Edward Hadel Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, Woodbury Financial Services, and has served as president of Hadel Financial Solutions and Hadel Retirement and Business Solutions. He also maintains a notary service as a sole proprietorship. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs advanced asset-allocation tools and supports various account management options, utilizing third-party services and managing complex corporate and platform arrangements.

Frances Moley is a Series 66-licensed financial advisor with Equitable Advisors in Overland Park, KS, bringing 24 years of industry experience. She has been with Equitable Advisors since 2001 and previously worked with Axa Advisors, LLC. Outside of her advisory role, she holds power of attorney responsibilities for a family member. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various firm-offered and third-party programs. The firm emphasizes risk assessment and personalized program matching, utilizing a range of investment vehicles and ERISA fiduciary services.

Kyle Gabrielson is a Series 66-licensed financial advisor with Equitable Advisors, based in Overland Park, KS, and has six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Paws & Co, the University of Arkansas, Nicklaus Golf Club, and Olathe East High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver its services, focusing on personalized risk assessment and tailored investment solutions.

Joanne Hoffman is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2018. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both 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.

William Eckert II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Minnesota Life Insurance Co, Securian Financial Services, and Strategic Financial Partners. Outside of his advisory work, he serves as an officer for Kamo Adventures Inc and volunteers as a trainer and teacher at the University of Kansas. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform allowing advisors to implement various model portfolios and customized strategies.

Theresa Baker is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with LPL Financial since 2018, following a two-year period at Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Steve Lawrence is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Oppenheimer & Co and various Morgan Stanley entities spanning from 2000 to 2018. LPL Financial is a national broker-dealer and 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, supported by a large network of investment adviser representatives.

John Johnson is a Series 66 licensed financial advisor with three years of industry experience, currently working at Edward Jones in Lenexa, KS. Prior to joining Edward Jones, he held positions in the USD 453 and USD 512 school districts from 2016 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

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.

Robert Mitchell is a Series 66-licensed financial advisor with Edward Jones in Overland Park, KS, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ally Financial Services and Group One Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Kevin Ille is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at Securities America Advisors, National Planning Corporation, and maintains an independent investment advisory business through Ameritime, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice provided by investment adviser representatives using various investment strategies.

Ross Bauer is a financial advisor at LPL Financial with 7 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Securities America Advisors and the Johnson County Appraisers Office. Bauer also provides financial planning and consulting services through Ameritime, LLC, an independent registered investment advisor. 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.

Heather Ferris is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. Her prior roles include positions at Thrivent Financial and RBC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies, with a focus on a broad range of advisory and non-advisory financial services.

Courtney Loehr is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked at Deloitte and the University of Missouri. Courtney maintains a CPA license through the National Association of State Boards of Accountancy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jeremy Shook is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Waddell & Reed, New York Life, Primerica Advisors, and Mutual of Omaha. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, goal-focused planning process using firm-approved software and offers specialized programs such as divorce planning and estate settlement.

Daniel Asikainen is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and emphasizes a fiduciary standard in its advisory services.

Matthew Priest is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and related entities since 2018 and previously at Smith Moore & Co from 2011 to 2018. He is also the owner of Signature Retirement Group, a support company based in Overland Park, KS. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports its recommendations through various advisory programs.

Mattia O'connor is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 under management 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.

Richard Myers is a financial advisor with Ameriprise, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Myers serves on the Board of Directors for the American Theatre Guild. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Joshua Baker is a Series 66-licensed financial advisor with LPL Enterprise in Overland Park, KS. He began his advisory career in 2025 after previous roles in various industries, including automotive services and retail. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.