Sarah Hudson is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones continuously since 2015. Outside of her advisory role, she has experience working as a bank teller at Hawthorn Bank 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 under management through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Paul Hawkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. 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 financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Michael Fiammetta is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Hartford Funds Distributors, LLC for 11 years before joining LPL Financial in 2023. 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 brokerage services with access to model portfolios, third-party subadvisors, and advanced investment technologies.

Heather Bergen is a financial advisor at Edward Jones with Series 66 credentials and 21 years of experience at the firm. She is based in Lees Summit, MO. 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 offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Andrew Moore is a financial advisor with LPL Financial based in Lees Summit, MO. He holds a Series 66 designation and has been in the industry since 2024, including experience at Earth Effects LLC and Central Investment Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers various financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Amy Hollon is a financial advisor at Cetera with 7 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Cetera, she worked at Woodbury Financial Services and National Planning Corporation. In addition to her advisory role, she is also a notary. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Kirk Huismann is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and American Tax Advisors of Kansas City. Outside of his advisory role, he is the owner and CEO of KDH Advisors, LLC, which operates as Friedline Financial, and he is also involved as an indoor rock climbing instructor at Ibex Climbing Gym. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Steven Twombly is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Twombly is involved in business consulting through Business Cost Reduction, LLC, and occasionally assists his former company, Automation Dynamics, LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products on a single platform.

Nick Calegari is a financial advisor with UBS Financial Services, holding Series 63 and 66 credentials and bringing 16 years of industry experience. Prior to joining UBS, he worked at Morgan Stanley and Wells Fargo Advisors. Outside of his advisory role, he is involved with Coffynut Woodworks LLC, a business he has operated since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals.

Jodie Orel is a financial advisor with Primerica Advisors in Blue Springs, MO, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. Orel is co-founder of the Orel Expressions of Love Foundation, a nonprofit organization, and serves as chapter president of the Center Sphere networking group in Kansas City. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Crystal Richter is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Benjamin Price is a Series 66-credentialed advisor with 10 years of industry experience, currently with J.P. Morgan Securities in Lees Summit, MO. His prior experience includes roles at Forrest T. Jones & Co., PlanMember Securities Corporation, and Tortoise Investment Partners, among others. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, including asset-allocation advice and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lauren Berry is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Summit Marketing and Insight Global. Lauren holds a Series 66 license and is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Andrew Hammer is a Series 66 licensed financial advisor with Edward Jones, based in Independence, MO. He has 13 years of industry experience, all of which has been with Edward Jones since 2013. 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 solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Larkin is a financial advisor with LPL Financial in Blue Springs, Missouri. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes positions at Waddell & Reed and involvement with a local public school system. Outside of his advisory role, he serves as president of an electrical company and is engaged in tax preparation and accounting services through separate business entities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Michael Blomberg is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 66 credentials and over 40 years of industry experience. His prior roles include long-term positions at Waddell & Reed, Inc. and various insurance carriers, as well as founding 4 Generations Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Matthew Wells is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Forrest T. Jones & Company, PlanMember Securities, Lockton Companies, Waddell & Reed, BMO Harris Financial Advisors, and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a diversified investable universe.

Jarod Moran is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he co-manages an investment club organized as TSR Ventures, LLC. 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 through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Susan Butler is a Series 66–licensed financial advisor with Edward Jones, based in Independence, MO. She has three years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Thomas Dawson is a financial advisor at Mercury Capital Management, Inc. with 24 years of experience at the firm and 30 years in the industry. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he is a licensed life and health insurance agent involved in insurance sales on a part-time, semi-retired basis. Mercury Capital Management, Inc. is a small investment adviser serving primarily non-high-net-worth individual clients. The firm provides portfolio management and ongoing advisory services with a focus distinct from many peers by targeting a client base that excludes high-net-worth households.