Sarah Hudson is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role at Edward Jones, she gained experience performing basic banking duties as a bank teller at Hawthorn Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 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.

Michael Fiammetta is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at HARTFORD Funds Distributors, LLC for 11 years. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary and third-party investment strategies.

Heather Bergen is a financial advisor at Edward Jones with Series 66 credentials and 21 years of experience at the firm. She is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Andrew Moore is a financial advisor at LPL Financial in Lees Summit, MO, holding the Series 66 designation. He has been in the financial industry since 2024, with experience at Earth Effects LLC and Central Investment Advisors prior to joining LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kirk Huismann is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and American Tax Advisors of Kansas City. Outside of his advisory role, he is the owner and CEO of KDH Advisors, LLC, which operates as Friedline Financial, and he is also involved as an indoor rock climbing instructor at Ibex Climbing Gym. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Steven Twombly is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with LPL Enterprise, having previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he engages in business consulting through Business Cost Reduction, LLC and has experience as a former owner of Automation Dynamics, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jay Sellami is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at CETERA Financial Specialists LLC, Waddell & Reed, Inc., and Ameriprise. 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 a range of financial planning and asset management services, utilizing various model portfolios and strategies supported by advanced research and operational tools.

Benjamin Price is a financial advisor at J.P. Morgan Securities with 10 years of industry experience and a Series 66 designation. His prior roles include positions at PlanMember Securities Corporation, Tortoise Investment Partners, and FAS Wealth Partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Jones Jr. is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory work, he serves as a minister and board member at Mt Pleasant Baptist Church. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering advisory services through model-delivery strategies managed by unaffiliated asset managers and supported by third-party trade execution and custody providers.

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 based in Lees Summit, MO, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and operating 4 Generations Wealth Management. He also served with the Eastland Community Foundation for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides diverse investment strategies through a large network of advisors and integrates advanced operational tools alongside extensive non-advisory financial activities.

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.