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.

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 at Guardian Life with two years of industry experience. She has worked at Park Avenue Securities and Guardian Life since 2024 and previously operated Staggs Financial Services for three years. Staggs participates as a member of the Physician Assistant Advisory Board at Drury University, where she engages in financial literacy outreach. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs including discretionary and non-discretionary portfolios managed in-house and by third parties.

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.

Ashton Glaser is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, Morgan Stanley, and Northwestern Mutual in various roles over an eight-year period. Outside of advisory work, he co-owns a handyman services business with family members. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering custody, execution, and brokerage capabilities alongside third-party asset manager relationships.

Terry Conner is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Prime Capital Financial. His career includes roles at Prime Capital Investment Advisors, Financial Engines Advisors, and TMFS Springfield. Conner holds the vice presidency of the Community Foundation of Rogersville, where he assists with fundraising activities for local charities. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a range of investment strategies and offers integrated tax advisory and consolidated reporting capabilities.