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.

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.

Dennis Wolf is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a committee and council member for John Knox Presbyterian Kirk, where he participates in grant reviews and governance. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and manages portfolios through a combination of in-house and third-party investment managers, tailored to clients’ Advisory Risk Profiles.

Stephanie Clay is a financial advisor with Wells Fargo Clearing based in Overland Park, Kansas, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo entities since 2016. Outside her advisory role, she is the owner and president of RS Lockling, Inc., a real estate improvement company, and serves as a trustee for her mother’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Earl Banks is a financial advisor with LPL Financial holding a Series 66 designation. He has experience working with N2L Wealth Management, GLS and Associates, and previously with Home Depot. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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.

Matthew Pomianek is a financial advisor with Edward Jones in Prairie Village, Kansas, holding the Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves on the advisory board of St. Thomas More School in Kansas City and is an investor in a private microbrewery, Odd Muse Brewery. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Keith Novak is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been associated with Personal Financial Group and LPL Financial since 2012. Novak is also involved in tax and accounting services through his role at Novak Birks, P.C. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Shana Scicluna is a CFP® professional with 10 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Prairie Village, Kansas. Edward Jones is a full-service wealth management firm catering to more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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®-credentialed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked in the Blue Valley School District. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

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.