Juan Ortiz Cadena is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Alliance Data Systems and Bank of America. Outside of his advisory work, he serves as a managing member of a home remodeling and rehab business. 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, and various institutional investors.

Teresa Turner is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at TD Ameritrade and Scottrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment programs and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tiffany Owens is a financial advisor with Merrill based in Kansas City, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2011 and spent a year at the University of Missouri - Kansas City. Outside of her advisory role, Owens is active in multiple charitable organizations, serving on the boards of Harvesters – The Community Food Network, The First Tee Greater Kansas City, the J. L. and E. C. L. Foundation, and the Lake Quivira Foundation, among others. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Paul Richards is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Signator Investors, Inc. and Phoenix Life. Richards also acts as a life insurance agent outside of his advisory work. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses technology-driven portfolio construction and supports both discretionary and non-discretionary account management.

Frederick Prewitt is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and affiliated investment products.

Gregory Brummitt is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of advising, he owns a business focused on buying pallets and reselling items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Rocco Giglio is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has held roles at several affiliated entities including Cetera Wealth Services and Cramer Capital Management, where he also serves as a financial administrator. Outside of advising, he is the treasurer of a nonprofit organization, Urban Core Group, and is an assistant freshman football coach at St. Pius X High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, supporting both discretionary and non-discretionary account structures.

Andrew Powell is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and has previous experience at Geico, Lowes, Radiant Life Church, YMCA of Colorado Springs, Mexican Villa, and Arc of the Ozarks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, 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, separate managed accounts, and affiliated mutual funds.

Leanne Wasleski is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2016, with a brief gap between 2017 and 2024, and has prior involvement with Good Shepherd United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, with approximately $1.01 trillion in assets under management.

Gary Eldridge is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2017, following a 19-year tenure at Boston Financial Data Services. Outside of his advisory work, he engages in food delivery services through DoorDash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients opportunities to combine planning with managed-account programs under a consolidated billing option.

Dara Truax is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at Waddell & Reed, Inc. from 2014 to 2019. 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 through a large nationwide network of financial advisors and branch offices.

Kailey Bozarth is a Series 66 licensed financial advisor with LPL Financial in Kansas City, MO, where she has worked since 2021. She has five years of industry experience, including two years at Edward Jones Investments and five years as a homemaker and stay-at-home mother prior to entering the financial services field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides diverse advisory programs, financial planning, and brokerage services, utilizing research, model portfolios, and technology-driven strategies.

Melanie Roark is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Edward Jones since 2021 and previously spent five years at American Crane & Tractor. 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 strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Bradly Tharp is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors, among others. Tharp also operates the Family WealthCare Center, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

S. Mclean Jones is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Signator Investors, Inc. from 2015 to 2018 before joining OSAIC in 2018. Outside of his advisory duties, Jones is an author working on a faith-based book about marriage and serves as Director of Operations for Louisiana Baptist University. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a variety of asset-allocation tools and investment platforms to manage portfolios across multiple asset classes on discretionary or non-discretionary bases.

Kelsey Bankey is a CFP® with 19 years of industry experience, currently affiliated with OSAIC since 2024. She previously worked at Woodbury Financial Services, Inc for 13 years and has experience in agricultural work with the Gery Hagerty Family Farm. Outside of advisory roles, she owns Two Bird Dog Merch LLC, a business focused on designing and decorating merchandise for bands and music events. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, combining internally managed accounts with access to third-party money managers and wrap programs.

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.