Craig Wright is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at United Advisor Group. His prior experience includes roles at The O.N. Equity Sales Company and Strategic Financial Concepts. He is president of the Missouri chapter of the National Association of Insurance and Financial Advisors and serves as a member of the Department of Labor’s ERISA Advisory Council. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Matthew Fall is a financial advisor at Cornerstone Wealth Management, LLC in Springfield, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2016. Outside of his advisory role, he is involved in a business that manufactures and sells sports display products to retail customers. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a combination of fundamental, quantitative, and qualitative analysis across various securities and investment vehicles, offering tailored account supervision and multiple LPL-sponsored advisory programs.

Joshua Wemple is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and six years of industry experience. Prior to joining Mutual of Omaha, he worked at Voya Financial Advisors and BKD, LLP. He serves as president and board member of the nonprofit Good Dads Inc. and volunteers as a youth soccer coach for Sporting Springfield Soccer Club. Additionally, Wemple provides tax advice and accounting services as a CPA. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives who use approved model portfolios and managers.

Gage Smart is a financial advisor with United Advisor Group in Springfield, MO, holding a Series 65 designation and beginning his advisory career in 2024. Prior to his current role, he worked at Peterson Wealth Advisors and has experience as an independent insurance agent. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services using proprietary model portfolios and customized strategies.

Stephen Hall is a Series 66-licensed advisor with 12 years of industry experience. He is currently with Diversify Wealth Management, LLC and has previously worked with Integrated Advisors Network, LLC, and held an online course facilitator role at Midwestern Baptist Theological Seminary. Outside of advisory work, Hall has experience as a president of a local corporation and has been involved in seminary education. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions by providing investment management, financial planning, and fiduciary services. The firm employs a tactical diversification and asset allocation approach across multiple platform options and investment instruments, managing approximately $4.1 billion in assets through a team of over 50 advisers.

Robin Cole is a financial advisor with Arvest Wealth Management in Springfield, MO, holding a Series 66 designation and seven years of industry experience. He has been with Arvest Wealth Management since 2014. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a combination of discretionary and non-discretionary assets.

Ryan Rodgers is a financial advisor with Arvest Wealth Management in Springfield, MO, holding a Series 66 designation and three years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2023. Outside of his advisory role, Rodgers serves as Vice President of the Mavs of Springfield Baseball Foundation and is a baseball coach and part owner of USA Prime Mavericks Baseball, a youth baseball organization. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-centered approach guided by Investment Policy Statements.

Benjamin Newhouse is a financial advisor with Diversify Wealth Management, LLC, holding the PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has held roles at Dfpg Investments, Inc. and Integrated Advisors Network since 2015 and has been involved with Vineyard Asset Management, LLC since 2007. Outside of his advisory work, he serves on the board of a homeowners association in Breckenridge, CO, and is a trustee at Mission University. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individual and institutional clients. The firm employs a tactical diversification approach with a broad range of investment instruments and platform options, managing approximately $4.1 billion in assets across more than 50 advisors.

Stacy Davis is a financial advisor with United Advisor Group in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at ON Investment Management Company, Ohio National Financial Services, and Questar Capital Corporation. Outside of her advisory work, she manages a family farm through Sturgeon Farm LLC and is involved with AKOS Solutions LLC, which focuses on Medicare and health insurance services. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Deanna Holmes is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. She holds Series 66 and Series 65 licenses and has worked at First Heartland Capital Inc since 2019 and USA Financial Securities Corporation for 15 years prior. Holmes is also part owner of Holmes & Griffeth, Inc., a financial planning firm established in 2002. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage accounts, utilizing a mix of fundamental, technical, and cyclical analysis through independent investment adviser representatives.

Brian Dixon is a financial advisor at Cornerstone Wealth Management, LLC in Springfield, MO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone since 2013. Dixon also operates Dixon Incorporated, a business entity related to his LPL Financial activities, and manages BDDixon Aviation, LLC, a non-investment-related entity. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand approach leveraging LPL-sponsored programs and technology to deliver tailored investment advice emphasizing continuous account supervision and diversified asset allocation.

Justin Bates is a financial advisor with United Advisor Group, holding a Series 66 credential and seven years of industry experience. He previously worked at Strategic Financial Concepts and Ohio National Financial Services. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, using proprietary model portfolios, custom-traded accounts, and third-party money managers.

Jeremy Braden is a financial advisor with Creative Financial Designs, Inc. and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at New York Life Insurance Company and Waddell & Reed, Inc. Outside of his advisory work, he co-owns and manages operations at Braden Family Farm, LLC. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers various strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

Rhonda Sorensen is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Arvest Wealth Management and Arvest Bank in Springfield, MO, for the past 10 years, dividing her time primarily between the two roles. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Chad Miller is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Miller Group for eight years and Triad Fitness Supplements Nutrition for two years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing a range of strategies including modern portfolio theory, fundamental, technical, and quantitative analysis.

Rochelle Davis is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and beginning her advisory career in 2025. She has prior experience with Mutual of Omaha Insurance Company and previously worked for the State of Missouri for 27 years. Outside of her advisory role, she is active as an insurance agent, working with life, health, annuities, disability, and critical illness insurance products. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through a network of Investment Advisor Representatives who recommend approved model portfolios and managers.

Todd Gregory is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has served in advisory roles at AE Wealth Management since 2019 and previously worked at D.H. Hill Advisors, Inc. and D.H. Hill Securities, LLLP. Gregory is also the owner of The Gregory Group, LLC, and Gregory Insurance Services, LLC, through which he provides investment and insurance services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and programs that license models or provide SMA management to other RIAs.

Timothy Sallee is a CFP® professional with 37 years of experience in the financial advisory industry. He is currently with Independent Advisor Alliance, LLC and has previously worked with Independent Financial Partners and LPL Financial, among others. He also operates Tim Sallee LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to various portfolio management strategies and technology platforms, and maintains ties with LPL Financial.

Michael Lachnit is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Geoffrey Stufflebam is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He has been with Sanctuary Wealth since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches through a large network of independent advisers and maintains unique practices such as negotiating performance-based fees for qualified institutional buyers and employing multi-custodian arrangements.