Matthew Bret is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

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.

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.

Johnathon Lemons is a Series 66-licensed financial advisor with UBS Financial Services in Kansas City, MO, and has one year of industry experience. His background includes roles at UBS Financial Services and involvement with the University Venture Fund Crossroads and the University of Kansas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and global resources to tailor financial plans and portfolio management.

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.

Aaron Dzik is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he spent seven years with the Shawnee, KS Police Department and three years at Hallbrook Country Club. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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.

John Allen is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 66 designation and has been with Stifel, Nicolaus & Company Inc. since 2004. Outside of his advisory role, he serves as a committee member for the renovation planning of a building at First Presbyterian Church of Lee's Summit. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support its advisory and planning services.

William Riddle is a financial advisor with Charles Schwab in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior work includes roles at American Century Investment Services, Inc., and the Waddell & Reed Steve Hellon Book of Business. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset, model-driven investment approach supported by centralized supervision and custody.

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.

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.

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.

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.

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.