Paul Brock is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he was with Wise Wealth, LLC for 12 years and worked as a self-employed insurance agent for 13 years. He is also active as an insurance agent focusing on fixed insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that blends passive and active strategies guided by an internal Investment Committee.

Brian Johnson is a financial advisor with Empower Advisory Group based in Lee's Summit, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has also been with J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms to deliver point-in-time financial plans and managed account solutions focused on long-term portfolio returns and client savings rates.

Scott Wilson is a financial advisor with Empower Advisory Group in Lee's Summit, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, Bank of the West, BancWest Investment Services, Cetera Investment Services LLC, First National Bank in Pratt, and CETERA Investment Advisers LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan sponsor-selected investment lineups.

Nicholas Phillips is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at American Century Investment Services Inc. and Wise Wealth, LLC. Outside of his advisory role, he owns and manages a real estate business in Independence, MO. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

John Lynch is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 20 years of industry experience, with prior roles at Questar Asset Management and Woodbury Financial Services. Lynch also operates as an independent non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individual investors, retirement plans, corporations, and institutional clients. The firm supports independent advisors through a limited-partnership ownership structure and offers both advisory and brokerage services using a variety of custodians and third-party managers.

Cynthia Biernbaum is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds the Series 65 and Series 63 designations. Her prior experience includes roles at LPL Financial, llc and Waddell & Reed, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and direct indexing, complemented by specialized programs and tax-management options.

Natalie Kranz is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Commerce Brokerage Services. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, offering services that include retirement plan advisory, comprehensive financial planning, and specialized wealth management programs.

Lakisha Lewis is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and five years of industry experience. She has worked at Bankers Life Securities, Inc. since 2021 and Bankers Life since 2014. Outside of her advisory role, she coordinates programs at Assured Care, providing support services for individuals with mental disabilities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and provides ongoing portfolio management aligned with clients' goals and risk tolerances.

Jason Batt is a CFP® and ChFC® with 21 years of industry experience. He has been with Centaurus Financial, Inc. since 2015. Outside of his advisory role, Jason serves as an adjunct professor at San Diego Christian College and Kyoto International University, teaching undergraduate courses and developing course materials. He is also president and CEO of Open Door Financial, a non-investment related business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a mix of financial planning, portfolio management, and retirement-plan consulting, utilizing both discretionary and non-discretionary arrangements with a variety of analytical approaches and specialized services.

James Nelson is a financial advisor at Centaurus Financial, Inc. in Blue Springs, MO, holding Series 63, Series 65, and Series 66 designations with 31 years of industry experience. He has been with Centaurus Financial since 2011. Nelson operates under the DBA Nelson Wealth Management for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a combination of fundamental and technical analysis alongside discretionary and non-discretionary investment arrangements.

Karl Sullivan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2010 and has been with Bankers Life and its related firms since 2022. Outside of his advisory role, he recruits and trains insurance agents and is appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Cory Coldwell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc. and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Terry Neace is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with Great West since 2014. Outside of his advisory role, he works part-time as a delivery driver for Amazon Flex and as a driver for Uber. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm utilizes an integrated model linked to Empower’s administrative platforms and offers financial plans focused on long-term portfolio returns, annual rebalancing, and savings rates.

William James is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 43 years of industry experience. His prior work includes nearly four decades at Waddell & Reed, Inc. and involvement with several business entities such as A Thyme for Everything and Stick This In Your Ear LLC, which are outside the investment field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and third-party subadvisors.

Thomas Wilson is a financial advisor with Edward Jones in Lee's Summit, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Wilson writes and publishes action adventure novels as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Austin Buck is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior roles at Jesse Snow and Waddell & Reed, Inc. Outside of his advisory role, he operates LifeGoals Strategies Group, a DBA affiliated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Lucas Watson is a financial advisor at Edward Jones in Grain Valley, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in design services and staffing roles at Staples Design Services and Robert Half. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Steven Stringberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His past roles include long-term service at Waddell & Reed Inc and involvement with multiple firms such as Mid-Missouri Group, LLC and Celtic Wolf LLC. Outside of investment-related activities, he is involved with Stick This In Your Ear, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing diversified strategies supported by internal and third-party research.

Kelly Van Deusen is a financial advisor at Edelman Financial Engines with 23 years of industry experience. She has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, Llc from 2004 to 2016. Outside of her advisory work, she serves as Vice-President and a board member of the Lake Winnibago Saddle Club, an equine activities private club. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

John Cuddy is a Series 66 licensed financial advisor with LPL Financial, based in Lees Summit, MO, and has seven years of industry experience. He previously worked at Waddell & Reed Inc. and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-enabled portfolio management.