Rachel Howe is a financial advisor with LPL Financial in Liberty, Missouri, holding a Series 66 designation and eight years of industry experience. She previously worked at Wells Fargo Clearing for two years and spent four years with the Excelsior Springs School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Erica Goltra is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 66 designation and has worked at various firms including Edward Jones, Fidelity Security Life, and Cambridge Investment Research. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Chase Keeler is a financial advisor at Edward Jones with 11 years of industry experience. He previously worked at American Century Investments, Bank of America NA, and Merrill Lynch. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors.

Scott Pfeifer is a CFP® professional with 16 years of experience in the financial industry. He has been with Edward Jones since 2021 and previously worked at CommunityAmerica Financial Solutions, LLC for seven years. Pfeifer is based in Kansas City, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and a proprietary money market fund, supported by a large network of financial advisors and branch offices nationwide.

Jared Schelp is a financial advisor at Thrivent Investment Management based in Kansas City, MO, with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and in public education with Olathe Public Schools. 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 focused on a broad range of topics, with planning services delivered separately from managed-account programs.

Matthew Perschon is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Fidelity entities since 2006. Outside of his advisory role, he owns and manages a small family farm, Silver Cannon Bison Ranch, in Missouri. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies.

David Schmidt is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Securities America Advisors, Investacorp Advisory Services, Cetera Advisors, and LPL Financial. Schmidt serves as a director of Promillennial Wealth Guidance LLC, an entity used for personal tax and financial management. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach with a variety of advisory programs supported by risk tolerance analysis and portfolio optimization tools.

Myron Schelp is a financial advisor with Thrivent Investment Management in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a farm property that is cash rented for agricultural use. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on a wide range of financial topics without managing client portfolios directly. The firm’s approach centers on holistic, goal-based analyses and allows clients to combine planning services with managed accounts under an integrated billing option.

Joseph Tarpey is a financial advisor at OSAIC with 8 years of industry experience. He holds a Series 66 designation and has worked at several firms including Athene Annuity & Life Company and Midland National Life Insurance Company. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, supporting a range of strategies such as discretionary Unified Managed Accounts and third-party money manager programs.

Crosby Coats is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Edward Jones since 2022 and previously spent eight years at American Century Investment Services Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Schwery is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cambridge, he worked at COUNTRY Trust Bank and Country Capital Management Co. Outside of his advisory work, Schwery serves as treasurer for the Gladstone Kiwanis and holds board positions with the Briarcliff Business Partner Alliance and the Heart of the Redeemer Covenant Community. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers various account platforms and proprietary model strategies.

Clayton Minnick is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he operated Clayton's Lawn Service, LLC for 13 years and worked at Vanit Delivery for a year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

B Martin is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint, Next Financial Group, UBS Financial Services, and Banc Of America Investment Services. Outside of his advisory role, he serves as a call taker and desk clerk for the Kansas City Police Department 911 dispatch during evenings and weekends. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Seth Keethler is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Commerce Brokerage Services, Edward Jones, Coloff Media, and Hawkeye Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms with various investment strategies and operational support tools.

John Gutierrez is a financial advisor at LPL Enterprise with a Series 66 designation. He has less than one year of industry experience, having previously worked at Cetera Advisor Networks LLC and United Parcel Service. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven approach to investment implementation and offers financial planning, access to third-party asset managers, and a range of products including non-securities services and affiliated insurance offerings.

Joseph Dolan is a financial advisor at Edward Jones in North Kansas City, MO, holding a Series 66 designation with one year of industry experience. His prior work includes roles at WebCE, Power Home Remodeling Group, Goosehead Insurance Agency, and the University of Kansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services supported by a large national network of financial advisors and branch offices.

Landon Casey is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Cody Askins LLC for three years and held various positions in retail and service industries. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

James Witkowski is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory work, he serves as a board member for the Dad & Daughter 5K Run/Walk charity event, assisting with event planning and coordination. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

David Poskin is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Hill & Mitchell Group LLC and Waddell & Reed, Inc. He also serves as a precinct committeeman in Johnson County, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of investment strategies and operational support tools.

Joseph Henson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has been with Thrivent and its related entities since 2022. Prior to his financial advisory roles, he worked with the Platte County Board of Services and the Platte County R3 School District. Outside of his financial advisory work, Henson serves as an official in wrestling events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services through its WealthPlan billing program.