James Hargrave is a CFP® with five years of industry experience, currently serving as the sole advisor at Pillar Financial Planning. His prior roles include positions at LearnLux, My Financial Coach, Northwestern Mutual, Learnvest, and The Vanguard Group. In addition to his advisory work, he provides financial coaching focused on employee financial wellness through LearnLux. Pillar Financial Planning is a fee-only, state-registered investment adviser that offers investment management and financial planning services primarily to individuals and small businesses, specializing in young physicians and business owners. The firm employs a long-term, passive investment approach based on Modern Portfolio Theory and provides both discretionary portfolio management and flexible planning options.

Dustin Johnson is a financial advisor at Heritage Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Heritage Financial Services LLC prior to his current role. Outside of advisory work, he is president of Johnson Investment Solutions, LLC, an S corporation for tax purposes. Heritage Asset Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm utilizes third-party strategist models through the Orion Portfolio Solutions platform and employs a combination of fundamental and technical analysis in managing client portfolios.

David Thompson is a financial advisor at Heritage Asset Management, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisors LLC for 13 years. Thompson is also involved as an agent selling life, health, disability, annuities, and long-term care insurance through Heritage Financial Services LLC. Heritage Asset Management provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm manages approximately $155 million in discretionary assets across about 746 client relationships and uses third-party strategist models via the Orion Portfolio Solutions platform.

Gregory Wozniak is a financial advisor at Universal Financial Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Securities America, Inc. and PFG Advisors, LLC. Outside of his advisory role, he serves as president of the Lions Club of Lake Winnebago Foundation, a nonprofit charitable organization. Universal Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, investment and wealth management, and retirement plan consulting. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and liquidity needs, using an asset-allocation framework informed by Modern and Post-Modern Portfolio Theory.

Ethan Hays is a CFP® professional with four years of industry experience, currently affiliated with Creative Financial Designs, Inc. He has prior experience at BKD and has been involved with Lighthouse Financial Strategies, where he holds a majority ownership and participates in client service and adviser support. Hays is also engaged in independent insurance sales focused on life insurance products. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm utilizes asset-class model allocations supported by third-party research and offers a variety of strategies including Biblical Responsible Investing, with flexible billing arrangements and a suite of affiliated financial services.

Jason Rockman is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities Management & Research, Inc., BFC Planning, Inc., Questar Asset Management, and Questar Capital Corporation. Outside of advising, he is also an insurance agent involved in selling fixed insurance, long-term care, securities, and disability products. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary management and utilizes various account structures and third-party managers through its dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Kylie Hays is a CFP® and Series 66-registered financial advisor with six years of industry experience. She is currently with Creative Financial Designs, Inc. and previously worked at Lighthouse Financial Strategies. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through a network of representatives, offering a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and provides diverse strategies including Biblical Responsible Investing and customizable portfolio options.

Jacob Larkey is a financial advisor with Primerica Advisors who holds a Series 66 designation and has one year of industry experience. He previously worked at Park Avenue Securities, Guardian Life Insurance Company, Barby Minnick and Associates, and Selectquote. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a variety of proprietary and third-party investment programs.

Saul Rico is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2016, following a brief tenure at Central National Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Robert White is a CFP® professional with 35 years of industry experience, currently serving at Money Concepts Capital Corp. He has been with Prairie Financial Group, LLC since 2007. Outside of his advisory role, he is an author of fiction and serves as Vice President on the Board of Directors for the Cass County Coalition of Chambers, as well as a board member of the Pleasant Hill Historical District. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs and employs model portfolios, third-party sub-advisers, and fundamental and technical analysis to manage assets for approximately 14,700 clients.

Brandon Burdick is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and over five years of experience in the financial services industry. His career includes roles at Northwestern Mutual Investment Services LLC and Empower Financial Services, preceded by an 18-year tenure at Walgreens. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Robert Davies is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Gwfs Equities, Inc. since 2015. Outside of his advisory role, Davies is an assistant soccer coach in the Raymore Peculiar School District and serves on the alumni board of Avila University, where he is involved in student mentorship and event planning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Jonathan Carter is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He works with clients to help develop strategies that address their short-, mid-, and long-term financial goals, including investing, retirement planning, and saving for unexpected events. He also connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Jonathan holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Tavares High School and an Associate's Degree from Lake Sumter State College.

Jessica Hartzell is a financial advisor at Merrill with three years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America and JPMorgan Chase Bank, N.A. prior to joining Merrill. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategies and a manager selection process overseen by its CIO, supported by integration with Bank of America’s broader banking and capital markets platform.

Chance Vanausdall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at 1st Choice Property Preservation and served in the Kansas Air National Guard for multiple years. Outside of his advisory work, he is the sole proprietor of VanAusdall LLC, a homestead operation involving general farm chores, animal transport, canning, and baking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios used across intermediary platforms.

Jason Wood is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Cole Welhoff is a financial advisor with Edward Jones in Harrisonville, MO, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Edward Jones in 2023, he worked at Northwestern Mutual/Matthew Melton and American Century Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jane Redmond is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Redmond has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Fred Yonker is a financial advisor with Edward Jones in Belton, Missouri, holding a Series 66 designation and bringing nine years of industry experience. He has been with Edward Jones since 2016, following a one-year tenure at Alterra Bank. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Spencer Morse is a CFP® professional with four years of industry experience, currently advising clients at Edward Jones since 2021. Prior to joining Edward Jones, he worked at MarksNelson LLC and Valbridge Property Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Marsha Clark is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has nine years of industry experience. Her prior experience includes roles at Money Concepts Capital Corp and Ameriprise Financial Services, Inc. Outside of her advisory work, she owns a tax preparation business serving family and friends in Pleasant Hill, MO. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a broad affiliate network to support municipal and institutional clients.

Jordan Raffety is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of about 23,701 financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lori Watson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Harrisonville, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services.

Alan Jones is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He has worked at Avantax Insurance Agency LLC and Avantax Investment Services, Inc., and is also the president of Alan R Jones CPA and Groves Brother & Co., a family business providing real estate, mortgage, title services, and appraisal. Additionally, he serves as treasurer and comptroller for the Methodist Benevolent Association. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm utilizes a combination of advisor-managed accounts, model portfolios, and third-party managed solutions, with a notable integration of retirement and fiduciary capabilities alongside its broader trust and institutional services.

Philip Parke is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is based in Raymore, MO. Outside of his advisory role, he owns and operates an 80-acre farm in Fort Scott, KS, sharing crop revenue and expenses, and manages a farm house rental in the same area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and offers additional services such as overlay strategies, tax-efficient services, and securities-based lending.

Rita Borchers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Danielle Yonker is a Series 66–licensed financial advisor with Edward Jones in Belton, Missouri, where she has worked since 2022. She has three years of industry experience and previously held positions at Church & Dwight Inc. and Bayer Animal Health. Outside of financial advising, she teaches dance at a studio in Raymore, instructing students of various ages in multiple dance styles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Jason Kurz is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked for Maryville R-II School District from 2012 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Abigail Lowrimore is a financial advisor with Edward Jones in Harrisonville, MO. She holds a Series 66 license and has one year of industry experience. Prior to joining Edward Jones, she has operated Abby Lowrimore Creative LLC, a videography and photography business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive advisor network and affiliated financial services.

Ashley Struzick is a financial advisor with Primerica Advisors in Pleasant Hill, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 2006. Outside of investment advisory activities, she engages in part-time speaking engagements and is involved in the sale of non-investment related products such as home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Jay Sellami is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Financial Specialists LLC and Waddell & Reed, Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Matthew Logan is a financial advisor with Edward Jones in Pleasant Hill, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a partner in a custom closet business in Lee’s Summit, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and trustee and lending services through a nationwide network of financial advisors.