Candace Mills is a financial advisor with OSAIC in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She previously worked at SagePoint Financial from 2011 to 2023. In addition to her advisory role, Mills operates a sole proprietorship managing inherited residential rental properties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning, retirement consulting, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

John Bellau is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as a warden for the Knights of Columbus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Brent Grauberger is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked for Securities America Advisors, Inc. for 20 years and has been involved with PGN Financial Services, LLC since 2003, where he conducts insurance sales. Additionally, he provides investment capital and consulting services to a family-owned investment LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services along with access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing in portfolio management and supports multiple advisory programs and legacy platforms.

James Degoler is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience, all with UBS since 1986. Outside of his advisory role, he is a one-quarter owner of a limited liability company involved in ownership and maintenance of hunting and fishing property. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Brad Welch is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm leverages structured planning tools and market modeling techniques and manages approximately $2.74 trillion in client assets.

Anna Licata is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and previously worked at Waddell & Reed, Inc. and Ivy Distributors, Inc., in addition to self-employment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and drawing on diverse portfolio management styles and affiliated research.

Stephen Scanlon is a financial advisor at Equitable Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses with 29 years of industry experience. His prior roles include positions at AllianceBernstein L.P., Guardvest Inc., and Madison Avenue Securities, LLC. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

John Ludlow is a financial advisor with Merrill in Kansas City, MO, holding Series 66, Series 63, and Series 65 credentials and having 24 years of industry experience. His prior roles include positions at Commerce Trust Company, Fidelity Personal and Workplace Advisors, Mass Mutual Life Insurance, and Fidelity Brokerage Services. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Brockmeier is a Series 66-licensed financial advisor with Edward Jones in Kansas City, MO, where he has worked since 2019. He has five years of industry experience, including prior roles at MidAmerica Nazarene University, the University of Missouri Kansas City, and Precision Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory solutions supported by a large network of financial advisors and branch offices nationwide.

Mollie Stephens is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2015. She has 11 years of industry experience and holds a Series 66 registration. Outside of her financial advisory role, Mollie has been involved with Core Energy Hot Yoga since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, 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.

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.

Lance Burnside is a financial advisor with Edward Jones in Shawnee, KS, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he serves as president of Knowlton Holdings LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Kelsey Short is a Financial Advisor based in Kansas City associated with Merrill Lynch Wealth Management. She works with individuals, families, and business owners to navigate financial decisions and milestones, with a particular focus on supporting women entrepreneurs and clients seeking to create long-term financial independence. Kelsey holds a Bachelor's Degree from the University of Kansas and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach to financial planning emphasizes providing guidance that helps simplify complex financial decisions and build confidence for the future. Beyond her advisory role, Kelsey serves as Chairwoman on the Community Impact Council for Junior Achievement of Greater Kansas City and the Young Professional Advisory Board for Braden's Hope for Childhood Cancer. Through these roles, she leads efforts in youth financial education, community outreach, and fundraising initiatives supporting childhood cancer research.

Andrea Mc Millin is a financial advisor at Edward Jones in Independence, MO, with 10 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and is notable for its extensive network of financial advisors and branch offices nationwide.

Sam Simon Njau is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience at Amazon and Standard Chartered Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Kevin Hosey is a financial advisor with Raymond James Financial in Kansas City, MO, holding a Series 66 designation and 12 years of industry experience. He spent 10 years with UMB Financial Services and UMB Bank before joining Raymond James and First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Bryan Clark is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously spent nine years at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term strategies.

Richard March is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His work history includes roles at US Bank, BMO Harris Bank, BOKF (dba mobank), and Merrill. Outside of finance, he is a shift manager at Gilbertson Restaurants, a fast food establishment in Kansas City. 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 model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional entities.

Susan Dawson is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Triumph Financial Advisors, Commerce Bank, and The Prudential Insurance Company of America. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Richard Blankenship is a Wealth Management Advisor with Merrill Lynch Wealth Management, with experience in the financial services industry dating back to 1994. He rejoined Merrill Lynch in April 2016, providing investment consulting and wealth management services from an independent and objective perspective. Richard works with clients to develop personalized financial strategies aimed at achieving their long-term goals, focusing on areas such as retirement planning, family wealth management, philanthropic planning, and portfolio management. He holds a Bachelor's degree from the University of Missouri and an Executive MBA from Washington University in St. Louis. Richard is a member of the Investments & Wealth Institute and holds the Certified Investment Management Analyst (CIMA) designation. He also earned the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning. In addition, his professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Richard is originally from Sikeston, Missouri. He and his wife Brenda have three daughters and several grandchildren. He actively participates in community organizations and volunteers with groups such as the Food Bank and the Ronald McDonald Home. He is also involved with professional and community organizations including Rotary South, Jefferson Club, Tiger Scholarship Fund, Mizzou Alumni Association, and Washington University Alumni Association.