Ronald Mc Curry is a financial advisor at Pinnacle Family Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Innovation Partners LLC, Pinnacle Family Advisors LLC, and Raymond James Financial Services, Inc. In addition to his financial career, he owns a hair salon and a construction business in Springfield, Missouri. Pinnacle Family Advisors provides wealth management and planning services to individuals, retirement plans, trusts, and pooled investment vehicles. The firm employs discretionary asset management using model portfolios and proprietary risk-management signals, and it actively advises registered investment companies and private pooled funds.

Joshua La Tour is a financial advisor with Latour Asset Management LLC in Springfield, MO. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Center Street Securities, Inc., Simsco LLC, and several entities affiliated with the LaTour name. LaTour also serves as an insurance agent through LATOUR ADVISORY GROUP, INC. Latour Asset Management provides investment advice and financial planning to individuals, high-net-worth clients, and corporations. The firm refers clients to registered third-party money managers and assists with their selection, onboarding, and ongoing monitoring, while offering full financial plans to clients engaged with these managers.

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.

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, MO, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Latour Asset Management since 2014 and has held leadership roles at Latour Advisory Group, LLC since 2000. Latour serves as treasurer on the board of Bowens Mill Christian Center. Latour Asset Management LLC provides investment advice and financial planning to individuals, high-net-worth clients, and corporations, focusing on selecting and monitoring third-party money managers rather than directly managing client assets. The firm also offers estate planning assistance and full financial plans for clients utilizing third-party managers.

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 Series 63 and Series 65 designations and has worked at Auxan Capital Advisors since 2018, following a 13-year tenure at Ameriprise Financial Services, Inc. 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 with discretionary portfolio management across active and passive strategies. The firm combines statistical risk models with fundamental, technical, and cyclical analysis to manage portfolios and may appoint sub-advisors to oversee client accounts.

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.

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.

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.

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.

Grant Walker is a financial advisor at Convergence Financial in Ozark, MO. He holds a Series 65 designation and has been with Convergence Financial since 2026. Prior to his current role, he worked in various positions in the healthcare industry and related fields from 2015 to 2024. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation and fundamental analysis approach to construct customized portfolios and offers fiduciary retirement plan services, third-party asset management access, and cryptocurrency custody recommendations.

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.

Allison Fuehne is a CFP®-certified financial advisor with 19 years of industry experience. She joined Arax Advisory Partners in 2025 after nine years with Purshe Kaplan Sterling Investments and Summit X LLC. Outside of her advisory role, she is involved with Stovall-Woody Associates, a business consulting and group healthcare firm, and holds a life insurance agent position with Ash Brokerage. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, family offices, institutions, and retirement plans. The firm employs a mix of internal portfolio management, third-party models, and external managers, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Brian Standage is a financial advisor with First Heartland Consultants, Inc. in Springfield, Missouri, holding a Series 66 designation and 19 years of industry experience. He has worked at First Heartland Capital since 2019 and previously at USA Financial Securities Corporation for 13 years. Standage is also involved with Holmes & Griffeth, Inc., where he participates in life insurance and annuity sales. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.