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.

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 credential and 11 years of industry experience. His prior work includes roles at AGIA and VALIC Financial Advisors. He serves as Treasurer for his daughter's PTA, managing budget reports and financial statements. 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 advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management across its offerings.

Aaron Froehlich is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at Cetera, Healthy Foundations Financial, and Alcon. Outside of advisory work, he operated a sole proprietorship called Aaron's Reffing for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to third-party asset managers, combining advisory services with brokerage and insurance products.

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 with Edelman Financial Engines in Kansas City, MO, holding a Series 65 credential and 14 years of industry experience. He previously worked at Tmfs Advisors, LLC from 2008 to 2016 before joining Edelman Financial Engines in 2016. Outside of his advisory role, he owns rental property but does not actively manage it. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Gianfranco Timotei is a financial advisor at LPL Enterprise with a Series 66 designation and approximately one year of industry experience. His prior work history includes positions outside the financial sector, including at Chick-Fil-A and Acre. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, brokerage, and insurance products through a platform that integrates multiple adviser programs and third-party asset managers.

Scott Eastman is a financial advisor with J.P. Morgan Securities in Kansas City, MO, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Edward Jones, Mammoth Inc., and Security Bank of Kansas City, as well as non-financial experience with Uptown Theater. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers customized advice on asset allocation, investment manager searches, and performance reporting through a select group of Wealth Advisors.

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 with three years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLife Securities LLC, and OWLFI RIA LLC. Outside of his advisory work, Williams is involved as a business owner and operates a wine bar and kitchen in Kansas City. LPL Financial is a national 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 brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Eric Savio is a financial advisor at Merrill with Series 66 and Series 65 licenses and four years of industry experience. He previously worked at U.S. Bank for five years and Keen Wealth Advisors for three years. He is based in Kansas City, MO. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Mcmurtry is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. He has a 50% ownership stake in Emerald Legacy Advisors, LLC, an investment-related business based in Kansas City, MO. 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 provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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 Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Financial and has previously worked at Commerce Brokerage, Commerce Bank, and UPS. Phillips is based in Kansas City, MO. LPL Financial is a national 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 brokerage services supported by research and third-party subadvisors.

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 with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Hawk-Eye Innovations, Inc. and multiple years of involvement with sports organizations such as Sporting Kansas City and the Kansas City Chiefs. Outside of advising, he is engaged as an insurance producer with a financial planning side business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and incorporates both proprietary and third-party investment strategies.

Rachel Howe is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and the Excelsior Springs School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with research and model portfolios.