Stephanie Carter is a Series 66-licensed financial advisor with Edward Jones in Oak Grove, MO, where she has worked since 2004. She has 3 years of industry experience. Outside of her advisory role, she co-owns a farm in Lexington, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Cameron Pumphrey is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Mid-Missouri Group LLC, Waddell & Reed Inc, and various insurance carriers. Pumphrey is also involved as a general partner with Mid-Missouri Group LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by research and technology.

Dewanda Lacy is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, she worked for Oracle (formerly Cerner) for 19 years. She also holds the position of Operations Manager at Spencer Financial, where she supports registered advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and unaffiliated managers.

Dustin Green is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. He has been with Cetera Advisors LLC since 2014 and serves as CEO and co-owner of Spencer Financial Services Inc., where he focuses on financial planning, consulting, and account management. Outside of his advisory roles, he is a task force member with the Fellowship of Christian Athletes. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary investment strategies.

Christopher Calmer is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following five years of experience at Umb. Outside of his advisory role, Calmer plays keyboard for worship services at Life Church Northland, a nonprofit organization. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Troy Ganson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Thornton Tomasetti from 2013 to 2017. Outside of his advisory role, he is involved in community leadership as Pack Committee Chairman for Cub Scout Pack 391 and performs as a singer in a band based in Lee’s Summit, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

James Smith is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2010. He has 16 years of industry experience. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Staatz is a financial advisor with Merrill based in Kansas City, MO. He holds a Series 66 credential and has three years of industry experience. Prior to Merrill, he worked at Bank of America and has held positions outside the financial sector, including roles at Kansas State University and fitness centers. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexis Buczek is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Alexis worked at Guild Mortgage Company and held positions in education and childcare. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and investment strategies while operating under a fiduciary standard.

Jacob Bolger is a financial advisor with Edward Jones in Independence, MO. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his advisory role, he worked at Oracle for four years and attended Rockhurst University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors and offers a range of advisory programs under a fiduciary standard.

Benjamin Palacios is a financial advisor at Morgan Stanley with a Series 66 designation. He has one year of industry experience, including prior work at Zozimus Agency and internships during his university studies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Catherine Fortier is a Series 66-licensed financial advisor with 14 years of industry experience, currently with LPL Financial since 2021. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Wesley Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2022 and is also involved with Ellwood Investments LLC. Prior to his financial advisory roles, his background includes positions at Orizon Aerostructures and the Nostrand Avenue Pub. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Matthew Flax is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016. He serves as a finance committee member for Holy Spirit Catholic Church 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 clients. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Carson Burke 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, he held roles at the State Policy Network and the California Policy Center, and was involved with the Jewish Community Center for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Douglas Filipovits is a CFP® with 23 years of experience in financial advisory roles, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and is a co-owner of Focused Asset Management DBA Garrison & Associates/The Tax Shoppe, where he manages a tax and accounting business. Outside of finance, he serves as a middle school football coach and defensive coordinator at Indian Woods Middle School in the Shawnee Mission School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andrew Plemons is a financial advisor with Edward Jones in Kansas City, MO. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at IFS North America, Spotlight AR, and Triune Financial Partners, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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, supported by a large network of financial advisors and branch offices nationwide.

Kierstin Green is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Edward Jones, having joined the firm in 2024. Her prior experience includes roles at Invesco, Riskalyze, Morningstar, and other investment firms. 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 over $1 trillion in assets and offers a range of advisory strategies, supported by a nationwide network of more than 23,000 financial advisors.

Michael Williams is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved tools to develop financial plans.

Adam Newmaster is a Certified Financial Planner (CFP®) with five years of industry experience. He has worked at Edward Jones since 2020 and was previously employed at State Street Bank and Trust from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.