Reggie Kemna is a Series 66-credentialed financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages several private businesses, including agricultural operations and real estate ventures. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, leveraging proprietary research, third-party data, and algorithmic tools to deliver tailored 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 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.

Jesse Snow is a financial advisor with LPL Financial in Lees Summit, MO, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., and operating his own firms, Jesse Snow, LLC and Mid-Missouri Group LLC. He has also been involved with the Divorce Care Center and insurance-related activities during his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

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.

Amanda Campbell is a financial advisor with LPL Financial in Westwood, KS, holding a Series 66 license and 12 years of industry experience. She has previously worked at Waddell & Reed, various insurance carriers, Montage Investments, and Copper Financial. Campbell has involvement with a non-variable insurance business under her name. 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 portfolio programs, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing tools.

Nancy Mcelroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Her career includes roles at Wells Fargo Clearing, Morgan Stanley, and Banc of America Investment Services. She is also involved with Gasconade Ridge Farms LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a broad platform supporting both discretionary and non-discretionary strategies.

Cole Hart is a CFP® professional with 10 years of experience at Edward Jones in Kansas City, MO. He has been with Edward Jones since 2016 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

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.

Joe Valiquette is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 26 years of industry experience. His career includes multiple roles at Fidelity Investments as well as positions with GWFS Equities, Transamerica Retirement Solutions, Charles Schwab, TD Ameritrade, TIAA-CREF, and USAA Financial Planning Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as an advisor to registered investment companies with a registered commodity pool operator status and formal proxy-voting procedures.

Milind Vaidya is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cambridge in 2006, he worked at MSI Financial Services, Inc. from 1999 to 2006. Outside of his advisory role, he serves as president of Strategic Financial Solutions, a non-investment-related business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

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. His prior experience includes roles at Oppenheimer and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by proprietary research tools and a large network of over 22,800 advisors.

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 Wealth in Kansas City, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Symphonic Securities, Symphonic Financial Advisors, and Equity Services. He is also the owner of Brookings Capital Management, a sole proprietorship involved in investment advisory and financial planning. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services, model-based asset allocation, and a variety of managed portfolio programs. The firm is notable for its large scale, complex affiliate network, and private equity ownership.