Brian Lowery is a CFP® professional with 20 years of industry experience. He currently serves at Forvis Mazars Wealth Advisors, LLC, having previously worked at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and retirement plan consulting services to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

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.

Travis Liles is a CFP® certificant with 11 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC, joining the firm in 2024 after previously working at FORVIS Wealth Advisors, LLC and 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, and retirement plan consulting, managing approximately $12 billion in assets and providing integrated tax and accounting services through its affiliation with Forvis Mazars, LLP.

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, 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.

Connor Mc Clew is a CFA® charterholder and holds a Series 65 license, with five years of experience in the financial advisory industry. He is currently with Forvis Mazars Wealth Advisors, LLC, where he has worked since 2022, following positions at BKD Wealth Advisors and involvement with Missouri State University. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser managing approximately $12 billion in assets. The firm offers financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits, integrating wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

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.

Patrick Keefer is a CFP® professional with four years of industry experience, currently affiliated with Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors, BKD Wealth Advisors, RubinBrown LLC, and experience outside finance at Artisan Home Design KC and Stodden Lawn and Landscape. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers integrated financial planning, discretionary and non-discretionary investment management, and specialized retirement plan consulting, managing approximately $12 billion in assets.

Rhonda Christopher is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 16 years of industry experience. She holds the PFS™ and Series 65 designations. Her career includes roles at BKD Wealth Advisors, LLC and FORVIS 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, and consulting services, managing approximately $12 billion in assets with an investment approach guided by committee-approved portfolios and integrated financial planning.

Alexander Hunter is a Series 65-registered financial advisor with 11 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has worked previously 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, investment management, and consulting services, managing approximately $12 billion in assets, with an investment approach that includes committee-approved ETFs, mutual funds, bonds, equities, and third-party money managers when appropriate.

Aaron Grahlman is a financial advisor at United Advisor Group with eight years of industry experience. He holds a Series 66 designation and has worked in various roles at United Advisor Group and affiliated firms since 2018. Grahlman serves as a board member for the nonprofit Leadership Thresholds, providing strategic advice to its leadership team. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation with value investing, serving a diverse client base through independent branch offices.

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.

Sydney Koopmann is a CFP® professional with two years of industry experience, currently advising at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors LLC and Central Bank of the Ozarks, as well as work related to 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 comprehensive financial planning, investment management, and retirement plan consulting, managing approximately $12.0 billion in assets and integrating tax and accounting services through its affiliation with Forvis Mazars, LLP.

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.

Nicole Conklin is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked previously at BKD Wealth Advisors. 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 discretionary investment management and offers retirement plan consulting, managing approximately $12 billion in assets.

Carlee Lynn is a CFP® professional with five years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. Her career includes roles at BKD Wealth Advisors and Northwestern Mutual Investment Services, among others. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and a subsidiary of Forvis Mazars, LLP. The firm offers comprehensive financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits, managing approximately $12 billion in assets with an investment approach guided by committee-approved portfolios and discretionary mandates.

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.