Pamela Hendrickson is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 65 licenses and with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is a silent partner in Progressive Marketing Group Inc., a promotion and sales business 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shean Fletcher is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Edward Jones from 2012 to 2018. He is also involved in tax preparation and accounting through his ownership of Fletcher Tax, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides financial planning and advisory programs, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Whitney Duske is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, Duske is involved in fitness instruction through her work with Mojo Cycling Studio. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Joseph Nastasi is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Advisors from 2011 to 2020. He also operates a business entity, Joe A Nastasi LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Paul Bischmann is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America’s Private Bank, VisionBank, Community National Bank, and Heartland Financial. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s wider platform.

Michael Ketchum is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Kornitzer Capital Management, AE Wealth Management, Ivy Investments, Waddell & Reed, and American Century Investment Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Joseph Umscheid is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Outside of his advisory work, he co-owns an LLC established for administrative and payroll purposes and serves as an administrator of a trust for himself and his spouse. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth households, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating under a dual registration as both an SEC-registered investment adviser and a broker-dealer.

Brian Tamasi is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Securities America, and Securities Service Network. Outside of his advisory role, he serves as a board member for the Kansas Gamma chapter of Sigma Phi Epsilon Fraternity, overseeing chapter activities and finances. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a broad network of advisers. The firm offers integrated brokerage and advisory services, using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Jessica Long is a financial advisor with Edward Jones in Kansas City, KS, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones continuously since 2008. 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.

Rodney Loesch is a CFP®-designated financial advisor with 43 years of industry experience, currently with LPL Financial since 2021. His prior career includes long-term roles at Waddell & Reed and ownership of Loesch & Associates Inc. He has also been involved in professional photography organizations and operated Loesch Photography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amar Sayyed is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1995, he has worked with individuals, families, and business owners to understand their financial situations, time horizons, and liquidity needs. Amar assists clients in articulating their short- and long-term goals and recommends financial strategies aligned with these objectives. His approach combines personalized service with the investment insights of Merrill and banking convenience through Bank of America, employing a holistic strategy that utilizes both sides of the balance sheet for wealth and liability management. Prior to his current role, Amar served as a Vice President at BOK Financial. He holds a Bachelor's degree from Jai Hind College and an MBA from the University of Colorado at Denver. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. Amar is fluent in Hindi, Punjabi, and English. Outside of his professional responsibilities, Amar participates in community service, including involvement with Second Harvest Food Bank. In his personal time, he enjoys golf, swimming, and outdoor activities with his wife and two children.

Gregory Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include over two decades at Waddell & Reed, Inc., as well as leadership at Grekar, LLC and Miller Tax Services. He is also involved in fiduciary duties through the Greg & Karen Miller Trust. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by various portfolio management and research resources.

Christopher Vance is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior work includes nine years at Waddell & Reed, Inc. and two years with the Kansas Baptist Convention Foundation Inc. 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 supported by research and multiple portfolio management options.

Kelly Dennis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 23 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Addison Degen is a financial advisor with Mass Mutual Investors Services in Kansas City, MO, holding Series 63 and Series 65 licenses and having five years of industry experience. He previously worked at MetLife, American Century Investment Services, and Spring Venture Group, and spent four years at the University of Kansas. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and a collaborative approach to deliver written recommendations.

Timothy Sindt is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Iowa State University and Ankeny Public Schools. His experience also includes a role at Veenker Memorial Golf Course. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 with a range of management styles and investment options.

Jeb Newman Jr. is a financial advisor at Stifel with six years of industry experience, including four years as a self-employed advisor before joining Stifel in 2019. He holds a Series 66 designation and is based in Kansas City, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Michael Mimick is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with UBS since 2014. Located in Kansas City, MO, Mimick provides advisory services within a large institutional firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Timothy Spear is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Centaurus Financial, Inc. Outside of advisory work, he also serves as president of Spear Financial, Inc., providing term and universal life insurance sales and service. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of financial services including brokerage, investment advisory, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various investment types.