Trusted Advisers

Ann Marie Baker

Event Date: September 30, 2022

Time: 11:30 a.m.

Location: DoubleTree

Limited number of tickets remaining! Please contact SBJ office at 417-831-3238 to purchase additional tickets for this event.

In addition to our Legacy Adviser award, we will be honoring the following individuals:

• Accountants - Katie Aton-Jackson of Smillie & Jackson CPAs LLC; Matt Clark of Abacus CPAs LLC; Derek Smith of FORVIS LLP
• Attorneys - Rodney H. Nichols of Spencer Fane LLP; Joseph Passanise of Wampler & Passanise Law Office PC; Kory D. Stubblefield of Stubblefield Law LLC
• Bankers - Mandy Anthes of Arvest Bank; Kendal R. Dingus of Central Bank in Springfield; Tiffany Nichols of State Bank of Southwest Missouri
• Commercial Realtors - Jeff Childs of SVN/Rankin Co.; Caleb Moreno of Moreno Group Commercial Realty
• Insurance Professionals - Mindy Pippin of Ollis/Akers/Arney; Brad S. Pistole of Trinity Insurance & Financial Services Inc.; Ken A. Stephens of Employee Benefit Design LLC
• Technology Professionals - James Gilpin of PCnet LLC; Todd Murren of Bluebird Network LLC
• Wealth Managers - Matthew J. Fairbairn of Visionary Wealth Advisors LLC; Jeff Lenhart of FORVIS Private Client
• Up-and-Comers - Shuhan Gu of Abacus CPAs LLC; Trevor Reger of Clint Harris Insurance Agency Inc.; Lillian Sweeney of Neale & Newman LLP

Every business owner and top executive has a team of professionals outside of their company who are as much a part of their success as their employees. These outside professionals know the intimate details of the clients' business. They are Trusted Advisers.

Nominate for 2023 now! Nomination deadline June 2023.

A total of eighteen Trusted Advisers will be honored in seven business fields. Additionally three Up-and-Comer awards and the celebrated Legacy Adviser award will be given.

Trusted Adviser
These professionals are at the peak of their career, having been in his or her field for more than five years. Up to three individuals will be honored in each of these adviser categories.

• Accountant
• Banker
• Business Technology Professional
• Commercial Real Estate Agent
• Insurance Agent
• Lawyer
• Wealth Manager

Up-and-Comer
These professionals have been in his or her field fewer than five years and are on their way to Trusted Adviser status. These are individuals whose careers we should all be watching. Three individuals will be honored from any of the adviser categories.

Legacy Adviser
This professional has been in their field for 20 or more years. One person will be selected for the Legacy Adviser honor, the pinnacle award for achievement.