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.

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.

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.

Gabriel Harrington is a Financial Advisor with Merrill, serving on The Plaza Team in Kansas City, MO. He works with clients to plan for their futures by understanding their current circumstances and goals. Clients seek his advice and guidance for practical, meaningful financial strategies, and he focuses on providing long-lasting solutions tailored to individual situations. Gabriel specializes in areas including education planning, employee benefits planning, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, and tax minimization. He and his team assist busy professionals by offering customized portfolios, tax-efficient planning for individuals and business owners, asset titling consultation, and access to banking and lending services through Bank of America, N.A. He holds a Bachelor's Degree from the University of Missouri-Columbia and has earned professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gabriel is involved in community organizations including Cultivate KC and Lead to Read. In his personal time, he enjoys baseball, golfing, music, and watching movies.

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.

Rory Kuhn is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He has held roles at Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Kuhn holds Series 63 and Series 66 licenses and also owns a fixed insurance business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using proprietary asset-allocation tools and automated portfolio rebalancing.

James Knapp Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Since 2009, he has worked with LPL Financial and has also taught investment-related subjects at Johnson County Community College since 2016. Additionally, he contributes as a financial columnist and author for several publications and owns a business unrelated to finance called ATHENA FC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

James Yanez is a Series 66 licensed financial advisor with six years of experience at Thrivent Investment Management, based in Overland Park, KS. Prior to joining Thrivent, he worked in property valuation and held positions outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services through a consolidated billing option while maintaining separation between the two.

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.

Eric Vincent is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Fairway, KS, with five years of industry experience. He previously worked at Bank of America/Merrill Lynch for eleven years before joining J.P. Morgan in 2026. Outside of his advisory role, he owns a sole proprietorship specializing in buying and selling pre-owned luxury watches and also works as a delivery driver for DoorDash. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.