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 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.

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, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Auxan in 2018, he worked at Ameriprise Financial Services, Inc. for 13 years. He also offers life insurance, long-term care insurance, and annuities to clients as needed for estate planning purposes. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients, providing discretionary portfolio management with a hybrid analytical approach that integrates statistical risk models and multiple forms of market analysis. The firm offers a range of strategies including concentrated equity, ETF/mutual fund, and passive options, and may employ sub-advisors as part of its investment management.

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 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.

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.

Billy Uzzell is a financial advisor at Andrew Garrett Inc. in Springfield, MO, with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Midwest Discount Brokers Inc. since 1996. Outside of his advisory role, he is involved in property management through Spring Valley Realty Property Management Company. Andrew Garrett Inc. serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and corporations, offering portfolio management, financial planning, and retirement-rollover guidance. The firm employs a range of investment strategies across multiple platforms and maintains a dual role as both a registered investment adviser and an active broker-dealer.

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.

Jason Craig is a Series 65-registered advisor with one year of experience at Lasting Mark Retirement Group LLC. He has prior work history at Craig Agency, LLC and Epic Systems. He is also an independent agent selling life insurance and annuities for multiple carriers. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, offering portfolio management and integrated financial planning supported by written investment policy statements and regular updates. The firm operates as a team of about a dozen advisors, managing approximately $109 million for nearly 500 client households across multiple offices.