Christopher Gebhards is a Series 65 licensed advisor with Summit Vision Financial, LLC in Rock Port, Missouri, bringing seven years of industry experience. Prior to founding Summit Vision Financial in 2018, he operated Chris Gebhards Financial Coaching for ten years and has been involved in education as a wrestling coach at Rock Port R-II Schools since 2005. Outside of financial advising, he manages Gebhards Grain, a farming business, and serves on the boards of JRS Farms Incorporated and RB-Grain Corporation. Summit Vision Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs but may incorporate active management and third-party managers when appropriate, alongside educational seminars and speaking engagements on financial topics.

Richard Warner is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Virtue Wealth Counsel, LLC, Sequent Planning, LLC, and several other firms. Outside of his advisory role, Warner coaches high school and Legion baseball and teaches retirement-related topics such as Social Security and Medicare to the public. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary wrap-fee platform.

Shanda Stutheit is a financial advisor at Edward Jones with a Series 66 designation and several years of experience including roles at Edward Jones and in healthcare prior to her current position. She has worked at Edward Jones during multiple periods since 2014 and was self-employed for four years. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional segments. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Darin Davis is a financial advisor with Edward Jones, holding Series 63 and Series 66 registrations and possessing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as president of the Falls City Chamber of Commerce, participating in executive decisions for the organization. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Matthew Gall is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Weitz Securities, Ceros Financial Services, Flexible Plan Investments, Pacific Life Insurance Company, and Primerica Financial Services. Outside of his advisory role, Gall serves as a Troop Master and board member for the Auburn chapter of Trail Life USA, a Christian-based scouting organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers clients a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”

Terri Bishop is a financial advisor with Edward Jones in Auburn, NE, holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has been with Edward Jones since 1995. Outside of her advisory role, she is involved with the Girl Scouts in a philanthropic capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Adam Morris is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2017, as well as founding Morris & Co. LLC and working at Frontier Bank. Outside of advising, he owns and manages a carwash business and residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets across a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.