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 and The Milestone Group, Inc. Dana has been with Apollon Wealth Management since 2021. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and institutional clients with a blend of centrally managed and locally managed portfolios using fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

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.

Daniel Scott is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Apollon since 2020 and previously spent 16 years at Cascade Financial Management. Scott also acts as an independent insurance agent. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, and various institutional clients, employing a combination of centrally managed strategy mandates and locally managed portfolios, supported by a range of advanced investment processes and technology tools.

Ryan Rodgers is a financial advisor with Arvest Wealth Management in Springfield, MO, holding a Series 66 designation and three years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2023. Outside of his advisory role, Rodgers serves as Vice President of the Mavs of Springfield Baseball Foundation and is a baseball coach and part owner of USA Prime Mavericks Baseball, a youth baseball organization. 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, with a client-centered approach guided by Investment Policy Statements.

Jeffrey Layman is a CFA® charterholder with 26 years of experience in financial advising. He is currently with Forvis Mazars Wealth Advisors, LLC in Springfield, MO, having previously spent over two decades at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and consulting services. The firm integrates wealth management with tax, accounting, and family-office services offered by its parent company, employing a customized investment approach that balances active and passive strategies with an emphasis on diversification and cost control.

Rhonda Christopher is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 16 years of industry experience. She holds the PFS™ and Series 65 credentials. Prior to joining Forvis Mazars Wealth Advisors in 2024, she worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, investment consulting, and retirement plan consulting. The firm follows a customized investment approach based on each client’s objectives and risk tolerance, combining active and passive strategies within an integrated service model alongside its parent firm’s tax, accounting, and family-office services.

Alexander Hunter is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with Forvis Mazars Wealth Advisors since 2022, previously serving at BKD Wealth Advisors from 2014 to 2022. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, consulting, and retirement plan services. The firm’s investment approach emphasizes customized asset allocation and an Investment Policy Statement tailored to each client, combining active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Aaron Grahlman is a financial advisor at United Advisor Group with eight years of industry experience. He holds a Series 66 designation and has worked in various roles at United Advisor Group and affiliated firms since 2018. Grahlman serves as a board member for the nonprofit Leadership Thresholds, providing strategic advice to its leadership team. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation with value investing, serving a diverse client base through independent branch offices.

Benjamin Newhouse is a financial advisor with Diversify Wealth Management, LLC, holding the PFS™ designation and Series 63 and 66 licenses, and has 26 years of industry experience. He has held roles at multiple firms including Vineyard Asset Management, LLC, where he serves as CEO, and DFPG Investments, Inc. Outside of advising, he is a trustee of Mission University and serves on a homeowners association board. 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 investment approach using a range of strategies and platforms.

Sydney Koopmann is a CFP® professional with two years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. Prior to joining Forvis Mazars, Sydney worked at FORVIS Wealth Advisors LLC and has experience in banking and academia at Central Bank of the Ozarks and Missouri State University. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm employs a customized investment approach that combines active and passive strategies and integrates its wealth management services with tax, accounting, and family-office offerings through its parent firm.

Stacy Davis is a financial advisor with United Advisor Group in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior work includes roles at ON Investment Management Company, Ohio National Financial Services, Questar Capital Corporation, Morgan Stanley, and Citigroup Global Markets. Outside of finance, she manages a family farm through Sturgeon Farm LLC and is involved with AKOS Solutions LLC, a Medicare-related business. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage clients. The firm manages client portfolios using proprietary models, third-party sub-advisors, or custom accounts, tailoring allocations to risk tolerance, tax strategy, and time horizons.

Drake Ogle is a financial advisor at Apollon Wealth Management, LLC in Springfield, MO, holding a Series 65 designation. He has been with Apollon since 2025 and previously worked in the hospitality and recreation sectors. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets with a network of about 145 advisors. The firm serves individuals, high-net-worth families, family offices, and institutional clients, combining centrally managed strategies with locally managed portfolios and employing a variety of investment approaches including ESG risk models and tax-managed direct indexing.

Nicole Conklin is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked previously at BKD Wealth Advisors and FORVIS Wealth Advisors LLC. She is based in Springfield, MO. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and consulting services. The firm uses a customized, disciplined investment approach that incorporates both active and passive strategies within an integrated service model alongside tax, accounting, and family-office offerings from its parent firm.