Ryan Costello is a CFP® professional with 23 years of industry experience, currently serving at Cetera Planning Partners since 2004. Based in Leawood, KS, he holds Series 63 and Series 65 licenses and has spent over two decades with his current firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach tailored to clients’ objectives and risk tolerance.

Dane Broadie is a CFP® professional affiliated with Oppenheimer, with 14 years of industry experience. His prior roles include positions at Rhino Financial, Perspectives Financial, and Allstate Insurance Co. among others. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of investment programs and consulting services, with a focus on both discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income strategies.

Jason Batt is a CFP® and ChFC® with 21 years of industry experience. He has been with Centaurus Financial, Inc. since 2015. Outside of his advisory role, Jason serves as an adjunct professor at San Diego Christian College and Kyoto International University, teaching undergraduate courses and developing course materials. He is also president and CEO of Open Door Financial, a non-investment related business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a mix of financial planning, portfolio management, and retirement-plan consulting, utilizing both discretionary and non-discretionary arrangements with a variety of analytical approaches and specialized services.

James Azeltine is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes twelve years at Oppenheimer, eleven years at Wells Fargo Clearing, and a year with Prudential Equity Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across discretionary and non-discretionary services, employing strategic and tactical asset allocation, manager selection, and regular portfolio reviews.

Martha Paterik is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments and Keen Wealth Advisors prior to joining Cetera Planning Partners in 2023. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Brandon Burdick is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Empower Financial Services, Northwestern Mutual Investment Services, and Empower Retirement. Prior to entering financial services, he worked at Walgreens for 18 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning approach.

Karl Sullivan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Mutual of Omaha Investment Services and Mutual of Omaha Investor Services. Outside of advisory work, he recruits and trains insurance agents and is appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves primarily mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

James Louderbaugh is a financial advisor at Oppenheimer with 42 years of industry experience. He has held his current role since 2009 and previously worked at Citigroup Global Markets from 1995 to 2009. Outside of his advisory work, he is involved in a family farm business where he raises livestock and oversees residential construction, and he also serves as a trustee managing a college savings trust. Oppenheimer serves a wide range of clients including individuals, corporations, and nonprofit organizations, offering diverse investment programs with both discretionary and non-discretionary advisory services. The firm supports multiple portfolio strategies and maintains custody of client assets while operating as both a broker-dealer and investment adviser.

Caleb Pryor is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Mariner Wealth Advisors and Waddell & Reed, Inc. Before his advisory career, he had a role at Rockhill Grill. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support its due diligence and investment recommendations.

Timothy Watters is a CFP® professional with 18 years of industry experience. He has been with Cetera Planning Partners since 2024 and previously operated Watters Financial Services, LLC for 38 years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm also offers tax planning and preparation, bookkeeping, payroll support, and an estate-planning service called Legacy Wealth Strategies through a third-party provider.

Christina Mc Cabe is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Cetera Planning Partners since 2024 and previously spent seven years at Financial Engines Advisors L.L.C. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Cory Coldwell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc. and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Robert Davies is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing nine years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Outside of his advisory work, he serves as an assistant high school soccer coach for Raymore Peculiar School District and is a member of the Avila University Alumni Board, where he is involved in student mentorship and event planning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions. The firm operates at scale with close integration to affiliated Empower entities, serving a large participant base through plan sponsor-chosen investment lineups.

Daniel Rose is a financial advisor with Empower Advisory Group holding a Series 66 designation. He has been with Empower since 2026 and has a background that includes roles at Geico and work in both retail and education sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated service model links financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Terry Neace is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been affiliated with Great West since 2014. Outside of advisory work, he also drives part-time for Amazon Flex and Uber. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as selected IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

April Emeola is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 licenses with seven years of industry experience. She began her career at UBS Financial Services, where she worked for five years before joining RBC Capital Markets in 2017. Outside of finance, she is employed selling personal care products at Bath and Body Works. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party investment managers and emphasizes tailored strategies based on clients’ risk profiles.

William James is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. His prior roles include work with Waddell & Reed, Inc. for nearly four decades and involvement with various business entities such as A Thyme for Everything and Stick This In Your Ear LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, delivered through a large network of investment adviser representatives.

Andrew Navran is a financial advisor with Edward Jones in Prairie Village, KS. He holds a Series 66 designation and has four years of industry experience, including six years at Synchrony Financial prior to joining Edward Jones in 2021. Outside of his advisory role, he has received an annual stipend from Walden University and has been involved in consulting projects for firms such as Ivy Exec, Coleman Research, AlphaSights, and Guidepoint. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Long is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is employed as a sales account manager at M&M Mars and manages a youth baseball team. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

Todd Haynes is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves on the nominating committee for Foundations for Our Future, participates in a scholarship committee for the Truman Heartland Community Foundation, and acts as Treasurer on the Board of Directors for the Celebration Cove Condo Owner's Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.