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.

Amanda Florea is a financial advisor at LPL Financial in Kansas City, MO, with 20 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. She has been with LPL Financial since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Steven Mahoney is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He worked at Foresters Financial from 2011 to 2019 before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

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.

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.

Jeffrey Gaeth is a CFP®-certified financial advisor with 32 years of industry experience, currently with LPL Financial since 2018. Prior to joining LPL, he worked at Securities America Advisors, Inc. and Securities America, Inc. He also operates Jeff Gaeth Tax, a tax preparation and accounting business, and works as a referee in Kansas City, MO. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Peter Goldsich is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Waddell & Reed, CUSO Financial Services, and Grove Point Financial. He is based in Kansas City, KS. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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.

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.

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.

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.

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.

Renee Fields is a financial advisor with OSAIC, holding a Series 66 designation and 28 years of industry experience. Her prior roles include positions at Ameriprise and SagePoint Financial, Inc. In addition to her advisory work, she serves as president of a nonprofit motorcycle organization, Community Christian Cyclist. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and a range of investment options across discretionary and non-discretionary accounts.

Thomas Koppinger is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of advising, he consults for Instacart and serves as a parade coordinator for the Mustang Club of Greater Kansas City. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Hayden is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1984. In addition to his advisory role, Hayden is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio management with a focus on percentage-based, tiered fees.

Steven Evans is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in public education for over a decade, including roles at Kansas City Kansas Public Schools, Omaha Public Schools, and Kansas City Public Schools. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Joelle Morris is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds the Series 63 and Series 65 designations. Morris has worked at Financial Engines Advisors L.L.C. since 2018 and previously at Smart 401 K, LLC from 2014 to 2018. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation and managing approximately $326 billion for roughly 477,000 clients.

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.

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.

Richard Briscoe is a financial advisor with Merrill in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Merrill in 2019, he worked at firms including Kavar Capital Partners, Foreside Fund Services, Palmer Square Capital Management, UMB Distribution Services, and Scout Distributors. He serves as a committee member for KVC Health Systems Inc., a charitable organization focused on supporting children and families. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.