Drake Ogle is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with one year of industry experience. Prior to his advisory role, he held various positions including work in the hospitality sector and local parks and recreation. 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 model strategies with locally managed portfolios, offering a range of investment solutions including ESG models, direct indexing, and sub-advisory services for private funds and insurance clients.

Deanna Holmes is a financial advisor with First Heartland Consultants, Inc. in Springfield, MO. She holds Series 65 and Series 66 licenses and has 26 years of experience in the industry. Holmes has worked previously with USA Financial Securities Corporation and has been associated with Holmes & Griffeth, Inc. since 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, and model-based self-directed brokerage account programs, with advisory services delivered through independent representatives using various asset-allocation techniques.

Brian Dixon is a financial advisor at Cornerstone Wealth Management, LLC in Springfield, MO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone since 2013. Dixon also operates Dixon Incorporated, a business entity related to his LPL Financial activities, and manages BDDixon Aviation, LLC, a non-investment-related entity. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand approach leveraging LPL-sponsored programs and technology to deliver tailored investment advice emphasizing continuous account supervision and diversified asset allocation.

Justin Bates is a financial advisor with United Advisor Group in Springfield, MO, holding a Series 66 designation and eight years of industry experience. He previously worked at Strategic Financial Concepts and Ohio National Financial Services. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm serves a range of clients with portfolio management, retirement planning, and financial education, using proprietary model portfolios, third-party sub-advisors, and tailored investment strategies based on risk tolerance, tax strategy, and time horizons.

Jeremy Braden is a financial advisor with Creative Financial Designs, Inc. and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at New York Life Insurance Company and Waddell & Reed, Inc. Outside of his advisory work, he co-owns and manages operations at Braden Family Farm, LLC. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers various strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

Rhonda Sorensen is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Arvest Wealth Management and Arvest Bank in Springfield, MO, for the past 10 years, dividing her time primarily between the two roles. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Chad Miller is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Miller Group for eight years and Triad Fitness Supplements Nutrition for two years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing a range of strategies including modern portfolio theory, fundamental, technical, and quantitative analysis.

Rochelle Davis is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked for the State of Missouri for 27 years. Outside of her advisory role, she is involved in the insurance business as an agent and assistant, focusing on life, health, annuities, disability, and critical illness products. 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 operates within the Mutual of Omaha group and delivers managed solutions primarily through Envestnet, with Pershing acting as custodian and broker-dealer.

Todd Gregory is a financial advisor at AE Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Gold Consultants and D.H. Hill Advisors. He is the owner of The Gregory Group, LLC (dba Gregory Wealth Advisory) and Gregory Insurance Services, LLC (dba Gregory Financial), through which he provides investment and insurance services. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with a platform-focused approach.

Timothy Sallee is a CFP® professional with 37 years of experience in the financial advisory industry. He is currently with Independent Advisor Alliance, LLC and has previously worked with Independent Financial Partners and LPL Financial, among others. He also operates Tim Sallee LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to various portfolio management strategies and technology platforms, and maintains ties with LPL Financial.

Ella Johnson is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Compass Financial, Table Rock Community Bank, and Alton Bank, as well as teaching positions at Thayer Senior High School and Thayer Elementary School. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Michael Lachnit is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent eight years with Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a wide range of investment programs and advisory services that include strategic asset allocation, manager selection, and both discretionary and non-discretionary account management.

Geoffrey Stufflebam is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He has been with Sanctuary Wealth since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches through a large network of independent advisers and maintains unique practices such as negotiating performance-based fees for qualified institutional buyers and employing multi-custodian arrangements.

Stephanie Staggs is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations. She has two years of industry experience and previously worked at Staggs Financial Services, the Better Business Bureau, and KY3/KSPR. Outside of her advisory role, she serves on the Physician Assistant Advisory Board at Drury University and participates as a guest speaker in leadership and professional development events. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement plan consulting, and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary investment solutions including proprietary and third-party model portfolios, with a hybrid digital advisory platform known as VestWise™.

Noah Hughes is a CFP® professional with Mercer Global Advisors Inc. in Springfield, MO. He began his career at Mercer Global Advisors in 2024 and has prior experience working in the restaurant industry and education. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized asset management options.

Sonny Koahou is a financial advisor at First Command Advisory Services in Springfield, MO, holding a Series 66 designation with five years of industry experience. His professional background includes roles at Maverick FX, the United States Postal Service, and 25 years of service in the United States Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Bly is a financial advisor with Mercer Global Advisors Inc. in Springfield, MO. He holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at Cetera, Emprise Bank, LPL Financial, U.S. Bancorp Investments, and Commerce Bank. Ryan also maintains insurance licenses in accident and health, life, variable life, and annuities in Missouri. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Robert Purvis is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Valic Financial Advisors since 1988 and also holds an agent position at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing clients with tailored asset-allocation strategies.

Terry Conner is a CFP® with 24 years of experience in financial advisory services, currently with Prime Capital Financial. His prior experience includes roles at Financial Engines Advisors L.L.C. and The Mutual Fund Store. Outside of his advisory work, Conner serves as Vice President of the Community Foundation of Rogersville, a nonprofit organization focused on local charitable activities. Prime Capital Financial is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, corporations, and retirement plans. The firm provides comprehensive services such as asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing a range of investment strategies and platforms.

Adam Kragskow is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Northwestern Mutual and O'Reilly Auto Parts. Outside of advising, he serves as a Specialist in the Missouri National Guard and manages a sports trading card sales business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.