Kelly Van Deusen is a financial advisor at Edelman Financial Engines with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Financial Engines Advisor Center, LLC and Financial Engines Advisors L.L.C. since 2002. Outside of her advisory role, she serves as Vice-President and a board member of the Lake Winnibago Saddle Club, a private equine activities club. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment management.

John Cuddy is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School in Lees Summit, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Erin Pierson is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Charles Schwab since 2020 and previously spent 15 years at Ameritrade Inc. Charles Schwab & Co., Inc. serves a very large client base—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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Shawn Perkins is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and previously served in the Kansas Army National Guard for 22 years. Perkins has been with Thrivent and its affiliates since 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers holistic, goal-based financial planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Sarah Day is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has four years of industry experience and has previously worked at several firms including Waddell and Reed LPL Financial and Commerce Trust Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a range of portfolio management strategies delivered through a network of independent Financial Professionals, with access to both proprietary and third-party investment models.

Kenneth Lineberry is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles within education and healthcare sectors. Outside of finance, he has written marching band drill and music as an independent contractor for about 20 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Walters is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera and its related entities since 2008 and has served as CFO of Blue Ridge Bank since 2005, where he handles financial reporting and investment decisions. Walters is also a board member and treasurer of Saint Peters United Methodist Church. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Scott Hocker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has nine years of industry experience. Prior to joining Raymond James, he worked with MassMutual and American Family Insurance. He is also the owner of Hocker Financial Services, LLC, a company established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large network of advisors.

Stephen Rodewald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Ram & Associates LLC, Waddell & Reed, Inc., and Arvest Wealth Management. 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 services including financial planning, model portfolio programs, and institutional platforms, combining a broad network of investment adviser representatives with extensive non-advisory financial activities.

David Barber is a Series 66 registered advisor with Edward Jones, based in Grain Valley, MO, with one year of industry experience. Prior to joining Edward Jones, he worked in home improvements and real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Madelynn Nacke is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she held various positions including roles with the City of Pleasant Hill and the City of Independence Water Department. She is also a consultant and direct sales representative for Wineshop at Home. 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 portfolio programs, third-party asset management, and institutional platforms.

John Hurley is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked previously at KeyBank and the University of Missouri-Columbia. In addition to his advisory role, he is involved with Hoot Owl Financial, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and participant-level retirement advice, utilizing a variety of investment strategies and technology tools.

Kelley Edwards is a financial advisor with UBS Financial Services in Lee's Summit, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with UBS since 2001. Outside of her advisory work, Edwards serves as treasurer for Midwest Adaptive Sports, a charity focused on coordinating youth athletic programming, and assists with invoicing and inventory for W H Edwards Company, a wholesale snack food distributor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to tailor investment solutions.

Brian Turnbough is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Before joining Edward Jones, he worked at National TAB and has experience in various roles including management and ministry. He is involved with soccer club investments through platforms such as Wefunder. 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 offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Michael Kanik is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 22 years of industry experience. His career includes roles at Voya Financial Advisors and Mike Keith Insurance. Outside of advisory work, he operates a small office rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with various portfolio management options and reports substantial assets under management across a large network of advisors.

Mitchel Cox is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Charles Schwab entities since 2010, including Schwab Trust Bank and Schwab Premiere Bank. Outside of his advisory duties, he has worked as a food delivery driver. 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 with a mixed model of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a large, integrated infrastructure and centralized oversight.

Dana Schnelle is a financial advisor with Raymond James Financial in Blue Springs, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Raymond James Financial since 2009 and has worked within the firm and its affiliate since 2006. Schnelle is also associated with KC Wealth Partners LLC, where she provides investment advice and branch support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs analytical tools and tailored planning to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Sean Lenz is a financial advisor with Fisher Investments, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Pacer Financial, Inc., American Century Investment Services, Inc., and Wells Fargo Clearing. Fisher Investments provides discretionary portfolio management to a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory, retirement plan services, and separate account management.

Jacob Quint is a financial advisor with LPL Financial in Lees Summit, Missouri, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Waddell & Reed and Wells Fargo Clearing Services. Outside of advisory work, he manages a family farm in Mercer County, Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services and integrates various strategic, tactical, and alternative investment approaches supported by research and technology.

Wiebke Rupard is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior firms include LPL Financial LLC and Waddell & Reed, Inc. She also has notary duties through Life Goals Strategies Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by multiple advisory platforms and third-party solutions.