Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Midwest: Missouri & Kansas

Clear All Filters

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Sun Valley, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Spokane, Springfield, Denver – Greenwood Village

Brent Singleton, CFP®, AIF

Partner

Springfield, Leawood

David Reynolds

David P. Reynolds, CFP®, ChFC®, AAMS®

Managing Partner

Dallas – Park Cities, Fort Worth – Colleyville, Rockwall, Bartlesville, Ponca City, Chesterfield

Colin Day - Wealth Advisor

Colin Day, CFP®, EA, MBA

Wealth Advisor

Chesterfield, Leawood

Ethan Wallace, CPWA®, CFP®, EA

Sr. Wealth Advisor

Springfield, Leawood

Holly Gray, CFP®

Sr. Wealth Advisor

Springfield, Leawood

Jeannie Seabaugh

Sr. Wealth Advisor

Chesterfield, Leawood

Jeff Bilberry, CFP®

Sr. Wealth Advisor

Branson, Springfield, Leawood

Nick McDowell, CFP®

Wealth Advisor

Chesterfield, Springfield, Leawood

Ryan Bly

Ryan Bly, CPFA®, CEPA. NQPC™

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Amber Strength

Sr. Client Service Specialist

Branson, Springfield

Brian Pahl

Client Service Specialist Broker – Dealer

Devin DeStefano

Sr. Director, Client Relationship Expansion

Haiden Bowman

Director, Client Service

Jessica Livingston

Sr. Client Service Specialist

Manasa Konduri

Manasa Konduri

Client Service Specialist

Stacy Strawn

Stacy Strawn

Sr. Client Service Specialist

Susan Feiste

Manager, National Client Service

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines, Leawood

Ready to get started?

Explore More

An advisor working with a client on a backdoor roth IRA

Retirement

Making a Backdoor or Mega Backdoor Roth Contribution in 2026

April 28, 2026

Family & Health

Why Disability Insurance Remains Essential in 2026

April 27, 2026

Family & Health

Retirement Trusts for Beneficiaries with Special Needs

April 22, 2026

Continue Browsing