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.

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.

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 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.

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 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.

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.

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 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.

Craig Wright is a financial advisor with United Advisor Group in Springfield, MO, holding the CFP® and ChFC® designations and bringing 17 years of industry experience. He has worked at multiple firms, including The O.N. Equity Sales Company and Strategic Financial Concepts. Wright serves as president of the NAIFA Missouri trade organization and is a member of the Department of Labor’s ERISA Advisory Council. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage clients. The firm employs a combination of strategic and tactical asset allocation, value investing, and various analytical methods to provide tailored portfolio management based on client risk tolerance, tax strategies, and time horizons.

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 at Apollon Wealth Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Cascade Financial Management Inc, The Milestone Group, Inc., and Prospera Financial Services, Inc. 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 and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory for private funds and pooled investment vehicles.

Connor Mc Clew is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC in Springfield, MO, having joined the firm and its predecessor entities since 2020. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm’s approach emphasizes customized asset allocation and integrates tax and accounting services through its parent company under a comprehensive service model.

Stephen Hall is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Diversify Wealth Management, LLC. He previously worked at Integrated Advisors Network, LLC, Waddell & Reed, and serves as an online course facilitator at the College of the Ozarks. Hall has also held leadership roles in local business organizations. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets through a team of over 50 advisers and employs a tactical diversification approach using a variety of investment instruments and platform options.

Patrick Keefer is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and previously worked at FORVIS Wealth Advisors, BKD Wealth Advisors, and RubinBrown LLC. Outside of finance, he has experience in home design and landscaping businesses. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. Their investment approach emphasizes customized asset allocation and diversified strategies, integrating tax and accounting services through their parent firm.

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.