Justin Shaw is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Auto Zone and Arrowhead General Insurance. Outside of his advisory work, Shaw manages PBJ Properties18 LLC, a real estate business based in Overland Park, KS. 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 over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Isabel Engelbert is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Wells Fargo Advisors for three years and Rye Plaza for two years. Outside of finance, she has held positions at Radius Brewing Company and has experience in both educational and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Daniel Wohlenhaus is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, Sii, and The Ranch House Senior Living Community. Outside of his advisory role, he operates a sole proprietorship focused on the sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes a variety of asset-allocation tools and third-party platforms to construct and manage portfolios, providing both discretionary and non-discretionary account options.

Andrea O'camb is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Central Bank for two years and F&C Bank for five years. Andrea holds the Series 66 designation and is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of about 23,701 advisors and 15,121 branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Reed Stark is a Financial Consultant who partners with clients to build financial plans and strategies tailored to their individual needs. He focuses on understanding clients' overall situations to develop customized financial plans for them and their families. His professional experience includes roles at Fidelity Investments, where he worked as an Investment Consultant from 2025 to 2026, Planning Consultant from 2023 to 2025, and Relationship Manager from 2022 to 2023. Prior to that, Reed served as a Client Relationship Manager at Tall Oaks Advisors LLC between 2020 and 2021, and as a Paraplanner at BMG Advisors from 2019 to 2020. He began his career as a Branch Intern at TD Ameritrade from 2017 to 2019. Outside of his professional work, Reed's personal interests include boating, attending concerts, football, spending time by the lake, music, and traveling.

Robert Williams is a financial advisor with Raymond James & Associates in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He worked at Fahnestock & Co., Inc. for 20 years before joining Raymond James in 2023. 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 municipalities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and multiple portfolio management strategies.

Justin Schaffer is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including U.S. Bancorp Investments, Merrill, and Bank of America. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Limkemann is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He and his wife co-own and operate preschool and childcare businesses in Lenexa and Overland Park, Kansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Mathew Basham is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Preferred Family Healthcare. He serves as a board member and trustee for The Goss Revocable Qualified Spousal Trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional strategies.

Stanley Schmidt is a financial advisor with Edward Jones in Leawood, KS, holding the CFP®, ChFC®, and Series 63 designations and having 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, he manages a cow/calf ranching operation in Olpe, KS, involving cattle care, hay baling, and fence maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Seth Schumacher is a financial advisor with Ameriprise in Overland Park, KS, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at IHT Wealth Management, NVISION Wealth Group, and LPL Financial. He serves on the Board of Directors and as Board Secretary for Kansas City Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides clients with tailored retirement planning advice through a centralized team using proprietary research and tools.

Erik Stone is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill, he worked at Bank of America and Mortgage Lenders of America and spent eleven years at Hendrick Automotive Group. Outside of his advisory role, he is the owner of Inside the Box LLC. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Lauren Maxwell is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Reese Nichols and Johnny’s Tavern. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies and uses a mix of internal and third-party investment managers to implement client portfolios.

Kody Cook is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. He has held prior roles at MassMutual Life Insurance Company, New York Life Insurance Co., NYLIFE Securities LLC, Mutual of Omaha, and Northwestern Mutual. Outside of his advisory work, Cook serves as an associate board member for the Insurance Industry Charitable Foundation and is a board member of the Cystic Fibrosis Foundation, where he assists with event organization and fundraising efforts. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tailored planning supported by firm-approved analytical tools and emphasizes collaborative, ongoing advisor-client relationships.

Robert Miller is a financial advisor with LPL Financial in Olathe, Kansas. He holds Series 63 and Series 65 licenses and has two years of experience in the industry. Prior to joining LPL Financial, he worked at Securities America, Inc. and has consulting experience with the Raymore-Peculiar School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by proprietary research, model portfolios, and technology-driven solutions.

Mollie Stephens is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2015. She has 11 years of industry experience and holds a Series 66 registration. Outside of her financial advisory role, Mollie has been involved with Core Energy Hot Yoga since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. 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.

Erin Fagan is a financial advisor with Cetera and holds a Series 66 designation. She has one year of industry experience and has worked at Cetera Wealth Services, LLC since 2025. Prior to her advisory role, her background includes positions at Huhtamaki, State Farm, and Cyclebar. Outside of her advisory duties, she is involved as a babysitter apprentice with Nou Nou Neighbors, a service connecting babysitters with families. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and offers multiple program structures including discretionary and non-discretionary options.

Thomas Higgins is a CFP® professional with 39 years of industry experience. He has been with UBS Financial Services since 2015 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets solutions.

Ashli Welch is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at RBC Capital Markets since 2009 and also serves at City Nation Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ Advisory Risk Profiles and utilizes a combination of in-house and third-party investment managers and program structures.

Colby Zink is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding a Series 66 designation. He has one year of industry experience and previously worked in accounting and the restaurant business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs without portfolio management or discretionary trading authority.