Curtis Hubbell is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves primarily 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 operates a large-scale, integrated model combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and alternative investments.

S. Mclean Jones is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Signator Investors, Inc. from 2015 to 2018 before joining OSAIC in 2018. Outside of his advisory duties, Jones is an author working on a faith-based book about marriage and serves as Director of Operations for Louisiana Baptist University. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a variety of asset-allocation tools and investment platforms to manage portfolios across multiple asset classes on discretionary or non-discretionary bases.

Kelsey Bankey is a CFP® with 19 years of industry experience, currently affiliated with OSAIC since 2024. She previously worked at Woodbury Financial Services, Inc for 13 years and has experience in agricultural work with the Gery Hagerty Family Farm. Outside of advisory roles, she owns Two Bird Dog Merch LLC, a business focused on designing and decorating merchandise for bands and music events. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, combining internally managed accounts with access to third-party money managers and wrap programs.

Mark Zastrow is a financial advisor at Edward Jones with 31 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1994. Zastrow serves as a board member on the finance committee of Indian Hills Country Club in Mission Hills, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Adam Kliethermes is a CFP® professional with 15 years of industry experience and has been with Edward Jones since 2011. He serves as a board member and Investment Committee member for the Truman Heartland Community Foundation, providing input on investment portfolio recommendations. He is also the owner of a commercial property leased to an Edward Jones branch office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.

Nicolas Vasquez is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Edward Jones, Vasquez worked with MWA Financial Services Inc and Modern Woodmen of America, and he has experience in education through his work with the Excelsior Springs School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branches.

Justin Mccandless is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory role, he is involved in a trust-related business activity based in Lawrence, Kansas. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.

Kelly Mc Dowell Kinnett is a financial advisor at Thrivent Investment Management in Kansas City, MO. She holds a Series 66 designation and has been with Thrivent since 2025. Prior to joining Thrivent, she worked in various roles including at Rentokil North America and operated Kinnett Enterprises. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on goal-based financial planning and offers clients the option to combine planning with managed-account programs through a consolidated billing system while keeping the services separate.

Jennifer Mclaughlin is a financial advisor with Thrivent Investment Management in Liberty, MO, holding Series 63 and Series 65 licenses and has 12 years of industry experience. She has been with Thrivent Financial and its affiliated investment management firm since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning and a managed-account program under a consolidated billing model while maintaining separate planning and portfolio management services.

Megan Hammer is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her current role, she was involved in marketing and transportation-related businesses. Outside of financial advising, she has been involved in a tanning salon as an on-call spray tanning specialist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Bright is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial Services and Waddell and Reed Financial. Outside of his advisory role, he is also an associate with The Opus Group, involved in insurance and financial services. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, while also providing affiliated insurance and trust services.

Kevin Rhine is a financial advisor at Edward Jones in Liberty, MO, holding the ChFC® designation and Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 12 years at National Express. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies supported by affiliated mutual funds and a proprietary money market fund.

Michael Wakes is a Financial Advisor specializing in wealth management within Merrill Lynch Wealth Management. With 19 years of experience in financial services, he focuses on helping clients define their financial goals and develop tailored strategies to manage priorities such as legacy planning, personal retirement planning, and tax minimization. He holds a Bachelor's Degree from the California State University System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael applies a disciplined process that involves understanding his clients' financial situations and what matters most to them and their families. Outside of his professional role, Michael is involved with Junior Achievement of Greater Kansas City and Junior Achievement of Kansas. His personal interests include cooking, singing, spending time with his family, and traveling.

Michael Unnerstall is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. for eight years and Edward Jones for one year. In addition to his advisory role, he serves as a financial advisor at Commerce Bank on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

William Wolbach is a Series 66-credentialed financial advisor with UBS Financial Services in Kansas City, MO, where he has worked since 2006. He has 23 years of industry experience. Wolbach holds various community and nonprofit roles, including board memberships at the Kansas City Country Club and the Kansas City Art Institute, and serves on investment committees for the Nelson Atkins Museum of Art and Children’s Mercy Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, employing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management and capital markets services.

Lindsey Freese is a financial advisor with LPL Financial holding a Series 66 designation and 16 years of industry experience. She previously worked at Waddell & Reed, Inc. for 11 years before joining LPL Financial in 2021. Lindsey is based in Kansas City, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Patrick Bolger is a financial advisor with Edward Jones in Independence, MO, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as a trustee of his deceased father's trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its extensive advisor and branch network and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Amy Berry is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment solutions under a fiduciary standard.

Catherine Wear is a financial advisor with Ameriprise in Kansas City, MO, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages an advisory business through Certainty of the Uncertainty, LLC. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, delivered through a centralized consulting team in partnership with financial advisors like Wear.

Brett Clemens is a financial professional at Cetera with two years of industry experience. He has worked at several firms including Mont Wealth and Spencer Financial Services, and has provided instruction for the Frontier Mission Fellowship’s Perspectives on the World Christian Movement curriculum. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual investors, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.