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.

Zachary Swartz is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Forvis Mazars Wealth Advisors, LLC, having joined the firm in 2024 following two years at FORVIS Wealth Advisors, LLC and 14 years at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofits, providing financial planning, investment management, and retirement plan consulting. The firm’s approach emphasizes customized asset allocation and a disciplined investment policy that incorporates both active and passive strategies, alongside coordinated tax and accounting services through its parent company.

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.

Mary Morrison is an advisor at First Command Advisory Services in Springfield, MO, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining the firm, she served nine years in the U.S. Navy. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Ella Johnson is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Compass Financial, Table Rock Community Bank, and Alton Bank, as well as teaching positions at Thayer Senior High School and Thayer Elementary School. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Michael Lachnit is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent eight years with Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a wide range of investment programs and advisory services that include strategic asset allocation, manager selection, and both discretionary and non-discretionary account management.

Geoffrey Stufflebam is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He has been with Sanctuary Wealth since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches through a large network of independent advisers and maintains unique practices such as negotiating performance-based fees for qualified institutional buyers and employing multi-custodian arrangements.

Stephanie Staggs is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. She has two years of experience in the industry, including roles at Park Avenue Securities and Guardian Life since 2024, and previously operated Staggs Financial Services. Staggs also serves on the Physician Assistant Advisory Board at Drury University, contributing to financial literacy efforts within the program. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, insurance products, and alternative investments.

Noah Hughes is a CFP® professional with Mercer Global Advisors Inc. in Springfield, MO. He began his career at Mercer Global Advisors in 2024 and has prior experience working in the restaurant industry and education. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized asset management options.

Sonny Koahou is a financial advisor at First Command Advisory Services in Springfield, MO, holding a Series 66 designation with five years of industry experience. His professional background includes roles at Maverick FX, the United States Postal Service, and 25 years of service in the United States Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Bly is a financial advisor with Mercer Global Advisors Inc. in Springfield, MO. He holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at Cetera, Emprise Bank, LPL Financial, U.S. Bancorp Investments, and Commerce Bank. Ryan also maintains insurance licenses in accident and health, life, variable life, and annuities in Missouri. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Robert Purvis is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Valic Financial Advisors since 1988 and also holds an agent position at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing clients with tailored asset-allocation strategies.