Anna Simbeck is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 65 and Series 63 licenses and has worked in various roles, including at Kustom Signals, Inc., MPH Industries, VALIC Financial Advisors, Inc., and Agia. Outside of advisory work, she is appointed as an agent to sell non-securities insurance products for Agia. Primerica Advisors manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm primarily delivers advisory services through model-based strategies created by unaffiliated asset managers and supports trade execution and custody with BNY Mellon Advisors and Pershing.

Michelle Hutton is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2018 and previously was employed at INVEST Financial Corporation and Central Trust Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management supported by in-house and third-party research.

Marshall Darby is a financial advisor with LPL Financial in Lee's Summit, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2011. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Brian Sandy is a financial advisor at Edward Jones in Lees Summit, MO, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide advisor and branch network as well as its affiliated capabilities beyond advisory services.

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.

Kevin Casey is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His prior work history includes roles at Edward Jones and Central States Capital Markets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various registered investment companies and fund-of-funds, employing systematic methodologies and oversight to address potential conflicts of interest.

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.

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 Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Raymond James in 2020, he worked at Waddell & Reed, Inc. and Bankers & Investors Co. Ganote operates an independent contracting business under the name Beyond Wealth Advisors and is president of JCKG Enterprises LLC, which supports his financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling to support client goals.

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 for two years. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a blend of proprietary research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs.

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.