Springfield, MO, holding a Series 65 designation with one year of industry experience. His prior roles include advisory positions at Teton Retirement Advisors and PBG Advisors, as well as academic roles at Brigham Young University - Idaho. Lasting Mark Retirement Group LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using an investment approach based on modern portfolio theory and long-term horizons tailored to clients’ goals and risk tolerances. The firm emphasizes comprehensive financial planning and operates multiple offices while offering public retirement seminars and workshops.

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.

Hunter Pistole is a financial advisor with Aegis Wealth Management, Inc. based in Ozark, MO. He holds a Series 65 credential and has four years of industry experience. In addition to his advisory role, Pistole serves as Vice President and an agent at Trinity Insurance and Financial Services. Aegis Wealth Management serves individual investors, high-net-worth clients, institutions, and retirement plans, offering comprehensive financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers and utilizes AI-based tools, offering both project-based planning and ongoing asset management services.

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.

Joey Ledford is a financial advisor at WealthCare Asset Management, LLC in Springfield, MO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at American Tax Strategies, LLC and Funeral Directors Life. He is also involved with American Tax Strategies, LLC as an insurance agent, dedicating approximately five percent of his time to this activity. WealthCare Asset Management serves individuals, trusts, pension, and corporate clients with discretionary asset management and investment consulting. The firm employs an active, technically driven risk management approach, incorporating options and derivatives, and offers a range of ancillary services including pension maximization and identity-theft mitigation.

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.

Patrick Schmidt is a financial advisor with Lasting Mark Retirement Group LLC in Springfield, MO, holding a Series 65 license and nine years of industry experience. He previously worked at Golden Reserve LLC for ten years and currently serves as Executive Director for Northwest Bible Church, supporting leadership and organizational development in a part-time capacity. Schmidt is also the Managing Director for the Annuity & Advanced Markets division of Lasting Mark LLC, where he provides training and coaching to licensed agents on life insurance and annuities. Lasting Mark Retirement Group LLC offers ongoing portfolio management and financial planning to individual and high-net-worth clients, using a modern portfolio theory approach tailored to client goals and risk tolerances. The firm provides comprehensive financial planning services including retirement income, tax planning, healthcare reviews, and estate planning, and operates from multiple offices while providing community education through seminars and workshops.

Matthew Dean is a financial advisor at WealthCare Asset Management, LLC in Springfield, MO, holding a Series 65 designation with two years of industry experience. Prior to joining WealthCare Asset Management in 2024, he worked at WealthCare Corporation and American Tax Strategies, LLC, where he also serves as a Medicare insurance broker. WealthCare Asset Management provides discretionary asset management services for individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a technical and market-timing investment approach focusing on risk mitigation through diversified portfolios that include ETFs, stocks, bonds, mutual funds, and options.