James Thomas is a financial advisor at Ameriprise in Kansas City, MO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009, including a brief tenure at American Century Investment Services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and algorithmic tools to develop customized retirement plans, focusing on assets held within Ameriprise-managed accounts.

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.

Ryan Mitchell is a CFP® professional associated with Edward Jones in Gladstone, MO, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-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 financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Robin Lauer is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has previously worked as a dance instructor at the Dramatic Truth School of the Arts. Outside of her advisory role, Lauer continues to teach dance, dedicating several hours per week to this activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Steven Sullivan is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior experience in physical therapy. He is also engaged in full-time education. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Donald Porterfield is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings 35 years of experience in the financial services industry and has been with Merrill Lynch since 2013. Donald focuses on providing disciplined financial strategies to business owners, individuals, and families by thoroughly understanding their unique financial complexities. He utilizes the investment resources of Merrill and the banking services of Bank of America to address various aspects of clients’ financial lives. Donald’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He is a qualified Portfolio Manager who develops and manages personalized or defined investment strategies, combining individual stocks and bonds, Merrill model portfolios, and third-party strategies. He also supports clients through discretionary management within the firm's Investment Advisory Program. Donald holds a Bachelor of Science in Business Administration and Economics from the University of Kansas and an MBA from Rockhurst University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional commitments, Donald is engaged in community volunteering and enjoys cooking, gardening, golfing, swimming, and traveling.

David Brookings is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services and Symphonic Securities. He is also the owner of Brookings Capital Management, a sole proprietorship engaged in investment advisory and financial planning. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and third-party managers to construct and manage portfolios across various investment types.

Navneet Karra is a financial advisor with Charles Schwab in Kansas City, MO, holding a Series 66 designation and one year of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Wells Fargo, Karra Brothers, LLC, and Verizon. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and order-routing systems.

Kara Miller is a financial advisor at Merrill in Kansas City, MO, holding Series 63 and Series 66 designations with one year of industry experience. She has been with Merrill since 2011, totaling 15 years at the firm. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Meyer is a financial advisor at Edward Jones with seven years of experience. He holds a Series 66 designation and has a background that includes roles at The Tour Shop, Golfsmith, Golf Galaxy, and National University. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Melinda Byrd is a financial advisor with Edward Jones in Liberty, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at General Mills for nine years and took a one-year sabbatical before starting her advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,000 advisors.

Edwin Kerley is a financial advisor with Raymond James Financial Services Advisors Inc. in Kansas City, MO, holding the CFP® and ChFC® designations and possessing 41 years of industry experience. His prior work includes positions at Lincoln Financial Advisors Corporation and Money Concepts Capital Corp. He is also registered as a bank associate with First National Bank of Omaha. 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 clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brooke Tarvin is a financial advisor at Merrill with eight years of experience, including six years at Bank of America Private Bank and four years at Phillips McElyea Carpenter & Welcg PC. She holds the Series 66 designation. Outside of her advisory role, she serves as Treasurer and Board Member of the KC Express Network American Business Women’s Association, where she manages and balances the organization’s budget. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Hannah Bellau is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation. She has experience with several firms, including Prime Capital Financial, Orange Sky, Aspyre Wealth Partners, Fidelity Investments, and Commerce Bank, along with multiple roles at Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Heather Heron is a financial advisor at Edward Jones in Independence, MO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Envision Eyecare and Waddell & Reed. 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 solutions, operating under a fiduciary standard and supporting its services with a large network of financial advisors and branch offices nationwide.

Gregory Decamp is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Cetera Wealth Services, Summit Financial Group, and Fraizer Decamp Financial Services, where he continues to engage in insurance brokerage including group health and life insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Larry Vawter is a financial advisor with LPL Financial based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a successor trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives using a variety of investment strategies.

Kyle Allain is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. His career background also includes roles at Symplr and API Healthcare. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with technology tools and a broad range of financial products.

Paul Nunes is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. Nunes is a 50% owner of PGN Financial Services LLC, which supports business operations including office leasing and marketing. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a wide network of affiliated advisors. The firm utilizes a range of asset allocation tools and provides access to various investment platforms and third-party money managers.

Michael Keeton is a financial advisor at Edward Jones in Kansas City, MO, holding the CFP® and ChFC® designations with 19 years of industry experience. He previously worked at Copper Financial Network LLC for seven years before joining Edward Jones in 2021. Outside of finance, Keeton works as a professional pyrotechnician, shooting fireworks shows several times a year. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, combining a large retail advisor network with affiliated services such as a trust company and proprietary mutual funds.