Karl Sullivan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Mutual of Omaha Investment Services and Mutual of Omaha Investor Services. Outside of advisory work, 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. serves primarily mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

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.

Robert Davies is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing nine years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Outside of his advisory work, he serves as an assistant high school soccer coach for Raymore Peculiar School District and is a member of the Avila University Alumni Board, where he is involved in student mentorship and event planning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions. The firm operates at scale with close integration to affiliated Empower entities, serving a large participant base through plan sponsor-chosen investment lineups.

Terry Neace is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been affiliated with Great West since 2014. Outside of advisory work, he also drives part-time for Amazon Flex and Uber. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as selected IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

William James is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. His prior roles include work with Waddell & Reed, Inc. for nearly four decades and involvement with various business entities such as A Thyme for Everything and Stick This In Your Ear LLC. 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, delivered through a large network of investment adviser representatives.

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 with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Waddell & Reed, Inc., Jesse Snow, and the Truman State University Health Center. He is also involved with LifeGoals Strategies Group, an investment-related business associated with his LPL practice. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Lucas Watson is a financial advisor at Edward Jones in Oak Grove, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for Staples Design Services for seven years and Robert Half for one year. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Stringberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior career includes long tenure at Waddell & Reed Inc and leadership roles at Mid-Missouri Group, LLC, Celtic Wolf LLC, and Stick This In Your Ear LLC. He is also involved as a non-variable insurance agent with Associates of Clifton Park, Crump. 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, and institutional platforms, supported by a large network of advisors and a broad suite of financial products.

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.

Nicole Muenz is a financial advisor with Thrivent Investment Management holding a Series 66 designation and four years of industry experience. Her career includes roles at Central Trust Bank, LPL Financial, and State Street Bank, as well as academic positions at the University of Missouri and Truman State University. Outside of finance, she serves as an Assistant Tournament Director for USA Softball of Kansas City, supporting local girls' softball tournaments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. Their planning integrates with managed-account programs under a consolidated billing system while maintaining separate service offerings.

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.