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.

Kenneth Hamada is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with firms including Avantax and LPL Financial and has managed his own practice, Hamada Wealth Management Group, LLC, since 2012. Outside of his advisory work, he serves on the board of the Northern AZ Foundation for Catholic Education and manages a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, institutional, and retirement plan clients. The firm offers a multi-manager platform that includes model portfolios, third-party managers, and customized strategies across various program structures.

Daniel Contreras is a financial advisor with LPL Financial based in Kansas City, MO, holding a Series 66 designation and totaling 25 years of industry experience. His prior roles include positions at Grove Point Investments, CUSO Financial Services, Ivy Distributors, and Waddell & Reed. He has also participated in community activities such as serving on the Shawnee Mission North High School 30 Year Reunion Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment options including model portfolio programs and third-party asset management, supported by extensive operational and research tools.

Kyle Winters is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has worked at Mid American Wealth Advisory Group and has operated Winters & Associates, a tax preparation and accounting firm, since 2017. Winters’s outside business activities include managing his own CPA firm, Winters & Associates, which provides tax and accounting services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a variety of financial planning and consulting services.

Candace Mills is a financial advisor with OSAIC in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. She has worked at OSAIC since 2023 and previously spent over a decade at SagePoint Financial, with earlier roles at Next Financial Group, Inc. and Banc of America Investment Services, Inc. Outside of her advisory role, she operates a sole proprietorship managing residential properties she inherited. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services utilizing various portfolio construction tools and third-party platforms to manage accounts on discretionary and non-discretionary bases.

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 with Equitable Advisors in Kansas City, MO, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes roles at AllianceBernstein L.P., Guardvest Inc., and multiple entities affiliated with Equitable and AXA. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through various advisory and third-party asset manager platforms.

John Ludlow is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Commerce Trust Company, Fidelity, Mass Mutual Life Insurance, Morgan Stanley, and Orion Portfolio Solutions. He is based in Kansas City, MO. 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 designations and has worked at firms including Triumph Financial Advisors, Edward Jones, Merrill, and Fidelity Brokerage Services. Dawson is also involved with Commerce Bank through a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Nancy Mcelroy is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Banc of America Investment Services. Outside of her advisory work, she has a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services utilizing various portfolio strategies and technology tools to support client account management.

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.

David Brookings is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services and Symphonic Securities. He is also the owner of Brookings Capital Management, a sole proprietorship engaged in investment advisory and financial planning. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and third-party managers to construct and manage portfolios across various investment types.

Kara Miller is a financial advisor at Merrill in Kansas City, MO, holding Series 63 and Series 66 designations with one year of industry experience. She has been with Merrill since 2011, totaling 15 years at the firm. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dawn Cramer is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Cetera Wealth Services, LLC. She serves on the Clay County Domestic Violence Advisory Board and the Children's Fund board, both nonprofit organizations focused on community support. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various discretionary and non-discretionary program options.

Gregory Meyer is a financial advisor at Edward Jones in Gladstone, MO, holding a Series 66 designation with seven years of experience at the firm. Prior to joining Edward Jones, he worked in retail and education sectors, including roles at Golfsmith, Golf Galaxy, and National University. In 2019, he also had a brief involvement with The Tour Shop. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers a variety of investment strategies and advisory services, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.