Steven Hellon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His career includes long-term engagements with Waddell & Reed, Inc. and various insurance carriers, alongside his current affiliation with LPL Financial since 2021. He is also involved with RDSH, LLC, a business entity for tax and investment purposes unrelated to advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with access to various model portfolios and research from both internal and third-party sources.

John Mackay III is a CFA® charterholder with 17 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2025. Prior to this, he spent 15 years at American Century Investment Services, Inc. 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 diversified model portfolios and both discretionary and non-discretionary management options.

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.

Christy Yager is a financial advisor at Edward Jones in Blue Springs, MO, with 20 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2017, she worked at RBC Capital Markets, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Jason Forgy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, Forgy operates an accounting practice and provides bookkeeping services through two separate businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm uses a variety of investment platforms and strategies, including proprietary and third-party models, tailored to client objectives.

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.

Kevin Wood is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Waddell & Reed and Mid-Missouri Group LLC. Wood has participated in community organizations such as the Cass County Historical Society and the Freedom's Frontier National Heritage Area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven approaches.

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®-designated financial advisor with Edward Jones in Independence, MO, where he has 14 years of industry experience and has worked since 2011. He is a member of the Board of Directors and the Investment Committee for the Truman Heartland Community Foundation. Additionally, he owns a commercial property leased to an Edward Jones branch office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Justin Mccandless is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Morgan Stanley since 2015 and at Morgan Stanley Private Bank, N.A. since 2019. 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 estate strategies, managing approximately $2.74 trillion in client assets.

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.

Brad Shaw is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and possessing 47 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing a rental property in Tahoe Vista, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured tools and firm-approved methodologies.

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.

Alan Jones is a financial advisor with Cetera and holds the Series 66 designation, bringing 16 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency LLC and Avantax Investment Services, Inc. for over a decade. Outside his advisory role, Jones is president of a CPA practice and is involved in a family business offering real estate, mortgage, title services, and appraisal, as well as serving as treasurer for a nonprofit association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 11 years of industry experience. He holds a Series 66 designation and previously worked at Commerce Brokerage Services, Inc. for eight years. He also serves as a financial advisor for Commerce Bank in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 Series 66 licensed financial advisor with 15 years of industry experience. She has worked at LPL Financial since 2021 and previously spent 11 years with Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and utilizes model portfolios and research from internal and third-party sources.

Patrick Bolger is a financial advisor at Edward Jones with 30 years of industry experience. He has held his current position since 1996 and holds Series 66 and Series 63 credentials. 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 a diverse client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.