Karen Kieff is a financial advisor at Merrill with Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she serves as a board member of Independence First United Methodist Church in Independence, MO. Merrill, along 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

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 with LPL Financial based in Kansas City, MO. He holds the CFP® and Series 63 designations and has 32 years of industry experience. Before joining LPL Financial in 2018, he worked at Securities America Advisors, Inc. and Securities America, Inc. He also operates a tax preparation business and works as a referee outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Peter Goldsich is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Waddell & Reed, CUSO Financial Services, and Grove Point Financial. He is based in Kansas City, KS. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Tobias Scheffler is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. Outside of his advisory role, he serves as a board member for KC Luxury Services, a nonprofit networking group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Irl Oaks is a CFP® with 21 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He has prior experience at Tallgrass Advisors, LLC, where he worked for 11 years. Outside of his advisory role, Oaks is involved in youth athletics as a volleyball coach and is the owner of Andy Oaks Volleyball Camps. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms and affiliated model strategies.

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.

Johnathon Lemons is a Series 66 licensed financial advisor with UBS Financial Services in Kansas City, MO, with two years of industry experience. His background includes roles at UBS Financial Services and involvement with the University Venture Fund Crossroads, along with experience at the University of Kansas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

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.

Rachel Voss is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation with nine years of industry experience. She has worked with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Aaron Dzik is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he spent seven years with the Shawnee, KS Police Department and three years at Hallbrook Country Club. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Kent Sherfey is a financial advisor with LPL Financial in Gladstone, MO, holding a Series 66 designation and bringing 24 years of industry experience. His prior work includes ten years at Waddell & Reed Inc. and positions with Ameriprise and Independent Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by various operational and research tools.

John Allen is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 66 designation and has been with Stifel, Nicolaus & Company Inc. since 2004. Outside of his advisory role, he serves as a committee member for the renovation planning of a building at First Presbyterian Church of Lee's Summit. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support its advisory and planning services.

William Riddle is a financial advisor with Charles Schwab in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior work includes roles at American Century Investment Services, Inc., and the Waddell & Reed Steve Hellon Book of Business. Charles Schwab serves a large client base of 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 non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset, model-driven investment approach supported by centralized supervision and custody.

Melanie Neighbor is a financial advisor with Edward Jones in Fairway, KS, holding a Series 66 designation and eight years of industry experience. She previously worked at Americo Financial from 2012 to 2018 before joining Edward Jones. 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.

Brandon Jobe is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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.

Jack Summa is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked seven years at Breakthru Beverage Group and has experience at Universal Underwriters Group and the University of Missouri-Columbia. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary, goal-based planning supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA consulting programs.

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.