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.

William Milhon is a financial advisor with Primerica Advisors in Basehor, Kansas, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2005 and has worked with Primerica Financial Services since 2004. Outside of advisory work, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

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.

Ryan Springer is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Springer has been with Edward Jones since 1998. Outside of his advisory role, he serves as an advisory board member for The National Golf Club of Kansas City. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Jason Januska is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and New York Life. Outside of his advisory work, he owns Tall Oak Designs, a custom woodworking business specializing in kitchen products and other wood creations. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, corporations, pension plans, and institutional clients with financial planning and investment consulting. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Lindsey Stewart is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and analysis.

Thomas Riordan is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following seven years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by firm-approved tools and market research.

Benjamin Panos is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he spent four years at Citigroup Global Markets. Outside of his advisory role, he is a partner in an agricultural business called Steel Bridge Cattle Company LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s process incorporates structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Franz Braun is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Raymond James in 2026, he worked extensively with UMB Bank and its affiliates for over three decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and sponsors various advisory programs, including municipal and SIMPLE IRA plan services.

Brennan Hurt is a financial advisor with Edward Jones in Lansing, KS, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Aflac and PRG. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Shelley Finnestad is a CFP® professional with 15 years of industry experience. She has been with Edward Jones since 2010, serving clients from Leavenworth, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Keith Cash is a financial advisor with LPL Financial based in Kansas City, MO, holding a Series 66 designation and bringing 15 years of industry experience. His prior work includes roles at Commerce Brokerage Services, Inc. and Commerce Bank from 2010 to 2019, and Central Trust Bank since 2019. Outside of his advisory work, he serves as a Kansas City Chiefs ambassador, signing autographs in connection with the team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its network of advisors with access to various investment strategies and tools while overseeing substantial discretionary assets and maintaining a broad platform that includes insurance and banking partnerships.

David Jackson is a CFP® professional with 31 years of industry experience. He has been with LPL Financial since 2019 and also operates Modern Horizons Group LLC. His previous roles include a 24-year tenure at Waddell & Reed, Inc. and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a broad network of over 22,800 advisors.

Jody Brunsvold is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Jody’s career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors, as well as five years at American Century Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Keith Allen is a financial advisor with LPL Financial based in Kansas City, MO. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked in pharmaceutical sales at Alkermes and Sunovion Pharmaceuticals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chase Coffman is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has been with LPL Financial and BMG Advisors since 2018. Prior to his current roles, he worked briefly in the Raymore Peculiar School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Tiara Harris is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 credential and has previously worked at Sagepoint Financial, INC and TR International LLC. Outside of advising, Harris engages in online resale of clothing and products and creates content and affiliate marketing through her LLC, TR International. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Paul Newland is a financial advisor with LPL Financial based in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He worked at Edward Jones from 1999 to 2005 before joining LPL Financial, where he has been since 2005. Outside of his advisory role, he occasionally performs music professionally as a hobby. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Nicholas Newberry is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2012. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.