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Daniel W

Series 66

Liberty, MO

Edward Jones

Daniel Wilkes is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2024, he worked at Copper Financial Network LLC for five years and CommunityAmerica Credit Union for three years. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Doctor or Medical Professional Technology Professional
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Timothy S

Series 66

Liberty, MO

LPL Financial

Timothy Sindt is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at the Hill & Mitchell Group and prior work in education and community services. He has also been involved with the Veenker Memorial Golf Course. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Rodney S

CFP®, Series 63, Series 65, Series 66

Kearney, MO

Fidelity

Rodney Simpson is a Financial Consultant currently working at Fidelity. He collaborates with clients to develop financial plans aimed at helping them work toward their financial goals. Rodney has held several roles within the financial services industry, including Investment Consultant and Client Management Representative at Fidelity Investments, as well as Financial Advisor positions at First Command, Lincoln Financial, and Bancwest Investments. His professional experience spans from 2016 to the present, demonstrating a consistent focus on financial advising and client management. Rodney's interests outside of his professional career include fitness, football, military service, and reading.

Wealth management
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Joshua F

Series 63, Series 65

Liberty, MO

LPL Enterprise

Joshua Fuller is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, having previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers, financial planning, and a wrap program alongside brokerage and insurance services through affiliated entities.

Tax-loss harvesting
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Benjamin W

CFP®, Series 66

Liberty, MO

Fidelity

Benjamin Wright is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been associated with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025 and currently at Fidelity since 2025. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Brian Y

CFP®, Series 63

Excelsior Springs, MO

Edward Jones

Brian Yarbrough is a CFP®-designated financial advisor with Edward Jones in Excelsior Springs, Missouri, where he has worked since 2001, totaling 25 years of industry experience. Outside of his advisory role, he serves as a board member for the Lawson R-XIV School District and is involved in farming and real estate activities in Lawson, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Aaron S

Series 66

Kansas City, MO

Edward Jones

Aaron Stubblefield is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked with Townsend Design and Home Advisor. Outside of his advisory role, he coaches high school football in Gardner, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, overseen by a large network of advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Christopher G

Series 63, Series 66

Liberty, MO

Edward Jones

Christopher Goodwin is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Century Investment Services Inc for 23 years. Outside of his advisory role, he is involved in maintaining rental properties alongside his wife. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branches, as well as its comprehensive investment and fiduciary services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bryan S

Series 66

Kearney, MO

LPL Financial

Bryan Smith is a financial advisor with LPL Financial in Kearney, Missouri, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Edward Jones and U.S. Bancorp Investments before joining LPL Financial and founding Good Life Advisors, LLC, an independent investment advisory firm. 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, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacob W

Series 66

Liberty, MO

Thrivent Investment Management

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.

Business ownership considerations
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Sean H

CFP®, Series 63

Kansas City, MO

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Aaron H

Series 66

Liberty, MO

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Stephanie G

CFP®, Series 66

Liberty, MO

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ethan H

Series 66

Liberty, MO

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jeffrey H

CFP®, Series 63

Kansas City, MO

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Keith C

Series 66

Kansas City, MO

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Stephanie R

Series 66

Liberty, MO

Edward Jones

Stephanie Ramirez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for nine years at North Kansas City Hospital and its Acute Rehab Unit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Caring for aging parents Doctor or Medical Professional Women Professionals
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Joshua S

Series 63, Series 66

Liberty, MO

Thrivent Investment Management

Joshua Svoboda is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his financial services career, his background includes roles at Home Depot, Truman State University, Meierottos Jewelers, Hy-Vee, and North Kansas City Schools District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining the separation of these services.

Business ownership considerations
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Nedra M

CFP®, Series 66

Liberty, MO

LPL Financial

Nedra Mitchell is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2021. She has previously worked at Waddell & Reed, INC. for 17 years and operates Hill & Mitchell Group LLC. Outside of her advisory work, she is involved in photography through Nedra Mitchell Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting investment advisers with research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Clint C

Series 66

Excelsior Springs, MO

Edward Jones

Clint Cain is a financial advisor with Edward Jones in Excelsior Springs, MO. He holds a Series 66 designation and has two years of industry experience. His prior work history includes positions at Oracle Corporation, World Insurance, and Cerner Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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