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, holding Series 65 and Series 66 licenses and 26 years of industry experience. She has worked at First Heartland Capital Inc. since 2019 and previously spent 15 years at USA Financial Securities Corporation. Holmes is also involved with Holmes & Griffeth, Inc., a financial planning firm she has been associated with 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, delivering advisory services through independent representatives using a variety of analytical and 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.

David Withrow is a CFP®, CFA®, and holds a Series 66 license with 23 years of industry experience. He has worked at Forvis Mazars Wealth Advisors, LLC since 2024 and was previously with BKD Wealth Advisors, LLC for 20 years. He serves as a member of the finance committee for Advent Health, providing input on investment-related issues. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by offering financial planning, investment management, and retirement plan consulting. The firm’s investment approach combines active and passive strategies through customized asset allocation and emphasizes diversification, cost control, and long-term discipline as part of an integrated service model alongside tax and accounting services.

Justin Bates is a financial advisor with United Advisor Group in Springfield, MO, holding a Series 66 designation and eight years of industry experience. He previously worked at Strategic Financial Concepts and Ohio National Financial Services. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm serves a range of clients with portfolio management, retirement planning, and financial education, using proprietary model portfolios, third-party sub-advisors, and tailored investment strategies based on risk tolerance, tax strategy, and time horizons.

Jeremy Braden is a financial advisor with Creative Financial Designs, Inc. and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at New York Life Insurance Company and Waddell & Reed, Inc. Outside of his advisory work, he co-owns and manages operations at Braden Family Farm, LLC. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers various strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

Rhonda Sorensen is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Arvest Wealth Management and Arvest Bank in Springfield, MO, for the past 10 years, dividing her time primarily between the two roles. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Chad Miller is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Miller Group for eight years and Triad Fitness Supplements Nutrition for two years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing a range of strategies including modern portfolio theory, fundamental, technical, and quantitative analysis.

Melissa Boyer is a CFP® certificant with nine years of experience in financial advisory roles. She is currently with Forvis Mazars Wealth Advisors, LLC and has held prior positions at Hightower Advisors, FORVIS Wealth Advisors, BKD Wealth Advisors, and Charles Schwab. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning and investment management alongside tax, accounting, and family-office services. The firm uses a customized investment approach combining active and passive strategies, emphasizing diversification, cost control, and long-term discipline.

Rochelle Davis is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked for the State of Missouri for 27 years. Outside of her advisory role, she is involved in the insurance business as an agent and assistant, focusing on life, health, annuities, disability, and critical illness products. 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 operates within the Mutual of Omaha group and delivers managed solutions primarily through Envestnet, with Pershing acting as custodian and broker-dealer.

Jeffrey Gann is a financial advisor with Forvis Mazars Wealth Advisors, LLC, holding a Series 65 designation and 23 years of industry experience. His career includes long tenures at BKD Wealth Advisors, LLC and FORVIS Wealth Advisors, LLC before joining his current firm. He serves on the executive board of the nonprofit Care to Learn. Forvis Mazars Wealth Advisors provides comprehensive wealth management services to individuals, families, retirement plans, institutions, and nonprofit organizations, integrating financial planning, investment management, and consulting with tax and accounting services. The firm’s investment approach emphasizes customized asset allocation, diversification, and a blend of active and passive strategies tailored to client objectives and risk tolerance.

Todd Gregory is a financial advisor at AE Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Gold Consultants and D.H. Hill Advisors. He is the owner of The Gregory Group, LLC (dba Gregory Wealth Advisory) and Gregory Insurance Services, LLC (dba Gregory Financial), through which he provides investment and insurance services. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with a platform-focused approach.

Timothy Sallee is a CFP® professional with 37 years of experience in the financial advisory industry. He is currently with Independent Advisor Alliance, LLC and has previously worked with Independent Financial Partners and LPL Financial, among others. He also operates Tim Sallee LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to various portfolio management strategies and technology platforms, and maintains ties with LPL Financial.