Brenda Gooderl is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Andrea Uptegrove is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and 25 years of industry experience. She has worked at UBS since 2006 and has a concurrent affiliation with U.S. Bancorp Piper Jaffray Inc. since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Juan Ortiz Cadena is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Alliance Data Systems and Bank of America. Outside of his advisory work, he serves as a managing member of a home remodeling and rehab business. 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.

Isaac Mitchell is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has previously worked at BE Wealth, Yale University, Commerce Bank, and UPS, alongside extensive experience in public education from 2001 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Cynthia Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she is involved in a family business that operates a local gift basket company, assisting with marketing, assembling baskets, and managing billing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, leveraging research and technology to provide both discretionary and non-discretionary portfolio management.

Teri Craig is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory work, she serves as the treasurer for Brookwood Elementary's PTA. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its financial planning process.

Teresa Turner is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at TD Ameritrade and Scottrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment programs and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tiffany Owens is a financial advisor with Merrill based in Kansas City, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2011 and spent a year at the University of Missouri - Kansas City. Outside of her advisory role, Owens is active in multiple charitable organizations, serving on the boards of Harvesters – The Community Food Network, The First Tee Greater Kansas City, the J. L. and E. C. L. Foundation, and the Lake Quivira Foundation, among others. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gabriel Harrington is a Financial Advisor with Merrill, serving on The Plaza Team in Kansas City, MO. He works with clients to plan for their futures by understanding their current circumstances and goals. Clients seek his advice and guidance for practical, meaningful financial strategies, and he focuses on providing long-lasting solutions tailored to individual situations. Gabriel specializes in areas including education planning, employee benefits planning, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, and tax minimization. He and his team assist busy professionals by offering customized portfolios, tax-efficient planning for individuals and business owners, asset titling consultation, and access to banking and lending services through Bank of America, N.A. He holds a Bachelor's Degree from the University of Missouri-Columbia and has earned professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gabriel is involved in community organizations including Cultivate KC and Lead to Read. In his personal time, he enjoys baseball, golfing, music, and watching movies.

Paul Richards is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Signator Investors, Inc. and Phoenix Life. Richards also acts as a life insurance agent outside of his advisory work. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses technology-driven portfolio construction and supports both discretionary and non-discretionary account management.

Frederick Prewitt is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and affiliated investment products.

Gary Smith is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved in local hunting clubs, serving as president of Onanole West Inc. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Gregory Brummitt is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of advising, he owns a business focused on buying pallets and reselling items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Rocco Giglio is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has held roles at several affiliated entities including Cetera Wealth Services and Cramer Capital Management, where he also serves as a financial administrator. Outside of advising, he is the treasurer of a nonprofit organization, Urban Core Group, and is an assistant freshman football coach at St. Pius X High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, supporting both discretionary and non-discretionary account structures.

Kevin Stone is a CFP® with 25 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Country Club Trust Company, Missionsquare Wealth Management, and American Century Investment Services, Inc. He holds Series 65 and Series 63 licenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kenneth Orlonzo Hedrington Jr. is a financial advisor with Charles Schwab holding a Series 66 credential and five years of industry experience. His work history includes roles at Fidelity Investments, Bank of America, Merrill Lynch, and J.P. Morgan, among others. Outside of advising, he authored and self-published a children’s book. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational capabilities.

Andrew Powell is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and has previous experience at Geico, Lowes, Radiant Life Church, YMCA of Colorado Springs, Mexican Villa, and Arc of the Ozarks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separate managed accounts, and affiliated mutual funds.

Leanne Wasleski is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2016, with a brief gap between 2017 and 2024, and has prior involvement with Good Shepherd United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, with approximately $1.01 trillion in assets under management.

Teresa Steele is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including Woodbury Financial Services, National Planning Corporation, and OSAIC. Steele is an elected board member of several local organizations in Independence, MO, including the Independence Chamber of Commerce and Truman Heartland Community Foundation, where she contributes to finance and scholarship committees. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gary Eldridge is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2017, following a 19-year tenure at Boston Financial Data Services. Outside of his advisory work, he engages in food delivery services through DoorDash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients opportunities to combine planning with managed-account programs under a consolidated billing option.