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 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 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 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 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 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.

Carlee Lynn is a CFP®-certified financial advisor with five years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC and has held roles at several firms including BKD Wealth Advisors and Northwestern Mutual Investment Services. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and retirement plan consulting. The firm employs a customized, diversified investment approach integrating both active and passive strategies, and operates as a subsidiary of a national accounting and professional services firm.

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 in Springfield, MO, holding a Series 65 designation with two years of industry experience. Her prior experience includes roles at BKD Wealth Advisors LLC and Mid-Missouri Bank. Before entering financial services, she worked in the hospitality industry, including positions at Alamo Drafthouse Cinema, Tropical Smoothie Cafe, and Firehouse Subs. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and consulting services. The firm uses a customized investment approach combining active and passive strategies with an emphasis on diversification, cost control, and long-term discipline, operating as a subsidiary of a national accounting and professional services firm.

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.

Stephanie Hurt is a CFA® charterholder with 19 years of experience in the financial advisory industry. She currently works at Forvis Mazars Wealth Advisors, LLC, where she has been since 2022, following 15 years at BKD Wealth Advisors, LLC. 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 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.

Brandon Reed is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Forvis Mazars Wealth Advisors, LLC, having previously worked at Bridges Investment Management Inc., FS Investments, Hightower Advisors LLC, Mitchell Capital Management Co, and Zemenick & Walker Inc. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and consulting services. The firm employs a customized investment approach that combines active and passive strategies, emphasizing diversification, cost control, and long-term discipline, and operates within an integrated service model alongside tax, accounting, and family-office offerings.

Justin Wheeler is a CFP® professional with 18 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has prior experience at FORVIS Wealth Advisors, BKD Wealth Advisors, Fidelity, and American Century Advisory Services. 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 emphasizes customized asset allocation and a disciplined investment approach, integrating tax, accounting, and family-office services through its parent company.

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.

Gretchen Cliburn is a CFP® professional with 23 years of experience in the financial advisory industry. She is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at BKD Wealth Advisors, LLC and Merrill. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, providing financial planning, investment management, consulting, and retirement plan services. The firm combines active and passive strategies through customized asset allocation and an Investment Policy Statement tailored to each client's objectives, risk tolerance, tax considerations, and time horizon.

Paula Schnoebelen is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her work history includes roles at MissionSquare Retirement, MissionSquare Investment Services, Ameriprise, and ICMA Retirement Corporation. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm employs a multi-team advisory structure and integrates asset-class allocation models with qualitative and quantitative fund selection developed by Morningstar Investment Management.