Lori Schram is a financial advisor based in Kansas City, MO, with 37 years of industry experience. She holds Series 63 and Series 65 designations and worked at LPL Financial for 28 years. Lori has operated her own firm since early 2024. Her firm is a sole-proprietor registered investment adviser serving individuals and couples. It offers discretionary security selection and assistance with mutual funds and other securities for self-directed IRAs, focusing on mutual funds, unit investment trusts, exchange-traded instruments, and bonds.

Thomas Dawson is a financial advisor at Mercury Capital Management, Inc. with 24 years of experience at the firm and 30 years in the industry. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he is a licensed life and health insurance agent involved in insurance sales on a part-time, semi-retired basis. Mercury Capital Management, Inc. is a small investment adviser serving primarily non-high-net-worth individual clients. The firm provides portfolio management and ongoing advisory services with a focus distinct from many peers by targeting a client base that excludes high-net-worth households.

Brian Thompson is a financial advisor at Northland Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Money Concepts Capital Corp., Country Club Bank, and Country Club Financial Services, Inc. Northland Securities is a multi-team firm with 38 advisors offering financial services in multiple locations.

Bradley Barclay is a financial advisor at Northland Securities, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at County Club Bank and UMB Financial Services Inc. Northland Securities is a multi-team firm with 41 advisors, serving a diverse client base through various investment strategies.

Todd Czinege is a financial advisor at Northland Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Northland Securities, he worked at Country Club Bank for four years. His background also includes professional involvement with the Colorado Rockies Baseball Club and education at Villanova University.

Parker Willis is a financial advisor with Northland Securities, Inc., holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments and involvement with Springdale Country Club and the University of Arkansas. Outside of finance, he operated a lawn mowing business for four years. Northland Securities is a multi-team firm with 39 advisors.