Candace Mills is a financial advisor with OSAIC in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She previously worked at SagePoint Financial from 2011 to 2023. In addition to her advisory role, Mills operates a sole proprietorship managing inherited residential rental properties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning, retirement consulting, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

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.

Brent Grauberger is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked for Securities America Advisors, Inc. for 20 years and has been involved with PGN Financial Services, LLC since 2003, where he conducts insurance sales. Additionally, he provides investment capital and consulting services to a family-owned investment LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services along with access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing in portfolio management and supports multiple advisory programs and legacy platforms.

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 at Equitable Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses with 29 years of industry experience. His prior roles include positions at AllianceBernstein L.P., Guardvest Inc., and Madison Avenue Securities, LLC. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

John Ludlow is a financial advisor with Merrill in Kansas City, MO, holding Series 66, Series 63, and Series 65 credentials and having 24 years of industry experience. His prior roles include positions at Commerce Trust Company, Fidelity Personal and Workplace Advisors, Mass Mutual Life Insurance, and Fidelity Brokerage Services. 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.

Gregory Nash is a CFP® professional 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 Lennox International for one year. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, 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.

Tyler Jinks is a financial advisor at Edward Jones in Lansing, Kansas, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Lineage from 2011 to 2018. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Nancy Mcelroy is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is involved in a farming business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

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 with Series 66 and Series 63 credentials and one year of industry experience. She has been with Merrill since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dawn Cramer is a financial advisor at Cetera with 18 years of industry experience and holds the Series 66 designation. Her prior work includes positions at Commonwealth Financial Network and her own firm, Cramer Capital Management LLC. She serves on the Clay County Domestic Violence Advisory Board and the Children's Fund board. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary programs.

Brian Keeley is a financial advisor at Edward Jones in Leavenworth, KS, 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Gregory Meyer is a financial advisor at Edward Jones with seven years of experience. He holds a Series 66 designation and has a background that includes roles at The Tour Shop, Golfsmith, Golf Galaxy, and National University. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Melinda Byrd is a financial advisor with Edward Jones in Liberty, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at General Mills for nine years and took a one-year sabbatical before starting her advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,000 advisors.

Brooke Tarvin is a financial advisor at Merrill with eight years of experience, including six years at Bank of America Private Bank and four years at Phillips McElyea Carpenter & Welcg PC. She holds the Series 66 designation. Outside of her advisory role, she serves as Treasurer and Board Member of the KC Express Network American Business Women’s Association, where she manages and balances the organization’s budget. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.