Andrew Powell is a Series 66 licensed financial advisor with Edward Jones in Kansas City, MO, where he has worked since 2019. He has six years of industry experience, with prior roles at Geico, Lowes, and involvement in community organizations including Radiant Life Church and the YMCA of Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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 financial advisor at LPL Financial with five years of industry experience. She previously worked at Edward Jones Investments for two years and spent five years as a homemaker. Bozarth holds the Series 66 designation and is based in Kansas City, MO. 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 portfolio programs, third-party asset management, and institutional platforms.

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 at LPL Financial with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at several firms, including Avantax Investment Services, 1st Global Advisors, and Waddell & Reed. He is also involved with Family WealthCare Center, which he has operated since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and oversight of over $819 billion in discretionary assets.

S. Mclean Jones is a financial advisor with OSAIC in Kansas City, MO, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Edward Jones, Signator Financial Services, and Signator Investors. Outside of advisory work, he is a published author of faith-based books on marriage and serves as Director of Operations at Louisiana Baptist University. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Kelsey Bankey is a CFP® professional at Osaic with 19 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for 13 years. Outside of her financial advising career, she owns Two Bird Dog Merch LLC, a business that designs and sells merchandise primarily for bands and musicians, and she is involved in music and audio recording ventures. Osaic Wealth serves a wide range of retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with portfolio optimization and offers various advisory and brokerage services across multiple platforms.

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 financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial Services and Waddell and Reed Financial. Outside of his advisory role, he is also an associate with The Opus Group, involved in insurance and financial services. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, while also providing affiliated insurance and trust services.

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 financial advisor with LPL Financial holding a Series 66 designation and 16 years of industry experience. She previously worked at Waddell & Reed, Inc. for 11 years before joining LPL Financial in 2021. Lindsey is based in Kansas City, MO. 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 wide range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Patrick Bolger is a financial advisor with Edward Jones in Independence, Missouri. He holds Series 66 and Series 63 licenses and has 30 years of industry experience, all with Edward Jones since 1996. Outside of his advisory role, he serves as trustee of his deceased father's trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated financial products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

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 22 years of industry experience. She has worked with Ameriprise and its affiliates since 2005. Outside of her advisory role, she manages Certainty of the Uncertainty, LLC, an advisory business. Ameriprise Financial Services is a large firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers tailored retirement income planning through written recommendation reports and ongoing advice based on comprehensive research and adaptive withdrawal strategies.

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.

Carlos Nino Hernandez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2025 and has prior experience with Northwestern Mutual Investment Services LLC. 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.