Kyle Rizi is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2008, accumulating 15 years of industry experience. He holds the Series 66 license and is based in Overland Park, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a 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.

Jacob Salzman is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Graham Harvey is a financial advisor with MassMutual Investors Services, holding a Series 66 designation. He has been with the firm since 2025 and has prior experience in various roles across different industries, including service and valuation positions. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as ongoing, collaborative relationships that utilize firm-approved tools to analyze client goals and deliver written recommendations.

Charles Mc Glinn is an advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes positions at Sunlighten, as well as roles at Hallbrook and Indian Hills Country Clubs, and he has entrepreneurial experience with McGlinn Bros Landscaping. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a combination of advisory and brokerage solutions.

Kent Rains is a financial advisor with OSAIC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Woodbury Financial Services, Prosperity Advisors, and Cetera Advisors. Outside of his advisory work, he owns a fixed insurance agency offering life, long-term care, disability, and fixed annuity products, and he is involved with cattle investment through a separate LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, providing integrated brokerage, advisory, and financial planning services. The firm employs a range of asset-allocation tools and supports multiple advisory platforms and third-party investment solutions.

Ronald Castor is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates his own accounting firm, Ronald Castor LC, where he serves as a Certified Public Accountant. Outside of his advisory role, he is a board member and treasurer for Sleepyhead Beds, a nonprofit organization. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

George Koepp is a Series 66-licensed financial advisor with Edward Jones, based in Raytown, Missouri. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he owns and maintains a personal rental property for a family member. 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 wrap fee strategies, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Chad King is a financial advisor at Edward Jones in Overland Park, KS, with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, he worked with Fantastic Memories Travel and maintained roles at Chad King Agency and Midwest Professional Insurance Company. 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 through a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

John Hesser is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies that address a comprehensive range of client needs, including college education planning, divorce transition planning, retirement income, portfolio management, tax minimization, and services for defined benefit and contribution plans. Leveraging the resources of Merrill and Bank of America, he aims to provide clients with flexible, goal-oriented financial solutions tailored to their unique circumstances. John holds a Bachelor's Degree from Concordia University - Texas and holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes transparent communication and takes pride in developing a deep understanding of each client’s financial goals to design clear and personalized strategies. Outside of his professional work, John is active in his community as a parishioner of St. Michael the Archangel in Leawood, Kansas. He enjoys spending time with his wife Jennifer, their four daughters, and engaging in personal interests such as boating, cooking, football, gardening, golfing, hiking, music, swimming, and traveling.

Jaimie Morrison is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Between LPL Financial and his other business activities, he is involved with Carmack Capital Management in Lees Summit, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology.

Brian Stone is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and nine years of industry experience. He previously worked at CitiFinancial from 2010 to 2016 before joining Edward Jones in 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lori Watson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Harrisonville, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services.

Blake Pierce is a financial advisor at Cetera with a Series 66 credential and approximately one year of industry experience. Prior to joining Cetera, Blake provided advice to clients at Renaissance Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering model portfolios, third-party manager selections, and bespoke strategies across various program structures.

Frank Agron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Hartman is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was involved in entrepreneurial ventures including Southern Dirt LLC and Hartman Excavating LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

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 holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Wells Fargo Advisors, and Cetera Advisor Networks. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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.