David Pickett is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, with prior roles at Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, he has provided consulting on performance improvement projects. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management services.

Victoria Luke is a financial advisor at Edward Jones in Parkville, MO, holding a Series 66 designation and starting her advisory career in 2024. Prior to joining Edward Jones, she worked in education and customer service roles, including positions in the North Kansas City School District and at DoorDash. Outside of finance, she previously managed a board game cafe. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Gabriel Mccubbin is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and five years of industry experience. He previously worked at Waddell & Reed for seven years before joining LPL Financial in 2018. Gabriel serves as a for-profit board member of Timberhill River Bend Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs and provides access to discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Brian O'konski is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. and GTM Sportswear, a Hanesbrands Inc. company. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

Shinfen Wu is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. Outside of her advisory role, Wu is an instructor for educational workshops at Blue Valley Recreation and has experience in tax preparation with H&R Block. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

William Cocking is a financial advisor at LPL Financial in Kansas City, MO, holding the Series 66 designation with four years of industry experience. His career includes roles at Wealth|KC and Boyer Corporon Wealth Management, along with prior positions in education at Kansas State University and Maize High School. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services with access to model portfolios, research, and technology-driven investment solutions.

Darren Prather is a financial advisor at Edward Jones in Parkville, MO, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his financial advisory career, he worked at KOAM-TV for 34 years and has been affiliated with Pittsburg State University since 2010. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Plemons is a financial advisor with Edward Jones in Kansas City, MO. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at IFS North America, Spotlight AR, and Triune Financial Partners, LLC. 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 options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ann Lang is a financial advisor with MassMutual Investors Services in Kansas City, MO, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has worked with MassMutual Life Insurance Company and MassMutual Investors Services since 1986. In addition to her advisory role, she is involved in insurance sales through Twin Financial. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, employing firm-approved analytical tools to develop collaborative client plans.

Jay Carroll is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2011. Outside of his advisory work, Carroll designs fireworks displays through a separate business he operates in Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing proprietary research and tools, with services tailored to clients meeting certain net-worth thresholds.

Michael Williams is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved tools to develop financial plans.

Eric Mc Tye is a financial advisor at Edward Jones in Kansas City, KS, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Daniel Raeber is a financial professional at Cetera with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Cetera in 2023, he worked at Edward Jones from 2014 to 2023. Raeber is also involved with Equity Financial Services, operating under a DBA related to his financial services activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that incorporates both affiliated and third-party managers.

Krystina Spohn is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she works part-time as a shopper for Instacart. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Sydney Allen is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation. Outside of his advisory work, Sydney is employed as a bartender at Harpo's Bar and Grill. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses.

Joseph Bauer is a Series 66-registered financial advisor with Morgan Stanley in Kansas City, MO, bringing 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to model client outcomes.

Matthew Campbell is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at SCOTTRADE and Waddell & Reed, Inc. Campbell is based in Overland Park, Kansas. 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 plan consulting, alongside various investment management strategies supported by internal and third-party research.

Timothy Deves is a financial advisor with Edward Jones in Shawnee, KS, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves on the advisory board of the Lee Ann Britain Infant Development Center, where he contributes to program development, marketing, fundraising, and scholarship decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices as well as its affiliated capabilities beyond advisory services.

Daniel Stolper is a financial advisor with Stifel in Kansas City, MO, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stolper is involved in community activities, serving on the Endowment Committee and the Board of Trustees, including a past presidency, at The Temple, Congregation B'nai Jehudah. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients retaining discretion over implementation.

Danielle Trabon is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds a Series 66 license and is based in Prairie Village, KS. Outside of her advisory role, she is involved as a partner in a rental property business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.