Kenneth Lineberry is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles within education and healthcare sectors. Outside of finance, he has written marching band drill and music as an independent contractor for about 20 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Walters is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. He has been with Cetera and its related entities since 2008 and also serves as CFO of Blue Ridge Bank, where he is involved in financial reporting and investment decisions. Walters is a board member and treasurer for Saint Peters United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with a wide range of program options and serves over 800,000 clients through more than 10,000 advisors.

Amy Patton is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously operated a family farm business and was self-employed for several years. Outside of her advisory role, she is involved in agricultural ventures, including land leasing and pasture rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Andrew Sigler is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2017, he worked at UBS Financial Services from 2014 to 2017. 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, and manages approximately $2.74 trillion in client assets.

Scott Hocker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has nine years of industry experience. Prior to joining Raymond James, he worked with MassMutual and American Family Insurance. He is also the owner of Hocker Financial Services, LLC, a company established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large network of advisors.

Stephen Rodewald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Waddell & Reed, Ram & Associates LLC, and various insurance carriers associated with W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides comprehensive financial planning and advisory services, utilizing both discretionary and non-discretionary management and access to research, model portfolios, and advanced technology solutions.

Jill Wood is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and 14 years of industry experience. She has worked at Merrill since 2011 and has been with Bank of America, N.A. since 2019. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amie Nees is a financial advisor with UBS Financial Services in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at UBS since 2019 and previously spent four years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

David Barber is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Jericho Home Improvements for six years, Dream Realty for one year, and Ascend Learning/Jones and Bartlett for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary managed solutions, tax-efficient services, and affiliated investment options.

Blake Campbell is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and JB Hunt Transport, as well as involvement with Arkansas Athletes Outreach. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Madelynn Nacke is a financial advisor with LPL Financial in Greenwood, MO, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked in various positions including at the City of Pleasant Hill, MO, and the City of Independence Water Department. Outside of her advisory work, she is involved as a consultant and direct sales representative for Wineshop at Home. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs and investment management options supported by research and technology tools.

John Hurley is a Series 66 licensed financial advisor with LPL Financial, based in Blue Springs, MO, and has two years of industry experience. Prior to joining LPL Financial, he worked at KeyBank and has experience in financial services and education. He is also involved with Hoot Owl Financial, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Joseph Neal is a Series 66-licensed financial advisor currently with Wells Fargo Clearing and has eight years of industry experience. His prior work includes roles at The Vanguard Group, Inc., Country Club Bank, and Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics using diversification principles and modern portfolio theory.

Bailey Closser is a financial advisor with Mass Mutual Investors Services in Kansas City, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual in 2022, Bailey worked for eight years at VMLY&R. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their financial planning engagements are structured as annual, collaborative relationships that use firm-approved analytical tools to deliver written recommendations across diversified investment categories.

Wendy Mayfield is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining her current firm. MML Investors Services, LLC 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.

Devin Ceperley is a financial advisor with Edward Jones in Pleasant Hill, MO, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he was involved with First Baptist Church Grain Valley, the Kansas City Chorale, and the Blue Springs R-IV School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Steven Hughes is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with UBS since 1993. Outside of his advisory role, he serves as a successor trustee for family estates. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Thad Blevins is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with six years at Morgan Stanley and a total of four years in the financial industry. Prior to joining Morgan Stanley, he worked at The University of Kansas and The Pembroke Hill School. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kelley Edwards is a financial advisor with UBS Financial Services in Lee's Summit, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with UBS since 2001. Outside of her advisory work, Edwards serves as treasurer for Midwest Adaptive Sports, a charity focused on coordinating youth athletic programming, and assists with invoicing and inventory for W H Edwards Company, a wholesale snack food distributor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to tailor investment solutions.

Matthew Perschon is a financial advisor with Fidelity in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2006. Outside of his advisory role, he owns and manages a small family farm, Silver Cannon Bison Ranch, in Missouri. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and systematic portfolio construction, including delegated sub-adviser management and algorithmic methodologies.