John Blanton is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Spencer Financial Services, Inc. Outside of his advisory work, Blanton serves as a junior high and high school basketball coach at a local Christian school and is a part owner of a skincare business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Timothy Dolan is a financial advisor with Edward Jones in North Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1991. Dolan serves as a board member of the North Kansas City Business Council, a nonprofit chamber organization involved in directing local business policies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Nicole Eads is a Series 66-licensed financial advisor with Edward Jones, based in Kansas City, KS. She has been associated with Edward Jones since 2019 and has experience working with several community churches. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory and investment management solutions supported by a large network of financial advisors and branch offices nationwide.

Aaron Hill is a CFP® professional with 13 years of industry experience, currently serving at LPL Financial since 2021. Prior to this, he was involved with Hill & Mitchell Group LLC and H2 Tax Service LLC, and served on the Liberty Citizens Sales Tax Oversight Committee for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer providing financial planning, advisory programs, and retirement plan consulting to individuals, institutions, and organizations nationwide through a large network of representatives. The firm offers a wide range of discretionary and non-discretionary management services, utilizing model portfolios and research from various sources.

Kathryn Wallace is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Her prior roles include positions at Bank of America, Ivy Distributors, Inc., Waddell & Reed, Inc., and Saint Lukes South. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations.

David Cooper is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Derr Equipment from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

James Frank is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jeffrey Hill is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Prior to his career in finance, he worked for nearly two decades at Applebee's Neighborhood Grill and Bar. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple investment program strategies and benefits from integration with Bank of America affiliates, supporting a variety of capital-markets activities.

Carol Blunk is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Centennial Securities Company, Inc. from 2016 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm uses a structured financial planning process supported by firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Williams is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Chiron Investment Management LLC and Selectquote. He is based in Kansas City, MO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

James Wyllie is a financial professional at Cetera with a Series 66 credential and three years of industry experience. He has held roles at Cetera Advisors LLC, Purpose Planning, and Spencer Financial Services, LLC. Outside of finance, Wyllie is involved in community and nonprofit activities, including ownership of Liberty United Soccer Club and Reclaim Functional Rehab, as well as serving on the leadership board of the nonprofit Man Up and Go and as an elder at Liberty Christian Fellowship. Cetera Investment Advisers LLC is an SEC-registered adviser operating a nationwide network of over 10,000 advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Bruce Cramer is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has previously worked with Commonwealth Financial Network and leads Cramer Capital Management LLC as its president. Outside of advising, he holds leadership roles in several nonprofit and community organizations, including serving as treasurer for Tri County Mental Health Services and vice chair of the Northland Community Foundation. Cetera Investment Advisers LLC provides services through a national network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions, operating a multi-manager platform that includes affiliated and third-party managers with various program structures and supervisory frameworks.

Robert Marchert Jr. is a financial advisor with Edward Jones in Kearney, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Cheng is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously worked at Franklin Templeton Investments and Franklin Templeton/Granite Solutions. Outside of his advisory role, he operates a video blog company reviewing collectibles and is involved with a nonprofit organization supporting single parents and those in financial need. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,700 financial advisors. The firm offers a range of investment advisory programs and affiliated services, including tax-efficient strategies and discretionary and non-discretionary wrap fee offerings.

Jason Foust is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has worked at firms including Summit Financial Group and operates Frazier DeCamp Financial DBA FDF Wealth Strategies, providing investment and insurance services. Additionally, he owns JFMB Enterprises LLC, a business focused on expense management. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supported by a nationwide network of over 10,000 advisors.

Beau Walker is a financial advisor at Edward Jones in Kearney, MO, holding the ChFC® designation and Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Thrivent Financial, Thrivent Investment Management, SCI, Three Rivers Hospice, and Make12 Church. Outside of his advisory work, he manages rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Juan Ortiz Cadena is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Alliance Data Systems and Bank of America. Outside of his advisory work, he serves as a managing member of a home remodeling and rehab business. 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, and various institutional investors.

Teresa Turner is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at TD Ameritrade and Scottrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment programs and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tiffany Owens is a financial advisor with Merrill based in Kansas City, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2011 and spent a year at the University of Missouri - Kansas City. Outside of her advisory role, Owens is active in multiple charitable organizations, serving on the boards of Harvesters – The Community Food Network, The First Tee Greater Kansas City, the J. L. and E. C. L. Foundation, and the Lake Quivira Foundation, among others. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Paul Richards is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Signator Investors, Inc. and Phoenix Life. Richards also acts as a life insurance agent outside of his advisory work. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses technology-driven portfolio construction and supports both discretionary and non-discretionary account management.