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Ryan R

Series 66

Springfield, MO

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Rhonda C

PFS™, Series 65

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Alexander H

Series 65

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Aaron G

Series 66

Springfield, MO

United Advisor Group

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.

Annuities
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Benjamin N

PFS™, Series 63, Series 66

Springfield, MO

Diversify Wealth Management, LLC

Benjamin Newhouse is a financial advisor with Diversify Wealth Management, LLC, holding the PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has held roles at Dfpg Investments, Inc. and Integrated Advisors Network since 2015 and has been involved with Vineyard Asset Management, LLC since 2007. Outside of his advisory work, he serves on the board of a homeowners association in Breckenridge, CO, and is a trustee at Mission University. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individual and institutional clients. The firm employs a tactical diversification approach with a broad range of investment instruments and platform options, managing approximately $4.1 billion in assets across more than 50 advisors.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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Sydney K

CFP®

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Stacy D

Series 63, Series 66

Springfield, MO

United Advisor Group

Stacy Davis is a financial advisor with United Advisor Group in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at ON Investment Management Company, Ohio National Financial Services, and Questar Capital Corporation. Outside of her advisory work, she manages a family farm through Sturgeon Farm LLC and is involved with AKOS Solutions LLC, which focuses on Medicare and health insurance services. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Annuities
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Drake O

Series 65

Springfield, MO

Apollon Wealth Management, LLC

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.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Nicole C

Series 65

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Carlee L

CFP®, Series 63

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Deanna H

Series 66, Series 65

Springfield, MO

First Heartland Consultants, Inc.

Deanna Holmes is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. She holds Series 66 and Series 65 licenses and has worked at First Heartland Capital Inc since 2019 and USA Financial Securities Corporation for 15 years prior. Holmes is also part owner of Holmes & Griffeth, Inc., a financial planning firm established in 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 services, and model-based self-directed brokerage accounts, utilizing a mix of fundamental, technical, and cyclical analysis through independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Rebekah C

Series 65

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Jeremy T

CFP®, ChFC®, Series 63

Springfield, MO

Exodus Wealth, LLC

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.

Options & derivatives strategies Charitable giving & philanthropy
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Stephanie H

CFA®

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Stephanie Hurt is a CFA® charterholder with 19 years of industry experience. She has worked at Forvis Mazars Wealth Advisors, LLC and its predecessor entities since 2022 and spent 15 years at BKD Wealth Advisors, LLC prior to that. 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 and discretionary investment management, utilizing a committee-approved mix of ETFs, mutual funds, bonds, equities, and separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Brandon R

CFA®, Series 65

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Brandon Reed is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Forvis Mazars Wealth Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Bridges Investment Management Inc., FS Investments, Hightower Advisors LLC, and Mitchell Capital Management Co. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, investment consulting, and family-office style services, managing approximately $12 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Justin W

CFP®, Series 63, Series 66

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Justin Wheeler is a CFP® professional with 18 years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser that offers financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12.0 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Brian D

Series 63, Series 65

Springfield, MO

Cornerstone Wealth Management, LLC

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.

Charitable giving & philanthropy Founder/Business Owner Retired
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Gretchen C

CFP®, Series 63, Series 65

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

Gretchen Cliburn is a CFP® professional with 23 years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. She previously worked at BKD Wealth Advisors, LLC for 14 years and at FORVIS Wealth Advisors, LLC for two years. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser offering financial planning, investment management, consulting, retirement plan services, and family-office style solutions to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12.0 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Paula S

Series 63, Series 65

Springfield, MO

Missionsquare Retirement

Paula Schnoebelen is a financial advisor at MissionSquare Retirement with 28 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes positions at Ameriprise and ICMA Retirement Corporation. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services that include discretionary Managed Accounts and nondiscretionary Fund Advice, supported by investment advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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David W

CFP®, CFA®, Series 66

Springfield, MO

Forvis Mazars Wealth Advisors, LLC

David Withrow is a CFP®, CFA®, and Series 66 credentialed financial advisor with 23 years of experience. He is currently with Forvis Mazars Wealth Advisors, LLC and previously spent 20 years at BKD Wealth Advisors, LLC. He also serves on the Finance Committee for Advent Health, providing input on investment-related issues. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, utilizing committee-approved investment vehicles and third-party money managers as appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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