Sean Lenz is a financial advisor with Fisher Investments, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Pacer Financial, Inc., American Century Investment Services, Inc., and Wells Fargo Clearing. Fisher Investments provides discretionary portfolio management to a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory, retirement plan services, and separate account management.

Jacob Quint is a financial advisor with LPL Financial in Lees Summit, Missouri, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Waddell & Reed and Wells Fargo Clearing Services. Outside of advisory work, he manages a family farm in Mercer County, Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services and integrates various strategic, tactical, and alternative investment approaches supported by research and technology.

Wiebke Rupard is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior firms include LPL Financial LLC and Waddell & Reed, Inc. She also has notary duties through Life Goals Strategies Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by multiple advisory platforms and third-party solutions.

Jordan Rider is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Rider’s prior experience includes roles at MSI Financial Services, V Wealth Management, and WCG Wealth Advisors. Outside of his advisory work, he owns a home-based business called Alpha Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and a variety of operational and research tools.

Tin Kyaw is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Bank, Bank of America, Merrill, Sage Point Advisors, and Intero Real Estate Services. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Jason Wood is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Antwane Maborn is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management in Pasadena, California. In his role, he advises clients on a broad range of financial strategies, including concentrated stock management, asset and liability management, trust and estate planning services through Bank of America Private Bank, retirement planning, and access to banking and lending services provided by Bank of America, N.A. His client base includes entrepreneurs, C-level executives, entertainers, and foundations. Antwane is also a Senior Portfolio Advisor, offering customized investment strategies and managing portfolios within the firm's Investment Advisory Program on a discretionary basis. Antwane joined Merrill Lynch Wealth Management in 2015, bringing prior experience as a Financial Advisor at Morgan Stanley and JP Morgan. Before transitioning to wealth management, he served as Director of Underwriting for a Southern California NPR and PBS affiliate. He holds several professional designations including Chartered Financial Consultant® (ChFC®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Certified Plan Fiduciary Advisor® (CPFA®). His educational background includes studies at Long Island University and an accredited certificate program from Capella University. Antwane lives in Claremont, California, with his wife Kisha and their children. He is committed to his family and philanthropic causes. His personal interests include baseball, basketball, boating, hiking, reading, skiing, swimming, tennis, traveling, and spending time with his family.

William Henks is a ChFC® credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016. He has 50 years of industry experience, including 17 years with Osaic FA, Inc. Outside of his financial advising career, Henks is an author of fiction and non-fiction works and serves as a board member and officer for the Independence Symphony Orchestra. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent advisors. The firm provides multiple portfolio management platforms and a range of proprietary and third-party model strategies with varying investment approaches.

Kyla Wilcox is a financial advisor at Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses with over a decade of experience in the industry. Her background includes roles at Pfs Investments Inc and Primerica Financial Services, along with work in education and catering. She is also involved with Nolands Catering. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm operates with a large network of advisors and uses model-based investment strategies supported by third-party managers and custodians.

George Sherman III is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2022. Prior to that, he was with Mazuma Credit Union for 20 years and Cuna Brokerage Services, Inc. for 31 years. He serves on the Board of Directors for Missouri Valley Masters Swimming. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

Matthew Murphy is a CFP® credentialed financial advisor with 14 years of industry experience. He currently works at Fisher Investments, where he has been since 2021. His prior experience includes roles at Beacon Pointe Advisors and Ivy Funds Distributor Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach led by a five-member Investment Policy Committee, integrating quantitative and qualitative research to construct diversified portfolios.

Kevin White is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2019. Outside of his advisory role, he is also employed as a radiologic technologist at an urgent care medical facility, providing x-ray services and patient care. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive planning on topics such as retirement, taxes, and estate planning without managing investments directly. The firm combines goal-based analyses with managed-account options while maintaining separate planning and investment services.

Austin Gates is a financial advisor with Morgan Stanley, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and advanced modeling tools.

Seth Bower is a financial advisor with LPL Financial holding a Series 66 designation and beginning his industry career in 2023. His prior experience includes roles at PCG Wealth Management, Blue Ridge Bank & Trust, and Rockhurst University. Outside of finance, he has worked with M&M Golf Cars LLC and taught at Truman High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Dennis Bacon is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2015. Prior to this, he was with Broker Source from 2016 to 2018. Outside of his advisory role, Bacon is involved in coaching and facilitating mastermind groups, and he operates a business focused on accounting and operational consulting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual, high-net-worth, institutional, and charitable clients. The firm employs a tailored, non-discretionary approach that incorporates risk profiling and analytical modeling to support client decision-making.

Riley Griffin is a Series 66-licensed financial advisor with Morgan Stanley in Leawood, Kansas, bringing six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Bank of America for one year and T. Loft for five years. Outside of finance, he owns and operates Griffinator Tree Services and Books By Ri LLC, and is also a partner in Tanlines KC, a spray tanning business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, providing structured financial planning supported by firm-approved tools and broad investment resources.

John Degen is a financial advisor with Mass Mutual Investors Services in Kansas City, MO, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Mass Mutual Investors Services since 1989 and with MassMutual Life Insurance Co since 1987. Outside of his advisory role, he owns Visioneers, LLC, a consulting business focused on educating business owners about succession and transition opportunities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Brandon Yocum is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Envista Credit Union for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices and offers various advisory programs and investment strategies.

Jane Redmond is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Redmond has been with Edward Jones since 2012. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrea O'camb is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Central Bank for two years and F&C Bank for five years. Andrea holds the Series 66 designation and is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of about 23,701 advisors and 15,121 branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.