Jaimie Morrison is a Series 66-credentialed financial advisor with 18 years of industry experience. She is currently with LPL Financial and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Morrison operates under Carmack Capital Management as a DBA for her LPL business. 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, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

James Yanez is a Series 66 licensed financial advisor with six years of experience at Thrivent Investment Management, based in Overland Park, KS. Prior to joining Thrivent, he worked in property valuation and held positions outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services through a consolidated billing option while maintaining separation between the two.

Laura Hudson is a financial advisor with Edward Jones in Lee's Summit, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

Allen Stiegemeyer is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience, including roles at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory work, he is the managing partner of Luca Taxes LLC, which provides CPA, bookkeeping, payroll, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and third-party managers.

Shannon Sundberg is a financial advisor with Edward Jones in Independence, MO, holding the CFP®, ChFC®, and Series 66 designations. She has six years of industry experience, including seven years with Truman Heartland Community Foundation before joining Edward Jones in 2020. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Teresa Steele is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including Woodbury Financial Services, National Planning Corporation, and OSAIC. Steele is an elected board member of several local organizations in Independence, MO, including the Independence Chamber of Commerce and Truman Heartland Community Foundation, where she contributes to finance and scholarship committees. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Thomas Bales is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, with 34 years of industry experience. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services for approximately 30 years. In addition to his advisory work, he operates a part-time tax practice and is involved in a tax preparation and accounting business in Lee’s Summit, MO. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Kevin Mc Clelland is a financial advisor with Edward Jones in Blue Springs, MO. He holds the ChFC® designation and the Series 66 license, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Bradley Williams is a financial advisor at Edward Jones with Series 66 credentials and four years of experience at the firm. Prior to joining Edward Jones, he worked at Beumer Corporation for twelve years. 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 options, supported by a large network of advisors and branch offices across the country.

Brett Brennan is a CFP® professional with 15 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, National Planning Corporation, and Mike Martin Financial Group. Outside of financial advising, he owns a real estate brokerage and operates a tax preparation service, as well as an online shipping business. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Joseph Hyde is a financial advisor at Edward Jones with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2016. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Ryan Kliethermes is a financial advisor at Edward Jones in Independence, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for KE2 Therm Solutions, INC. from 2010 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

Steven Hellon is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He previously worked at Waddell & Reed, Inc. for 32 years and has been involved with RDSH, LLC since 2019. Hellon is also engaged in non-variable insurance sales through multiple agencies. 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 other institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary and third-party strategies, supported by various technology and operational tools.

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.

Jason Forgy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously worked at Wells Fargo Advisors. Outside of his advisory role, he operates an accounting practice and provides bookkeeping services through separate business ventures. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party strategies.

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.

Alan Jones is a financial advisor with Cetera and holds the Series 66 designation, bringing 16 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency LLC and Avantax Investment Services, Inc. for over a decade. Outside his advisory role, Jones is president of a CPA practice and is involved in a family business offering real estate, mortgage, title services, and appraisal, as well as serving as treasurer for a nonprofit association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.