Steven Hellon is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He previously worked at Waddell & Reed, Inc. for 32 years and has been involved with RDSH, LLC since 2019. Hellon is also engaged in non-variable insurance sales through multiple agencies. 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 other institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary and third-party strategies, supported by various technology and operational tools.

John Mackay III is a CFA® charterholder with 17 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2025. Prior to this, he spent 15 years at American Century Investment Services, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Christy Yager is a financial advisor at Edward Jones in Blue Springs, MO, with 20 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2017, she worked at RBC Capital Markets, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Jason Forgy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously worked at Wells Fargo Advisors. Outside of his advisory role, he operates an accounting practice and provides bookkeeping services through separate business ventures. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party strategies.

Kevin Wood is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. His prior roles include work with Waddell & Reed Inc. and involvement with multiple community organizations such as the Cass County Historical Society and the Harrisonville Chamber of Commerce. Wood has also managed a consulting business and participated in local foundations and initiatives related to health and heritage. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation techniques.

Brad Shaw is a financial advisor with Morgan Stanley in Lee's Summit, MO, holding Series 63 and Series 65 credentials and has 47 years of industry experience. He previously worked at Citigroup Global Markets from 1997 to 2009 before joining Morgan Stanley, where he has been since 2009, including a role at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and utilizes firm-approved tools and economic modeling to help clients develop financial plans.

Alan Jones is a financial advisor with Cetera and holds the Series 66 designation, bringing 16 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency LLC and Avantax Investment Services, Inc. for over a decade. Outside his advisory role, Jones is president of a CPA practice and is involved in a family business offering real estate, mortgage, title services, and appraisal, as well as serving as treasurer for a nonprofit association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Thomas Wood Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following 11 years at INVEST Financial Corp. and 19 years with Investor Services. 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 portfolio programs, and institutional platforms, with over 22,800 advisors and more than $819 billion in discretionary assets under management.

Stephanie Carter is a Series 66-licensed financial advisor with Edward Jones in Oak Grove, MO, where she has worked since 2004. She has 3 years of industry experience. Outside of her advisory role, she co-owns a farm in Lexington, 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Bryan Furey is a financial advisor with Edward Jones in Lees Summit, MO, holding a Series 66 designation. He has over 10 years of industry experience, including a decade at Shamrock Trading Corporation / RTS Financial before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than 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 large national network of financial advisors and branch offices.

Kyle Niehues is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and four years of industry experience. His work history includes multiple terms at Morgan Stanley Smith Barney LLC and prior roles in retail and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Aaliyah Buckner is a Series 66-licensed financial advisor with Morgan Stanley, based in Leawood, Kansas, and has one year of industry experience beginning in 2024. Prior to joining Morgan Stanley, she worked for John Brown University and Maranatha Academy. Outside of her advisory role, she is employed by Helper's Inc., an elder care organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Cameron Pumphrey is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial since 2021, having previously worked at Mid-Missouri Group LLC and Waddell & Reed Inc. Outside of his advisory role, he is a general partner of Mid-Missouri Group LLC, a business entity used for tax and investment purposes. 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 options including model portfolios, third-party asset management, and institutional platforms.

Karen Chaney is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs focused on tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Troy Ganson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Thornton Tomasetti from 2013 to 2017. Outside of his advisory role, he is involved in community leadership as Pack Committee Chairman for Cub Scout Pack 391 and performs as a singer in a band based in Lee’s Summit, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Ryan Dansby is a financial advisor at UBS Financial Services with three years of industry experience and holds a Series 66 designation. Prior to his advisory role, he worked at American Eagle Outfitters and attended Missouri State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Jennifer Denning is a financial advisor with Morgan Stanley in Leawood, Kansas. She holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Deloitte from 2017 to 2020 and spent four years in full-time education. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Catherine Fortier is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Edward Jones, Capital Markets IQ, LLC, and The Prudential Insurance Company of America. She is based in Blue Springs, MO. 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 offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a range of advisory and non-advisory financial services.

Sam Jordan is a financial advisor with Mass Mutual Investors Services in Leawood, Kansas. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including 30 years with MassMutual Financial Group and MML Investors Services. In addition to his advisory role, he works as an insurance agent specializing in health, life, dental, disability, long-term care, vision, and annuity products. MML Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-oriented financial planning engagements.

Philip Parke is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is based in Raymore, MO. Outside of his advisory role, he owns and operates an 80-acre farm in Fort Scott, KS, sharing crop revenue and expenses, and manages a farm house rental in the same area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and offers additional services such as overlay strategies, tax-efficient services, and securities-based lending.