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.

Thomas Grossman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with busy, successful clients seeking to delegate their financial affairs to simplify their lives and pursue meaningful goals. Thomas specializes in providing forward-thinking financial strategies and customized wealth management solutions tailored to clients’ unique needs and aspirations. His areas of expertise include education planning, equity compensation services, family wealth management strategies, retirement income, tax minimization, and small business strategies, among others. Thomas focuses on practical guidance that addresses issues such as asset titling to mitigate risk, creating consistent retirement cash flow, optimizing professional benefits, and structuring wealth for long-term preservation. He draws on Merrill’s extensive advisory and investment capabilities to support his clients’ financial success. Thomas holds a bachelor’s degree from the University of Saint Mary and has earned professional credentials including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Outside of work, he is involved in community volunteering and spends time with his family, enjoying activities such as football and watching movies.

Kyle Gabrielson is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He has worked at Equitable Advisors since 2020 and has prior experience at Paws & Co, the University of Arkansas, Nicklaus Golf Club, and Olathe East High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that offers both advisory and brokerage/insurance channels to implement client recommendations.

David Clark is a Private Wealth Advisor within Merrill Private Wealth Management, where he has been working since graduating college in 2014. In his role, he focuses primarily on tax efficient investment management tailored to each client's individual risk framework. He chairs his team's investment committee meetings and provides investment advice to young professionals, clients' children, and recent collegiate graduates, helping them establish a foundation for long-term investing. David holds a Bachelor's Degree from McGill University. He has earned the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations.

De Nesha Rodriguez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple financial institutions including Wells Fargo and U.S. Bank prior to her current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kevin Clifford is a financial advisor with Raymond James Financial in Leawood, KS, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior experience includes roles at Money Concepts Capital Corp and Country Club Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans and investment recommendations developed through client collaboration and firm research.

Joanne Mcknight is a financial advisor at Cetera with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Investment Services Inc, LPL Financial, Waddell & Reed, and UBS Financial Services. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports a network of more than 10,000 advisors.

Sean Harman is a CFP® with 24 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Wells Fargo Advisors Financial Network LLC. He maintains ownership of Holloway, Harman & Associates, which operates as a DBA under the Raymond James platform. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

Aaron Hill is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked in various roles across education and service sectors prior to joining LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large 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.

John Johnson is a Series 66 licensed financial advisor with Edward Jones, based in Lenexa, KS. He has two years of industry experience and previously worked in educational roles within USD 453 and USD 512 school districts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Sarah Mayerle is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked at Lockton Companies and Textron Aviation. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing tailored strategies via multiple custody platforms and a combination of proprietary and third-party model solutions.

Adeline Kropf is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and Equitable Advisors, LLC. Outside of her advisory role, she is an agent for Sterk Financial Services Inc., which provides insurance and employee benefits. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with multiple platforms and tools for customized portfolio management.

Dennis Shook Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities throughout his career. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Christopher Walker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Melissa Jacobs is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor since 2007. Outside of her advisory work, Jacobs also works as a guest services representative for the Kansas City Chiefs Football Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national 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.

Stephanie Green is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cetera. She is president and co-owner of Spencer Financial Services, Inc., and holds additional roles as a financial professional with Purpose Planning and Mont Wealth. Green is also involved in nonprofit work as president-elect and finance committee member of the Liberty Hospital Foundation and serves on the board of the Earnest Shepherd Memorial Youth Center. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts, offering access to diverse investment strategies and third-party managers.

Joseph Glavinich is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including previous roles at Waddell & Reed, Alpaca Securities LLC, and AlpacaDB, Inc. 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 financial planning, asset management, wrap and money-manager programs, and educational seminars.

Ethan Holloway is a financial advisor with Raymond James Financial Services, Inc. in Liberty, MO, holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James and Holloway Harman & Associates since 2018 and previously was affiliated with Harding University from 2014 to 2018. He is employed at Holloway Harman & Associates in a non-investment support role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing a collaborative approach to tailored financial plans and investment recommendations.

James Mancuso is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Edward Jones since 2019, following prior roles at Umb and TCS John Huxley. Based in Kansas City, MO, he currently serves clients through Edward Jones. 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 strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Mikaela Blocher is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at First National Bank of Omaha. Outside of her advisory role, she is associated with First Investments and Planning as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.