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 one year of industry experience. He holds a Series 65 designation and previously worked at Heim, Young & Associates and Missouri State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

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.

Christopher Chochon is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Axios Financial Group, Mutual of Omaha, and several CPA firms. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

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 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.

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, holding a Series 66 designation and five years of industry experience. Prior to joining Valic Financial Advisors in 2022, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is also an agent for 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 operating at scale with over 1,200 advisors.

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.

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.

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.