James Margraf is a financial advisor at LaTour Asset Management LLC in Springfield, MO, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple related firms, including LaTour Advisory Group, LLC and Center Street Securities, Inc. Margraf is also licensed as an insurance agent and is involved in insurance sales through LaTour Advisory Group, Inc. LaTour Asset Management, LLC provides investment advice and financial planning to individuals, high-net-worth clients, and corporations, focusing on manager selection and ongoing monitoring rather than direct asset management. The firm offers estate-planning assistance and facilitates client relationships with third-party money managers while overseeing performance and reporting.

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 financial advisor with Latour Asset Management LLC in Springfield, MO, holding a Series 65 designation and 12 years of industry experience. She has been with Latour since 2015 and previously worked at Center Street Securities. In addition to advisory roles, she engages in administrative and insurance sales activities with LaTour Advisory Group, Inc. Latour Asset Management provides investment advice and financial planning to individuals, high-net-worth clients, and corporations, offering estate-planning assistance. The firm refers clients to third-party money managers and assists with manager selection and ongoing performance monitoring, without accepting discretionary trading authority or custody of client assets.

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.

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.

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.

Dustin Kennedy is a financial advisor at GreenLeaf Financial Network, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade, Mass Mutual, and Waddell & Reed. Outside of his advisory role, Dustin 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 primarily through a network of independent Investment Adviser Representatives. The firm employs multiple investment analysis methods and strategies to tailor solutions to individual client objectives.

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.

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.