Larry Toole is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 1988 and holds the Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Jerry Fuller is a CFP®-credentialed financial advisor with 27 years of industry experience. He is currently with Ameriprise Financial Services, where he has worked since 2009, following earlier experience at Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.

James Hise is a Private Wealth Advisor with The Hise Lowry Group at Merrill Private Wealth Management, leveraging nearly three decades of experience in wealth management. He specializes in serving ultra-high-net-worth individuals, families, entrepreneurs, and nonprofit institutions, focusing on comprehensive strategies that include investment management, estate and tax planning, philanthropic giving, and business succession. James holds a Bachelor's Degree from Kansas State University and is a Personal Investment Advisor (PIA). His expertise encompasses family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. Active in the Kansas City community, James chairs the Youth Volunteer Corporation and serves on the Finance Committee of the Village Presbyterian Endowment Trust and the Greater Kansas City Community Foundation. He has previously served on the Shawnee Mission East Booster Board. Outside of his professional and community roles, James enjoys biking, boating, fishing, football, golfing, running, skiing, yoga, traveling, and spending time with his family.

Lynn Mader is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2020. Her prior experience includes roles at Principal Securities Inc., Principal Life Insurance Company, Axa Advisors, and Mid Star Lab. Additionally, she was involved with the YMCA for 19 years. 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 both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Shawn Etzenhouser is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2023, he worked at Bank of America, Merrill, and CommunityAmerica Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Jacob Wedekind is a financial advisor with Thrivent Investment Management in Liberty, Missouri, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he is co-owner and manager of two LLCs that hold and manage investment real estate properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, income tax, estate, and business continuation without including implementation. The firm emphasizes goal-based planning combined with managed-account programs under a consolidated billing option, maintaining a separation between planning and portfolio management services.

Thomas Grossman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with busy, successful clients seeking to delegate their financial affairs to simplify their lives and pursue meaningful goals. Thomas specializes in providing forward-thinking financial strategies and customized wealth management solutions tailored to clients’ unique needs and aspirations. His areas of expertise include education planning, equity compensation services, family wealth management strategies, retirement income, tax minimization, and small business strategies, among others. Thomas focuses on practical guidance that addresses issues such as asset titling to mitigate risk, creating consistent retirement cash flow, optimizing professional benefits, and structuring wealth for long-term preservation. He draws on Merrill’s extensive advisory and investment capabilities to support his clients’ financial success. Thomas holds a bachelor’s degree from the University of Saint Mary and has earned professional credentials including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Outside of work, he is involved in community volunteering and spends time with his family, enjoying activities such as football and watching movies.

David Clark is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2017 and Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joanne Mcknight is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Avantax Investment Services, LPL Financial, Waddell & Reed, UBS Financial Services, and Citigroup Global Markets. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, and institutional accounts through a nationwide network of independent advisors. The firm offers multiple portfolio management and consulting services with a multi-manager platform that provides access to affiliated and third-party model portfolios and bespoke strategies.

Sean Harman is a financial advisor with Raymond James Financial in Kansas City, MO, holding the CFP® and Series 63 designations and bringing 25 years of industry experience. His prior work includes seven years with Wells Fargo Advisors Financial Network LLC before joining Raymond James in 2017. He maintains active business entities related to his prior practice names but devotes minimal time to them. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Aaron Hill is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial in 2025, he held various roles in education and retail, including positions at the University of Nebraska–Lincoln and DoorDash. Hill is also involved with Hill & Mitchell Group LLC, a business affiliated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Adeline Kropf is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and Equitable Advisors, LLC. Outside of her advisory role, she is an agent for Sterk Financial Services Inc., which provides insurance and employee benefits. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with multiple platforms and tools for customized portfolio management.

Brec Ensminger is a Series 66–registered financial advisor with Edward Jones in Platte City, MO, with 12 years of industry experience. He has worked at Edward Jones since 2014, with a brief interruption in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Christopher Walker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Melissa Jacobs is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Merrill for one year. Outside of her advisory role, she works part-time as a guest services representative for the Kansas City Chiefs Football Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and various advisory platforms.

Stephanie Green is a CFP® with 11 years of industry experience, currently affiliated with Cetera. She serves as president and co-owner of Spencer Financial Services, Inc., and is involved in multiple financial service roles, including as a financial professional at firms such as Purpose Planning and Mont Wealth. Green holds a leadership position as president-elect and board member of the Liberty Hospital Foundation and is a board member of the Earnest Shepherd Memorial Youth Center. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with diverse program options and custodial relationships.

Rebecca Knepper is a financial advisor at Edward Jones in Blue Springs, MO, holding the ChFC®, Series 63, and Series 65 designations with 19 years of industry experience. She has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Ethan Holloway is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked concurrently at Holloway Harman & Associates since 2018, serving as an employee there. Prior to that, he was employed at Harding University from 2014 to 2018. 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, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

James Mancuso is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Edward Jones since 2019, following prior roles at Umb and TCS John Huxley. Based in Kansas City, MO, he currently serves clients through Edward Jones. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Holloway is a CFP®-designated financial advisor with 29 years of industry experience, currently with Raymond James Financial in Kansas City, MO. His work history includes positions at Wells Fargo Advisors Financial Network LLC and multiple roles within Raymond James since 2017. Outside of his advisor role, Holloway is involved in owner and managerial positions at Holloway Harman & Associates and Holloway & Harman Capital Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.