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Kolin H

Series 65

Plat City, MO

LPL Financial

Kolin Hayes is a Series 65-licensed financial advisor with LPL Financial, based in Platte City, MO, with one year of industry experience. Prior to LPL Financial, he held positions at Aspyre Wealth Partners, MOKAN Wealth Management, Decades Wealth Management LLC, and Cerner. He is also the author of Decade Investor LLC, a side business he has operated since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kelly D

Series 66, Series 63

Kansas City, MO

LPL Financial

Kelly Dennis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 23 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Daniel W

Series 66

Liberty, MO

Edward Jones

Daniel Wilkes is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2024, he worked at Copper Financial Network LLC for five years and CommunityAmerica Credit Union for three years. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Doctor or Medical Professional Technology Professional
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Timothy S

Series 66

Liberty, MO

LPL Financial

Timothy Sindt is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Iowa State University and Ankeny Public Schools. His experience also includes a role at Veenker Memorial Golf Course. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of management styles and investment options.

College savings (529s, UTMA, etc.)
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John H

Series 66

Leavenworth, KS

Edward Jones

John Harrell is a Series 66 licensed financial advisor with Edward Jones in Leavenworth, KS. He joined the firm in 2026 following an 18-year career in the US Army. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Inheritance planning Retired Founder/Business Owner Executive
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Thomas H

Series 66

Kansas City, MO

Thrivent Investment Management

Thomas Henrichs is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Kansas City, MO, and has three years of industry experience. His career includes roles at Thrivent Financial and Aflac, as well as earlier positions in various fields such as education and landscaping. Outside of his advisory work, he serves as the Director of Stewardship at Christ Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm’s approach integrates planning with managed-account programs under a consolidated billing option while maintaining separate service delivery.

Business ownership considerations
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Joshua F

Series 63, Series 65

Liberty, MO

LPL Enterprise

Joshua Fuller is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Benjamin W

CFP®, Series 66

Liberty, MO

Fidelity

Benjamin Wright is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Fidelity Investments and its affiliates since 2010, including roles at Fidelity Personal and Workplace Advisors. He is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including discretionary and non-discretionary advisory mandates.

Charitable giving & philanthropy Active portfolio management
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Kent S

Series 66

Gladstone, MO

LPL Financial

Kent Sherfey is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior work includes ten years at Waddell & Reed Inc and multiple engagements with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Tyler G

Series 66

Platte City, MO

Edward Jones

Tyler Gardner is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 credential. He has worked at Edward Jones since 2015. Outside of his advisory role, he tutors high school and college students in Mathematics, Excel, and SQL coding through Varsity Tutors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment management services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samuel S

Series 66

Parkville, MO

Edward Jones

Samuel Sinclair is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and five years of industry experience. Prior to his career in finance, he served in the U.S. Army from 2016 to 2020, including time with the MCCoE and the 3-227th Helicopter Battalion. 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, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nicholas W

Series 66

Kansas City, MO

Edward Jones

Nicholas Walters is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in roles at Kansas State University, Hallbrook Country Club, and within several parks and recreation departments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Inheritance planning Retired Founder/Business Owner Executive
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Eli W

CFP®, Series 63

Riverside, MO

Ameriprise

Eli Ward is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Aaron S

Series 66

Kansas City, MO

Edward Jones

Aaron Stubblefield is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked with Townsend Design and Home Advisor. Outside of his advisory role, he coaches high school football in Gardner, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, overseen by a large network of advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Robert F

Series 66

Gladstone, MO

Edward Jones

Robert Follmer is a financial advisor at Edward Jones in Gladstone, MO, with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his financial advisory career, he worked at Staples Inc/Staples Premedia Services from 2013 to 2019. Outside of advising, he has worked as a rideshare driver for Uber on a supplemental basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices, offering a variety of advisory programs, tax-efficient services, and affiliated investment options.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey A

Series 66

Riverside, MO

Edward Jones

Jeffrey Andra is a financial advisor at Edward Jones in Riverside, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a pitching instructor at Complete Game Baseball LLC, a youth baseball academy in Olathe, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher G

Series 63, Series 66

Liberty, MO

Edward Jones

Christopher Goodwin is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Century Investment Services Inc for 23 years. Outside of his advisory role, he is involved in maintaining rental properties alongside his wife. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branches, as well as its comprehensive investment and fiduciary services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amy E

Series 66

Gladstone, MO

Edward Jones

Amy Elledge is a financial advisor at Edward Jones with a Series 66 designation. She has experience at Edward Jones spanning from 2018 to 2023 and again beginning in 2026, along with prior work in education and healthcare-related roles. 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 strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Armahn H

CFP®, Series 66

Kansas City, MO

LPL Financial

Armahn Hadjian is a CFP®-certified financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, Hadjian serves as a program director and instructor at Kansas State University’s Olathe Campus and owns a vending business. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Katherine D

Series 66

Kansas City, MO

Thrivent Investment Management

Katherine Daughtrey is a financial advisor with Thrivent Investment Management in Kansas City, MO. She holds a Series 66 designation and began her advisory career in 2025. Prior to entering the financial industry, she worked at Jack Cooper Transport and was involved with several Catholic Church organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and business continuation, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
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