Kevin Casey is a financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Central States Capital Markets and Global Medical Response, among others. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

David Burson II is a financial advisor with LPL Financial in Lees Summit, MO. He holds the PFS™ and Series 66 credentials and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Avantax Advisory Services and Avantax Investment Services Inc. from 2023 to 2025, and has been involved with DSB Services, LLC dba Padgett Advisors since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Joseph Ganote is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Raymond James since 2020 and previously worked at Waddell & Reed from 2016 to 2020. Ganote operates Beyond Wealth Advisors and serves as president of JCKG Enterprises LLC, both entities connected to his financial planning business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joshua Terrell is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Central Trust Bank since 2021. Outside of his advisory work, Terrell serves as a swim coach for the Warrensburg Piranhas Swim Club. 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 offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Kevin Carpenter is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Whitney Poettgen is a financial advisor at Edward Jones with 4 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2022, she worked at Salesforce and Cerner Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Julie Naji is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. Her career includes roles at Voya Financial Advisors and Securities America. Outside of her advisory work, she is involved with a family farm in Kingsville, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by research from LPL and third-party subadvisors.

Ashley Struzick is a financial advisor with Primerica Advisors in Pleasant Hill, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 2006. Outside of investment advisory activities, she engages in part-time speaking engagements and is involved in the sale of non-investment related products such as home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Peter R. Carmack is a financial advisor with LPL Financial, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Keen Technologies as a board member and in other capacities unrelated to investment management. LPL Financial is a national firm that serves individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Jasmine Boyden is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Wells Fargo Bank from 2022 to 2024. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Bennett Ward is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he held roles at RTS Inc., Worldwide Express, and Nestel Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with access to model portfolios and research.

Paul Dykes is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Edward Jones, Morgan Stanley, and Select Quote Insurance Agency. Outside of advisory work, he owns Dykes Farms, a farming operation involved in forestry and poultry sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by model portfolios and research.

Josh Laing is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2023. Outside of his advisory role, Laing is involved in managing Best Best LLC, a review app that assists restaurant owners in collecting customer data and driving sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics. The firm separates planning from managed-account services and emphasizes periodic review and advisor-delivered updates.

Sarah Hudson is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones continuously since 2015. Outside of her advisory role, she has experience working as a bank teller at Hawthorn Bank in Independence, MO. 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 large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Fiammetta is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Hartford Funds Distributors, LLC for 11 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party subadvisors, and advanced investment technologies.

Heather Bergen is a financial advisor at Edward Jones with Series 66 credentials and 21 years of experience at the firm. She is based in Lees Summit, MO. 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 offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Andrew Moore is a financial advisor with LPL Financial based in Lees Summit, MO. He holds a Series 66 designation and has been in the industry since 2024, including experience at Earth Effects LLC and Central Investment Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers various financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Kirk Huismann is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and American Tax Advisors of Kansas City. Outside of his advisory role, he is the owner and CEO of KDH Advisors, LLC, which operates as Friedline Financial, and he is also involved as an indoor rock climbing instructor at Ibex Climbing Gym. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Steven Twombly is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Twombly is involved in business consulting through Business Cost Reduction, LLC, and occasionally assists his former company, Automation Dynamics, LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products on a single platform.

Jay Sellami is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior work includes roles at Cetera Financial Specialists LLC and Waddell & Reed, 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.