Taylor La Fever

John Lanier is a financial advisor at Mutual of Omaha Investor Services, Inc. with 18 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining Mutual of Omaha Investor Services, he worked at Mutual of Omaha Insurance Company, Assurance IQ LLC, United Laboratories Inc, and AAA Club Alliance Inc. Outside of his advisory role, he serves as a vestry member at Christ Episcopal Church in Luray, VA. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting through a network of Investment Advisor Representatives using approved platforms and model portfolios.

Sean Lankard is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 1998 and is also associated with Agia, where he works with 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, offering managed-account programs, financial planning, and brokerage services.

Calan Jansen is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 66 licenses and has 11 years of industry experience. He has served as Vice President at Farmers and Merchants Bank since 2016, where he performs lending and retail account opening functions alongside his advisory role. OSAIC Institutions provides advisory and brokerage services to individuals, charitable organizations, corporations, and retirement plans through customized engagements and access to alternative investments. The firm’s approach combines fundamental and technical analysis with asset allocation and third-party due diligence, offering predominantly non-discretionary portfolio management alongside lending and cash-management solutions.

Ryan Painter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Truist Advisory Services and affiliated entities since 2011, including Bb&T Securities and Truist Investment Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Amy Helsley is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to her current role, she operated her own CPA firm, Amy B Helsley CPA LLC, and has experience as the owner of The Winery at Kindred Pointe. In addition to her advisory work, she has business oversight responsibilities related to her winery ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and associated financial services. The firm is notable for its extensive national network of advisors and branch offices, as well as integrated capabilities including a trust company and affiliated mutual funds.

Lucinda Brill is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for Holtzman Propane Delivery LLC for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.