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.

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.

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.

Madelyn Underwood is a financial advisor at Valic Financial Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Agia since 2022 and Valic Financial Advisors since 2020. Outside of her advisory role, she is also an insurance agent specializing in 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

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.

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.

Morgan Spilman is a Series 66 licensed financial advisor with one year of industry experience, currently serving at Sanctuary Advisors, LLC. Prior to this role, Morgan held positions at Sanctuary Securities, Inc. and worked in contracted roles within marketing and other sectors. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment approaches and utilizes various managed account platforms, operating under fiduciary standards when advisory agreements are in place.

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.

Jacob Underwood is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Springfield, MO. He has two years of industry experience, including roles at Agia and Digital Monitoring Products, and served three years with the General Council of the Assemblies of God. Outside of his advisory work, he is a finance committee member at The Venues church. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

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.

John Bilberry is a CFP® with 20 years of industry experience. He has worked at Mercer Global Advisors, Inc. since 2022 and has a longstanding association with Heim, Young & Associates dating back to 2007. Mercer Global Advisors serves individuals, families, small business owners, and various institutional clients by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through a range of low-cost investment vehicles and specialized programs.

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.

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.

Robert Eastburn is a CFP® with nine years of industry experience and has worked at Gwfs Equities, Inc. since 2016. He is currently affiliated with Empower Advisory Group, a firm with a large advisor team that provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. Empower Advisory Group delivers integrated services linked to recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Lance Curnes is a financial advisor with Mass Mutual Investors Services in Springfield, MO. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to his current role, he worked at Metlife Securities Inc. for 29 years. Outside of his advisory work, he is the organizer and member of Gunnison Hunt Club, LLC, an entity related to land ownership established for estate planning purposes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.