Stephanie Staggs is a financial advisor at Guardian Life with two years of industry experience. She has worked at Park Avenue Securities and Guardian Life since 2024 and previously operated Staggs Financial Services for three years. Staggs participates as a member of the Physician Assistant Advisory Board at Drury University, where she engages in financial literacy outreach. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs including discretionary and non-discretionary portfolios managed in-house and by third parties.

Noah Hughes is a CFP® professional with Mercer Global Advisors Inc. in Springfield, MO. He began his career at Mercer Global Advisors in 2024 and has prior experience working in the restaurant industry and education. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized asset management options.

Sonny Koahou is a financial advisor at First Command Advisory Services in Springfield, MO, holding a Series 66 designation with five years of industry experience. His professional background includes roles at Maverick FX, the United States Postal Service, and 25 years of service in the United States Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Bly is a financial advisor with Mercer Global Advisors Inc. in Springfield, MO. He holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at Cetera, Emprise Bank, LPL Financial, U.S. Bancorp Investments, and Commerce Bank. Ryan also maintains insurance licenses in accident and health, life, variable life, and annuities in Missouri. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Terry Conner is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Prime Capital Financial. His career includes roles at Prime Capital Investment Advisors, Financial Engines Advisors, and TMFS Springfield. Conner holds the vice presidency of the Community Foundation of Rogersville, where he assists with fundraising activities for local charities. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a range of investment strategies and offers integrated tax advisory and consolidated reporting capabilities.

Adam Kragskow is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at Northwestern Mutual and O'Reilly Auto Parts. In addition to his advisory work, he serves as a Specialist in the Missouri National Guard and manages a business selling sports trading cards and memorabilia. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to construct tailored portfolios aligned with client goals and risk tolerances.

Brian Tree is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including Personal Capital Advisors Corporation, Fisher Investments, TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kaz Woodward is a CFP® and holds a Series 66 license with six years of industry experience. Woodward has worked at Mercer Global Advisors Inc. since 2022 and previously held roles at Heim, Young & Associates, Inc., Federated Insurance, and New York Life. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Collin Gimlin is a CFP® professional with five years of experience, currently serving as a financial advisor at Prime Capital Financial. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co., and OakStar Bank. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and provides integrated tax advisory and financial administration solutions.

Christian Conner is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Financial Engines Advisors L.L.C. and The Mutual Fund Store. Conner provides financial advice through referrals from Ramsey Solutions’ SmartVestor program. 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, retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment management strategies.

Eric Peterson is a CFP® professional with 41 years of industry experience, currently serving at Commonwealth Financial Network and operating Peterson Wealth Advisors. He has led his own entity, Eric K. Peterson, LLC, since 2001. Peterson is based in Springfield, MO. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

John Brinkmann is a financial advisor with Principal Financial Services in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has held various insurance and financial services roles over the past two decades. Brinkmann has also served as a director assisting in organizing a Missouri State University basketball golf tournament fundraiser. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions delivered primarily on a discretionary basis.

Andrea Batey is a financial advisor at Farther with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at SignalPoint Asset Management for 12 years before joining Farther Finance Advisors in 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Blake Parker is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Heim, Young & Associates and Missouri State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Michele Kitta is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at Arbor Capital Management for seven years and American National Insurance Company for one year. Additionally, Ms. Kitta is employed by Magellan Health, where she is involved in designing processes and risk area reviews. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Carolyn Hoffman is a financial advisor at Farther with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Farther Finance Advisors since 2015. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations or proprietary algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Ethan Wallace is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at Heim, Young & Associates Inc. and Wilkerson & Reynolds Wealth Manager. Wallace also provides brokerage services through Heim, Young & Associates Inc. DBA MA Brokerage Solutions. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment and planning services.

Holly Gray is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. She has been affiliated with Heim, Young & Associates since 2001. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Brandon Lee is a CFP® professional with 14 years of experience in the financial services industry. He currently serves at Prime Capital Financial and has previously worked with Lawing Financial, Inc. and Cambridge Investment Research, Inc. In addition to his advisory role, he is involved with Prime Capital Risk Management, focusing on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, family office solutions, and qualified retirement plan services, employing a variety of investment strategies across discretionary and non-discretionary accounts.

Kathleen Randall is a financial advisor at Prime Capital Financial with 13 years of industry experience. She holds a Series 65 credential and previously worked at Brighton Jones LLC for six years before joining Prime Capital Investment Advisors, LLC in 2021. Randall is also involved with PCRM, LLC, where she sells and services fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a wide range of services including asset management, financial planning, and qualified retirement plan services. The firm uses a variety of investment strategies and offers family office services alongside an affiliated accounting subsidiary for tax planning and financial administration.