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.

Matthew Brenneke is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He holds the Series 65 designation and has previously worked with Fed Marketing LLC, Youngblood Automotive Group, Ttec, and Missouri State University. Outside of his advisory role, Brenneke is involved in advisory and insurance services through Alpha Wealth Management. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm primarily operates through a network of Investment Advisor Representatives who support clients via a largely non-discretionary model, employing fundamental, technical, and cyclical analysis in portfolio work.

Homer Giles is a financial advisor at Arvest Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Arvest since 2017. Prior to that, he was employed at Bank of America and Merrill. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored investment strategies aligned with clients’ objectives and risk tolerances.

Jennifer Newhouse is a financial advisor with Diversify Wealth Management, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Diversify Wealth Management since 2025 and previously at DFPG Investments, Inc. and Vineyard Asset Management LLC. Outside of her advisory roles, Newhouse serves as an assistant coach at New Covenant Academy. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm employs a tactical diversification and asset allocation approach using a variety of strategies and investment instruments, supported by a team of more than 50 advisors managing approximately $4.1 billion in assets.

Elias Lairmore is a financial advisor at Arvest Wealth Management in Springfield, MO, holding a Series 66 designation. He joined Arvest Wealth Management in 2026 after working at Arvest Bank and has a background that includes positions at Evangel University, Herschend Family Entertainment - White Water, and Ozark High School. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor investment strategies that align with clients’ objectives and risk tolerances.

James Hoodenpyle is a financial advisor at Creative Financial Designs, Inc. in Springfield, MO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies (NY Life) and Strategic Wealth Solutions, where he is a partner. He is also engaged in insurance brokering for non-registered insurance products. Creative Financial Designs serves individual, corporate, and institutional clients, as well as employer retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations with multiple risk objectives and provides unique implementation features, including Biblically Responsible Investing strategies.

Brenna Staples is a financial advisor with UMB Financial Services, Inc. She holds a Series 65 credential and has six years of industry experience. Prior to her current role, she worked at Flat Branch Home Loans and UMB Bank. Outside of her advisory work, she serves as Treasurer on the Wildwood Parent Teacher Organization board and manages a family farm business. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its wrap-fee program. The firm uses a combination of model-based and manager-driven approaches and offers access to a range of investment options including mutual funds, ETFs, and fixed income instruments.

Andrew Rhoads is a financial advisor at Arax Advisory Partners with 17 years of industry experience. He holds the ChFC® and Series 66 designations and has previously worked at Equitable Advisors, Axa Advisors, Traction Financial Partners, Cedrus LLC, and SRS Capital Advisors, LLC. Outside of advisory work, he is involved with Barrett Business Services, Inc. as a referral partner. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Rickey Vanhooser is a financial advisor at Tucker Asset Management LLC based in Springfield, MO, holding a Series 65 designation with two years of industry experience. Prior to joining Tucker Asset Management, Vanhooser served at Crossway Baptist Church for nine years and was retired for one year. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation approach, integrating alternative investments and direct indexing in its portfolio management.

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.

Dana Greathouse is a financial advisor at Apollon Wealth Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Cascade Financial Management Inc, The Milestone Group, Inc., and Prospera Financial Services, Inc. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory for private funds and pooled investment vehicles.

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.

Daniel Scott is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Apollon Wealth Management since 2020 and previously worked at Cascade Financial Management for 16 years. Outside of his advisory role, he is also an independent insurance agent. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment models with locally managed portfolios and offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and advisory roles for private funds and pooled investment vehicles.

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 at Diversify Wealth Management, LLC with 26 years of industry experience. He holds the PFS™ designation and has worked with several firms, including DFPG Investments, Inc. and Vineyard Asset Management, LLC. Outside of advising, Newhouse serves on the board of a homeowners association and is a trustee for Mission University. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, and institutions with investment management, financial planning, retirement plan fiduciary services, and family office solutions. The firm employs a tactical diversification strategy using a mix of internal and third-party platforms and offers a wide range of investment instruments tailored to client objectives.

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.