Chase Keeler is a financial advisor at Edward Jones with 11 years of industry experience. He previously worked at American Century Investments, Bank of America NA, and Merrill Lynch. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors.

Joseph Tarpey is a Series 66-licensed financial advisor at OSAIC with 8 years of industry experience. His prior roles include positions at Athene Annuity & Life Company, American Equity Insurance Company, LPL Financial, Peoples Bank, Sammons Financial Network, and Midland National Life Insurance Company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various securities and alternative investments.

Crosby Coats is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Edward Jones since 2022 and previously spent eight years at American Century Investment Services Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm 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.

John Gutierrez is a financial advisor affiliated with LPL Enterprise holding a Series 66 designation. He began his advisory career in 2024 with Cetera Advisor Networks and joined LPL Enterprise in 2025. Outside of finance, he has a long tenure at United Parcel Service since 2007. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with other financial services.

James Witkowski is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory work, he serves as a board member for the Dad & Daughter 5K Run/Walk charity event, assisting with event planning and coordination. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

David Poskin is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior work history includes roles at Waddell & Reed, Inc., various insurance carriers, and the Hill & Mitchell Group LLC. He serves as a precinct committeeman in Johnson County, Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research support from LPL Research and third-party providers.

Jeremy Stone is a financial advisor with Edward Jones in Excelsior Springs, MO, holding the Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Fastenal from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. 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.

Corbin Menke is a financial advisor at Edward Jones in Richmond, MO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at American Century Investment Services and DoorDash, Inc., as well as various work and academic appointments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a nationwide network of about 23,700 financial advisors. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Lance Plumb is a financial advisor with Fidelity in Overland Park, KS, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as prior positions at Nimbl and Brigham Young University - Idaho. Outside of his advisory work, he owns and operates a gutter cleaning company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across a broad range of mutual funds, ETFs, and ETPs.

Kyle Winters is a financial advisor with LPL Enterprise holding a Series 66 credential and beginning his advisory career in 2024. He has prior experience at Mid American Wealth Advisory Group and Winters & Associates, where he has been involved in tax preparation and accounting services. Winters also has a background that includes work in the funeral home industry and security services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party portfolio strategists.

Michelle Jarvis is a CFP® and ChFC® with 21 years of experience in the financial industry. She has been with Edward Jones in Kansas City, MO since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Nancy Mcelroy is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is involved in a farming business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

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.

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.

Kyle Allain is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for seven years and has experience as an independent consultant and in healthcare-related companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology such as machine learning to support its investment strategies.

Adam Gay is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed Inc for 10 years. His current tenure at Raymond James began in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Anthony Pritzel is a financial advisor with Equitable Advisors in Richmond, MO, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at MWA Financial Services, Modern Woodmen of America, and Walmart. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients with a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jason Pierret is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Edward Jones for seven years and has been affiliated with Cetera and Eagle Wealth Planning, LLC since 2021. He serves as a board member of the Kearney Education Foundation, a nonprofit organization involved in scholarship selection and fundraising. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple custodial relationships.

John Blanton is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Spencer Financial Services, Inc. Outside of his advisory work, Blanton serves as a junior high and high school basketball coach at a local Christian school and is a part owner of a skincare business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Aaron Hill is a CFP® professional with 13 years of industry experience, currently serving at LPL Financial since 2021. Prior to this, he was involved with Hill & Mitchell Group LLC and H2 Tax Service LLC, and served on the Liberty Citizens Sales Tax Oversight Committee for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer providing financial planning, advisory programs, and retirement plan consulting to individuals, institutions, and organizations nationwide through a large network of representatives. The firm offers a wide range of discretionary and non-discretionary management services, utilizing model portfolios and research from various sources.