Benjamin Price is a Series 66-credentialed advisor with 10 years of industry experience, currently with J.P. Morgan Securities in Lees Summit, MO. His prior experience includes roles at Forrest T. Jones & Co., PlanMember Securities Corporation, and Tortoise Investment Partners, among others. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, including asset-allocation advice and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lauren Berry is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Summit Marketing and Insight Global. Lauren holds a Series 66 license and is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Matthew Logan is a financial advisor with Edward Jones in Pleasant Hill, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a partner in a custom closet business 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 entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and trustee and lending services through a nationwide network of financial advisors.

Michael Blomberg is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 66 credentials and over 40 years of industry experience. His prior roles include long-term positions at Waddell & Reed, Inc. and various insurance carriers, as well as founding 4 Generations Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Matthew Wells is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Forrest T. Jones & Company, PlanMember Securities, Lockton Companies, Waddell & Reed, BMO Harris Financial Advisors, and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a diversified investable universe.

Thomas Dawson is a financial advisor at Mercury Capital Management, Inc. with 24 years of experience at the firm and 30 years in the industry. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he is a licensed life and health insurance agent involved in insurance sales on a part-time, semi-retired basis. Mercury Capital Management, Inc. is a small investment adviser serving primarily non-high-net-worth individual clients. The firm provides portfolio management and ongoing advisory services with a focus distinct from many peers by targeting a client base that excludes high-net-worth households.