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 credential and has previously worked at Financial Engines Advisors L.L.C. and The Mutual Fund Store. Conner also provides financial advice through referrals from Ramsey Solutions for investors seeking guidance. 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, qualified retirement plan services, and family office offerings, employing both discretionary and non-discretionary strategies alongside third-party manager selection.

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.

Jeffrey Robinson is a CFP® professional with 15 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2022. He previously worked at Ameriprise Financial Services, Inc. for eight years and is a partner at Robinson & Co. LLP, an accounting firm providing tax and accounting services. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 investment adviser representatives. The firm employs various analytical approaches and delivers advice via discretionary or non-discretionary management, supporting customized investment strategies on multiple account platforms.

John Brinkmann is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and 29 years of industry experience. He has held positions at Principal Financial Services since 2016 and has been involved in insurance and financial services through Brinkmann Insurance and Financial since 2008. Brinkmann also serves as a director assisting in organizing a fundraising golf tournament for Missouri State University basketball. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Russell Pendleton is a financial advisor at Valic Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Valic Financial Advisors since 2013. Additionally, Pendleton works as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

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.

Matthew Ticknor is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with Valic Financial Advisors since 2013 and previously held a role at Agia. Outside of his advisory work, Ticknor is involved in broadcasting high school football games on radio and internet platforms part-time during the fall season. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services, utilizing discretionary unified managed accounts through Envestnet’s platform and supports advisors with risk questionnaires and tax-aware overlays within a large network of investment professional representatives.

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.

Austin Whitton is a CFP® professional with one year of experience at Sanctuary Advisors, LLC. He previously worked at Forvis Mazars Wealth Advisors, LLC, FORVIS Wealth Advisors, LLC, and Wealthquest, among other roles, and has a background that includes time at Indiana Wesleyan University. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through a network of over 400 independent advisers, utilizing various analytical approaches and investment platforms.

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.

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.

Nicholas Lisnock is a financial advisor with Valic Financial Advisors in Springfield, MO, holding a Series 66 designation and six years of industry experience. His career includes roles at Valic Financial Advisors since 2022 and multiple positions at Thrivent Financial and Thrivent Investment Management from 2020 to 2022. He is also involved as an insurance agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and unified managed account programs through a large network of advisors. The firm operates at scale with over 1,200 advisors and emphasizes centralized technology and model solutions in its investment approach.