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.

Kelsey Bankey is a CFP® with 19 years of industry experience, currently affiliated with OSAIC since 2024. She previously worked at Woodbury Financial Services, Inc for 13 years and has experience in agricultural work with the Gery Hagerty Family Farm. Outside of advisory roles, she owns Two Bird Dog Merch LLC, a business focused on designing and decorating merchandise for bands and music events. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, combining internally managed accounts with access to third-party money managers and wrap programs.

Kelly Goodburn is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Bankers & Investors Co. Goodburn is also an insurance agent specializing in fixed annuities and life insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a variety of investment options to construct customized portfolios.

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.

Nicholas Marlo is a financial advisor at Edward Jones in Kansas City, MO, holding Series 63 and Series 65 designations with eight years of industry experience. His prior roles include positions at Copper Financial Network, American Century Investment Services, and BFDS/DST, as well as a five-year tenure at R bar & Patio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of roughly 23,701 advisors and 15,121 branch offices.

Nicolas Vasquez is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Edward Jones, Vasquez worked with MWA Financial Services Inc and Modern Woodmen of America, and he has experience in education through his work with the Excelsior Springs School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branches.

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.

Jennifer Mclaughlin is a financial advisor with Thrivent Investment Management in Liberty, MO, holding Series 63 and Series 65 licenses and has 12 years of industry experience. She has been with Thrivent Financial and its affiliated investment management firm since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning and a managed-account program under a consolidated billing model while maintaining separate planning and portfolio management services.

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.

John Bright is a Series 66-licensed financial advisor at LPL Enterprise with three years of industry experience. His prior roles include positions at Raymond James Financial Services and Waddell and Reed Financial. Outside of advisory work, he is also an associate at The Opus Group, involved in insurance and financial services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with active financial product sales.

Kevin Rhine is a financial advisor at Edward Jones in Liberty, MO, holding the ChFC® designation and Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 12 years at National Express. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies supported by affiliated mutual funds and a proprietary money market fund.

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.