Michael Martin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc and National Planning Corporation. Outside of advising, Martin also operates a tax preparation and planning business and serves as a trustee on the Jackson County Missouri Pension Board. OSAIC serves a diverse range of retail and institutional clients through a broad network of financial advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment products, managed on both discretionary and non-discretionary bases.

Joshua Graham is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera and related entities since 2019. Prior to his advisory career, he was employed at BankLiberty and served in roles at Northwest Missouri State University and its Police Department. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to various program platforms and third-party money managers through a large nationwide network of independent advisors.

Daniel Raeber is a financial professional at Cetera with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Cetera in 2023, he worked at Edward Jones from 2014 to 2023. Raeber is also involved with Equity Financial Services, operating under a DBA related to his financial services activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that incorporates both affiliated and third-party managers.

Krystina Spohn is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she works part-time as a shopper for Instacart. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Joseph Bauer is a Series 66-registered financial advisor with Morgan Stanley in Kansas City, MO, bringing 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to model client outcomes.

Donald Fischer is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, maintaining oversight of delegated management and employing systematic methodologies guided by long-term asset allocation benchmarks.

Pamela Hendrickson is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 65 licenses and with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is a silent partner in Progressive Marketing Group Inc., a promotion and sales business based in Mission, KS. 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.

Whitney Duske is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, Duske is involved in fitness instruction through her work with Mojo Cycling Studio. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Joseph Nastasi is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Advisors from 2011 to 2020. He also operates a business entity, Joe A Nastasi LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Paul Bischmann is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the Private Bank at Bank of America, VisionBank, Community National Bank, and Heartland Financial. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Ketchum is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His career includes roles at Kornitzer Capital Management, AE Wealth Management, Ivy Investments, and Waddell & Reed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Rodney Loesch is a CFP®-designated financial advisor with 43 years of industry experience, currently with LPL Financial since 2021. His prior career includes long-term roles at Waddell & Reed and ownership of Loesch & Associates Inc. He has also been involved in professional photography organizations and operated Loesch Photography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Jeffrey Coleman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has prior experience with State Life of Indianapolis. In addition to his advisory role, he serves as a Missouri State Representative and is a member of the Grain Valley School District Board of Education. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, providing a variety of portfolio management options and model-based solutions tailored to client objectives.

Gregory Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include over two decades at Waddell & Reed, Inc., as well as leadership at Grekar, LLC and Miller Tax Services. He is also involved in fiduciary duties through the Greg & Karen Miller Trust. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by various portfolio management and research resources.

Daniel Wilkes is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2024, he worked at Copper Financial Network LLC for five years and CommunityAmerica Credit Union for three years. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Timothy Sindt is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Iowa State University and Ankeny Public Schools. His experience also includes a role at Veenker Memorial Golf Course. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 with a range of management styles and investment options.

Amanda Florea is a financial advisor at LPL Financial in Kansas City, MO, with 20 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. She has been with LPL Financial since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Steven Mahoney is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He worked at Foresters Financial from 2011 to 2019 before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Karen Kieff is a financial advisor at Merrill with Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she serves as a board member of Independence First United Methodist Church in Independence, MO. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Jeffrey Gaeth is a CFP®-certified financial advisor with 32 years of industry experience, currently with LPL Financial since 2018. Prior to joining LPL, he worked at Securities America Advisors, Inc. and Securities America, Inc. He also operates Jeff Gaeth Tax, a tax preparation and accounting business, and works as a referee in Kansas City, MO. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.