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 credential and bringing 20 years of industry experience. Her prior work includes 16 years at VALIC Financial Advisors and four years at Agia. She is also involved in non-securities insurance product sales. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Nicholas Walters is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in roles at Kansas State University, Hallbrook Country Club, and within several parks and recreation departments. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eli Ward is a CFP®-designated financial advisor with Ameriprise in Kansas City, KS, bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured program supported by algorithmic tools and a centralized consulting team.

Trevor Graham is a financial advisor with LPL Financial in Leawood, KS, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Northwestern Mutual in various capacities from 2013 to 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives.

Michael Gauldin is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools along with research from its Global Investment Committee to support clients' financial goals.

Keith Winterhalter is a financial advisor with Edward Jones in Lenexa, Kansas, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is pursuing book sales through self-publishing. 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, operating under a fiduciary standard.

Andrew Shepard is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo entities since 2016. Shepard owns AES1 LLC, which operates as Shepard Wealth Management, an investment-related business based in Kansas City, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs, from retirement and education to specialized areas such as business-owner transition and special-needs planning. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients choosing how to implement those recommendations.

Amy Clark is a Series 66 licensed financial advisor with 10 years of industry experience. She has worked at Morgan Stanley and Bowersock Capital Partners before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Paula Porsch is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has worked with several firms including Nations Financial Group and Summit Financial Group, and has maintained her own wealth management and financial consulting businesses since 2009. Additionally, she is a Certified Divorce Financial Analyst, providing financial analysis for divorce settlements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Michael Ryan is a CFP® professional with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Nicholas Weber is a financial advisor at Raymond James Financial Services, Inc. with CFP® and Series 63 credentials. He has worked in the financial industry since 2026 and has previous experience at Country Club Trust Company and Cerner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor planning and consulting to client goals and supports a wide advisor network with specialized programs and consulting services.

Renee Fields is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. She holds a Series 66 designation and has previously worked at SagePoint Financial, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Outside of her advisory role, she serves as the President of Community Christian Cyclist, a nonprofit motorcycle riding organization. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Thomas Koppinger is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of advising, he consults for Instacart and serves as a parade coordinator for the Mustang Club of Greater Kansas City. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Hayden is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1984. In addition to his advisory role, Hayden is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio management with a focus on percentage-based, tiered fees.

Robin Neal is a CFP® with 28 years of experience in the financial services industry, currently affiliated with LPL Financial since 1998. Based in Bonner Springs, KS, Neal also serves as a notary public for the state of Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Steven Evans is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in public education for over a decade, including roles at Kansas City Kansas Public Schools, Omaha Public Schools, and Kansas City Public Schools. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Joelle Morris is a financial advisor at Edelman Financial Engines with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2018, following four years at Smart 401 K, LLC. Based in Kansas City, MO, she provides investment advisory services as part of a large team of 470 advisors. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a broad participant base through advisor-led and online offerings, and operates various discretionary and non-discretionary programs overseen by a firm Investment Committee.

Robert Follmer is a financial advisor at Edward Jones in Gladstone, MO, with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his financial advisory career, he worked at Staples Inc/Staples Premedia Services from 2013 to 2019. Outside of advising, he has worked as a rideshare driver for Uber on a supplemental basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices, offering a variety of advisory programs, tax-efficient services, and affiliated investment options.