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.

Robert Purvis is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Valic Financial Advisors since 1988 and also holds an agent position at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing clients with tailored asset-allocation strategies.

Terry Conner is a CFP® with 24 years of experience in financial advisory services, currently with Prime Capital Financial. His prior experience includes roles at Financial Engines Advisors L.L.C. and The Mutual Fund Store. Outside of his advisory work, 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 firm serving a diverse client base including individuals, trusts, corporations, and retirement plans. The firm provides comprehensive services such as asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing a range of investment strategies and platforms.

James Norman is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 credential and has previously worked at firms including Wells Fargo Advisors and HP Financial Group. Outside of his advisory role, Norman serves as a board member of the Ozarks Film Foundry, which focuses on promoting economic development in southwest Missouri through the local film industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform as both an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets as of 2025.

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.

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 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.

Bethany Li is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. She previously worked at RTS Financial and Penney, Murray & Associates - Ameriprise Financial Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms.

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.