Peter Goldsich is a Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with Raymond James & Associates in Kansas City, KS, having previously worked at Waddell & Reed, INC. and Grove Point Financial, LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets and serving a broad client base including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, with specialized services in municipal and public finance alongside integrated custody and product-sourcing through its extensive affiliate network.

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.

Rachel Voss is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Aaron Dzik is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he served seven years with the Shawnee, KS Police Department and worked three years at Hallbrook Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including both discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

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.

Melanie Neighbor is a financial advisor with Edward Jones in Fairway, KS, holding a Series 66 designation and eight years of industry experience. She previously worked at Americo Financial from 2012 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 Series 66-licensed financial advisor with Merrill in Kansas City, MO, bringing 17 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she serves as power of attorney for her husband. Merrill 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, pension plans, charitable organizations, and corporate fiduciaries.

Darla Haines Mills is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. Her prior work includes 16 years at VALIC Financial Advisors and four years at Agia. She is also involved in non-securities insurance product sales. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

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®-designated financial advisor with Ameriprise in Kansas City, KS, bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured program supported by algorithmic tools and a centralized consulting team.

Michael Gauldin is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools along with research from its Global Investment Committee to support clients' financial goals.

Andrew Shepard is a financial advisor with Wells Fargo Advisors in Kansas City, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo-affiliated firms since 2016 and also owns AES1 LLC, operating as Shepard Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, serving clients who meet a net-worth threshold with tailored recommendations across multiple financial planning areas.

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.

Michael Ryan is a CFP® professional with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Nicholas Weber is a financial advisor with Raymond James Financial, holding CFP® and Series 63 credentials. He has experience at Country Club Trust Company and Cerner prior to joining Raymond James Financial Services in 2026. Weber is based in Kansas City, MO. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Renee Fields is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. She holds a Series 66 designation and has previously worked at SagePoint Financial, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Outside of her advisory role, she serves as the President of Community Christian Cyclist, a nonprofit motorcycle riding organization. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Thomas Koppinger is a financial advisor at Merrill with 34 years of industry experience. He previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2014 to 2019. Outside of his advisory role, he serves as a parade coordinator for the Mustang Club of Greater Kansas City and works as a consultant for Instacart. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.