Nicolas Vasquez is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Edward Jones, Vasquez worked with MWA Financial Services Inc and Modern Woodmen of America, and he has experience in education through his work with the Excelsior Springs School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branches.

Kelly Mc Dowell Kinnett is a financial advisor at Thrivent Investment Management in Kansas City, MO. She holds a Series 66 designation and has been with Thrivent since 2025. Prior to joining Thrivent, she worked in various roles including at Rentokil North America and operated Kinnett Enterprises. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on goal-based financial planning and offers clients the option to combine planning with managed-account programs through a consolidated billing system while keeping the services separate.

Jennifer Mclaughlin is a financial advisor with Thrivent Investment Management in Liberty, MO, holding Series 63 and Series 65 licenses and has 12 years of industry experience. She has been with Thrivent Financial and its affiliated investment management firm since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning and a managed-account program under a consolidated billing model while maintaining separate planning and portfolio management services.

John Bright is a Series 66-licensed financial advisor at LPL Enterprise with three years of industry experience. His prior roles include positions at Raymond James Financial Services and Waddell and Reed Financial. Outside of advisory work, he is also an associate at The Opus Group, involved in insurance and financial services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with active financial product sales.

Kevin Rhine is a financial advisor at Edward Jones in Liberty, MO, holding the ChFC® designation and Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 12 years at National Express. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies supported by affiliated mutual funds and a proprietary money market fund.

Lindsey Freese is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked at LPL Financial since 2021 and previously spent 11 years with Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and utilizes model portfolios and research from internal and third-party sources.

Amy Berry is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2012. 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 strategies supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment solutions under a fiduciary standard.

Catherine Wear is a financial advisor with Ameriprise in Kansas City, MO, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages an advisory business through Certainty of the Uncertainty, LLC. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, delivered through a centralized consulting team in partnership with financial advisors like Wear.

Brett Clemens is a financial professional at Cetera with two years of industry experience. He has worked at several firms including Mont Wealth and Spencer Financial Services, and has provided instruction for the Frontier Mission Fellowship’s Perspectives on the World Christian Movement curriculum. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual investors, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Dewanda Lacy is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, she worked for Oracle (formerly Cerner) for 19 years. She also holds the position of Operations Manager at Spencer Financial, where she supports registered advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and unaffiliated managers.

Dustin Green is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. He has been with Cetera Advisors LLC since 2014 and serves as CEO and co-owner of Spencer Financial Services Inc., where he focuses on financial planning, consulting, and account management. Outside of his advisory roles, he is a task force member with the Fellowship of Christian Athletes. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary investment strategies.

James Smith is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2010. He has 16 years of industry experience. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Staatz is a financial advisor with Merrill based in Kansas City, MO. He holds a Series 66 credential and has three years of industry experience. Prior to Merrill, he worked at Bank of America and has held positions outside the financial sector, including roles at Kansas State University and fitness centers. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexis Buczek is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Alexis worked at Guild Mortgage Company and held positions in education and childcare. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and investment strategies while operating under a fiduciary standard.

William Cocking is a financial advisor at LPL Financial in Kansas City, MO, holding the Series 66 designation with four years of industry experience. His career includes roles at Wealth|KC and Boyer Corporon Wealth Management, along with prior positions in education at Kansas State University and Maize High School. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services with access to model portfolios, research, and technology-driven investment solutions.

Andrew Plemons is a financial advisor with Edward Jones in Kansas City, MO. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at IFS North America, Spotlight AR, and Triune Financial Partners, LLC. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joshua Graham is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera and related entities since 2019. Prior to his advisory career, he was employed at BankLiberty and served in roles at Northwest Missouri State University and its Police Department. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to various program platforms and third-party money managers through a large nationwide network of independent advisors.

Daniel Raeber is a financial professional at Cetera with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Cetera in 2023, he worked at Edward Jones from 2014 to 2023. Raeber is also involved with Equity Financial Services, operating under a DBA related to his financial services activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that incorporates both affiliated and third-party managers.

Krystina Spohn is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she works part-time as a shopper for Instacart. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Donald Fischer is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, maintaining oversight of delegated management and employing systematic methodologies guided by long-term asset allocation benchmarks.