Geoffrey Stufflebam is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He has been with Sanctuary Wealth since 2021. 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 wide range of investment approaches through a large network of independent advisers and maintains unique practices such as negotiating performance-based fees for qualified institutional buyers and employing multi-custodian arrangements.

Stephanie Staggs is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. She has two years of experience in the industry, including roles at Park Avenue Securities and Guardian Life since 2024, and previously operated Staggs Financial Services. Staggs also serves on the Physician Assistant Advisory Board at Drury University, contributing to financial literacy efforts within the program. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, insurance products, and alternative investments.

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® with 24 years of experience in the financial services industry. He is currently a financial advisor at Prime Capital Financial and has previously worked at Financial Engines Advisors and The Mutual Fund Store. Conner serves as vice president of the Community Foundation of Rogersville, a nonprofit organization focused on local charitable activities. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a comprehensive range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, utilizing a variety of investment strategies and platforms.

Adam Kragskow is a financial advisor with Bankers Life Advisory Services, Inc. in Springfield, MO, holding Series 63 and Series 66 credentials with five years of industry experience. He previously worked at Northwestern Mutual and is currently an agent for Bankers Life & Casualty, Inc. Outside of advising, Kragskow is a Specialist in the Missouri National Guard and manages a business selling sports trading cards and memorabilia. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm combines fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Brian Tree is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Personal Capital Advisors Corporation, Fisher Investments, TD Ameritrade, Scottrade, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups chosen 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 six years of industry experience, currently serving as a financial advisor at Prime Capital Financial. His work history includes roles at Prime Capital Investment Advisors, NYLIFE Securities, New York Life Insurance, OakStar Bank, and College of the Ozarks. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and provides integrated tax and financial administration services through its affiliated subsidiaries.

Christian Conner is a financial advisor at Prime Capital Financial with 12 years of industry experience. He holds a Series 65 designation and previously worked at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, LLC, and The Mutual Fund Store. Conner provides financial advice for referrals from Ramsey Solutions as part of his other business activities. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing a variety of investment strategies and platforms to manage client assets.

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 credentials and over 30 years of industry experience. His career includes roles at Principal Life Insurance Company and leadership in insurance firms such as Davison, Brinkman & Johnson Insurance and Brinkmann Insurance and Financial. Brinkmann has also been involved in organizing a charity golf tournament for Missouri State University basketball. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

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 two years of industry experience. He holds a Series 65 designation and previously worked at Heim, Young & Associates and O'Reilly Auto Parts. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory investment approach, using diversified portfolios with low-cost ETFs, index funds, and other vehicles, complemented by client education and specialized advisory offerings.

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 23 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. since 2022. She has a long tenure at Heim, Young & Associates dating back to 2001. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other investment vehicles, alongside various specialized advisory and client education programs.

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.