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.

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.

Jarrett Paoni is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with three years of industry experience. He has worked in various roles including positions at Mutual of Omaha and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and consulting services. The firm’s approach focuses on customized asset allocation, combining active and passive strategies with an emphasis on diversification, cost control, and long-term discipline, supported by integrated client communication and education programs.

Leia Huffman is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC and previously worked at BKD Wealth Advisors, LLC for nine years. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and retirement plan consulting. The firm employs a customized investment approach that combines active and passive strategies with an emphasis on diversification and cost control, and is part of a national accounting and professional services firm, enabling coordination of tax and accounting advice.

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.

Kaytlan Uhlman is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Forvis Mazars Wealth Advisors, LLC since 2022, following roles at BKD Wealth Advisors, Arvest Bank, and other organizations. Prior to her financial advisory career, she spent ten years in full-time education. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm’s approach emphasizes customized asset allocation, diversification, cost control, and long-term discipline, integrating active and passive strategies within a comprehensive service model linked to its parent accounting firm.

Ella Johnson is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Compass Financial, Table Rock Community Bank, and Alton Bank, as well as teaching positions at Thayer Senior High School and Thayer Elementary School. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Holden Adams is a CFP® certified advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. His background includes roles at Forvis Mazars Wealth Advisors, Forvis Mazars, LLP, Forvis, LLP, BKD, LLP, and six years at the University of Nebraska-Lincoln. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by offering financial planning, investment management, and consulting services as part of an integrated private client model. The firm uses a customized investment approach combining active and passive strategies focused on diversification, cost control, and long-term discipline.

Allison Fuehne is a CFP® and holds a Series 66 license with 19 years of industry experience. She currently works at Arax Advisory Partners and has prior experience at Purshe Kaplan Sterling Investments, Summit X LLC, and Equitable Advisors. Outside of financial advising, she is involved with Stovall-Woody Associates, LLC, providing business consulting and group healthcare services. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using a mix of in-house and external portfolio management resources, traditional and alternative investments, and incorporates AI tools and third-party analytics in its services.

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.

Heather Broyles is a CFP® professional with 24 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm uses a customized investment approach integrating active and passive strategies, with an emphasis on diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Jackson Harvey is a CFP® professional with two years of experience at Forvis Mazars Wealth Advisors, LLC. He joined the firm in 2024 after working at Powercat Financial from 2022 to 2024. Harvey's background includes several years of employment outside the financial industry prior to beginning his advisory career. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and retirement plan consulting. The firm employs a customized investment approach emphasizing diversification, cost control, and long-term discipline, supported by integration with tax and accounting services from its parent firm.

Randal Lyons is a financial advisor at Arvest Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management since 2012. Outside of his advisory role, Lyons is a partner in LyonsBarrels LLC, a hobby business focused on refinishing and reselling used whiskey barrels. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Joseph Tonkovic is a CFP® professional with two years of experience in financial advising, currently with Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors LLC and Schnucks Markets, Inc. He has a background that also includes work and study in Springfield, MO. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and consulting services. The firm’s approach emphasizes customized asset allocation and diversification, combining active and passive strategies within an integrated service model alongside tax, accounting, and family-office offerings from its parent firm.