Matthew Lazor is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning in Kansas City, MO since 2021. His prior roles include positions at SBSB Financial Advisors and Northwestern Mutual, as well as time spent at Virginia Tech and FJY Financial. Creative Planning provides wealth management and financial planning services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supporting clients with discretionary portfolio management and comprehensive retirement plan advisory services.

Christopher Graham is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 66 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and is the founder of JC Grason LLC, where he is involved in insurance sales. Outside of his financial career, Graham serves as an elder and treasurer at Redemption Bible Church Inc., overseeing spiritual and financial responsibilities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining internally managed, third-party, and advisor-managed models to deliver various investment and consulting services.

Jamie Disterhaupt is a financial advisor with Commonwealth Financial Network in Kansas City, MO. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Commonwealth, he worked at Infinitas and Mitchell Capital Management Co, and has experience in various roles including at Missouri State University and Renaissance Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of adviser support services, including managed account programs, access to third-party asset managers, and custodial services.

Richard Witherspoon is a CFP®-credentialed financial advisor with 31 years of industry experience. He has worked at GWN Securities Inc. since 2013 and was previously with Lincoln Investment for 13 years. Outside of his advisory role, he is also a licensed insurance agent. GWN Securities provides advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and employs both strategic asset allocation and tactical market-timing approaches in its investment programs.

Abigail Morrow Lanning is a financial advisor at Creative Planning with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Advisors and related Lockton entities. Prior to her advisory career, she was employed at the University of Kansas for over a decade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by various portfolio management techniques and private market investments.

Matthew Brooks is a financial advisor with Empower Advisory Group in Kansas City, MO. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and AXA-Equitable, as well as service in the U.S. Army Reserve. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail clients through Empower Premier IRA and brokerage accounts. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jack Berhorst is a financial advisor at GWN Securities Inc. in Kansas City, MO, with eight years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at American Century Investment Services and Waddell & Reed. Berhorst also holds an insurance agent license and sells fixed life, health insurance, disability, long-term care, and fixed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and access to third-party managers. The firm employs a mix of discretionary portfolio management and model portfolios grounded in asset allocation and Modern Portfolio Theory, with some programs incorporating market-timing and momentum-based strategies.

Adam Bramley is a financial advisor with Principal Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Principal Bank, Principal Trust Company, Principal Securities, and Principal Life Insurance since 2022, with prior roles at Citizen's Bank and Trust and Icma Rc. Outside of advising, Bramley is co-owner of a mobile repair business and serves on the pastoral council and as projects director for St. Charles Borromeo Church and School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Robert Morrissey Jr. is a CFP®-certified financial advisor with 38 years of industry experience. He has been with GWN Securities Inc. since 2010. In addition to his advisory role, he works as an insurance agent focusing on fixed annuities, long-term care, and life insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Joel Engle is a financial advisor at Ameritas Advisory Services, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameritas Investment Corp since 2004, joining Ameritas Advisory Services in 2021. In addition to his advisory work, Engle serves as a US Army Career Counselor in the Army Reserve, providing career counseling and support to reserve soldiers. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities to build client portfolios.

Renea Simpson is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 66 designation and has worked at Empower Financial Services, AGIA, and VALIC Financial Advisors. Based in Kansas City, MO, she has been with Empower Advisory Group since 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering long-term oriented financial plans and optional managed account solutions.

Landon Warmund is a financial advisor at GWN Securities Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Powercat Financial. Outside of his advisory role, he is a Certified Student Loan Professional providing consulting services to school districts and their employees on student loan matters. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of traditional and active investment strategies.

Corey Means is a financial advisor with Ameriprise in Gladstone, MO, holding a Series 63 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he manages a business-related expense company as president of Corey S Means LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing a centralized service team and drawing on investment research and algorithmic analysis.

Dakota Luke is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Edward Jones, he worked at Select Quote and Walmart, and served with Maryville Public Safety. He also offers notary services in his community without charge. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michelle Reek is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Skyline Rooftops, as well as six years at Shamrock Trading Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by extensive operational and research tools.

Kaeleb Smead is an advisor at Edelman Financial Engines with a Series 65 credential and experience spanning roles at State Street Corporation, PNC Bank, and currently Edelman Financial Engines since 2024. He is based in Kansas City, MO. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Samuel Wheeler is a financial advisor at Robert W. Baird & Co. in Kansas City, MO, holding Series 63 and Series 66 registrations with eight years of industry experience. His prior experience includes roles at American Century Investment Services and Senior Plus Advisors. Outside of finance, he worked at Willies Sports Bar from 2016 to 2017. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, and separately managed account programs, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Thomas Prichard is a financial advisor at Edward Jones in Liberty, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages several farms in Central Missouri through Prichard's LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Patrick Stobaugh is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Agia, Valic Financial Advisors, and Edward Jones. He serves as Treasurer for the English Landing PTA, managing budget reports and financial statements for the organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 solutions, leveraging both proprietary research and third-party strategies.

Aaron Froehlich is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 10 years of industry experience. His work history includes roles at Cetera, Healthy Foundations Financial, and Alcon. Froehlich has also operated a sole proprietorship, Aaron's Reffing, for 11 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven approach to investment implementation, offers access to third-party asset managers, and facilitates insurance product sales through affiliated entities.