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.

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.

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, 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. He holds a Series 65 credential and has professional experience spanning multiple roles, including previous positions at Teton Retirement Advisors and PBG Advisors, as well as work in academic and municipal settings. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning services primarily to individual and high-net-worth clients who are in or nearing retirement. The firm follows a Modern Portfolio Theory–based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

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 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 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 Series 65-licensed advisor with Lasting Mark Retirement Group LLC and has 10 years of industry experience. He has served as Managing Director for the Annuity & Advanced Markets division of Lasting Mark LLC and is the Executive Director for Northwest Bible Church, where he assists with leadership and organizational development. Lasting Mark Retirement Group LLC provides ongoing portfolio management and integrated financial planning primarily for individuals and high-net-worth clients approaching retirement. The firm applies Modern Portfolio Theory and long-term trading strategies, offers both discretionary and non-discretionary management, and operates seven offices with client education programs such as free retirement seminars.

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.