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 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 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® 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 with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Apollon Wealth Management since 2020 and previously worked at Cascade Financial Management for 16 years. Outside of his advisory role, he is also an independent insurance agent. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment models with locally managed portfolios and offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and advisory roles for private funds and pooled investment vehicles.

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.

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 designations. Her career includes roles at BKD Wealth Advisors, LLC and FORVIS 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, investment management, and consulting services, managing approximately $12 billion in assets with an investment approach guided by committee-approved portfolios and integrated financial planning.

Alexander Hunter is a Series 65-registered financial advisor with 11 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has worked previously at 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, investment management, and consulting services, managing approximately $12 billion in assets, with an investment approach that includes committee-approved ETFs, mutual funds, bonds, equities, and third-party money managers when appropriate.

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 at Diversify Wealth Management, LLC with 26 years of industry experience. He holds the PFS™ designation and has worked with several firms, including DFPG Investments, Inc. and Vineyard Asset Management, LLC. Outside of advising, Newhouse serves on the board of a homeowners association and is a trustee for Mission University. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, and institutions with investment management, financial planning, retirement plan fiduciary services, and family office solutions. The firm employs a tactical diversification strategy using a mix of internal and third-party platforms and offers a wide range of investment instruments tailored to client objectives.

Sydney Koopmann is a CFP® professional with two years of industry experience, currently advising at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors LLC and Central Bank of the Ozarks, as well as work related to Missouri State University. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers comprehensive financial planning, investment management, and retirement plan consulting, managing approximately $12.0 billion in assets and integrating tax and accounting services through its affiliation with Forvis Mazars, LLP.

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 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.

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. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm integrates financial planning with discretionary investment management and offers retirement plan consulting, managing approximately $12 billion in assets.

Carlee Lynn is a CFP® professional with five years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. Her career includes roles at BKD Wealth Advisors and Northwestern Mutual Investment Services, among others. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and a subsidiary of Forvis Mazars, LLP. The firm offers comprehensive financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits, managing approximately $12 billion in assets with an investment approach guided by committee-approved portfolios and discretionary mandates.

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.

Rebekah Curless is a financial advisor at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. She holds a Series 65 license and has worked at several firms including BKD Wealth Advisors LLC and Mid-Missouri Bank. Outside of finance, her background includes roles in the hospitality and education sectors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers comprehensive financial planning and discretionary investment management, integrating coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Jeremy Tyler is a CFP®, ChFC®, and Series 63-registered financial advisor with 20 years of industry experience. He is currently with Exodus Wealth, LLC and has prior experience at Prosperity Wealth Management, Inc., 417 Insurance and Investments, Fortune Financial Services, Inc., and Mutual/United Of Omaha. Tyler is a 50% partner in ClearView Insurance & Financial Services and serves as the Membership Chair on the board of NAIFA. Exodus Wealth, LLC serves individuals, including high net worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management and standalone planning engagements, combining various investment strategies with regular portfolio reviews and due diligence on third-party managers.