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, 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.

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.

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.

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.

William Gassen is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at CrossFirst Bank, BOK Financial, and US Bank. Merrill 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.

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.

Bryan Smith is a financial advisor with LPL Financial based in Kearney, Missouri, holding a Series 66 credential and 18 years of industry experience. He has worked at Good Life Advisors, LLC, U.S. Bancorp Investments, Inc., and Edward Jones. Smith also operates Good Life Advisors, LLC, an independent registered investment advisory firm. LPL Financial is a nationally registered investment adviser and broker-dealer serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and model portfolios.

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.

Jerry Fuller is a CFP®-certified financial advisor with Ameriprise in Kansas City, MO, and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Shawn Etzenhouser is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2023, he worked at Bank of America, Merrill, and CommunityAmerica Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.