Bradley Schmidt is a financial advisor with Edward Jones in Liberty, MO, holding Series 66 and Series 63 designations and 32 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branches.

John Carlson is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Waddell & Reed Inc. and served 12 years with the Church of Jesus Christ of Latter Day Saints. 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 and financial planning services, including discretionary and non-discretionary management supported by in-house and third-party research.

Nicholas Smith is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, including prior roles at Pruco Securities, LLC, and operates his own firms, East Fork Holding LLC and Smith Insurance and Financial Services. Outside of his advisory work, he serves on the board of the Main Street Albany non-profit and manages seasonal maintenance for the Grandview Cemetery Association. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Angela Gillen is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was employed at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of her advisory role, she owns a real estate business in Kansas City, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Guelich is a financial advisor with Edward Jones in Kearney, MO, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he spent seven years with Silverback Decks LLC and served in the U.S. Army for 12 years. He is a U.S. Army retiree. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.