Timothy Sindt is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at the Hill & Mitchell Group and prior work in education and community services. He has also been involved with the Veenker Memorial Golf Course. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Florea is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. prior to joining LPL Financial in 2018. 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 financial planning, portfolio management through model and third-party strategies, and institutional platforms, supported by extensive operational tools and services.

Steven Mahoney is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He worked at Foresters Financial for eight years before joining LPL Financial in 2019. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Rodney Simpson is a Financial Consultant currently working at Fidelity. He collaborates with clients to develop financial plans aimed at helping them work toward their financial goals. Rodney has held several roles within the financial services industry, including Investment Consultant and Client Management Representative at Fidelity Investments, as well as Financial Advisor positions at First Command, Lincoln Financial, and Bancwest Investments. His professional experience spans from 2016 to the present, demonstrating a consistent focus on financial advising and client management. Rodney's interests outside of his professional career include fitness, football, military service, and reading.

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 financial advisor with LPL Financial based in Kansas City, MO. He holds the CFP® and Series 63 designations and has 32 years of industry experience. Before joining LPL Financial in 2018, he worked at Securities America Advisors, Inc. and Securities America, Inc. He also operates a tax preparation business and works as a referee outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

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.

Joshua Fuller is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, having previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers, financial planning, and a wrap program alongside brokerage and insurance services through affiliated entities.

Benjamin Wright is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been associated with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025 and currently at Fidelity since 2025. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Kent Sherfey is a financial advisor with LPL Financial in Gladstone, MO, holding a Series 66 designation and bringing 24 years of industry experience. His prior work includes ten years at Waddell & Reed Inc. and positions with Ameriprise and Independent Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by various operational and research tools.

Brian Yarbrough is a CFP®-designated financial advisor with Edward Jones in Excelsior Springs, Missouri, where he has worked since 2001, totaling 25 years of industry experience. Outside of his advisory role, he serves as a board member for the Lawson R-XIV School District and is involved in farming and real estate activities in Lawson, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

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.

Amy Martin is a financial advisor with Cetera in Independence, Missouri, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Waddell & Reed and Grove Point Investments. She is also a financial professional with Prosperity Network of Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party managers, supporting over 10,000 advisors and approximately $256 billion in assets under management.

Renee Fields is a financial advisor with OSAIC in Kansas City, MO, holding a Series 66 designation and bringing 28 years of industry experience. Her prior firms include SagePoint Financial, Inc. and Ameriprise. Outside of her advisory role, she serves as President of Community Christian Cyclist, a nonprofit organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

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 eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Townsend Design and Home Advisor. Outside of his advisory role, he serves as a high school football coach in Gardner, KS. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.