Ryan Kliethermes is a financial advisor at Edward Jones in Independence, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for KE2 Therm Solutions, INC. from 2010 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

Bradley See is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has a combined tenure at affiliated firms spanning over two decades. Outside of advisory services, he also works as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.

Benjamin Sweatt is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, business owners, and professionals to help them make informed financial decisions aligned with their personal goals and values. His areas of expertise include executive and equity compensation services, legacy planning, liquidity management, personal retirement planning, small business strategies, and tax minimization. Through a personalized planning process, Benjamin assists clients in navigating financial questions related to wealth accumulation, retirement, investment management, and concentrated stock positions. He provides ongoing guidance to help clients adjust their strategies as their circumstances evolve. Benjamin holds a Bachelor's Degree from the University of Kansas and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his approach, he emphasizes building trust and understanding each client's unique motivations to offer tailored financial advice.

Stephen Deprisco is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fidelity Brokerage Services LLC since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI-driven research tools.

Skyler Wheeler is a financial advisor at Merrill in Kansas City, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, US Bank, Servpro, Farmers Insurance, and a position with the University of Kansas School of Business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, pension plans, charitable organizations, and corporate fiduciaries.

Hardeep Kaur is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience in the financial services industry. With over 30 years of professional background, she combines a deep understanding of market cycles with first-hand knowledge of family business operations to deliver tailored financial guidance and strategic solutions. Her practice focuses on a planning-based approach to help accomplished clients pursue their long-term goals, including corporate executives, business owners, physicians, attorneys, and individuals managing complex wealth situations such as concentrated stock positions and executive compensation. Before joining Merrill, Hardeep worked in institutional finance for 15 years, holding director-level positions at multiple firms. She holds a Bachelor's degree in International Business from Hofstra University and an MBA with a specialization in Finance from Baruch College. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English, Hindi, and Punjabi, she is equipped to serve a diverse client base. Outside of her advisory role, Hardeep and her husband are actively involved in community service. She serves on the board of TAARA, an organization dedicated to rescuing and empowering survivors of sex trafficking, while her husband participates with Bonnie Brae, a New Jersey school and residential community for at-risk boys and families in crisis. Her personal interests include hiking, pickleball, reading, table tennis, tennis, and traveling.

Jackson Rader is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at United Bank & Trust and was involved with Mosquito Squad. He has also been active in university intramural sports during his time at Fort Hays State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Christopher Longly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He partners with Merrill and Bank of America specialists to provide his clients with financial advice and wealth management services. His role focuses on helping investors make informed decisions with their wealth today, tomorrow, and for future generations. Christopher advises a broad and diverse client base across the country, including young and old, rural and urban, married and single individuals. He specializes in areas such as college education planning, family wealth management strategies, retirement income, ESG investing, and individual and corporate investment strategy. One specific area of focus is advising physicians and their families, drawing on his personal experience as the spouse of a Kansas City physician to address their unique financial challenges and opportunities. He holds a Bachelor's Degree from the University of Nebraska and a Master's Degree from the University of Missouri System. Christopher has earned the Personal Investment Advisor (PIA) designation. His professional affiliations include past leadership roles as President and Trustee within University of Missouri - Kansas City (UMKC) organizations. In his community, he serves as Cubmaster for Pack 3381 at Corinth Elementary and as a Stroke & Turn Official for USA Swimming. His personal interests include biking, camping, cooking, gardening, gymnastics, running, spending time with family, swimming, and traveling.

Melanie Roark is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Edward Jones since 2021 and previously spent five years at American Crane & Tractor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Jeremiah Wright is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

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.

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.

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.