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.

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.

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.

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.

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 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.

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.

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.

Zachary Swartz is a CFA® charterholder with 18 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and previously spent 14 years 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 and integrates wealth management with tax and accounting services through its affiliation with a national accounting and professional services parent.

Justin Bates is a financial advisor with United Advisor Group, holding a Series 66 credential and seven years of industry experience. He previously worked at Strategic Financial Concepts and Ohio National Financial 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, using proprietary model portfolios, custom-traded accounts, and third-party money managers.

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® and holds a Series 66 license with nine years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC and has previous experience at firms including Hightower Advisors, BKD Wealth Advisors, and Charles Schwab. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with a range of services including financial planning, investment management, and retirement plan consulting. The firm manages about $12.0 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

Rochelle Davis is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and beginning her advisory career in 2025. She has prior experience with Mutual of Omaha Insurance Company and previously worked for the State of Missouri for 27 years. Outside of her advisory role, she is active as an insurance agent, working with life, health, annuities, disability, and critical illness insurance products. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through a network of Investment Advisor Representatives who recommend approved model portfolios and managers.

Jeffrey Gann is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Forvis Mazars Wealth Advisors since 2022, following 19 years at BKD Wealth Advisors. He serves on the executive board of Care to Learn, a nonprofit based in Springfield, MO. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12.0 billion in assets and integrates its wealth management with coordinated tax and accounting services through its parent company.

Todd Gregory is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has served in advisory roles at AE Wealth Management since 2019 and previously worked at D.H. Hill Advisors, Inc. and D.H. Hill Securities, LLLP. Gregory is also the owner of The Gregory Group, LLC, and Gregory Insurance Services, LLC, through which he provides investment and insurance services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and programs that license models or provide SMA management to other RIAs.

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.

Michael Lachnit is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.