Lucas Segal is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that help individuals and families achieve their long-term goals, including retirement planning, education funding, legacy planning, and tax minimization. His approach involves collaborative goal setting and creating plans that reflect each client’s values and aspirations. Lucas holds a Bachelor's Degree from the University of Central Arkansas and a Master of Business Administration from the University of Arkansas. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His expertise includes managing new wealth, liquidity management, and providing guidance to diverse communities, including women and the LGBT population. Outside of his professional role, Lucas is active in several organizations such as the Alpha Sigma Phi Alumni Association, Cornerstones of Care Foundation, and the Mid America LGBTQ Chamber of Commerce. He is also involved with the Boys and Girls Club of Faulkner County, the Human Rights Campaign, and the United Way of Central Arkansas. His personal interests include adventure sports, basketball, bowling, football, pickleball, spending time with his family, and traveling.

Michael Steffen is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Amazon and has taught saxophone lessons for over two decades through the Palen Music Center in Liberty, MO. He currently instructs 12 to 15 students weekly in saxophone. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Nicholis Cole is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Pacer Advisors, Fisher Investments, Merrill Lynch, and American Century Investment Services. Cole is based in Leawood, 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 wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Amanda Florea is a financial advisor at LPL Financial in Kansas City, MO, with 20 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. She has been with LPL Financial since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Steven Mahoney is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He worked at Foresters Financial from 2011 to 2019 before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Jennifer Brown is a financial advisor with LPL Financial in Westwood, KS, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2020, she worked at Kansas City's Finest, Blue Rivet, and Technology Solutions Partners. Outside of her advisory role, she owns a jewelry business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Hennessy is an Associate Financial Advisor at Raymond James Financial with three years of industry experience. His prior work includes roles at Country Club Bank, Money Concepts Capital Corp, Snap-On Incorporated, and The Pembroke Hill School. He also holds Series 63 and Series 65 credentials. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed risk profiling and offers a distinctive advisory approach with a significant portion of assets managed on a non-discretionary basis.

Karen Kieff is a financial advisor with Merrill in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she serves as a board member for Independence First United Methodist Church. Merrill provides managed account services primarily through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering a range of model-based, discretionary, and tax-aware investment strategies tailored to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Julia Bartak is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Cerner Corporation for two years. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Matthew Bret is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 strategies to clients’ goals and risk tolerances.

Thomas Henrichs is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Kansas City, MO, and has three years of industry experience. His career includes roles at Thrivent Financial and Aflac, as well as earlier positions in various fields such as education and landscaping. Outside of his advisory work, he serves as the Director of Stewardship at Christ Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm’s approach integrates planning with managed-account programs under a consolidated billing option while maintaining separate service delivery.

Jeffrey Gaeth is a financial advisor at LPL Financial with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at LPL Financial since 2018. Prior to that, he was affiliated with Securities America Advisors and Securities America, and he has owned his tax preparation and insurance businesses. Outside of advising, he works as a referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services supported by research and model portfolios.

Peter Goldsich is a Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with Raymond James & Associates in Kansas City, KS, having previously worked at Waddell & Reed, INC. and Grove Point Financial, LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets and serving a broad client base including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, with specialized services in municipal and public finance alongside integrated custody and product-sourcing through its extensive affiliate network.

Tobias Scheffler is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a non-profit board member for a networking group called KC Luxury Services and is involved in sales of health and other insurance products for clients in need. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a wide range of brokerage and insurance products supported by an integrated platform.

Irl Oaks is a CFP® professional with 20 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He has prior experience with Cambridge Investment Research, Inc. and Tallgrass Advisors, LLC. Outside of his advisory work, Oaks is involved in youth athletics as a volleyball coach and associate director, and he owns a volleyball camp business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of platform arrangements and both proprietary and third-party investment strategies.

Joshua Fuller is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products through an integrated platform.

Johnathon Lemons is a Series 66-licensed financial advisor with UBS Financial Services in Kansas City, MO, and has one year of industry experience. His background includes roles at UBS Financial Services and involvement with the University Venture Fund Crossroads and the University of Kansas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and global resources to tailor financial plans and portfolio management.

Benjamin Wright is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Fidelity Investments and its affiliates since 2010, including roles at Fidelity Personal and Workplace Advisors. He is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including discretionary and non-discretionary advisory mandates.

Rachel Voss is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Aaron Dzik is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he served seven years with the Shawnee, KS Police Department and worked three years at Hallbrook Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including both discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.