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.

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 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.

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® with 24 years of experience in financial advising. She is currently with Forvis Mazars Wealth Advisors, LLC, having joined the firm in 2024 after spending 24 years at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP. The firm offers financial planning, investment management, retirement plan consulting, and family-office services to individuals, families, institutions, and nonprofits, managing approximately $12.0 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.

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.

Mary Mayabb is a CFP® with 22 years of experience in the financial industry. She is currently with Forvis Mazars Wealth Advisors, LLC, joining the firm in 2024 after 18 years at BKD Wealth Advisors, LLC. Mayabb holds a Series 63 license and is based in Springfield, MO. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers integrated financial planning and investment management, utilizing a disciplined, committee-approved approach that includes ETFs, mutual funds, and separately managed accounts, alongside retirement plan consulting and family-office style services.