John Dittrich is a financial advisor with Dittrich Financial Group LLC in Springfield, MO, holding a Series 66 designation and 15 years of industry experience. He has held roles at multiple firms including Strategic Wealth Group Registered Investment Advisor and Premier Choice Accounting. In addition to his advisory work, Dittrich serves as a Tax & Accounting Manager at Family Tax Service. Dittrich Financial Group LLC provides discretionary and non-discretionary asset management and hourly financial planning primarily for individual and high-net-worth clients. The firm employs individualized investment strategies incorporating fundamental analysis, charting, and Modern Portfolio Theory, with services that include portfolio construction, retirement and estate planning, and tax-reduction analysis.

I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.

I’m John Davis, and I founded JKD Financial to bridge the gap between two worlds that should never have been separated: financial planning and proactive tax strategy. Springfield, Missouri is my home, I'm a dad to two boys, and a firm believer that financial advice should be honest, transparent, and easy to understand. I’ve spent my career—since 2016—learning this industry from the ground up. I started in the back office of an independent firm, eventually moving into a lead advisor role before spent time at a large CPA firm. Along the way, I noticed a problem: most "wealth management" is missing a microscope. Advisors look at the big picture, and tax preparers look at the past, but very few people sit in the middle to look at the future impact of every dollar. As both a CERTIFIED FINANCIAL PLANNER™ and an IRS Enrolled Agent (EA), I provide that missing link. I don’t just build a portfolio; I audit the plan for tax efficiency—managing IRMAA thresholds, executing Roth conversions, and ensuring your retirement "buckets" are optimized for what you actually keep. I’ve built an intentionally small practice. I’m not interested in scaling a giant empire or managing a call center. I limit the number of families I serve so that I can provide the deep-dive service my clients deserve. I took the leap to start my own firm because I wanted to build something I’d be proud to show my sons. I wanted to prove that you can provide elite-level financial advice without hidden fees, confusing jargon, or the conflicts of interest found in traditional AUM models. How I Work: Flat-Fee: My pricing is transparent and based on the complexity of your life, not the size of your portfolio. Tax-Forward: We plan for April 15th all year long, not just in the spring. High-Touch: When you have a question, you get a direct line to me—not an associate or a generic inbox. If you’re a diligent saver looking for a proactive partner to navigate the transition into retirement, I’d love to see if we’re a good fit. Learn more at jkdfinancial.com

Michael Sharp is a CFP® professional with 10 years of experience in financial advising. He is the principal advisor at Sharp Wealth Management, an independent firm he founded after prior roles at Mercer Global Advisors Inc and Heim, Young & Associates, Inc. Sharp is also licensed as an insurance producer, offering related products outside his advisory services. Sharp Wealth Management is a state-registered independent advisory practice serving individuals, estates, charitable organizations, and business entities. The firm provides discretionary wealth management and planning services, utilizing a diverse investment process that includes fundamental, technical, quantitative, and sector analysis, and employs a range of strategies tailored to client objectives.

Kelly Clift is a Series 65-licensed financial advisor with 19 years of industry experience. She has been with Trend Management, Inc. in Springfield, MO since 2007. Trend Management, Inc. provides discretionary portfolio management services for individuals, trusts, retirement accounts, and small business retirement plans, serving both high-net-worth and non-HNW clients. The firm employs a high-conviction investment approach focused on concentrated equity positions and tactical fixed income allocations, emphasizing fundamental research and tailored portfolios.

We have five core beliefs that drive our advice services and business decisions: 1. A person's value is not measured by their net worth. 2. People should expect, and get, the whole truth. 3. We believe your life should be interesting and your investments boring. 4. We believe transparency is critical to improving our profession and advice options for clients. 5. We explore the spectrum of financial planning (tax, estate, insurance, investments) because there is more to your life than your investment portfolio.

William Bryan Jr. is a financial advisor with DB Advisors in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Douglas Bagwell & Co. since 2016. In addition to his advisory role, he operates as an independent insurance agent providing life and health insurance products on a limited basis. DB Advisors serves individual clients, retirement plan participants, trusts, estates, charitable organizations, and other institutional entities with portfolio management, financial planning, and business consulting. The firm uses customized asset allocation strategies incorporating mutual funds, ETFs, and both quantitative and fundamental analysis, and offers multiple service models tailored to client needs.

Christopher Lewis is a financial advisor at DB Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Douglas Bagwell & Co., LLC since 2008, as well as Scottrade, Inc. from 2008 to 2018. DB Advisors is a state-registered investment adviser managing approximately $45.4 million in discretionary assets for about 136 clients. The firm offers wealth management, portfolio management, financial planning, and employer-sponsored plan advice, utilizing diversified portfolios constructed with mutual funds, ETFs, and quantitative screening supported by third-party research.

Brent Weisenborn is a financial advisor with Fiduciary Trust Private Wealth Counsel LLC in Springfield, MO. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at Infinex Investments, BKS Investment Services, and Cambridge Investment Research, among others. Outside of advisory work, he is a pilot with Proav Aviation and a licensed real estate agent. Fiduciary Trust Private Wealth Counsel LLC is a privately held firm serving individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm focuses on discretionary asset management and financial planning, building portfolios based on client goals, risk tolerances, and using a combination of fundamental and technical analysis.

Douglas Bagwell is a financial advisor with DB Advisors in Springfield, MO, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has led Douglasbagwell Corp. since 2005. DB Advisors is a state-registered investment adviser managing approximately $45.4 million in discretionary assets for about 136 clients. The firm offers wealth management, portfolio management, financial planning, and employer-sponsored plan advice, utilizing diversified portfolios constructed with mutual funds, ETFs, and third-party research.

Terry Blair is a financial advisor at DB Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as an independent insurance agent since 2009. Blair also provides financial advising, financial planning, and asset management through Douglasbagwell & Co. DB Advisors is a state-registered investment adviser managing approximately $45.4 million in discretionary assets for about 136 clients. The firm offers wealth management, portfolio management, and financial planning services, utilizing diversified portfolios that include mutual funds, ETFs, and third-party research.

Jimmy Schmidly is a financial advisor at Auxan Capital Advisors, LLC with 16 years of industry experience. He has worked at Auxan Capital Advisors since 2010 and previously spent 11 years at Assemblies Of God Credit Union. Schmidly holds Series 63 and Series 65 licenses and offers life, long-term care insurance, and fixed annuities to clients as needed. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients with discretionary portfolio management across active and passive strategies, as well as limited-scope ERISA 3(21) retirement plan advisory services. The firm employs a hybrid analytical process combining statistical risk models with charting, fundamental, technical, and cyclical analysis to manage client portfolios.

Daniel Nicolaescu is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Lasting Mark Retirement Group LLC and has previously worked at Simplicity Wealth, IAMS Wealth Management, Freedom Wealth Services, Crystal Ballroom, and New York Life Insurance Co. Nicolaescu also serves as Managing Partner and Executive Vice President of Freedom Wealth Services, where he is involved in life insurance and annuities. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients, particularly those in or nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach, offering discretionary and non-discretionary management with regular portfolio reviews, and operates seven offices while conducting free retirement seminars and workshops.

Hunter Savage is a financial advisor at Lasting Mark Retirement Group LLC in Springfield, MO. He holds a Series 65 credential and has professional experience spanning multiple roles, including previous positions at Teton Retirement Advisors and PBG Advisors, as well as work in academic and municipal settings. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning services primarily to individual and high-net-worth clients who are in or nearing retirement. The firm follows a Modern Portfolio Theory–based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

Dustin Kennedy is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His career includes roles at TD Ameritrade, Mass Mutual, and Waddell & Reed, as well as nine years at GLS Insurance Group. In addition to his advisory work, he serves as an adjunct professor at Columbia College, teaching Principles of Marketing. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, investment consulting, and retirement plan services to individuals, families, trusts, estates, retirement accounts, and corporate clients. The firm employs a range of investment strategies using multiple methods of analysis and operates a decentralized network of independent advisers.

Patrick Schmidt is a Series 65-licensed advisor with Lasting Mark Retirement Group LLC and has 10 years of industry experience. He has served as Managing Director for the Annuity & Advanced Markets division of Lasting Mark LLC and is the Executive Director for Northwest Bible Church, where he assists with leadership and organizational development. Lasting Mark Retirement Group LLC provides ongoing portfolio management and integrated financial planning primarily for individuals and high-net-worth clients approaching retirement. The firm applies Modern Portfolio Theory and long-term trading strategies, offers both discretionary and non-discretionary management, and operates seven offices with client education programs such as free retirement seminars.

Billy Uzzell is a financial advisor with Andrew Garrett Inc. in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Midwest Discount Brokers Inc. since 1996. Outside of his advisory role, he is involved in property management through Spring Valley Realty Property Management Company. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm uses a multi-platform investment model with various sub-advisers and program sponsors, providing tailored asset allocation and investment strategies across multiple securities and program features.

Jason Craig is a financial advisor at Lasting Mark Retirement Group LLC with one year of experience in the industry. He holds a Series 65 designation and has prior work history at Craig Agency, LLC and Epic Systems. Outside of his advisory role, he is an independent agent selling life insurance and annuities for multiple carriers. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily to individual and high-net-worth clients who are in or nearing retirement. The firm bases its investment approach on Modern Portfolio Theory, offering both discretionary and non-discretionary management and supporting client goals with structured planning and regular portfolio reviews.

Jarrett Paoni is a CFP® professional with three years of experience in financial advising, currently with Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors, BKD Wealth Advisors, and Mutual of Omaha, as well as teaching experience at 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 financial planning, investment management, retirement plan consulting, and family-office services, managing approximately $12 billion in assets and utilizing a committee-approved, discretionary investment process.

Leia Huffman is a CFP® and holds a Series 65 license with 12 years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC, having previously been with 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, consulting, and family-office style services, managing approximately $12 billion in assets and utilizing a range of investment strategies including ETFs, mutual funds, bonds, and separately managed accounts.