James Easley is a CFP® with 26 years of industry experience and has been with Edward Jones since 1999. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeremiah Young is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Hawthorn Bank, Bank of America, and Simmons Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 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 Waddell & Reed, Ram & Associates LLC, and various insurance carriers associated with W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides comprehensive financial planning and advisory services, utilizing both discretionary and non-discretionary management and access to research, model portfolios, and advanced technology solutions.

Jill Wood is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and 14 years of industry experience. She has worked at Merrill since 2011 and has been with Bank of America, N.A. since 2019. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Wilcox is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously spent 10 years at Stifel Independent Advisors, LLC before joining LPL Financial in 2023. 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, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Petri is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 1993. Outside of his advisory role, he is the owner of M2P Capital Ventures, LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Alexander Barrett is a financial advisor with Cetera based in Overland Park, KS, holding a Series 66 credential and two years of industry experience. Prior to his current role, he was involved with Nivo Solar LLC and worked in various positions across multiple industries. He is also a financial advisor at Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a nationwide network of independent advisors.

Justin Starks is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent and its affiliates since 2021, following 15 years at Ss&C. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without portfolio management or institutional advisory services, emphasizing written recommendations across a broad range of financial topics.

James Stathis is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018, following three years at Smith, Moore & Co. He also works as a Certified Financial Planner and Wealth Manager with Signature Retirement Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Natalie Lambrecht is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Amie Nees is a financial advisor with UBS Financial Services in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at UBS since 2019 and previously spent four years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

David Barber is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Jericho Home Improvements for six years, Dream Realty for one year, and Ascend Learning/Jones and Bartlett for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary managed solutions, tax-efficient services, and affiliated investment options.

Robin Harney is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel since 1995. Harney holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, typically delivered through episodic, fee-based financial plans.

Blake Campbell is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and JB Hunt Transport, as well as involvement with Arkansas Athletes Outreach. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Ragan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at Swiss Re America Holding Co. and Edward Jones. Outside of advising, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap fee basis.

Jeffrey Bird is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Oppenheimer for 18 years before joining LPL Financial in 2021. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and third-party research to provide both discretionary and non-discretionary management.

Paula Johnston is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. She has worked with several firms over her career, including Voya Financial Advisors and Prosperity Network of Advisors, where she currently serves as president. Additionally, she holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with extensive program options and affiliations.

Troy Rust is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is actively involved in community and nonprofit boards, including serving as president of the Hardin MO 150 Inc. board and holding trustee responsibilities for family trusts and a farm he operates. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance to match them with suitable advisory programs, utilizing both proprietary and third-party asset management solutions.

Joseph Neal is a Series 66-licensed financial advisor currently with Wells Fargo Clearing and has eight years of industry experience. His prior work includes roles at The Vanguard Group, Inc., Country Club Bank, and Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics using diversification principles and modern portfolio theory.

Mark Glass is a financial advisor with Osaic Wealth, Inc. based in Overland Park, Kansas, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior experience includes positions at Cetera Advisors LLC, Voya Financial Advisors, Inc., and Directed Services LLC. Outside of his role at Osaic, he is managing partner of Cohen Financial Services, a financial services firm providing both commission-based and advisory investment services. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, institutions, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services and employs advanced asset-allocation tools and third-party platforms to construct and manage client portfolios.