Amanda Florea is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, portfolio management through model and third-party strategies, and institutional platforms, supported by extensive operational tools and services.

Steven Mahoney is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He worked at Foresters Financial for eight years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

John Harrell is a Series 66 licensed financial advisor with Edward Jones in Leavenworth, KS. He joined the firm in 2026 following an 18-year career in the US Army. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Brown is a financial advisor at LPL Financial with six years at the firm and a total of eight years of industry experience. She holds the Series 66 designation and has prior work experience with firms including Kansas City's Finest and Blue Rivet. Outside of finance, she owns a business called JJB Jewelry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with account management supported by various advisory strategies and advanced operational tools.

Nicholas Hennessy is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Raymond James, he worked at Country Club Bank and Money Concepts Capital Corp for four years each, and spent fourteen years at The Pembroke Hill School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Karen Kieff is a financial advisor at Merrill with Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she serves as a board member of Independence First United Methodist Church in Independence, MO. 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

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 financial advisor with LPL Financial based in Kansas City, MO. He holds the CFP® and Series 63 designations and has 32 years of industry experience. Before joining LPL Financial in 2018, he worked at Securities America Advisors, Inc. and Securities America, Inc. He also operates a tax preparation business and works as a referee outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

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.

Johnathon Lemons is a Series 66 licensed financial advisor with UBS Financial Services in Kansas City, MO, with two years of industry experience. His background includes roles at UBS Financial Services and involvement with the University Venture Fund Crossroads, along with experience at the University of Kansas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

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 in Gladstone, MO, holding a Series 66 designation and bringing 24 years of industry experience. His prior work includes ten years at Waddell & Reed Inc. and positions with Ameriprise and Independent Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by various operational and research tools.

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 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.

Darla Haines Mills is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Agia, Valic Financial Advisors, Waddell & Reed, Thrivent Investment Management, and Merrill. Outside of her advisory work, she also serves as an agent for non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and integrates technology tools to assist advisors while managing over $819 billion in discretionary assets.