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.

William Campbell is a financial advisor at IHT Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and LPL Financial before joining IHT Wealth Management in 2019. Outside of his advisory role, he is involved with w.Reid Campbell LLC, a business entity used for tax and investment purposes. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

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.

Matthew Brenneke is a financial advisor at Gradient Advisors, LLC in Springfield, MO. He holds a Series 65 license and has six years of industry experience, including prior roles at Fed Marketing LLC, Youngblood Automotive Group, Ttec, and Missouri State University. Outside of his advisory work, he is involved with Alpha Wealth Management, where he conducts insurance sales and advisory services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model with a focus on client approval and risk assessment tools.

Homer Giles is a financial advisor with Arvest Wealth Management in Springfield, MO, holding a Series 66 designation and 13 years of industry experience. He has worked at Arvest Wealth Management since 2017 and previously held positions at Bank of America, N.A. and Merrill. Arvest Wealth Management provides investment advisory and financial planning services to individual investors across wealth levels, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

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.

Charles Welsh is a CFP® with four years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Central Trust, Credent Wealth, and Mariner Wealth Advisors, among others. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with approximately $12 billion in assets under management. The firm offers integrated financial planning and investment management, often under discretionary mandates guided by an Investment Policy Statement, and is affiliated with a national accounting and professional services parent under the Forvis Mazars Private Client brand.

Bill Nguyen is a CFA® charterholder with two years of industry experience. He currently works at Forvis Mazars Wealth Advisors, LLC and previously held positions at Pension Consultants, Inc., Wilary Winn LLC, Missouri Trust & Investment Company, and Shaffer & Associates. His background also includes roles at the University of Missouri and the Ewing Marion Kauffman School. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, offering services that include financial planning, discretionary investment management, and retirement plan consulting, with an investment approach guided by committee-approved portfolios and integrated financial planning.

Jeffrey Lenhart is a CFP® with 14 years of industry experience and currently serves as a financial advisor at Prosperity - An EisnerAmper Company. He previously worked at Forvis Mazars Wealth Advisors, FORVIS Wealth Advisors, and BKD Wealth Advisors. Prosperity - An EisnerAmper Company provides financial planning, portfolio management, retirement-plan advisory, and consulting services to individuals, trustees, estates, retirement plans, and business entities. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, employing both discretionary and non-discretionary management strategies often in partnership with third-party independent managers.

Braiden Jolliff is a CFP® professional with two years of experience in financial advising. He is currently with Forvis Mazars Wealth Advisors, LLC and has prior experience at FORVIS Wealth Advisors LLC, BKD Wealth Advisors LLC, and Evans Wealth Planning. His background also includes roles outside the financial industry, such as work at Fastenal and positions in educational institutions. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm integrates financial planning with investment management, utilizing a disciplined approach that includes committee-approved investment options and third-party money managers, while also leveraging its affiliation with a national accounting and professional services firm for coordinated wealth management.