Lisa Stanford is a Series 66-licensed financial advisor with Money Concepts Capital Corp, bringing 17 years of industry experience. She has been with Money Concepts since 2006. Outside of her advisory role, Lisa is involved as a board member and secretary of the Boonville Area Chamber of Commerce, works with Flack Broadcasting, and owns a DJ business called DJ Unicorn Chaos. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.

Taylor Jaquays is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and nine years of industry experience. Taylor has worked at Valic Financial Advisors since 2017 and is also affiliated with Agia, where they are involved in non-securities insurance products. Valic Financial Advisors, Inc. 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 portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, operating at scale with centralized technology and model solutions.

David O'neil Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked with LPL Financial since 2018 and previously spent seven years at INVEST Financial Corporation, alongside a longstanding role at Community Bank, NA since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Timothy Fraser is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked with Cambridge Investment Research since 2016. Outside of his advisory role, Fraser is involved in coaching others to ride motorcycles through Go Motorcycling Inc. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered by independent professionals, utilizing multiple custodial platforms and a variety of investment strategies, including proprietary models and third-party solutions.