Christy Yager is a financial advisor at Edward Jones in Blue Springs, MO, with 20 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2017, she worked at RBC Capital Markets, LLC. 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 strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Kevin Wood is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. His prior roles include work with Waddell & Reed Inc. and involvement with multiple community organizations such as the Cass County Historical Society and the Harrisonville Chamber of Commerce. Wood has also managed a consulting business and participated in local foundations and initiatives related to health and heritage. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation techniques.

Adam Kliethermes is a CFP® professional with 15 years of industry experience and has been with Edward Jones since 2011. He serves as a board member and Investment Committee member for the Truman Heartland Community Foundation, providing input on investment portfolio recommendations. He is also the owner of a commercial property leased to an Edward Jones branch office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.

Brad Shaw is a financial advisor with Morgan Stanley in Lee's Summit, MO, holding Series 63 and Series 65 credentials and has 47 years of industry experience. He previously worked at Citigroup Global Markets from 1997 to 2009 before joining Morgan Stanley, where he has been since 2009, including a role at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and utilizes firm-approved tools and economic modeling to help clients develop financial plans.

Megan Hammer is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her current role, she was involved in marketing and transportation-related businesses. Outside of financial advising, she has been involved in a tanning salon as an on-call spray tanning specialist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Patrick Bolger is a financial advisor with Edward Jones in Independence, MO, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as a trustee of his deceased father's trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its extensive advisor and branch network and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Thomas Wood Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following 11 years at INVEST Financial Corp. and 19 years with Investor Services. 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, and institutional platforms, with over 22,800 advisors and more than $819 billion in discretionary assets under management.

Stephanie Carter is a Series 66-licensed financial advisor with Edward Jones in Oak Grove, MO, where she has worked since 2004. She has 3 years of industry experience. Outside of her advisory role, she co-owns a farm in Lexington, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Bryan Furey is a financial advisor with Edward Jones in Lees Summit, MO, holding a Series 66 designation. He has over 10 years of industry experience, including a decade at Shamrock Trading Corporation / RTS Financial before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Cameron Pumphrey is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial since 2021, having previously worked at Mid-Missouri Group LLC and Waddell & Reed Inc. Outside of his advisory role, he is a general partner of Mid-Missouri Group LLC, a business entity used for tax and investment purposes. 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 investment management options including model portfolios, third-party asset management, and institutional platforms.

Troy Ganson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Thornton Tomasetti from 2013 to 2017. Outside of his advisory role, he is involved in community leadership as Pack Committee Chairman for Cub Scout Pack 391 and performs as a singer in a band based in Lee’s Summit, MO. 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 strategies, supported by a large network of financial advisors and branch offices across the country.

Jacob Bolger is a financial advisor with Edward Jones in Independence, MO. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his advisory role, he worked at Oracle for four years and attended Rockhurst University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors and offers a range of advisory programs under a fiduciary standard.

Catherine Fortier is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Edward Jones, Capital Markets IQ, LLC, and The Prudential Insurance Company of America. She is based in Blue Springs, MO. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a range of advisory and non-advisory financial services.

Wesley Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2022 and is also involved with Ellwood Investments LLC. Prior to his financial advisory roles, his background includes positions at Orizon Aerostructures and the Nostrand Avenue Pub. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Matthew Flax is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016. He serves as a finance committee member for Holy Spirit Catholic Church in Lee’s Summit, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Carson Burke is a financial advisor at Edward Jones in Independence, MO, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at the State Policy Network and the California Policy Center, and spent six years with the Jewish Community Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.

Derrick Evans is a financial advisor at LPL Financial with a Series 66 designation and nine years of industry experience. He previously worked at Waddell & Reed, Inc. and Arvest Bank before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and access to third-party asset management.

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.

Kierstin Green is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Edward Jones, having joined the firm in 2024. Her prior experience includes roles at Invesco, Riskalyze, Morningstar, and other investment firms. 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 and offers a range of advisory strategies, supported by a nationwide network of more than 23,000 financial advisors.