Crystal Richter is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Marisa Jones is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2017 and has also been with Bank of America, N.A. since 2024. Prior to her career in finance, she held positions at Ricoh and Abercrombie and Fitch. 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.

Benjamin Price is a Series 66-credentialed advisor with 10 years of industry experience, currently with J.P. Morgan Securities in Lees Summit, MO. His prior experience includes roles at Forrest T. Jones & Co., PlanMember Securities Corporation, and Tortoise Investment Partners, among others. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, including asset-allocation advice and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Andrew Fent is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at US Bank. Outside of his advisory role, he serves on the finance committee of Amour Oaks Senior Living, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and investment advisory services, managing approximately $2.74 trillion in client assets.

Rebecca Rupe is a financial advisor with Merrill in Leawood, Kansas, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has been with Merrill for 10 years. Outside of her advisory role, she is a general partner and managing member of RB Lakeside Hideaway LLC, a family LLC established for the future purchase of a vacation home. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Matthew Fischer is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Creative Planning, Inc. and Northwestern Mutual Investment Services LLC. Fischer also has a background in higher education from Mid America Nazarene University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, delivering recommendations based on proprietary research and planning tools.

Evan Streich is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His work history includes roles at State Farm and involvement in the hospitality and entertainment sectors before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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 at Morgan Stanley with 23 years of industry experience. She has held her current position since 2011. Bono holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

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.

Sarah Tiedt is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She previously worked at Mariner Wealth Advisors before joining Wells Fargo Advisors in 2020. Outside of her advisory role, she serves on the board of directors for the Rose Brooks Center, a nonprofit organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools, with clients able to implement recommendations through brokerage or advisory programs.

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.

Jamie Rietzke is a financial advisor with Ameriprise in Olathe, KS, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, he owns and manages Creative Collaboration LLC, which provides client service support, financial planning analysis, and staff oversight. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing written, research-driven recommendations that integrate tax-efficient strategies and adaptive withdrawals. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Mark Borcherding is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, with a five-year tenure at City National Bank prior to that. He serves on the board of the Kimball Education Foundation, a nonprofit that awards scholarships. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers tailored portfolio strategies based on each client’s risk profile.

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.