David Pickett is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory role, he has provided consulting services focused on performance improvement projects. 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 services, utilizing model portfolios, third-party subadvisors, and custom strategies across multiple asset allocation approaches.

Wesley Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2022 and is also involved with Ellwood Investments LLC. Prior to his financial advisory roles, his background includes positions at Orizon Aerostructures and the Nostrand Avenue Pub. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Douglas Filipovits is a CFP® with 23 years of experience in financial advisory roles, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and is a co-owner of Focused Asset Management DBA Garrison & Associates/The Tax Shoppe, where he manages a tax and accounting business. Outside of finance, he serves as a middle school football coach and defensive coordinator at Indian Woods Middle School in the Shawnee Mission School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Derrick Evans is a financial advisor at LPL Financial with a Series 66 designation and nine years of industry experience. He previously worked at Waddell & Reed, Inc. and Arvest Bank before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and access to third-party asset management.

Ryan Lovill is a financial advisor with Morgan Stanley in Leawood, Kansas, holding Series 63 and Series 66 designations and seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and U.S. Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and approved planning tools to support its financial planning services.

Cynthia Kennedy is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having previously worked at KDH Advisors, LLC, Commonwealth Financial Network, and American Tax Advisors of KC, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supporting implementation through its advisory programs and affiliated firms.

Ann Lang is a financial advisor with MassMutual Investors Services in Kansas City, MO, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has worked with MassMutual Life Insurance Company and MassMutual Investors Services since 1986. In addition to her advisory role, she is involved in insurance sales through Twin Financial. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, employing firm-approved analytical tools to develop collaborative client plans.

Logan Carpenter is a financial advisor at Edward Jones in Lees Summit, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at the University of Central Missouri and Utah Valley University, as well as in the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Kierstin Green is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Edward Jones, having joined the firm in 2024. Her prior experience includes roles at Invesco, Riskalyze, Morningstar, and other investment firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory strategies, supported by a nationwide network of more than 23,000 financial advisors.

Michael Martin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc and National Planning Corporation. Outside of advising, Martin also operates a tax preparation and planning business and serves as a trustee on the Jackson County Missouri Pension Board. OSAIC serves a diverse range of retail and institutional clients through a broad network of financial advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment products, managed on both discretionary and non-discretionary bases.

Andrew Reynolds is a financial advisor at Edward Jones in Lee's Summit, MO, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and was previously involved with Transit Pros LLC. Reynolds serves as vice president on the board of Alison's Angels, a nonprofit organization, and organizes a golf tournament for the charity Gettingup.org. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its large retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Joseph Nastasi is a financial advisor with LPL Financial in Lees Summit, Missouri, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining LPL Financial in 2020. He also operates a separate 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rodney Loesch is a CFP® professional affiliated with LPL Financial, bringing 43 years of industry experience. He previously operated Loesch & Associates Inc. for 18 years and worked with Waddell & Reed, Inc. for 24 years. Outside of financial advising, he has been involved in professional photography through Loesch Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm offers a variety of portfolio management programs and utilizes both proprietary research and third-party strategies supported by advanced operational tools.

Jeffrey Coleman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has prior experience with State Life of Indianapolis. In addition to his advisory role, he serves as a Missouri State Representative and is a member of the Grain Valley School District Board of Education. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, providing a variety of portfolio management options and model-based solutions tailored to client objectives.

Gregory Miller is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed, Inc. for 21 years and Grekar, LLC. Outside of his advisory work, he has involvement with the Greg & Karen Miller Trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Addison Degen is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Co, MetLife, American Century Investment Services, Inc., and Spring Venture Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Nicholis Cole is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Pacer Advisors, Fisher Investments, Merrill Lynch, and American Century Investment Services. Cole is based in Leawood, KS. 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 wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Jennifer Turner is a financial advisor with Ameriprise in Lees Summit, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, delivering detailed, research-driven recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines algorithmic automation and personalized review to support its advisory process, with a broad range of advisory, brokerage, and insurance solutions.

Michael Hamilton is a financial advisor with UBS Financial Services in Leawood, Kansas, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Matt Knehans Sr. is a financial advisor with Edward Jones in Lees Summit, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones for 23 years. Outside of advising, he is involved as a member in commercial rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of managed strategies, separately managed accounts, and affiliated investment products under a fiduciary standard.