Craig Wright is a financial advisor with United Advisor Group in Springfield, MO, holding the CFP® and ChFC® designations and bringing 17 years of industry experience. He has worked at multiple firms, including The O.N. Equity Sales Company and Strategic Financial Concepts. Wright serves as president of the NAIFA Missouri trade organization and is a member of the Department of Labor’s ERISA Advisory Council. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage clients. The firm employs a combination of strategic and tactical asset allocation, value investing, and various analytical methods to provide tailored portfolio management based on client risk tolerance, tax strategies, and time horizons.

Matthew Fall is a financial advisor at Cornerstone Wealth Management, LLC in Springfield, MO, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management and affiliated LPL Financial since 2016. Outside of his advisory work, he is involved in F3 Displays LLC, a business manufacturing and selling sports display products. Cornerstone Wealth Management serves a diverse client base that includes individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and uses a combination of fundamental, quantitative, and qualitative analyses along with tailored account supervision and periodic rebalancing.

Joshua Wemple is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 license and with seven years of industry experience. Prior to joining Mutual of Omaha, he worked at Voya Financial Advisors and BKD, LLP. Outside of his advisory role, he serves as board president of the nonprofit Good Dads Inc. and coaches youth soccer with Sporting Springfield Soccer Club. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through platform relationships with Envestnet and emphasizes model portfolios managed by approved third-party 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 financial advisor with 12 years of industry experience, currently with Diversify Wealth Management, LLC. He previously worked at Integrated Advisors Network, LLC, Waddell & Reed, and serves as an online course facilitator at the College of the Ozarks. Hall has also held leadership roles in local business organizations. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets through a team of over 50 advisers and employs a tactical diversification approach using a variety of investment instruments and platform options.

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, and has 26 years of industry experience. He has held roles at multiple firms including Vineyard Asset Management, LLC, where he serves as CEO, and DFPG Investments, Inc. Outside of advising, he is a trustee of Mission University and serves on a homeowners association board. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base including individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach using a range of strategies and platforms.

Stacy Davis is a financial advisor with United Advisor Group in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior work includes roles at ON Investment Management Company, Ohio National Financial Services, Questar Capital Corporation, Morgan Stanley, and Citigroup Global Markets. Outside of finance, she manages a family farm through Sturgeon Farm LLC and is involved with AKOS Solutions LLC, a Medicare-related business. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage clients. The firm manages client portfolios using proprietary models, third-party sub-advisors, or custom accounts, tailoring allocations to risk tolerance, tax strategy, and time horizons.

Deanna Holmes is a financial advisor with First Heartland Consultants, Inc. in Springfield, MO, holding Series 65 and Series 66 licenses and 26 years of industry experience. She has worked at First Heartland Capital Inc. since 2019 and previously spent 15 years at USA Financial Securities Corporation. Holmes is also involved with Holmes & Griffeth, Inc., a financial planning firm she has been associated with since 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, and model-based self-directed brokerage account programs, delivering advisory services through independent representatives using a variety of analytical and asset allocation techniques.

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 in Springfield, MO, holding a Series 66 designation and eight years of industry experience. He previously worked at Strategic Financial Concepts and Ohio National Financial Services. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm serves a range of clients with portfolio management, retirement planning, and financial education, using proprietary model portfolios, third-party sub-advisors, and tailored investment strategies based on risk tolerance, tax strategy, and time horizons.

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 at Mutual of Omaha Investor Services, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked for the State of Missouri for 27 years. Outside of her advisory role, she is involved in the insurance business as an agent and assistant, focusing on life, health, annuities, disability, and critical illness products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates within the Mutual of Omaha group and delivers managed solutions primarily through Envestnet, with Pershing acting as custodian and broker-dealer.

Todd Gregory is a financial advisor at AE Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Gold Consultants and D.H. Hill Advisors. He is the owner of The Gregory Group, LLC (dba Gregory Wealth Advisory) and Gregory Insurance Services, LLC (dba Gregory Financial), through which he provides investment and insurance services. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with a platform-focused approach.

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.

Mary Morrison is an advisor at First Command Advisory Services in Springfield, MO, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining the firm, she served nine years in the U.S. Navy. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Lachnit is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent eight years with Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a wide range of investment programs and advisory services that include strategic asset allocation, manager selection, and both discretionary and non-discretionary account management.