Joshua Fuller is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products through an integrated platform.

Benjamin Wright is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Fidelity Investments and its affiliates since 2010, including roles at Fidelity Personal and Workplace Advisors. He is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including discretionary and non-discretionary advisory mandates.

Rachel Voss is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with nine years of industry experience. She has worked with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

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.

Todd Hawkins is a financial advisor with Thrivent Investment Management in Blue Springs, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior business experience includes ownership of Hawk Auto Sales LLC from 2011 to 2017. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Angela Mc Andrews is a financial advisor at Merrill with a Series 66 credential and 17 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she serves as the power of attorney for her husband. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Klassen is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of his advisory role, Klassen is involved as Vice President of his family's commercial printing business, Klassen Enterprises, and serves as a co-trustee for family property holdings in Claremore, Oklahoma. 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 across the United States.

Michael Gauldin is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Andrew Shepard is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo entities since 2016. Shepard owns AES1 LLC, which operates as Shepard Wealth Management, an investment-related business based in Kansas City, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs, from retirement and education to specialized areas such as business-owner transition and special-needs planning. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients choosing how to implement those recommendations.

Paula Porsch is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has worked with several firms including Nations Financial Group and Summit Financial Group, and has maintained her own wealth management and financial consulting businesses since 2009. Additionally, she is a Certified Divorce Financial Analyst, providing financial analysis for divorce settlements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party investment 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.

Nicholas Weber is a financial advisor at Raymond James Financial Services, Inc. with CFP® and Series 63 credentials. He has worked in the financial industry since 2026 and has previous experience at Country Club Trust Company and Cerner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor planning and consulting to client goals and supports a wide advisor network with specialized programs and consulting services.

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.

Darren Garrison is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and related firms since 2014. In addition to his advisory role, he manages Garrison & Associates / The Tax Shoppe, a tax and accounting services business, where he serves as an enrolled agent. Cetera Investment Advisers LLC is a nationwide registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers across various account structures.

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.

Julie Buckner is a Series 66 credentialed financial advisor with Edward Jones in Raytown, Missouri, with over 15 years of experience at the firm. She has transitioned within Edward Jones from its investments division to its wealth management arm. Outside of her advisory role, she has been a consultant for Young Living Essential Oils since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.

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.