James Margraf is a financial advisor with Latour Asset Management LLC in Springfield, MO, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has been with Latour and its affiliated entities since 2016. Margraf is also licensed as an insurance agent and is involved in insurance sales through LaTour Advisory Group, Inc. Latour Asset Management refers client assets to third-party money managers and provides financial planning and limited estate-planning services. The firm acts as a liaison to recommended managers, offering ongoing monitoring and suitability updates, and also distributes insurance products through affiliated licensed agents.

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.

Ronald Mc Curry is a financial advisor at Pinnacle Family Advisors, LLC with 28 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Innovation Partners LLC and Raymond James Financial Services, Inc. Outside of finance, he owns a hair salon and a building company with his brother-in-law and is a part-owner of an accounting and business consulting firm. Pinnacle Family Advisors provides wealth management and planning services to individuals, 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 serves as adviser to registered investment companies and private pooled funds.

Joshua La Tour is a financial advisor at Latour Asset Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related entities, including LaTour Advisory Group, LLC and Center Street Securities, Inc. La Tour also serves as a licensed insurance agent, spending a portion of his time involved in insurance activities. Latour Asset Management refers client assets to third-party money managers and provides financial planning and limited estate-planning services. The firm does not directly manage portfolios but acts as a liaison to recommended managers while offering insurance products through affiliated agents.

James Watts is a financial advisor with Wealthcare Asset Management, LLC, holding Series 63 and Series 65 licenses and has 28 years of industry experience. His work history includes roles at WealthCare Corporation, Regal Investment Advisors, and American Tax Strategies. Outside of his advisory work, he owns and operates Wattswood Farms, a livestock farm. Wealthcare Asset Management is a registered investment adviser providing discretionary asset management for individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a technical and market-timing investment approach focused on risk mitigation, employing a variety of securities and derivatives strategies 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 positions at Teton Retirement Advisors and PBG Advisors, as well as work with Brigham Young University – Idaho and municipal roles in Fruita, Colorado. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, offering portfolio management and integrated financial planning through a team of about twelve advisors. The firm emphasizes client-specific investment policy statements, modern portfolio theory, and strategic asset allocation across multiple offices.

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.

Joseph Latour is a financial advisor with Latour Asset Management LLC in Springfield, Missouri, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been involved with several related entities since 2000, including Latour Advisory Group, LLC, and has served as managing member of LATOUR PROPERTIES LLC. Outside of his advisory roles, he is a treasurer on the board of Bowens Mill Christian Center. Latour Asset Management supports clients by referring investment assets to third-party money managers and providing financial and limited estate planning services. The firm focuses on monitoring recommended managers and offering insurance products through affiliated agents.

Joey Ledford is a financial advisor at Wealthcare Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked with Funeral Directors Life and Dairy Farmers of America. He is also involved with American Tax Strategies, LLC as an insurance agent. 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 disciplined, technical investment process focused on risk mitigation through market-timing analysis and constructs portfolios using ETFs, stocks, bonds, mutual funds, and options.

Dwight Fay Sr. is a financial advisor with Auxan Capital Advisors, LLC in Springfield, MO, holding Series 65 and Series 63 credentials and bringing 35 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years prior to joining Auxan Capital Advisors in 2018. Fay also offers life insurance, long-term care insurance, and annuities to clients as needed for estate purposes. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients, providing discretionary portfolio management through a hybrid analytical process that includes statistical risk models along with fundamental, technical, and cyclical analysis. The firm manages accounts across multiple custodial platforms and may appoint sub-advisors to oversee portions of 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 65 and Series 63 designations and bringing 12 years of industry experience. His career includes roles at TD Ameritrade, Mass Mutual, and Waddell & Reed. He also serves as an adjunct professor at Columbia College, teaching an undergraduate Principles of Marketing course. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, retirement accounts, and certain corporate clients. The firm employs a range of analytical methods and investment strategies, delivering services through a decentralized network of independent Investment Adviser Representatives.

Patrick Schmidt is a Series 65-licensed financial advisor with Lasting Mark Retirement Group LLC, based in Springfield, MO. He has ten years of industry experience, including a decade at Golden Reserve LLC. Outside of his advisory role, Schmidt serves as the Executive Director for Northwest Bible Church, where he supports leadership and organizational development in a part-time capacity. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, by providing ongoing portfolio management and integrated financial planning. The firm operates as a team of about a dozen advisors across multiple offices and emphasizes client-specific investment policies and asset allocation strategies tailored to individual goals and risk tolerance.

Matthew Dean is a financial advisor at Wealthcare Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at American Tax Strategies, LLC and WealthCare Corporation. In addition to his advisory role, he is a Medicare insurance broker at American Tax Strategies, where he dedicates approximately 5% of his time. 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, market-timing investment approach with a disciplined sell-side strategy, managing portfolios that include ETFs, stocks, bonds, mutual funds, and options.

Hunter Powell is a financial advisor with Lasting Mark Retirement Group LLC in Springfield, MO. He holds the Series 65 designation and has been with the firm since 2026. Powell has prior experience at Senior Benefits Plus LLC and Missouri State University. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, offering portfolio management and integrated financial planning. The firm provides tailored investment policy statements and uses modern portfolio theory and strategic asset allocation to manage assets for nearly 500 client households.