Robert Jones Jr. is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory work, he serves as a minister and board member at Mt Pleasant Baptist Church. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering advisory services through model-delivery strategies managed by unaffiliated asset managers and supported by third-party trade execution and custody providers.

Stephanie Bono is a financial advisor with Morgan Stanley in Leawood, Kansas, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2011 and previously spent two years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Lauren Berry is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Summit Marketing and Insight Global. Lauren holds a Series 66 license and is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Matthew Logan is a financial advisor with Edward Jones in Pleasant Hill, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a partner in a custom closet business in Lee’s Summit, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and trustee and lending services through a nationwide network of financial advisors.

Glenn Stroer is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked for Cambridge Investment Research Advisor Inc. for nine years. Stroer operates Stroer Wealth Management, a Sub S corporation where he is the sole owner and employee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work, along with specialized advisory programs.

Justin Larkin is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Outside of his advisory role, he is involved in a family business and serves as president of an electrical company. 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 broad range of financial planning and investment management solutions using various strategies and tools.

Michael Blomberg is a financial advisor with LPL Financial based in Lees Summit, MO, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and operating 4 Generations Wealth Management. He also served with the Eastland Community Foundation for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides diverse investment strategies through a large network of advisors and integrates advanced operational tools alongside extensive non-advisory financial activities.

Marco Beltrano is a financial advisor at UBS Financial Services with seven years of industry experience. He has held positions at several firms, including J.P. Morgan Securities LLC, Merrill, and Bank of America Corporation. Beltrano holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a wide range of financial products and capital markets services.

Matthew Wells is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Forrest T. Jones & Company, PlanMember Securities, Lockton Companies, Waddell & Reed, BMO Harris Financial Advisors, and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a diversified investable universe.

Jarod Moran is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he co-manages an investment club organized as TSR Ventures, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Becker is a financial advisor with Edward Jones in Kansas City, MO. He holds Series 63 and Series 66 designations and has 29 years of industry experience, including 25 years with Edward Jones. Outside of his advisory role, he provides baseball hitting lessons to high school players. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,700 advisors. 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, operating under a fiduciary standard.

Susan Butler is a Series 66–licensed financial advisor with Edward Jones, based in Independence, MO. She has three years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Lori Schram is a financial advisor based in Kansas City, MO, with 37 years of industry experience. She holds Series 63 and Series 65 designations and worked at LPL Financial for 28 years. Lori has operated her own firm since early 2024. Her firm is a sole-proprietor registered investment adviser serving individuals and couples. It offers discretionary security selection and assistance with mutual funds and other securities for self-directed IRAs, focusing on mutual funds, unit investment trusts, exchange-traded instruments, and bonds.

Thomas Dawson is a financial advisor at Mercury Capital Management, Inc. with 24 years of experience at the firm and 30 years in the industry. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he is a licensed life and health insurance agent involved in insurance sales on a part-time, semi-retired basis. Mercury Capital Management, Inc. is a small investment adviser serving primarily non-high-net-worth individual clients. The firm provides portfolio management and ongoing advisory services with a focus distinct from many peers by targeting a client base that excludes high-net-worth households.