Caleb Faulk is a financial advisor at Kestra Advisory with one year of industry experience. He holds a Series 66 designation and previously worked at Kestra Investment Services, LLC and in assistant roles at Evans Wealth Planning. Caleb has also held positions outside financial services, including at Twin Oaks Country Club and Missouri State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and plan-level investment advice, serving clients that include large institutional investors and sovereign wealth funds.

Brie Cook is a financial advisor at Bankers Life Advisory Services, Inc. She holds the Series 66 designation and has one year of industry experience. Prior to her current role, she worked for Paul Mueller Company for eleven years. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.

George Timson is a financial advisor at Farther with six years of industry experience. He holds a Series 65 designation and has previously worked at Signalpoint Asset Management LLC and Personal Capital. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings with firm representatives. The firm uses a Modern Portfolio Theory-based investment approach with bespoke or algorithmic model portfolios, automatic rebalancing, and allocations primarily among ETFs, mutual funds, individual equities, and fixed income.

Jared Doty is a financial advisor with Eagle Strategies (NY Life) in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Eagle Strategies since 2022 and has been involved with New York Life Insurance Company and Nylife Securities LLC since 2009. Outside of his advisory work, Doty serves on the board of directors at Twin Oaks Country Club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wesley Burrell is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding a Series 66 credential and 13 years of industry experience. He previously worked at Edward Jones for seven years before joining his current firms in 2020. Burrell has involvement in cattle holdings, reflecting interests outside of the investment industry. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, leveraging technology and a network model that integrates brokerage services through LPL Financial and access to specialized estate-planning resources.

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.

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 19 years of industry experience, currently serving as a Senior Wealth Advisor at Mercer Global Advisors Inc. He has also worked with Heim, Young & Associates and HYA Advisors, Inc. Bilberry is involved in providing brokerage services through a related entity, MA Brokerage Solutions. Mercer Global Advisors offers investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and provides a range of investment solutions alongside financial, retirement, tax, and estate planning services.

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, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked for a combined 20 years. He also volunteers on the board of Convoy of Hope, assisting the CFO with investment review processes. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers a range of portfolio management and financial planning services, employing various analytical approaches and acting as a fiduciary when advisory agreements exist.

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.

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.

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 positions at Waddell & Reed Inc and various insurance carriers, as well as operating Lusk Rentals and the Bowles Lusk Group. He is also involved with Crump & Associates of Clifton Park as an owner/operator of a non-variable insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from internal and third-party sources.

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.

Nathan Zoromski is a CFP® professional with 12 years of experience in the financial industry. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved in the resale of antiques through a booth at Camp Flea Antique Mall in Ozark, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is noted for its large nationwide network of financial advisors and branch offices, as well as its affiliated capabilities including mutual funds and a trust company.