James Witkowski is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory work, he serves as a board member for the Dad & Daughter 5K Run/Walk charity event, assisting with event planning and coordination. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

David Poskin is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior work history includes roles at Waddell & Reed, Inc., various insurance carriers, and the Hill & Mitchell Group LLC. He serves as a precinct committeeman in Johnson County, Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research support from LPL Research and third-party providers.

Joseph Henson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has been with Thrivent and its related entities since 2022. Prior to his financial advisory roles, he worked with the Platte County Board of Services and the Platte County R3 School District. Outside of his financial advisory work, Henson serves as an official in wrestling events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services through its WealthPlan billing program.

Gina Snearly is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017, following seven years at Men's Wearhouse. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a national network of more than 23,700 financial advisors.

Olivia Cross is a Series 66–licensed financial advisor with four years of industry experience. She currently works at Edward Jones in Kansas City, MO, and previously held positions at Copper Financial Network and North American Savings Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jeremy Stone is a financial advisor with Edward Jones in Excelsior Springs, MO, holding the Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Fastenal from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. 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.

Lance Plumb is a financial advisor with Fidelity in Overland Park, KS, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as prior positions at Nimbl and Brigham Young University - Idaho. Outside of his advisory work, he owns and operates a gutter cleaning company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across a broad range of mutual funds, ETFs, and ETPs.

Daniel Contreras is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and 25 years of industry experience. His prior firms include Grove Point Investments, LLC, CUSO Financial Services, LP, Ivy Distributors, Inc., and Waddell & Reed, Inc. He has also participated in community activities such as serving on the Shawnee Mission North High School 30 Year Reunion Committee. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Kyle Winters is a financial advisor with LPL Enterprise holding a Series 66 credential and beginning his advisory career in 2024. He has prior experience at Mid American Wealth Advisory Group and Winters & Associates, where he has been involved in tax preparation and accounting services. Winters also has a background that includes work in the funeral home industry and security services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party portfolio strategists.

Candace Mills is a financial advisor with OSAIC in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She previously worked at SagePoint Financial from 2011 to 2023. In addition to her advisory role, Mills operates a sole proprietorship managing inherited residential rental properties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning, retirement consulting, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

John Bellau is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as a warden for the Knights of Columbus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Anna Licata is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and previously worked at Waddell & Reed, Inc. and Ivy Distributors, Inc., in addition to self-employment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and drawing on diverse portfolio management styles and affiliated research.

Stephen Scanlon is a financial advisor at Equitable Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses with 29 years of industry experience. His prior roles include positions at AllianceBernstein L.P., Guardvest Inc., and Madison Avenue Securities, LLC. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

John Ludlow is a financial advisor with Merrill in Kansas City, MO, holding Series 66, Series 63, and Series 65 credentials and having 24 years of industry experience. His prior roles include positions at Commerce Trust Company, Fidelity Personal and Workplace Advisors, Mass Mutual Life Insurance, and Fidelity Brokerage Services. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Brockmeier is a Series 66-licensed financial advisor with Edward Jones in Kansas City, MO, where he has worked since 2019. He has five years of industry experience, including prior roles at MidAmerica Nazarene University, the University of Missouri Kansas City, and Precision Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory solutions supported by a large network of financial advisors and branch offices nationwide.

Michelle Jarvis is a CFP® and ChFC® with 21 years of experience in the financial industry. She has been with Edward Jones in Kansas City, MO since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Susan Dawson is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Triumph Financial Advisors, Commerce Bank, and The Prudential Insurance Company of America. 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, utilizing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Nancy Mcelroy is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is involved in a farming business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

James Thomas is a financial advisor at Ameriprise in Kansas City, MO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009, including a brief tenure at American Century Investment Services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and algorithmic tools to develop customized retirement plans, focusing on assets held within Ameriprise-managed accounts.

Ryan Mitchell is a CFP® professional associated with Edward Jones in Gladstone, MO, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-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 financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.