Adam Newmaster is a Certified Financial Planner (CFP®) with five years of industry experience. He has worked at Edward Jones since 2020 and was previously employed at State Street Bank and Trust from 2014 to 2020. 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Michael Martin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc and National Planning Corporation. Outside of advising, Martin also operates a tax preparation and planning business and serves as a trustee on the Jackson County Missouri Pension Board. OSAIC serves a diverse range of retail and institutional clients through a broad network of financial advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment products, managed on both discretionary and non-discretionary bases.

Andrew Reynolds is a financial advisor at Edward Jones in Lee's Summit, MO, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and was previously involved with Transit Pros LLC. Reynolds serves as vice president on the board of Alison's Angels, a nonprofit organization, and organizes a golf tournament for the charity Gettingup.org. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its large retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Joseph Nastasi is a financial advisor with LPL Financial in Lees Summit, Missouri, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining LPL Financial in 2020. He also operates a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rodney Loesch is a CFP® professional affiliated with LPL Financial, bringing 43 years of industry experience. He previously operated Loesch & Associates Inc. for 18 years and worked with Waddell & Reed, Inc. for 24 years. Outside of financial advising, he has been involved in professional photography through Loesch Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm offers a variety of portfolio management programs and utilizes both proprietary research and third-party strategies supported by advanced operational tools.

Jeffrey Coleman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has prior experience with State Life of Indianapolis. In addition to his advisory role, he serves as a Missouri State Representative and is a member of the Grain Valley School District Board of Education. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, providing a variety of portfolio management options and model-based solutions tailored to client objectives.

Gregory Miller is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed, Inc. for 21 years and Grekar, LLC. Outside of his advisory work, he has involvement with the Greg & Karen Miller Trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jennifer Turner is a financial advisor with Ameriprise in Lees Summit, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, delivering detailed, research-driven recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines algorithmic automation and personalized review to support its advisory process, with a broad range of advisory, brokerage, and insurance solutions.

Matt Knehans Sr. is a financial advisor with Edward Jones in Lees Summit, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones for 23 years. Outside of advising, he is involved as a member in commercial rental property ownership. 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 over $1 trillion in assets through a nationwide network of advisors and offers a variety of managed strategies, separately managed accounts, and affiliated investment products under a fiduciary standard.

Daniel Esselman is a financial advisor with LPL Financial based in Lee's Summit, MO. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Commerce Brokerage Services, Inc. for six years and Woodbury Financial Services INC for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions, supported by a large network of over 22,800 advisors and extensive operational and research tools.

Jo Anna Prince is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Caliber Wealth Management, Compass Planning Group, Raymond James Financial Services Advisors Inc., and Spectrum Wealth Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Hawkins is a financial advisor with Thrivent Investment Management in Blue Springs, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior business experience includes ownership of Hawk Auto Sales LLC from 2011 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Christopher Jones is a financial advisor with Osaic Wealth, Inc. based in Lee's Summit, Missouri. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Jones has previously worked at Pentrust Wealth Management, LLC and FSC Securities Corporation. Outside of advising, he owns a law practice focused on document drafting, entity formation, and corporate legal services. Osaic Wealth, Inc. serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm uses asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios across various asset classes, offering both discretionary and non-discretionary account management alongside third-party investment solutions.

Jonathan Klassen is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of his advisory role, Klassen is involved as Vice President of his family's commercial printing business, Klassen Enterprises, and serves as a co-trustee for family property holdings in Claremore, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Joel Wilson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Outside of his advisory role, he is involved with the Military Order of the Devil Dogs as a Pack Leader and participates in activities related to an advertising business, Talent Unlimited. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Amy Martin is a financial advisor with Cetera in Independence, Missouri, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Waddell & Reed and Grove Point Investments. She is also a financial professional with Prosperity Network of Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party managers, supporting over 10,000 advisors and approximately $256 billion in assets under management.

Kelley Manning is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Raymond James in 2020, he spent 10 years at Waddell & Reed, Inc. Manning serves as Treasurer and Director of the Lee's Summit Chamber of Commerce Board, where he participates in budget and fiscal policy discussions and represents the Chamber at community events. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools, and supports municipal and public finance work through a unique advisory affiliation.

Grant Messner is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for five years. In addition to his advisory role, he provides tax and servicing assistance through Martin Tax & Financial Services and works in food service in a back-of-house capacity. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that can include multiple asset classes and accommodate client-imposed restrictions.

Anna Simbeck is a financial advisor with Primerica Advisors in Blue Springs, MO, holding Series 63 and Series 65 registrations and having one year of industry experience. Her prior work includes roles at VALIC Financial Advisors, Kustom Signals, Inc & MPH Industries, and the Olathe Police Department. She is also appointed as an agent to sell non-securities insurance products for AGIA. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Brian Orr is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Orr has worked at several firms throughout his career, including Equity Bank and Securities America. He serves on the investment committee for Lees Summit Community Church, providing oversight of the church’s finances. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a multi-manager platform to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.