Griffin Gaeth is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and bringing less than one year of industry experience. His prior work includes roles at K-State University and Blue Cross and Blue Shield of Kansas City. 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 and access to model portfolios, supported by a large network of investment adviser representatives.

Samuel Wheeler is a financial advisor at Robert W. Baird & Co. in Kansas City, MO, holding Series 63 and Series 66 registrations with eight years of industry experience. His prior experience includes roles at American Century Investment Services and Senior Plus Advisors. Outside of finance, he worked at Willies Sports Bar from 2016 to 2017. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, and separately managed account programs, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

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.

Patrick Stobaugh is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Agia, Valic Financial Advisors, and Edward Jones. He serves as Treasurer for the English Landing PTA, managing budget reports and financial statements for the organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary research and third-party strategies.

Aaron Froehlich is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 10 years of industry experience. His work history includes roles at Cetera, Healthy Foundations Financial, and Alcon. Froehlich has also operated a sole proprietorship, Aaron's Reffing, for 11 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven approach to investment implementation, offers access to third-party asset managers, and facilitates insurance product sales through affiliated entities.

Daniel Dolan is a financial advisor at Edward Jones in North Kansas City, MO, holding a Series 66 designation with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, he worked at Grant Thornton LLP for four years. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jordan Tucker is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services Inc. from 2015 to 2017. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Chris Athey is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He has been with Financial Engines Advisors L.L.C. and its related entities since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, managing diversified portfolios with a long-term orientation and serving approximately 477,000 clients.

Gianfranco Timotei is an advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in financial services in 2026. Prior to joining LPL Enterprise, his work experience includes roles outside the financial industry and time as a student. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Scott Eastman is a financial advisor with J.P. Morgan Securities in Kansas City, MO, holding Series 65 and Series 63 designations and six years of industry experience. His prior experience includes roles at Edward Jones, Mammoth Inc, Uptown Theater, and American Century Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Jason Berve is a financial advisor with Ameriprise in Gladstone, MO, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Edward Jones, Independent Financial Group, LPL Financial, and CUSO Financial Services. He is also affiliated with Mazuma Wealth Management as a financial advisor. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Katharine Eck is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where she has worked since 2018. She has seven years of industry experience and is also a partner in an event management company, Fifteen Zero One, LLC. Prior to joining Edward Jones, she was involved with Hope Faith Ministries and Wildtree. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Williams is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at New York Life Insurance Company, NYLife Securities LLC, and OWLFI RIA LLC. Outside of his advisory work, he is involved in the hospitality industry as part of the Tannin Wine Bar and Kitchen. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eric Savio is a financial advisor at Merrill with five years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Merrill in 2024, he worked at U.S. Bank from 2019 to 2024 and Keen Wealth Advisors from 2016 to 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Mcmurtry is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. He has partial ownership of Emerald Legacy Advisors, LLC in Kansas City, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms through a large network of investment adviser representatives.

David Sims is a financial advisor with Ameriprise in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, Sims serves on the boards of St. Mark's United Methodist Church and the Johnson County Library, and is a member of the Shawnee Mission School District Finance and Facilities Committee. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Robert Phillips is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Commerce Brokerage and Commerce Bank, as well as work at the University of Northern Iowa. 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, model portfolio programs, third-party asset management, and institutional platforms.

Austin White is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has been affiliated with Cetera and its related entities since 2021 and previously worked at Amply Media. Outside of his advisory role, he is an operations team associate at Spencer Financial Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides a range of portfolio management and consulting services through a large network of advisors, utilizing multiple program platforms and third-party managers.

Justin Starks is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent and its affiliates since 2021, following 15 years at Ss&C. 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 without portfolio management or institutional advisory services, emphasizing written recommendations across a broad range of financial topics.

Harold Wingo is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research, Inc. and Hawk-Eye Innovations, Inc. His background also includes roles with Sporting Kansas City and the Raymore-Peculiar School District. Outside of advisory work, he is involved with Simplicity Financial Planning as an insurance producer. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a network of thousands of Financial Professionals. The firm offers both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under its Founders Gate Capital brand.