Frederick Prewitt is a financial advisor at Edward Jones in Kansas City, MO, 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 with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and affiliated investment products.

Tae Chung Kim is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Woodbury Financial Services Inc and Douglas R Peete & Associates. Kim is also involved with Cornerstone Wealth Management, LLC, where he manages client relationships and asset management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services supported by a model-based investment process and a broad platform of managed portfolios and third-party programs.

James Yanez is a Series 66 licensed financial advisor with six years of experience at Thrivent Investment Management, based in Overland Park, KS. Prior to joining Thrivent, he worked in property valuation and held positions outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services through a consolidated billing option while maintaining separation between the two.

Matthew Pomianek is a financial advisor with Edward Jones in Prairie Village, Kansas, holding the Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves on the advisory board of St. Thomas More School in Kansas City and is an investor in a private microbrewery, Odd Muse Brewery. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Eric Vincent is a Series 66 licensed advisor at J.P. Morgan Securities with five years of industry experience. He previously worked at Bank of America/Merrill Lynch for 11 years and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2026. Outside of his advisory role, he owns EV Luxury Timepieces, a business focused on buying and selling pre-owned watches. He also works as a delivery driver for DoorDash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG eligibility when appropriate, and leverages broader derivatives and commodities capabilities through its regulatory registrations.

Shana Scicluna is a CFP® professional with 10 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Prairie Village, Kansas. Edward Jones is a full-service wealth management firm catering to more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Gary Smith is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved in local hunting clubs, serving as president of Onanole West Inc. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Matthew Heitmann is a CFP®-certified financial advisor with Edward Jones, where he has worked for 10 years. He holds a Series 66 designation and is based in Mission, KS. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Brummitt is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of advising, he owns a business focused on buying pallets and reselling items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Kenneth Orlonzo Hedrington Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, Merrill Lynch, JP Morgan Chase, and U.S. Bank. Outside of his advisory work, he is a self-published author of a children’s book. Charles Schwab serves primarily 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 a client relationship model that includes both non-discretionary advisory recommendations and access to affiliated discretionary separate managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Brady Larson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Cambridge Investment Research in various capacities since 2020 and has prior experience at Instacart. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Andrew Powell is a Series 66 licensed financial advisor with Edward Jones in Kansas City, MO, where he has worked since 2019. He has six years of industry experience, with prior roles at Geico, Lowes, and involvement in community organizations including Radiant Life Church and the YMCA of Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Leanne Wasleski is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2016, with a brief gap between 2017 and 2024, and has prior involvement with Good Shepherd United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, with approximately $1.01 trillion in assets under management.

Timothy Zitter is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning and managed-account programs separately, with a consolidated billing option called “WealthPlan.”

Teresa Steele is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including Woodbury Financial Services, National Planning Corporation, and OSAIC. Steele is an elected board member of several local organizations in Independence, MO, including the Independence Chamber of Commerce and Truman Heartland Community Foundation, where she contributes to finance and scholarship committees. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joseph Melookaran is a financial advisor with LPL Financial in Prairie Village, KS, holding Series 63 and Series 65 licenses and having 24 years of industry experience, all with LPL Financial since 2002. Outside of his advisory role, he has published a memoir. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services delivered through a large network of investment adviser representatives.

Landon Harris is a financial advisor with Merrill, holding a Series 66 designation and currently based in Shawnee, KS. He has been with Merrill and Bank of America since 2026, following prior roles including five years at Bank of America and experience at G4S Secure Solutions USA and Amazon.com, Inc. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Gary Eldridge is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2017, following a 19-year tenure at Boston Financial Data Services. Outside of his advisory work, he engages in food delivery services through DoorDash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients opportunities to combine planning with managed-account programs under a consolidated billing option.

Jessica Hayes is a financial advisor with UBS Financial Services in Kansas City, MO, holding the Series 66 designation and with 20 years of industry experience. She has been with UBS Financial Services Inc. since 2006. Outside of her advisory role, she is involved as an independent consultant for BeautiControl, works as an independent consultant for Arbonne, and is a partner in Yard Love, a business specializing in yard sign rentals for special occasions. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad platform that includes custody, underwriting, and capital markets services.

Gretchen Dervin is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2010 in various capacities. Outside of her advisory role, she works as an intake coordinator at St. Luke's Hospital in Kansas City, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.