Kyle Winters is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has worked at Mid American Wealth Advisory Group and has operated Winters & Associates, a tax preparation and accounting firm, since 2017. Winters’s outside business activities include managing his own CPA firm, Winters & Associates, which provides tax and accounting services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a variety of financial planning and consulting services.

Candace Mills is a financial advisor with OSAIC in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. She has worked at OSAIC since 2023 and previously spent over a decade at SagePoint Financial, with earlier roles at Next Financial Group, Inc. and Banc of America Investment Services, Inc. Outside of her advisory role, she operates a sole proprietorship managing residential properties she inherited. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services utilizing various portfolio construction tools and third-party platforms to manage accounts on discretionary and non-discretionary bases.

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 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at AllianceBernstein L.P. and Guardvest Inc., among others. He has been with Equitable Advisors and its affiliated entities since 2017. Equitable Advisors serves individual and institutional clients including pension plans and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers using a variety of investment vehicles and ERISA fiduciary services.

John Ludlow is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Commerce Trust Company, Fidelity, Mass Mutual Life Insurance, Morgan Stanley, and Orion Portfolio Solutions. He is based in Kansas City, MO. 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 Series 66-licensed financial advisor with Edward Jones in Shawnee, KS, where he has worked for 10 years. 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, offering a range of advisory programs and investment solutions supported by a 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 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior experience includes roles at Amazon and Standard Chartered Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

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 in Overland Park, KS, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2016 and has prior experience at The Mutual Fund Store dating back to 2008. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, managing diversified portfolios with a long-term focus and operating as a fiduciary for retirement accounts under ERISA.

Susan Dawson is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Triumph Financial Advisors, Edward Jones, Merrill, and Fidelity Brokerage Services. Dawson is also involved with Commerce Bank through a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Blankenship is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and re-joined Merrill Lynch Wealth Management in April of 2016. Richard offers purpose-driven investment consulting and wealth management from an independent, objective, and unbiased perspective. His expertise includes divorce transition planning, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Richard holds several professional designations, such as Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Richard graduated from the University of Missouri and earned a Master of Business Administration from Washington University in Saint Louis. He is a member of professional organizations including Rotary South, Jefferson Club, Tiger Scholarship Fund, Mizzou Alumni Association, and Washington University Alumni Association. He is involved in community organizations like the Food Bank and Ronald McDonald Home. Richard is a native of Sikeston, MO, and lives with his wife Brenda and their three daughters. He enjoys baseball, basketball, football, golfing, reading, spending time with family, swimming, traveling, and watching movies.