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Natalie H

CFP®

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Natalie Hyde is a CFP® professional at Forvis Mazars Wealth Advisors, LLC in Springfield, MO, with two years of industry experience. Prior to her current role, she worked at FORVIS Wealth Advisors LLC and TD Ameritrade. Outside of finance, she has experience working in early childhood education at Grow to Know Preschool. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and consulting services. The firm’s approach emphasizes customized asset allocation, combining active and passive strategies with a focus on diversification, cost control, and long-term discipline, supported by integrated client communication and education programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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Matthew B

Series 65

Springfield, MO

Gradient Advisors, LLC

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.

Retirement income strategy General tax planning
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Homer G

Series 66

Springfield, MO

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Jennifer N

Series 66

Springfield, MO

Diversify Wealth Management, LLC

Jennifer Newhouse is a financial advisor with Diversify Wealth Management, LLC, holding a Series 66 designation and 22 years of industry experience. She has worked at Diversify Wealth Management since 2025 and previously held roles at DFPG Investments, Inc. and Vineyard Asset Management LLC. Outside of her advisory work, she serves as an assistant coach at New Covenant Academy, assisting with player instruction in sports. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base, including individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification and asset allocation approach across a variety of investment instruments and platform options.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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Mary M

CFP®, Series 63

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Mary Mayabb is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC. She previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC, where she spent 18 years. Forvis Mazars Wealth Advisors works with individuals, families, retirement plans, institutions, and nonprofit organizations, providing financial planning, investment management, investment consulting, and retirement plan consulting. The firm offers an integrated service model alongside tax and accounting services, emphasizing customized asset allocation, cost control, and long-term discipline through both active and passive investment strategies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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Charles W

CFP®, Series 66

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Charles Welsh is a CFP® with four years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC. He has previously worked at Central Trust, Credent Wealth, DST Systems, Mariner Wealth Advisors, Vantage Investment Advisors, and Montage Securities. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm integrates wealth management with tax, accounting, and family-office services from its parent company, emphasizing customized asset allocation and a disciplined investment approach that blends active and passive strategies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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Bill N

CFA®

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Bill Nguyen is a CFA® charterholder at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. He has worked at several firms including Pension Consultants, Inc., and Wilary Winn LLC, and has experience in academic roles at the University of Missouri. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with customized financial planning, investment management, and consulting services. The firm’s investment approach blends active and passive strategies focused on diversification, cost control, and long-term discipline within an integrated service model that includes tax and accounting support from its parent company.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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Jeffrey L

CFP®, Series 66

Springfield, MO

Prosperity - An EisnerAmper Company

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.

Income planning Business sale tax planning Founder/Business Owner Executive
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Braiden J

CFP®

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Braiden Jolliff is a CFP® professional with two years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. His prior work includes roles at FORVIS Wealth Advisors LLC, BKD Wealth Advisors LLC, and several positions outside the financial sector. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofits, offering financial planning, investment management, consulting, and retirement plan services. The firm integrates wealth management with tax, accounting, and family-office services, employing a customized investment approach that balances active and passive strategies with an emphasis on diversification and cost control.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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Michelle T

CFP®, Series 66

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Michelle Titus is a CFP® with 12 years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. Her prior experience includes roles at BKD Wealth Advisors and Invest Financial Corporation. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm’s investment approach focuses on customized asset allocation and Investment Policy Statements tailored to client objectives, combining active and passive strategies with an emphasis on diversification and cost control.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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Chase J

Series 66

Springfield, MO

Principal Advised Services

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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Elias L

Series 66

Springfield, MO

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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James H

ChFC®, Series 63, Series 65

Springfield, MO

Creative Financial Designs, Inc.

James Hoodenpyle is a ChFC® credentialed financial advisor with 10 years of industry experience, currently affiliated with Creative Financial Designs, Inc. He has worked with several firms, including Strategic Wealth Solutions and Eagle Strategies/New York Life, where he served in advisory and insurance-related roles. Hoodenpyle is also involved in insurance brokering and operates under the DBA name Strategic Wealth Solutions for financial planning and solutions. Creative Financial Designs serves individual, corporate, and institutional clients, offering investment management, financial planning, and consulting services across various platforms. The firm uses asset-class model allocations guided by an Executive Investment Committee and provides specialized strategies such as Biblically Responsible Investing.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Brenna S

Series 65

Springfield, MO

UMB Financial Services, Inc.

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.

ESG / Sustainable investing Wealth management Active portfolio management
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Michael K

Series 65

Springfield, MO

Gradient Advisors, LLC

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.

Retirement income strategy General tax planning
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Shari H

Series 65

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

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 previously at BKD Wealth Advisors, LLC for 20 years and FORVIS Wealth Advisors, LLC for 2 years. She is based in Springfield, MO. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm uses a customized investment approach that combines active and passive strategies with an emphasis on diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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Brian L

CFP®, Series 66

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Brian Lowery is a CFP® professional with 20 years of experience in financial advisory. He is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at FORVIS Wealth Advisors, BKD Wealth Advisors, Kestra Investment Services, Charles Schwab, and Ameriprise. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and retirement plan consulting. The firm integrates tax, accounting, and family-office services from its parent company and employs a customized investment approach that combines active and passive strategies with an emphasis on diversification and cost control.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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Andrew R

ChFC®, Series 66

Clever, MO

Arax Advisory Partners

Andrew Rhoads is a ChFC®-designated financial advisor with 17 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at SRS Capital Advisors, Cedrus LLC, Traction Financial Partners, and Equitable Advisors. Outside of his advisory role, he serves as a referral partner for Barrett Business Services, Inc. Arax Advisory Partners provides wealth management and advisory services to a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, external managers, model portfolios, and a range of traditional and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Rickey V

Series 65

Springfield, MO

Tucker Asset Management LLC

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.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Travis L

CFP®, Series 65

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Travis Liles is a Certified Financial Planner® (CFP®) with 11 years of experience in wealth advisory services. He is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and retirement consulting. The firm utilizes a customized investment approach that balances active and passive strategies and integrates tax and accounting services through its parent company.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Tax strategies for small businesses Founder/Business Owner Executive Retired
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