Morgan Spilman is a Series 66 licensed financial advisor with one year of industry experience, currently serving at Sanctuary Advisors, LLC. Prior to this role, Morgan held positions at Sanctuary Securities, Inc. and worked in contracted roles within marketing and other sectors. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment approaches and utilizes various managed account platforms, operating under fiduciary standards when advisory agreements are in place.

Dennis Page is a ChFC® credentialed advisor with over 32 years of experience, currently with Kestra Advisory since 2016. He has held longstanding roles with multiple firms including Kestra Investment Services, LLC and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as president of the Ozark Mountain Parrot Heads, a community and charitable organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Jacob Underwood is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Springfield, MO. He has two years of industry experience, including roles at Agia and Digital Monitoring Products, and served three years with the General Council of the Assemblies of God. Outside of his advisory work, he is a finance committee member at The Venues church. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Nicholas Mc Dowell is a CFP® with eight years of industry experience, currently advising at Mercer Global Advisors Inc. in Springfield, MO. His prior experience includes roles at Heim, Young & Associates and Arvest Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs an investment approach based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.

Kraig Bode is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Sanctuary Wealth in 2021. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm provides portfolio management through various investment programs and employs multiple analytical approaches, serving clients via a network of over 400 independent investment adviser representatives.

John Bilberry is a CFP® with 20 years of industry experience. He has worked at Mercer Global Advisors, Inc. since 2022 and has a longstanding association with Heim, Young & Associates dating back to 2007. Mercer Global Advisors serves individuals, families, small business owners, and various institutional clients by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through a range of low-cost investment vehicles and specialized programs.

Lisa Jones is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Cambridge Investment Research Inc. and Lawing Financial, Inc. Jones serves as a board member and treasurer of The Future of Finance Fund, a scholarship fund supporting students entering the financial services profession. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, employing both discretionary and non-discretionary strategies with various investment approaches.

David Taylor is a financial advisor with Bankers Life Advisory Services, Inc. in Springfield, MO, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to his advisory role, he worked for the Laclede County R-I School District for 16 years. Outside of his financial services work, he operates as a freelance stock photographer, earning royalties from submitted images. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Kenneth Roberts is a financial advisor with Sanctuary Advisors, LLC in Springfield, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His previous roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the volunteer board of Convoy of Hope, assisting the CFO in developing processes to review the organization’s investments. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who deliver customized strategies through various account management approaches and utilize multiple analytical techniques and platforms.

Myles Jackson is a financial advisor at Farther with a Series 65 designation and three years of industry experience. He has previously worked at SignalPoint Asset Management LLC and Jack Henry & Associates. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income, while providing discretionary investment management and retirement plan consulting.

Ralph Miller IV is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his industry career in 2025. Prior to his advisory role, he has worked in various businesses including Lightning Pawn and Music, TommyHawks, and Big Cedar Golf. He is also an insurance agent with Bankers Life and Casualty, selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Briggs is a financial advisor with Bankers Life Advisory Services, Inc. in Springfield, MO, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked with Bankers Life and its affiliates since 2016, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he manages a team providing retirement-based insurance services. Outside of his financial career, Briggs competes as a dirt track racecar driver. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Robert Eastburn is a CFP® with nine years of industry experience and has worked at Gwfs Equities, Inc. since 2016. He is currently affiliated with Empower Advisory Group, a firm with a large advisor team that provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. Empower Advisory Group delivers integrated services linked to recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jonathan Timson is a financial advisor at Farther with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SignalPoint Asset Management, LLC for 12 years. Timson serves as a trustee for family trusts, dedicating a small portion of his time to this role. Farther provides technology-driven investment advisory services primarily to individual investors, trusts, and estates. The firm uses a Modern Portfolio Theory-based approach with proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income, while offering discretionary and non-discretionary investment management.

Lance Curnes is a financial advisor with Mass Mutual Investors Services in Springfield, MO. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to his current role, he worked at Metlife Securities Inc. for 29 years. Outside of his advisory work, he is the organizer and member of Gunnison Hunt Club, LLC, an entity related to land ownership established for estate planning purposes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Joshua Lusk is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and 14 years of industry experience. His prior roles include work with Waddell & Reed Inc., various insurance carriers, and managing his own business activities related to non-variable insurance and real estate rentals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Tanner Lumley is a Series 65-licensed financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. His prior work includes roles at 7 Brew, Southwest Baptist University, Northeastern Oklahoma A&M College, Missouri State University, and Pinnacle Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and a broad advisor network.

Jeffrey Layman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley and its affiliated entities from 2007 to 2019. Layman serves on the University of Missouri Board of Curators, participating in committees related to health affairs, academic and student affairs, and executive oversight. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Charles Dow is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Mass Mutual in 2021, he worked at Northwestern Mutual in various roles from 2013 to 2021. Outside of his advisory work, Dow is involved in nonprofit leadership, serving as founder and board president of Borrow My Angel and as a board member for the Burrell Foundation and the Community Foundation of the Ozarks' Generosity Collective. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options, and emphasizes collaborative annual planning engagements supported by firm-approved analytical tools.

Rodney Pennington is a financial advisor with OSAIC who holds the ChFC® and Series 63 designations and has 47 years of industry experience. He spent 44 years at Lincoln Financial Advisors Corporation before joining OSAIC in 2025. In addition to his advisory role, he is also an insurance agent offering accident and health, disability, traditional life insurance products, and fixed annuities. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and offers access to third-party money managers and wrap programs.