Paul Dykes is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at Edward Jones, Morgan Stanley, and his own agency. Outside of advisory work, he owns and operates Dykes Farms, a farming business involved in forestry and poultry sales. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad non-advisory financial services platform.

Josh Laing is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2023. Outside of his advisory role, Laing is involved in managing Best Best LLC, a review app that assists restaurant owners in collecting customer data and driving sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics. The firm separates planning from managed-account services and emphasizes periodic review and advisor-delivered updates.

James Neunuebel is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held positions at UBS Financial Services and Morgan Stanley Private Bank. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process with firm-approved tools.

Leland Wood is a Series 66–licensed financial advisor with Edward Jones, based in Grain Valley, MO, and has nine years of industry experience. He has been with Edward Jones since 2015. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Casey Hoffman is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Bennington State Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and investment modeling to support client outcomes.

Kathleen Degen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Mass Mutual Investors Services since 1987 and has worked with Mass Mutual Life Insurance Company since 1983. Outside of her advisory role, she serves on the boards of St. Teresa's Academy and Heartstrings Community Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts and money-manager programs, with a focus on collaborative financial planning engagements.

Scott Wall is a Certified Financial Planner (CFP®) and holds a Series 66 license with 11 years of experience in the financial industry, all of which have been with Edward Jones since 2015. He is based in Lees Summit, Missouri. 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 solutions. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Sarah Hudson is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role at Edward Jones, she gained experience performing basic banking duties as a bank teller at Hawthorn Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 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.

Paul Hawkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Michael Fiammetta is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at HARTFORD Funds Distributors, LLC for 11 years. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary and third-party investment strategies.

Heather Bergen is a financial advisor at Edward Jones with Series 66 credentials and 21 years of experience at the firm. She is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Andrew Moore is a financial advisor at LPL Financial in Lees Summit, MO, holding the Series 66 designation. He has been in the financial industry since 2024, with experience at Earth Effects LLC and Central Investment Advisors prior to joining LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kirk Huismann is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and American Tax Advisors of Kansas City. Outside of his advisory role, he is the owner and CEO of KDH Advisors, LLC, which operates as Friedline Financial, and he is also involved as an indoor rock climbing instructor at Ibex Climbing Gym. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Steven Twombly is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with LPL Enterprise, having previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he engages in business consulting through Business Cost Reduction, LLC and has experience as a former owner of Automation Dynamics, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jay Sellami is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at CETERA Financial Specialists LLC, Waddell & Reed, Inc., and Ameriprise. 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 range of financial planning and asset management services, utilizing various model portfolios and strategies supported by advanced research and operational tools.

Nick Calegari is a financial advisor with UBS Financial Services holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior experience includes roles at Morgan Stanley, Wells Fargo Clearing, and TD Ameritrade. In addition to his advisory work, he is involved with Coffynut Woodworks LLC, a business he has been active in since 2012. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services and proprietary research.

Jodie Orel is a financial advisor with Primerica Advisors in Blue Springs, MO, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. Orel is co-founder of the Orel Expressions of Love Foundation, a nonprofit organization, and serves as chapter president of the Center Sphere networking group in Kansas City. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Crystal Richter is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Benjamin Price is a financial advisor at J.P. Morgan Securities with 10 years of industry experience and a Series 66 designation. His prior roles include positions at PlanMember Securities Corporation, Tortoise Investment Partners, and FAS Wealth Partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Fent is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at US Bank. Outside of his advisory role, he serves on the finance committee of Amour Oaks Senior Living, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and investment advisory services, managing approximately $2.74 trillion in client assets.