Community Foundation of the Ozarks


Investment Advisory Board

Investment Advisory Board members play a vital role in the Community Foundation of the Ozarks. Their distinguished backgrounds enable them to advise the Foundation on investment policy, asset allocation and the selection of fund managers.

Mark Nelson
Chair of Investment Advisory Board; Certified investment management analyst (CIMA); vice president and wealth management advisor for Merrill Lynch, Springfield
Ron Neville
CPA; former CFO of American Century Investments in Kansas City; currently a private investor and former Chairman of the Board for CFO, Springfield
Thomas J. Carlson
Real estate developer, attorney and former mayor of Springfield.
Nadia Cavner Nadia Cavner
Executive Vice President of the Nadia Cavner Group at BancorpSouth Investment Services, Springfield
John Cooper
Vice President of Harry Cooper Supply Company, Springfield
William H. Darr
Founder and CEO of American Dehydrated Foods, Inc., Springfield
Greg DeLong
Financial advisor and part owner of Edward Jones Investments, Springfield
William R. Hardie Investment counselor and retired vice president of Boatmen’s National Bank, Springfield
Michael Horrell
CPA/managing member of Michael Horrell & Associates, LLC. Ste. Genevieve, MO
William W. Miller, Jr.,
CPA; shareholder, Kirkpatrick, Phillips & Miller, CPAs P.C., Springfield
Mary Beth O’Reilly
Founder of Breast Cancer Foundation of the Ozarks; former secretary of the board for O’Reilly Automotive prior to the company becoming a publicly held corporation, Springfield
Jewell Thompson Schweitzer
Private investor, corporate officer and real estate developer, Springfield
Lori Smith
Wells Fargo Advisors, LLC, Joplin
Doug Thornsberry, Springfield
Robin Walker
Walnut Capital Management, Springfield
Gary L. Wortman
CPA; former partner at BKD with 25 years in public accounting, Springfield