Clinton Anderson is a Series 66-licensed financial advisor at Stifel with 19 years of industry experience. He has worked previously at Bank of America and Merrill. Outside of his advisory role, he volunteers as a Direct Service Advisor for Trail Life USA and serves as Troop Committee Chair for a local Trail Life troop. Stifel serves a broad client base including individuals, institutions, and municipalities, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide capital market and asset allocation guidance.

Tyson Bryant is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Bankers Life & Casualty, Inc. from 2021 to 2024. Outside of his financial advisory role, he creates social media content promoting apparel brands. 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 programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brett Banks is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at firms such as The Prudential Insurance Company of America, Wells Fargo Advisors, and Edward Jones. Banks receives profit share from a former real estate investment. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Nicole Caravella is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she was not employed in the financial sector for nine years. Outside of her advisory role, she owns and operates Nicole Fiammetta Photography, focusing on client photography and digital image delivery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Keith Knobloch is a financial advisor at Thrivent Investment Management with eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously spent eight years at SGT, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, while maintaining separate planning and portfolio management services.

Dennis Wolf is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2017, following a one-year tenure at Wells Fargo Clearing. Outside of his advisory work, he serves on the governing council of John Knox Presbyterian Kirk, where he reviews grants and participates in church leadership. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs and employs a tailored investment approach using a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management.

Amber Young is a financial advisor at Edward Jones in Olathe, KS, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2010, including her current role since 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Stephanie Clay is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 29 years of industry experience. She previously worked at Merrill and UBS Financial Services before joining Wells Fargo in 2016. Outside of her advisory work, she is the owner and president of a real estate improvement company and serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions through a large network of financial professionals.

Tae Chung Kim is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc, Douglas R Peete & Associates, Princor Financial Services Corporation, Principal Life Insurance Company, and Benefits Design Group. Additionally, he is involved with Cornerstone Wealth Management, LLC, where he focuses on developing and maintaining client relationships related to asset management. OSAIC serves a diverse group of retail and institutional clients with a broad range of financial services, including brokerage and investment advisory, financial planning, and retirement plan consulting. The firm utilizes various tools and third-party platforms to construct client portfolios and supports multiple advisory programs and transitions.

Christina Smith is a Series 66 licensed financial advisor with Edward Jones in Olathe, KS, bringing five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Sprint for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Earl Banks is a financial advisor with LPL Financial, holding a Series 66 designation and based in Leawood, KS. He has experience working at multiple firms, including N2L Wealth Management and GLS and Associates, as well as previous employment at Home Depot. 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 financial planning and investment management services through a large network of advisors and utilizes various advisory platforms and tools.

Alyssa Jennings is a financial advisor at Edward Jones in Overland Park, KS, holding CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Keith Novak is a financial advisor with LPL Financial based in Overland Park, KS, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2012 and also operates Novak Birks, P.C., where he focuses on tax preparation and accounting services. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Mindy Kim is a Series 66-credentialed financial advisor with Morgan Stanley in Leawood, KS, with 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009, totaling 17 years at the firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

Nicholas Morreale is a financial advisor at Osaic with a Series 66 designation. He joined Osaic in 2026 and has prior experience in a variety of industries including roles at Elevate Parking, The Brass Onion Restaurant, Nicklaus Golf Club at Lionsgate, Mystique Sound Solutions, and the San Francisco Giants. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts, with a complex corporate structure involving multiple mergers and private-equity ownership.

Andrea Dyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2021 and previously held roles at TIAA-CREF and Wells Fargo Advisors. Outside of her advisory work, she is a part-owner of a family estate planning LLC that holds property in Maine. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.

Carah Berry is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked with the Blue Valley School District for two years. 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.

Lagina Nicholas is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at UBS Financial Services Inc from 2012 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Ryan Schrick is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Planners to assist clients in developing personalized financial plans and strategies aligned with their goals. Since joining Fidelity Investments in 2022, he has held roles including Financial Representative and Relationship Manager, gaining a broad understanding of client financial needs and services. Throughout his tenure at Fidelity, Ryan has focused on providing tailored financial planning services, emphasizing partnership with clients to address their unique planning requirements. His progression within Fidelity reflects his commitment to supporting clients through various stages of their financial journey. Outside of work, Ryan enjoys activities such as football, golf, spending time at the lake, reading, skiing, and soccer.

Kristina Svejda is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Oppenheimer & Co and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers, along with notable capital-markets and affiliated asset management capabilities.