Gina Snearly is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017, following seven years at Men's Wearhouse. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a national network of more than 23,700 financial advisors.

Olivia Cross is a Series 66–licensed financial advisor with four years of industry experience. She currently works at Edward Jones in Kansas City, MO, and previously held positions at Copper Financial Network and North American Savings Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jeremy Stone is a financial advisor with Edward Jones in Excelsior Springs, MO, holding the Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Fastenal from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lance Plumb is a financial advisor with Fidelity in Overland Park, KS, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as prior positions at Nimbl and Brigham Young University - Idaho. Outside of his advisory work, he owns and operates a gutter cleaning company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across a broad range of mutual funds, ETFs, and ETPs.

Daniel Contreras is a financial advisor with LPL Financial based in Kansas City, MO, holding a Series 66 designation and totaling 25 years of industry experience. His prior roles include positions at Grove Point Investments, CUSO Financial Services, Ivy Distributors, and Waddell & Reed. He has also participated in community activities such as serving on the Shawnee Mission North High School 30 Year Reunion Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment options including model portfolio programs and third-party asset management, supported by extensive operational and research tools.

Kyle Winters is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has worked at Mid American Wealth Advisory Group and has operated Winters & Associates, a tax preparation and accounting firm, since 2017. Winters’s outside business activities include managing his own CPA firm, Winters & Associates, which provides tax and accounting services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a variety of financial planning and consulting services.

Candace Mills is a financial advisor at OSAIC in Kansas City, MO, holding Series 63 and Series 65 licenses with 45 years of industry experience. Her career includes previous roles at SagePoint Financial, Next Financial Group, Inc., and Banc Of America Investment Services, Inc. She also operates a sole proprietorship unrelated to investments. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

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 at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Veravest Investment Advisors, Inc. He is involved in an investment-related family business where he provides capital and occasional consultation. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

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 with Equitable Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Equitable Distributors, AXA Advisors, Guardvest Inc, AllianceBernstein, and founding Change Path LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and various third-party advisory programs.

John Ludlow is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations and has previously worked at Commerce Trust Company, Fidelity Personal and Workplace Advisors, Mass Mutual Life Insurance, Fidelity Brokerage Services, Morgan Stanley, and Orion Portfolio Solutions. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing 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.

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.

Susan Dawson is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Triumph Financial Advisors, Edward Jones, Merrill, and Fidelity Brokerage Services. Dawson is also involved with Commerce Bank through a related business entity. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Nancy Mcelroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Her career includes roles at Wells Fargo Clearing, Morgan Stanley, and Banc of America Investment Services. She is also involved with Gasconade Ridge Farms LLC, a business entity for tax and investment purposes. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a broad platform supporting both discretionary and non-discretionary strategies.

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 Wealth in Kansas City, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Symphonic Securities, Symphonic Financial Advisors, and Equity Services. He is also the owner of Brookings Capital Management, a sole proprietorship involved in investment advisory and financial planning. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services, model-based asset allocation, and a variety of managed portfolio programs. The firm is notable for its large scale, complex affiliate network, and private equity ownership.

Kara Miller is a financial advisor with Merrill in Kansas City, MO, holding Series 66 and Series 63 licenses and having 1 year of industry experience. She has been with Merrill since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.