Cynthia Kennedy is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having previously worked at KDH Advisors, LLC, Commonwealth Financial Network, and American Tax Advisors of KC, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supporting implementation through its advisory programs and affiliated firms.

Logan Carpenter is a financial advisor at Edward Jones in Lees Summit, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at the University of Central Missouri and Utah Valley University, as well as in the food service industry. 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 options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Andrew Reynolds is a Series 66-licensed financial advisor with Edward Jones in Lee's Summit, MO, where he has worked since 2017. He has eight years of industry experience, including four years at Transit Pros LLC prior to joining Edward Jones. Reynolds serves as vice president of the nonprofit Alison's Angels and organizes a golf tournament for the charity Gettingup.org. 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 affiliated mutual funds, operating under a fiduciary standard.

Joseph Nastasi is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Advisors from 2011 to 2020. He also operates a business entity, Joe A Nastasi LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Taylor Morse is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2026, he worked at Morgan Stanley, Michael Kors, and American Century Investment Services, Inc. among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Rodney Loesch is a CFP®-designated financial advisor with 43 years of industry experience, currently with LPL Financial since 2021. His prior career includes long-term roles at Waddell & Reed and ownership of Loesch & Associates Inc. He has also been involved in professional photography organizations and operated Loesch Photography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Gregory Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include over two decades at Waddell & Reed, Inc., as well as leadership at Grekar, LLC and Miller Tax Services. He is also involved in fiduciary duties through the Greg & Karen Miller Trust. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by various portfolio management and research resources.

Jennifer Turner is a financial advisor with Ameriprise in Lees Summit, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, delivering detailed, research-driven recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines algorithmic automation and personalized review to support its advisory process, with a broad range of advisory, brokerage, and insurance solutions.

Matt Knehans Sr. is a financial advisor with Edward Jones in Lees Summit, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones for 23 years. Outside of advising, he is involved as a member in commercial rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of managed strategies, separately managed accounts, and affiliated investment products under a fiduciary standard.

Rita Borchers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes prior roles at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Danielle Yonker is a financial advisor with Edward Jones in Belton, Missouri. She holds the Series 66 designation and has three years of industry experience, including six years at Church & Dwight Inc. Outside of finance, Yonker teaches dance at a studio in Raymore, instructing students from age 3 to adult. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Daniel Esselman is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. His prior roles include positions at Commerce Brokerage Services, Inc. and Woodbury Financial Services INC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and a variety of investment strategies.

Jo Anna Prince is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Caliber Wealth Management, Compass Planning Group, Raymond James Financial Services Advisors Inc., and Spectrum Wealth Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Kurz is a financial advisor at Edward Jones in Pleasant Hill, MO, holding a Series 66 designation with 10 years of industry experience, all of which has been with Edward Jones since 2016. 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 and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Christopher Jones is a financial advisor with Osaic Wealth, Inc. based in Lee's Summit, Missouri. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Jones has previously worked at Pentrust Wealth Management, LLC and FSC Securities Corporation. Outside of advising, he owns a law practice focused on document drafting, entity formation, and corporate legal services. Osaic Wealth, Inc. serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm uses asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios across various asset classes, offering both discretionary and non-discretionary account management alongside third-party investment solutions.

Abigail Lowrimore is a financial advisor with Edward Jones in Harrisonville, MO. She holds a Series 66 license and has one year of industry experience. Prior to joining Edward Jones, she has operated Abby Lowrimore Creative LLC, a videography and photography business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive advisor network and affiliated financial services.

Joel Wilson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Outside of his advisory role, he is involved with the Military Order of the Devil Dogs as a Pack Leader and participates in activities related to an advertising business, Talent Unlimited. 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 provides a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kelley Manning is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Raymond James in 2020, he spent 10 years at Waddell & Reed, Inc. Manning serves as Treasurer and Director of the Lee's Summit Chamber of Commerce Board, where he participates in budget and fiscal policy discussions and represents the Chamber at community events. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools, and supports municipal and public finance work through a unique advisory affiliation.

Michelle Hutton is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2018 and previously was employed at INVEST Financial Corporation and Central Trust Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Sandy is a financial advisor at Edward Jones in Lees Summit, MO, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide advisor and branch network as well as its affiliated capabilities beyond advisory services.