Chad Barrick is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies through a nationwide network of more than 23,000 financial advisors. The firm is notable for its extensive retail advisor footprint and affiliated capabilities beyond advisory services, including trust and securities-based lending options.

Nickolas Wilson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Overland Park, KS, and has 18 years of industry experience. His background includes work with various insurance carriers through W&R Insurance Agency over the same period. 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 and investment strategies, supported by a large national network of financial advisors and branch offices, and operates under a fiduciary standard.

Daniel Forgy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, he is a CPA and managing member of Forgy Financial LLC, providing accounting services, and also works as an independent insurance agent selling life, health, and disability products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Kristin Brandt is a financial advisor with Cetera, holding the Series 66 designation and three years of industry experience. She has worked at Cetera Wealth Services, Renaissance Financial Corp, and Securian Financial Services Inc. Her prior career includes nine years with the North Kansas City School District. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Gregory Cornelius is a CFP® professional with over 41 years of experience in the financial services industry. He is associated with LPL Financial and has held roles at Personal Financial Group since 2011 and Linsco Private Ledger since 2002. In addition to his advisory work, Mr. Cornelius operates an investment-related business entity, Gregory Cornelius, MBA, CFP, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Andrew Massieon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Massieon also manages Ameritime, LLC, an independent RIA through which he provides financial planning and consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement consulting, and brokerage services, incorporating both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Alexandra Ogren is a financial advisor with Cetera, holding a Series 66 designation and beginning her advisory career in 2025. She has prior experience working with Renaissance Financial and has also worked as a nanny. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Jason Henke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning covering various topics, including retirement, tax, estate, and business continuation, while keeping planning separate from managed-account services.

Aniruddha Rao is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He previously worked at Pruco Securities, LLC for nine years and has been affiliated with Kansas State University since 2014. Rao also operates Rao Financial Group, a health insurance and Medicare brokerage. 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, model portfolios, third-party asset management, and access to a broad range of financial products, including insurance through affiliated entities.

Debra Shultz is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with LPL Financial and V Wealth Management, LLC since 2010. Shultz serves as a non-profit board member for the Missouri Korean War Veterans Memorial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kristen Williams is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and six years of industry experience. Her prior work includes a role at Oppenheimer & Co. Inc. Kristen spent 14 years as a homemaker before starting her career in financial advising. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jason Haney is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in Woodsonia Investments, LLC, a commercial real estate business in Omaha, Nebraska. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates with a fiduciary standard.

Joshua Reed is a financial advisor at Osaic Wealth Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously at AD Astra Investment Management and Prosperity Advisors. Reed has also served with the Boys and Girls Club and is commissioned as a notary public. OSAIC Wealth, Inc. serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, using firm-provided tools and third-party platforms to construct and manage diversified portfolios.

Thomas Clifton is a Series 66 licensed financial advisor at OSAIC with five years of industry experience. His prior roles include positions at LPL Financial LLC, Woodbury Financial Services, and Hadel Financial Solutions, where he also provides administrative support to investment representatives. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and access to third-party money managers. The firm operates through a large network of advisers and maintains multiple advisory platforms.

John Estes is a financial advisor with Thrivent Investment Management, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience and has been with Thrivent in various capacities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning across multiple financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

Wallace Caudill is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at Shaw Industries from 2016 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Brenda Harrison is a financial advisor with Stifel who holds Series 63 and Series 66 designations and has 14 years of industry experience. She previously worked at Wells Fargo Clearing Services, LLC for five years before joining Stifel Nicolaus & Co Inc in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and pooled vehicles and operates alongside affiliated trust companies and banks.

Michael Tonga is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and Bank of the West. Outside of his advisory role, he is involved in photography and music production through Tonga Productions LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Teasley is a CFP® with 20 years of experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Overland Park, KS. 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 provides a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Sieve is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for ten years at Iqvia. Outside of his advisory role, he owns Hudson Bryce Enterprises, LLC, a marketing business specializing in website development and consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.