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.

Alessandra Graber is a financial advisor with Edward Jones, holding the ChFC® designation and Series 66 license, with 13 years of industry experience. She has been with Edward Jones since 2012. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Michelle Reek is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and having one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Shamrock Trading Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Austin Buck is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior roles at Jesse Snow and Waddell & Reed, Inc. Outside of his advisory role, he operates LifeGoals Strategies Group, a DBA affiliated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

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.

Christopher Briley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, with prior experience at Citigroup Global Markets dating back to 2004. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee to develop tailored financial strategies.

Franklin Santos is a financial advisor with Ameriprise in Arnold, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at FBL Financial Group, Charles Schwab, U.S. Bancorp Investments, and Bank of America. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic recommendation processes.

Kathryn Pfeiffer is a Series 66-licensed financial advisor with Edward Jones in Fairway, KS, where she has worked since 2014. She has 22 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is known for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Kelly Bonavia is a financial advisor at Merrill with 40 years of industry experience and holds Series 63 and Series 65 credentials. She has been with Merrill since 2008 and Bank of America, N.A. since 2009. The firm provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Steven Stringberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His past roles include long-term service at Waddell & Reed Inc and involvement with multiple firms such as Mid-Missouri Group, LLC and Celtic Wolf LLC. Outside of investment-related activities, he is involved with Stick This In Your Ear, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing diversified strategies supported by internal and third-party research.

Tommie Hughes is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Hughes is active in religious speaking and preaching through TR Hughes Ministries and serves as treasurer for the Pentecostal Assemblies of The World. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers a wide range of investment and planning solutions.

Chad Nielsen is a financial advisor at LPL Enterprise with 11 years of industry experience. He previously worked for Pruco Securities, LLC for nine years and has been involved with Superior Cash Advance, Inc. since 2004. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with other financial products.

Samuel Wheeler is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at American Century Investment Services and Senior Plus Advisors prior to joining Baird. Outside of finance, he has experience working in the hospitality industry at Willies Sports Bar. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a blend of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jared Wirsig is a financial advisor with MassMutual Investors Services who holds Series 65 and Series 63 licenses and has 22 years of industry experience. He previously worked for Northwestern Mutual in various capacities from 2003 to 2026 before joining MassMutual Life Insurance Company and MML Investors Services in 2026. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing collaborative financial planning engagements supported by firm-approved software and educational seminars, with a focus on recommending investment categories and strategies rather than specific products.

Kelly Arias is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at Comprehensive Retirement Solutions, Innovest Financial Partners, and VALIC Financial Advisors. Arias serves as a member of the Financial Planning Association chapter's public relations committee, where she writes and edits personal finance articles and participates in public media appearances. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring discretionary and non-discretionary program structures and a variety of investment options.

Matthew Hovey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Creative Planning and Waddell & Reed Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Michael Mccaw is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 65 designations. Mccaw has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Kara Miller is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. She previously worked for The Prudential Insurance Company of America for a decade and held positions at Symetra Life Insurance Company and Symetra Securities, Inc. Outside of her advisory role, she is involved with Bestmark Express in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research and model portfolios.

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.