Drew Simons is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2022 and previously at American Century Investments Services Inc. from 2014 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping platforms and emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its financial planning approach.

Thomas Walther is a financial advisor with Eagle Strategies (NY Life) in Liberty, MO, holding Series 63, 65, and 66 designations with 31 years of industry experience. He has been associated with New York Life Insurance and Nylife Securities since 2003. In addition to his advisory role, Walther acts as an insurance broker for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm offers multiple program types, including fee-based advice and co-advisory relationships, with a focus on tailored recommendations and a predominantly non-discretionary asset management approach.

Kevin Nekuda is a financial advisor at Empower Advisory Group with 7 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at GWFS Equities, LTS, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and certain retail brokerage clients. Its integrated service model emphasizes long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Jonathan Holland is a financial advisor with Principal Financial Services based in Kansas City, MO, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at Edward Jones and Cetera Advisors LLC. He is also the owner of Pinnacle Planning, an LLC used primarily for recordkeeping. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Lindsey Slattery is a financial advisor at Hightower Advisors with one year of industry experience. She holds a Series 65 designation and has worked at Hightower Advisors since 2024. Outside of finance, she owns Lindsey Slattery Art & Photography, where she works as a watercolor artist and photographer. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Malcolm Knowles is a financial advisor with Empower Advisory Group in Liberty, MO, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014 and previously at Wheeler's Plumbing Heating & Cooling Corp. from 2012 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kyle Whalley is a financial advisor at CWM, LLC with 19 years of industry experience. He previously worked at Edward Jones for 17 years and has held positions at Cetera Wealth Services, LLC and Carson Wealth. Outside of his advisory role, he is a member of Timber Ridge Trails, LLC, a recreational farming and hunting ground in Liberty, Missouri, and also manages an office rental business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and more than 600 advisors. The firm offers a range of portfolio management and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Corey Means is a financial advisor with Ameriprise in Gladstone, MO, holding a Series 63 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he manages a business-related expense company as president of Corey S Means LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing a centralized service team and drawing on investment research and algorithmic analysis.

Dakota Luke is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Edward Jones, he worked at Select Quote and Walmart, and served with Maryville Public Safety. He also offers notary services in his community without charge. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kaeleb Smead is an advisor at Edelman Financial Engines with a Series 65 credential and experience spanning roles at State Street Corporation, PNC Bank, and currently Edelman Financial Engines since 2024. He is based in Kansas City, MO. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Thomas Prichard is a financial advisor at Edward Jones in Liberty, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages several farms in Central Missouri through Prichard's LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Aaron Froehlich is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cetera and Healthy Foundations Financial, LLC. Outside of advisory work, he operated a sole proprietorship called Aaron's Reffing for 11 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing services across advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

Chris Athey is a financial advisor with Edelman Financial Engines in Kansas City, MO, holding a Series 65 credential and 14 years of industry experience. He previously worked at Tmfs Advisors, LLC from 2008 to 2016 before joining Edelman Financial Engines in 2016. Outside of his advisory role, he owns rental property but does not actively manage it. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Gianfranco Timotei is a financial advisor at LPL Enterprise with a Series 66 designation and approximately one year of industry experience. His prior work history includes positions outside the financial sector, including at Chick-Fil-A and Acre. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, brokerage, and insurance products through a platform that integrates multiple adviser programs and third-party asset managers.

Scott Eastman is a financial advisor with J.P. Morgan Securities in Kansas City, MO, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Edward Jones, Mammoth Inc., and Security Bank of Kansas City, as well as non-financial experience with Uptown Theater. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers customized advice on asset allocation, investment manager searches, and performance reporting through a select group of Wealth Advisors.

Logan Barnard is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2024, he worked with PRUCO Securities, LLC and The Opus Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with other financial product sales.

Robert Phillips is a Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Financial and has previously worked at Commerce Brokerage, Commerce Bank, and UPS. Phillips is based in Kansas City, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and third-party subadvisors.

Austin White is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has been affiliated with Cetera and its related entities since 2021 and previously worked at Amply Media. Outside of his advisory role, he is an operations team associate at Spencer Financial Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides a range of portfolio management and consulting services through a large network of advisors, utilizing multiple program platforms and third-party managers.

Justin Starks is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent and its affiliates since 2021, following 15 years at Ss&C. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without portfolio management or institutional advisory services, emphasizing written recommendations across a broad range of financial topics.

Harold Wingo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Hawk-Eye Innovations, Inc. and multiple years of involvement with sports organizations such as Sporting Kansas City and the Kansas City Chiefs. Outside of advising, he is engaged as an insurance producer with a financial planning side business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and incorporates both proprietary and third-party investment strategies.