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 over 27 years of industry experience. He has worked with Cambridge and its affiliates since 2004, following two years at Wells Fargo Advisors. In addition to his advisory role, he operates an accounting practice and provides bookkeeping services through related businesses. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians and provides access to third-party advisers and proprietary model strategies.

S. Mclean Jones is a financial advisor with OSAIC in Kansas City, MO, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Edward Jones, Signator Financial Services, and Signator Investors. Outside of advisory work, he is a published author of faith-based books on marriage and serves as Director of Operations at Louisiana Baptist University. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Kevin Wood is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. His prior roles include work with Waddell & Reed Inc. and involvement with multiple community organizations such as the Cass County Historical Society and the Harrisonville Chamber of Commerce. Wood has also managed a consulting business and participated in local foundations and initiatives related to health and heritage. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation techniques.

Kelsey Bankey is a CFP® professional at Osaic with 19 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for 13 years. Outside of her financial advising career, she owns Two Bird Dog Merch LLC, a business that designs and sells merchandise primarily for bands and musicians, and she is involved in music and audio recording ventures. Osaic Wealth serves a wide range of retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with portfolio optimization and offers various advisory and brokerage services across multiple platforms.

Kelly Goodburn is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and Bankers & Investors Co. Outside of advisory services, he sells fixed annuities, life insurance, and indexed annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. Its investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various discretionary and advisor-managed strategies.

Mark Zastrow is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 1994. He 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 high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Adam Kliethermes is a CFP® professional with 15 years of industry experience and has been with Edward Jones since 2011. He serves as a board member and Investment Committee member for the Truman Heartland Community Foundation, providing input on investment portfolio recommendations. He is also the owner of a commercial property leased to an Edward Jones branch office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.

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 at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory role, he is involved in a trust-related business activity based in Lawrence, Kansas. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.

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 financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial Services and Waddell and Reed Financial. Outside of his advisory role, he is also an associate with The Opus Group, involved in insurance and financial services. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, while also providing affiliated insurance and trust services.

Mary Van Sickle is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked with LPL Financial since 2021 and previously spent 11 years at Waddell & Reed, Inc. In addition to her financial advisory role, she is a consultant for Beautycounter, a beauty products company. 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, model portfolios, third-party asset management, and institutional platforms.

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.