Tyler Porter is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has previously worked at Waddell & Reed, Inc and CBP, Inc. Tyler is based in Blue Springs, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services.

David Burson II is a financial advisor with LPL Financial in Lees Summit, MO. He holds the PFS™ and Series 66 credentials and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Avantax Advisory Services and Avantax Investment Services Inc. from 2023 to 2025, and has been involved with DSB Services, LLC dba Padgett Advisors since 2006. 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 investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Michael Rowe is a CFP® and holds a Series 66 designation with 11 years of industry experience, all of which he has spent at Edward Jones since 2015. He is based in Blue Springs, MO. 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, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated financial capabilities.

Laurie Martin is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 credential and has worked at Woodbury Financial Services, National Planning Corporation, and Rains and Spiegel, LLC. In addition to her advisory role, she is a licensed attorney in Missouri providing legal representation for indigent defendants and volunteer legal services. Laurie is also the owner and officer of Martin Tax & Financial Services, a corporation offering tax and financial guidance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed solutions across multiple account types.

Douglas Turnbough is a CFP® and ChFC® with 21 years of experience, all spent at Edward Jones in Odessa, MO. He serves on advisory boards for Missouri State University and the University of Missouri’s Personal Financial Planning Industry Advisory Board. He also participates on the Lafayette County Health Department advisory committee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Laurie Wiley is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Before joining LPL Financial in 2021, she was affiliated with Hoot Owl Financial, LLC, and has held various roles in community organizations including Truman Heritage Habitat for Humanity and the Independence Chamber of Commerce. She is involved with INDE TALKS, a non-investment-related business activity based in Independence, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, including discretionary and non-discretionary portfolio management options.

Joseph Ganote is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Raymond James since 2020 and previously worked at Waddell & Reed from 2016 to 2020. Ganote operates Beyond Wealth Advisors and serves as president of JCKG Enterprises LLC, both entities connected to his financial planning business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Rebecca Knepper is a financial advisor at Edward Jones in Blue Springs, MO, holding the ChFC®, Series 63, and Series 65 designations with 19 years of industry experience. She has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Kevin Carpenter is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Lindsey Burnside is a financial advisor at Cetera with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Cetera, she worked at Woodbury Financial Services, Spring Venture Group, and Cerner Corporation. Burnside is also the owner of Burnside & Associates (S-Corp), where she handles banking, taxes, and S-Corp planning. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Whitney Poettgen is a financial advisor at Edward Jones with 4 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2022, she worked at Salesforce and Cerner Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

John Skinner is a financial advisor at Edward Jones with 39 years of industry experience. He holds Series 66 and Series 63 designations and has been with Edward D. Jones & Co., L.P. since 1997. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter R. Carmack is a financial advisor with LPL Financial, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Keen Technologies as a board member and in other capacities unrelated to investment management. LPL Financial is a national firm that serves individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Jasmine Boyden is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Wells Fargo Bank from 2022 to 2024. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Bennett Ward is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he held roles at RTS Inc., Worldwide Express, and Nestel Insurance Agency. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with access to model portfolios and research.

Christopher Madden is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2007. Outside of his advisory role, he maintains and repairs a rental home in Independence, MO. 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 nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Paul Dykes is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Edward Jones, Morgan Stanley, and Select Quote Insurance Agency. Outside of advisory work, he owns Dykes Farms, a farming operation involved in forestry and poultry sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by model portfolios and research.

Josh Laing is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2023. Outside of his advisory role, Laing is involved in managing Best Best LLC, a review app that assists restaurant owners in collecting customer data and driving sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics. The firm separates planning from managed-account services and emphasizes periodic review and advisor-delivered updates.

Leland Wood is a Series 66–licensed financial advisor with Edward Jones, based in Grain Valley, MO, and has nine years of industry experience. He has been with Edward Jones since 2015. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Wall is a Certified Financial Planner (CFP®) and holds a Series 66 license with 11 years of experience in the financial industry, all of which have been with Edward Jones since 2015. He is based in Lees Summit, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.