Andrew Mitchell is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2016. He has 10 years of industry experience. Outside of advising, he is involved as a partner in managing a rental property in Dodge City, KS. Edward Jones is a full-service wealth management firm serving over four million clients with a range of advisory programs, offering both discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Amy Hollon is a ChFC®-designated financial advisor with eight years of industry experience, currently serving at Cetera. She has worked at several firms, including Woodbury Financial Services and National Planning Corporation. Outside of her advisory role, she also serves as a notary. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Casey Clark is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Jennifer Malone is a CFP® professional with 19 years of experience in the financial services industry. She has been with LPL Financial since 2018 and also operates The Buford-Malone Group, LLC. Additionally, she has worked with various insurance carriers and served with Soroptimist of Liberty. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Donald Allenbrand is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 37 years of industry experience. His prior roles include over 20 years with First Allied Advisory Services and Wealth Enhancement Group, where he is also a certified public accountant and owner of an office equipment leasing business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Nedra Mitchell is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2021. She has previously worked at Waddell & Reed, INC. for 17 years and operates Hill & Mitchell Group LLC. Outside of her advisory work, she is involved in photography through Nedra Mitchell Photography. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting investment advisers with research and operational tools.

Mark Jacobs is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Jacobs has roles as a sales associate with Realty Benefit Services and Dergalis Associates, LLC. Equitable Advisors serves a broad client base including individuals of varying net worth, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models to tailor solutions based on client risk profiles and investment needs.

Kurt Hill is a financial advisor with Edward Jones in Lenexa, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones for 27 years, starting in 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Sean Platt is a financial advisor with Morgan Stanley in Kansas City, MO, holding the Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to develop financial plans.

Randi Overby is a financial advisor with Cetera in Kansas City, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she worked at Equity Financial Services and Edward Jones, accumulating a total of seven years in the financial services industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Andrew Eades is a financial advisor with LPL Financial based in Kansas City, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2005. Eades serves as an advisory board member for the School of Business at Grantham University, participating in semi-annual meetings to offer input on program design and evaluation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives and supports these with various operational tools and institutional platforms.

James Stark is a financial advisor with LPL Financial based in Liberty, MO. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Waddell & Reed, Spring Venture Group, Stark Landscape, Commerce Brokerage Services, Cetera Advisors LLC, and Edward Jones. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephen Michael is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services and has a background that includes 32 years of U.S. Army service. He also provides leader development and national security consulting through The Michael Group LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools, and it offers a broad suite of investment and advisory services.

Andrew Switzer is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He has worked with Thrivent Financial since 2014. Outside of his advisory role, Switzer contributes as a freelance meteorologist for WIBW-TV, assisting during severe weather events and providing related media content. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across various topics without providing discretionary portfolio management or institutional advisory services.

Tyler Lorigan is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Evan Streich is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His work history includes roles at State Farm and involvement in the hospitality and entertainment sectors before joining LPL Financial. 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, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Alexandra Acock is a Series 66-licensed financial advisor with Edward Jones, based in Lenexa, KS, with one year of industry experience. She has been with Edward Jones since 2015 in various roles before her current position. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across different wealth segments, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 advisors.

Baldasaro Palmentere is a financial advisor with Cambridge Investment Research Advisors in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2014 and previously spent ten years at LPL Financial. Outside of his advisory role, Palmentere is the owner of River Market Hydro, a garden supply business. 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 operates through thousands of financial professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.

Robert Jones Jr. is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory work, he serves as a minister and board member at Mt Pleasant Baptist Church. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering advisory services through model-delivery strategies managed by unaffiliated asset managers and supported by third-party trade execution and custody providers.

Tina Davis is a Series 66 licensed financial advisor with 13 years of industry experience, currently with UBS Financial Services in Kansas City, MO. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering access to proprietary research and a range of capital markets and lending services.