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 with Andrew Garrett Inc. in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He 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. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm uses a multi-platform investment model with various sub-advisers and program sponsors, providing tailored asset allocation and investment strategies across multiple securities and program features.

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 financial advisor at Lasting Mark Retirement Group LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Epic Systems and his own firm, Craig Agency, LLC. In addition to his advisory role, he works as an independent agent selling life insurance and annuities. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients by combining portfolio management with financial planning, using a long-term investment approach based on modern portfolio theory. The firm offers both discretionary and non-discretionary management and provides fixed annual planning packages rather than traditional percentage-of-assets billing.

Jarrett Paoni is a CFP® professional with three years of experience in financial advising, currently with Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors, BKD Wealth Advisors, and Mutual of Omaha, as well as teaching experience at Missouri State University. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, retirement plan consulting, and family-office services, managing approximately $12 billion in assets and utilizing a committee-approved, discretionary investment process.

Leia Huffman is a CFP® and holds a Series 65 license with 12 years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC, having previously been with BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12 billion in assets and utilizing a range of investment strategies including ETFs, mutual funds, bonds, and separately managed accounts.

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 is currently with Forvis Mazars Wealth Advisors, LLC, where she has worked since 2022, following roles at BKD Wealth Advisors and Arvest Bank. Prior to her financial career, she spent ten years in full-time education. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12.0 billion in assets and provides integrated financial planning, discretionary investment management, and retirement plan consulting, leveraging its affiliation with a national accounting and professional services parent.

Ella Johnson is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Foundations, she worked at Compass Financial, Table Rock Community Bank, and Alton Bank, and has experience in education at Thayer Senior High School and Interlochen Arts Academy. She also has a background that includes work in the restaurant industry. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion across nearly 300 representatives. The firm serves a diverse client base with portfolio management, financial planning, retirement-plan support, and sub-advisory services, utilizing tailored asset allocations and a range of investment products through fiduciary custodians.

Holden Adams is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He previously held roles within various Forvis entities and BKD, LLP, and has an academic background from the University of Nebraska-Lincoln. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12.0 billion in assets and integrating wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

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.

Heather Broyles is a CFP® professional with 23 years of experience in wealth advisory services. She has worked at Forvis Mazars Wealth Advisors, LLC since 2024, and previously spent 24 years at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, retirement plan consulting, and family-office style services, managing approximately $12 billion in assets.

Jackson Harvey is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with two years of experience in the financial services industry. Prior to joining Forvis Mazars Wealth Advisors in 2024, he worked at Powercat Financial from 2022 to 2024 and held various roles at Texas Roadhouse between 2019 and 2023. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12.0 billion in assets, offering services such as financial planning, investment management, consulting, and family-office style solutions integrated with coordinated tax and accounting capabilities.

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 at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. Prior to joining Forvis Mazars Wealth Advisors, he worked at FORVIS Wealth Advisors LLC and held various roles including positions at Schnucks Markets, Inc., Missouri State University, and Central States Bus. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, retirement plan consulting, and family-office style services, managing approximately $12 billion in assets through a disciplined investment approach that includes committee-approved ETFs, mutual funds, bonds, equities, and separately managed accounts.

Natalie Hyde is a CFP® professional with two years of experience in financial advisory services. She currently works at Forvis Mazars Wealth Advisors, LLC and previously held roles at FORVIS Wealth Advisors LLC and TD Ameritrade. Outside of finance, she has experience working in early childhood education. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers a range of services including financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets.