Aaron Sloan is a financial advisor with United Advisor Group in Springfield, MO, holding a Series 66 designation and nine years of industry experience. His background includes roles at Sherwood Community Bank, THE O.N. Equity Sales Company, Strategic Financial Concepts, and Ohio National Financial Services. In addition to advising, he operates the Aaron Sloan Insurance Practice, focusing on the sale of life and disability insurance. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using discretionary portfolio management with proprietary models, third‑party sub‑advisors, or custom accounts, incorporating strategic and tactical asset allocation along with fundamental and technical analysis.

Neil Porter is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has held various roles at The Resource Center since 2001, serving as CEO, and is also the owner of Mr. Fix-It Services of the Ozarks. Porter is an author of the book "Finding The Courage To Retire" and serves on the board of the SWI Foundation, which employs adult handicapped individuals. 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 range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that combines internally managed and third-party models.

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.

John Gill is the sole advisor at Greystone Investment Advisors, Inc. in Springfield, Missouri, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has led Greystone Investment Advisors since 1996. Outside of his advisory role, Mr. Gill is a co-member of Suiter and Gill Enterprises, L.L.C., a business involved in property management. Greystone Investment Advisors is an independent, single-advisor firm providing discretionary investment management to individuals, families, small business owners, retirement plan trustees, trusts, corporations, and charitable organizations. The firm employs a long-term, macro-oriented investment approach across three management styles—Aggressive, Growth over Income, and Income over Growth—using mutual funds, ETFs, and listed equities custodied at Charles Schwab.

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

Shuyang Balazi is a financial advisor at Capital360Financial in Springfield, MO, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of finance, he is a part owner and occasional office manager of Springfield Tint Company LLC, a family-owned window tinting business. Capital360Financial is an independent firm serving individual investors and a small number of institutional clients with fee-based portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tactical allocation approach with discretionary, custom portfolio management across a broad range of securities.

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.

Troy Kennedy is a financial advisor with ITI Financial Management in Springfield, MO, holding a Series 65 designation and 16 years of industry experience. He has been with ITI Financial Management since 2009. In addition to his work at ITI, he is an investment adviser representative with SignalPoint Asset Management LLC, occasionally offering clients advice or products through that affiliation. ITI Financial Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as select corporations and business entities. The firm follows a long-term, modern portfolio theory-based investment approach, primarily using passive mutual funds and index ETFs, and manages client assets on a discretionary basis within a wrap fee program.

I live in the Ozarks with my wife Heather and I work with Latter-day Saint families. I started Pinkston Wealth to be the practice I would have wanted to hire. I have built retirement plans for hundreds of families, and the lesson that stuck with me is that no two of them are truly the same. The financial industry does not plan that way. It hands two couples with the same account balance the same plan, the same models, the same allocations, the same glossy reports, as if the number on the statement were the whole story. It never is. A financial report is not a plan. Yours should be built around your life, not printed from a template with your name typed on the cover. So I work the opposite way. Before I look at a single account, I want to know what you are actually retiring toward. I have sat with couples who have plenty and are quietly terrified to spend a dollar of it, and couples with less who sleep fine because they know exactly what their money is for. The number on the statement told me almost nothing about which was which. That is the part the industry skips, and it is the part I start with. It is also why I specialize instead of trying to serve everyone. The clearest example is a season most advisors have never planned for: a couple leaving on a full-time senior mission. That one decision quietly touches everything, what the mission costs, what happens to the house and the income and the portfolio while you are gone, how to hand off eighteen months of your financial life and actually be present where you are serving. I went looking for someone who had mapped this out and could not find them, so I became that person. I am not going anywhere, and neither is this practice. I stay small on purpose, because I would rather know a hundred families well than manage a thousand I never really meet. These are relationships I expect to keep for decades, through retirement and the seasons of change that come with a life well lived. If that is the kind of advisor you have been hoping to find, I would be glad to talk.

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.

Ridge Mc Bride is a financial advisor at Prosperity Financial Group in Springfield, MO. He holds a Series 65 designation and has experience working with Portfolio Services Group, LLC and Menards. Outside of finance, he has worked in retail and manufacturing sectors. Prosperity Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm combines fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading approach and offers both discretionary and non-discretionary management options.

Jacob Floyd is a financial advisor at Floyd Financial Group LLC in Springfield, MO, holding a Series 65 designation with five years of industry experience. He has been with Floyd Financial Group in various capacities since 2007. Outside of advisory services, he writes life insurance and fixed indexed annuities, receiving commissions from the issuing companies. Floyd Financial Group serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and institutional retirement advisory services. The firm manages approximately $146.3 million in discretionary assets across 617 client relationships, using a process that begins with a written financial plan and incorporates fundamental, technical, and cyclical analysis to guide investment decisions.

Robert Baltzell Sr. is a financial advisor at RLB Financial in Springfield, MO, holding a Series 66 designation with 18 years of industry experience. He has been with RLB Financial since 2009 and is also president of an affiliated insurance services business. RLB Financial provides discretionary investment management and financial planning services to individuals and high-net-worth clients, managing approximately $174 million in assets across three advisors. The firm customizes investment policy statements and asset allocations for each client, utilizing third-party money managers and model portfolios as part of its service approach.

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.

James Margraf is a financial advisor with Latour Asset Management LLC in Springfield, MO, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with LaTour Asset Management and related firms since 2016. Outside of advisory work, Margraf also acts as a licensed insurance agent involved in insurance sales. LaTour Asset Management provides investment advice and financial planning services to individuals, high-net-worth clients, and corporations, focusing on selecting and monitoring third-party money managers rather than directly managing client assets. The firm offers estate-planning assistance and full financial plans for clients who engage third-party managers.

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.