Seth Bower is a financial advisor with LPL Financial in Blue Springs, MO. He holds a Series 66 designation and has been in the financial services industry since 2022. His prior work includes roles at PCG Wealth Management, Blue Ridge Bank & Trust, and teaching positions at Rockhurst University and Truman High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from internal and external sources.

Daniel Contreras is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and 25 years of industry experience. His prior firms include Grove Point Investments, LLC, CUSO Financial Services, LP, Ivy Distributors, Inc., and Waddell & Reed, Inc. He has also participated in community activities such as serving on the Shawnee Mission North High School 30 Year Reunion Committee. 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 variety of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Kyle Winters is a financial advisor with LPL Enterprise holding a Series 66 credential and beginning his advisory career in 2024. He has prior experience at Mid American Wealth Advisory Group and Winters & Associates, where he has been involved in tax preparation and accounting services. Winters also has a background that includes work in the funeral home industry and security services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party portfolio strategists.

Candace Mills is a financial advisor with OSAIC in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She previously worked at SagePoint Financial from 2011 to 2023. In addition to her advisory role, Mills operates a sole proprietorship managing inherited residential rental properties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning, retirement consulting, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

Brent Grauberger is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked for Securities America Advisors, Inc. for 20 years and has been involved with PGN Financial Services, LLC since 2003, where he conducts insurance sales. Additionally, he provides investment capital and consulting services to a family-owned investment LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services along with access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing in portfolio management and supports multiple advisory programs and legacy platforms.

Brad Welch is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm leverages structured planning tools and market modeling techniques and manages approximately $2.74 trillion in client assets.

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.

Bradley Burditt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Cambridge since 2014 and also serves as president and agent at Associated Services in Insurance since 1992. Burditt is a board member of both the State Bank of Missouri and the Grain Valley Chamber of Commerce, and he holds general partner roles in Heartland Waterfowl, LLC and Heartland Bowhunter, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various platform arrangements and proprietary as well as third-party model strategies tailored to client objectives.

Stephen Scanlon is a financial advisor at Equitable Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses with 29 years of industry experience. His prior roles include positions at AllianceBernstein L.P., Guardvest Inc., and Madison Avenue Securities, LLC. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

John Ludlow is a financial advisor with Merrill in Kansas City, MO, holding Series 66, Series 63, and Series 65 credentials and having 24 years of industry experience. His prior roles include positions at Commerce Trust Company, Fidelity Personal and Workplace Advisors, Mass Mutual Life Insurance, and Fidelity Brokerage Services. 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, pension plans, corporations, and charitable organizations.

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.

Kelsey Short is a Financial Advisor based in Kansas City associated with Merrill Lynch Wealth Management. She works with individuals, families, and business owners to navigate financial decisions and milestones, with a particular focus on supporting women entrepreneurs and clients seeking to create long-term financial independence. Kelsey holds a Bachelor's Degree from the University of Kansas and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach to financial planning emphasizes providing guidance that helps simplify complex financial decisions and build confidence for the future. Beyond her advisory role, Kelsey serves as Chairwoman on the Community Impact Council for Junior Achievement of Greater Kansas City and the Young Professional Advisory Board for Braden's Hope for Childhood Cancer. Through these roles, she leads efforts in youth financial education, community outreach, and fundraising initiatives supporting childhood cancer research.

Andrea Mc Millin is a financial advisor at Edward Jones in Independence, MO, with 10 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and is notable for its extensive network of financial advisors and branch offices nationwide.

Kevin Hosey is a financial advisor with Raymond James Financial in Kansas City, MO, holding a Series 66 designation and 12 years of industry experience. He spent 10 years with UMB Financial Services and UMB Bank before joining Raymond James and First Investments and Planning. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jesse Snow is a financial advisor with LPL Financial based in Lees Summit, MO, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at firms including Waddell & Reed and operated his own entity, Jesse Snow, LLC. Snow has also been involved in insurance-related activities in addition to his advisory roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Susan Dawson is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Triumph Financial Advisors, Commerce Bank, and The Prudential Insurance Company of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Richard Blankenship is a Wealth Management Advisor with Merrill Lynch Wealth Management, with experience in the financial services industry dating back to 1994. He rejoined Merrill Lynch in April 2016, providing investment consulting and wealth management services from an independent and objective perspective. Richard works with clients to develop personalized financial strategies aimed at achieving their long-term goals, focusing on areas such as retirement planning, family wealth management, philanthropic planning, and portfolio management. He holds a Bachelor's degree from the University of Missouri and an Executive MBA from Washington University in St. Louis. Richard is a member of the Investments & Wealth Institute and holds the Certified Investment Management Analyst (CIMA) designation. He also earned the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning. In addition, his professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Richard is originally from Sikeston, Missouri. He and his wife Brenda have three daughters and several grandchildren. He actively participates in community organizations and volunteers with groups such as the Food Bank and the Ronald McDonald Home. He is also involved with professional and community organizations including Rotary South, Jefferson Club, Tiger Scholarship Fund, Mizzou Alumni Association, and Washington University Alumni Association.

Nancy Mcelroy is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is involved in a farming business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Corey Long is a financial advisor at Edward Jones in Independence, MO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2011. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Smart is a Series 66-licensed financial advisor at Merrill with five years of industry experience. She has been with Merrill since 2017 and previously worked at Bank of the West from 2011 to 2017. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.