Jacob Mc Niel is a financial advisor with Edward Jones in Prairie Village, Kansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He worked at American Century Investments for eight years before joining Edward Jones, where he has been since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Winkler is a financial advisor with Cetera, holding the Series 66 designation and seven years of industry experience. He has been with Cetera and Cetera Wealth Services since 2023 and also serves as a financial advisor at Renaissance Financial Services Inc. since 2018. Prior to his current roles, he worked at Securian Financial and Minnesota Life, and has a background that includes a position in the Kansas State College of Business IT Department. He is also licensed to sell fixed insurance products and works as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and advisory services through multiple program platforms and model portfolios, managing over $256 billion in assets.

Penny Mckinney is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Zachary Felz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo, he worked in real estate services, the healthcare industry, education, and retail. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to support diversified investment strategies.

Jeffrey Cram is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at TMFS Advisors, LLC from 2011 to 2016. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Jason Stewart is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, Cetera Advisors LLC, and The Financial Services Resource Group. Outside of his advisory role, he is also involved in lifestyle and commercial modeling. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage, investment advisory services, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios.

Brian Tackett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes long tenures at Merrill and Bank of America, along with a brief period at Frontier Wealth Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Nicholas Crippen is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing financial guidance in areas including college education planning, family wealth management strategies, personal retirement planning, and retirement income. His approach involves helping clients build personalized financial plans encompassing balance sheets, asset allocation, and income strategies aligned with their specific needs. Nicholas holds a Bachelor's Degree from Kansas State University and holds professional designations such as Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a member of the Sigma Alpha Epsilon Alumni Association and maintains an ongoing commitment to education and professional development in financial services. Outside of his professional work, Nicholas participates in community involvement through organizations like Big Brothers Big Sisters Kansas City. His personal interests include billiards, cooking, golfing, music, racquetball, table tennis, and tennis.

Ryan Dansby is a financial advisor at UBS Financial Services with three years of industry experience and holds a Series 66 designation. Prior to his advisory role, he worked at American Eagle Outfitters and attended Missouri State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Jennifer Denning is a financial advisor with Morgan Stanley in Leawood, Kansas. She holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Deloitte from 2017 to 2020 and spent four years in full-time education. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Connor Plattner is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. His prior experience includes roles at Prime Capital and work outside finance at Milburn Country Club and Kansas State University. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment solutions.

Jeremy Collins is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on improving clients' financial outlooks by providing guidance on retirement planning and investments, and developing tailored financial plans. He has been with Fidelity Investments since 2018, progressing from Investment Solutions Representative to Investment Consultant, and currently serving as a Financial Consultant since 2022. Jeremy holds an Arkansas Insurance License.

Sam Jordan is a financial advisor with Mass Mutual Investors Services in Leawood, Kansas. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including 30 years with MassMutual Financial Group and MML Investors Services. In addition to his advisory role, he works as an insurance agent specializing in health, life, dental, disability, long-term care, vision, and annuity products. MML Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-oriented financial planning engagements.

Steven Seiler is a financial advisor with Stifel and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Stifel in 2021. Stifel serves a diverse client base, including individual, institutional, and municipal clients, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning and emphasizes a range of activities such as services to private funds and involvement in municipal market transactions.

Cynthia Van Cleve is a Series 66-licensed financial advisor with Merrill, where she has worked since 1999. She has 25 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Parke is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is based in Raymore, MO. Outside of his advisory role, he owns and operates an 80-acre farm in Fort Scott, KS, sharing crop revenue and expenses, and manages a farm house rental in the same area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and offers additional services such as overlay strategies, tax-efficient services, and securities-based lending.

Andy Croucher is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Croucher Title, LLC and held positions at Kansas State University and Ottawa High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers its services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Kraig Emmendorfer is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2021, following a brief tenure at RBC Wealth Management in 2020. Before entering finance, he was employed at Cosentino's Price Chopper and attended the University of Missouri. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Robert Goldfarb is a financial advisor with Edward Jones in Lake St Louis, MO. He holds a Series 66 designation and has 15 years of industry experience. Goldfarb has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

David Pickett is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, with prior roles at Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, he has provided consulting on performance improvement projects. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management services.