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.

Michelle Titus is a CFP® with 12 years of industry experience, currently serving as an advisor at Forvis Mazars Wealth Advisors, LLC. She previously worked at BKD Wealth Advisors for seven years and was with FORVIS Wealth Advisors, LLC prior to her current role. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of Forvis Mazars, LLP, providing comprehensive financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and is affiliated with a national accounting and professional services parent, which allows coordinated tax and accounting services alongside wealth management.

Chase Jackson is a financial advisor with Principal Advised Services in Springfield, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Citigroup and Wells Fargo Clearing Services LLC. He also serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and benefits from integration within the Principal Financial Group family, providing access to a range of affiliated products and investment solutions.

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.

Michael Kerby is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with Gradient Advisors since 2012 and is also associated with Secure Retirement Planners, Inc. Outside of his advisory roles, he is the proprietor of Buck Mountain Ranch and serves as a marketing advisor representing bank saving products. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Shari Hoffman is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 24 years of industry experience. She holds a Series 65 designation and has worked at BKD Wealth Advisors, LLC and FORVIS Wealth Advisors, LLC prior to her current role. 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 providing coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

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.