Amanda Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, with access to model portfolios, research, and a variety of investment management services.

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.

Corey Long is a financial advisor at Edward Jones in Independence, MO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2011. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Thomas is a financial advisor at Ameriprise in Kansas City, MO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009, including a brief tenure at American Century Investment Services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and algorithmic tools to develop customized retirement plans, focusing on assets held within Ameriprise-managed accounts.

Elizabeth Smart is a Series 66-licensed financial advisor at Merrill with five years of industry experience. She has been with Merrill since 2017 and previously worked at Bank of the West from 2011 to 2017. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Ryan Mitchell is a CFP® professional associated with Edward Jones in Gladstone, MO, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Milind Vaidya is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has worked with Cambridge since 2006. Outside of his advisory role, he serves as president of Strategic Financial Solutions, a non-investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, using multiple custody platforms and proprietary as well as third-party model strategies.

Robin Lauer is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has previously worked as a dance instructor at the Dramatic Truth School of the Arts. Outside of her advisory role, Lauer continues to teach dance, dedicating several hours per week to this activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Brian Ross is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked with the National Association of Insurance Commissioners from 2015 to 2017. 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 and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Curtis Patterson III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 55 years of industry experience. He previously worked at Oppenheimer for seven years before joining LPL Financial in 2019. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Steven Sullivan is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior experience in physical therapy. He is also engaged in full-time education. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Donald Porterfield is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings 35 years of experience in the financial services industry and has been with Merrill Lynch since 2013. Donald focuses on providing disciplined financial strategies to business owners, individuals, and families by thoroughly understanding their unique financial complexities. He utilizes the investment resources of Merrill and the banking services of Bank of America to address various aspects of clients’ financial lives. Donald’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He is a qualified Portfolio Manager who develops and manages personalized or defined investment strategies, combining individual stocks and bonds, Merrill model portfolios, and third-party strategies. He also supports clients through discretionary management within the firm's Investment Advisory Program. Donald holds a Bachelor of Science in Business Administration and Economics from the University of Kansas and an MBA from Rockhurst University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional commitments, Donald is engaged in community volunteering and enjoys cooking, gardening, golfing, swimming, and traveling.

David Brookings is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services and Symphonic Securities. He is also the owner of Brookings Capital Management, a sole proprietorship engaged in investment advisory and financial planning. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and third-party managers to construct and manage portfolios across various investment types.

Navneet Karra is a financial advisor with Charles Schwab in Kansas City, MO, holding a Series 66 designation and one year of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Wells Fargo, Karra Brothers, LLC, and Verizon. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and order-routing systems.

Andrey Kulikov is a Series 66-licensed financial advisor with Edward Jones in Leawood, KS, where he has worked for 14 years. He has maintained his career solely with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services with approximately $1.01 trillion in assets under management.

Eric Schmitt is a financial advisor at Edward Jones in Shawnee, KS, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. 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 and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kara Miller is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. She has been with Merrill since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Meyer is a financial advisor at Edward Jones with seven years of experience. He holds a Series 66 designation and has a background that includes roles at The Tour Shop, Golfsmith, Golf Galaxy, and National University. 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 and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Blalock is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Commerce Brokerage Services Inc and Commerce Bank. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.