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 Series 65-licensed advisor with Gradient Advisors, LLC, where he has worked for 14 years. He also has 21 years of experience at Secure Retirement Planners, Inc. Outside of his advisory roles, he is the proprietor of Buck Mountain Ranch. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

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.

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.

Dana Greathouse is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining Apollon in 2021, Dana worked at Cascade Financial Management Inc and The Milestone Group, Inc. He is based in Springfield, MO. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment models with locally managed portfolios and offers a range of financial planning and portfolio management services, including ESG models, Direct Indexing, and sub-advisory roles for specialized funds.

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.

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 at Apollon Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Apollon since 2020 and Cascade Financial Management since 2005. In addition to his advisory work, he is an independent insurance agent. 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 investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles.