Anna Simbeck is a financial advisor with Primerica Advisors in Blue Springs, MO, holding Series 63 and Series 65 registrations and having one year of industry experience. Her prior work includes roles at VALIC Financial Advisors, Kustom Signals, Inc & MPH Industries, and the Olathe Police Department. She is also appointed as an agent to sell non-securities insurance products for AGIA. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Brian Orr is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Orr has worked at several firms throughout his career, including Equity Bank and Securities America. He serves on the investment committee for Lees Summit Community Church, providing oversight of the church’s finances. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a multi-manager platform to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 held roles at INVEST Financial Corporation and Central Trust Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.

Marshall Darby is a financial advisor with LPL Financial in Lee's Summit, Missouri, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with LPL Financial since 2011. Darby is also involved with Darby & Associates Financial Group, an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools.

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. His career includes roles at Waddell & Reed, Inc, CBP, Inc, and BSSD R-4 before joining LPL Financial in 2019. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research support.

David Burson II is a financial advisor with LPL Financial holding the PFS™ designation and Series 66 license. He has two years of industry experience, including prior roles at Avantax Advisory Services and Avantax Investment Services Inc., and has managed his own firm, DSB Services, LLC dba Padgett Advisors, since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology.

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 in Blue Springs, MO, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2021, she was associated with Hoot Owl Financial and has served on several community organizations, including Truman Heritage Habitat for Humanity and the Independence Chamber of Commerce. Outside of her advisory role, she is involved with INDE TALKS, a local business initiative. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and portfolio management services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with various investment platforms and operational tools, managing more than $819 billion in discretionary assets.

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.

Julie Naji is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. Her prior roles include positions at Securities America Advisors and Voya Financial Advisors. Outside of her advisory work, she is involved with a farm in Kingsville, Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ashley Struzick is a financial advisor with Primerica Advisors in Pleasant Hill, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 2006. Outside of investment advisory activities, she engages in part-time speaking engagements and is involved in the sale of non-investment related products such as home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

John Skinner is a financial advisor at Edward Jones in Blue Springs, MO, holding Series 63 and Series 66 designations with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Peter R. Carmack is a CFA® charterholder with 33 years of industry experience. He is currently an advisor at LPL Financial and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, Carmack serves as a board member for Keen Technologies, a technology company. 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 wide range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.