Samuel Wheeler is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at American Century Investment Services and Senior Plus Advisors prior to joining Baird. Outside of finance, he has experience working in the hospitality industry at Willies Sports Bar. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a blend of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kelly Arias is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at Comprehensive Retirement Solutions, Innovest Financial Partners, and VALIC Financial Advisors. Arias serves as a member of the Financial Planning Association chapter's public relations committee, where she writes and edits personal finance articles and participates in public media appearances. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring discretionary and non-discretionary program structures and a variety of investment options.

Matthew Hovey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Creative Planning and Waddell & Reed Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Dean Callison is a financial advisor with OSAIC, holding CFP® and Series 63 designations and bringing 38 years of industry experience. His prior roles include long-term tenures at First Heartland Capital, Inc. and Woodbury Financial Services. Outside of his advisory work, he provides philanthropic consulting, assisting nonprofits and donors with strategic giving. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and diversified portfolio construction using both proprietary tools and third-party platforms.

Michael Mccaw is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kara Miller is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. She previously worked for The Prudential Insurance Company of America for a decade and held positions at Symetra Life Insurance Company and Symetra Securities, Inc. Outside of her advisory role, she is involved with Bestmark Express in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research and model portfolios.

Andrew Mc Laughlin is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at ALDI Inc. for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Schuyler Gregory is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation. He has been in the industry since 2023, with prior experience including roles at Falletti Financial and teaching at Pittsburg State University. His background also includes involvement with Pittsburg State University’s Men’s Basketball program and work in retail management. Ameriprise offers a retirement-income planning service targeted 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 retirement income plans through a centralized consulting team.

Terri Roberts Munsell is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UMB Financial Services Inc. and UMB Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing approved tools and scenario modeling.

Erin Murphy is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Raymond James Financial and Waddell & Reed. Murphy serves as a board member for the Kearney Quarterback Club, a community organization in Kearney, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Kelly Van Deusen is a financial advisor at Edelman Financial Engines with 23 years of industry experience. She has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, Llc from 2004 to 2016. Outside of her advisory work, she serves as Vice-President and a board member of the Lake Winnibago Saddle Club, an equine activities private club. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Paul Tranckino is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. He began his career at Fidelity as a Financial Representative and progressed through roles including Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Prior to joining Fidelity Investments, Paul gained experience as an Analyst at UMB Financial Services, Inc. and George K. Baum & Company, Prairie Capital Management. He also held positions as a Finance Intern at Mitchell Capital Management and as an Investment Advisory Assistant at Tromans Investment Advisors. Paul's professional approach centers on assisting clients in achieving their financial goals. Further educational background and personal interests were not provided.

Cameron Sproul is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2005. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves in advisory roles for multiple registered investment companies and develops model portfolios for intermediary platforms.

Breland Burns is a financial advisor with LPL Financial in Leawood, KS, holding CFP® and Series 66 credentials and seven years of industry experience. His prior work includes positions at Talent Unlimited and Waddell & Reed, Inc. He is involved with BB Business Ventures, LLC, a non-investment-related business entity. LPL Financial serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs and planning services with both discretionary and non-discretionary management supported by proprietary and third-party research.

Carra Sprague is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Susanna Denney is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Securities America Advisors and Securities America Inc for a decade and has held leadership roles at Sunset Financial Services, including Chief Operating Officer of its wholesale broker-dealer. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services supported by a range of advisory platforms and third-party solutions.

Bryan Buczek is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in the coatings industry and served on the Shelby County Board of Education. He is also associated with StrageiX Insights, LLC, a business entity used for tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

James Fitzgerald is a Financial Advisor with Merrill Lynch Wealth Management, where he is part of the Greene, Metcalfe, Cole, and Associates team. In his role, James focuses on the acquisition, financial guidance, and portfolio development of clients to help them meet their financial goals and objectives. He specializes in financial planning and relationship management for individuals and their families, working to develop strategies that address education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, tax minimization, and investment portfolio management. James graduated from Salisbury University with a Bachelor's degree in Finance. He holds the Personal Investment Advisor (PIA) designation and is a member of professional organizations including Beta Gamma Sigma and Sigma Tau Gamma. His team has over 25 years of experience providing customized advice and a disciplined investment approach to affluent families, professionals, and business owners. Outside of his professional career, James participates in community activities such as Children's Hospital and Special Olympics Maryland. He enjoys spending time with his family and friends and is an avid fan of Washington D.C. sports teams, often attending Capitals and Nationals games and playing golf.

Bailey Walls is a Series 66-licensed financial advisor with Charles Schwab, based in Leawood, KS, and has one year of industry experience. Prior to joining Schwab, Walls held positions at Renaissance Financial and Cetera Wealth Services, LLC. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and alternative investment options supported by extensive research and centralized operations.

Jennie Chappell is a financial advisor with Edward Jones in Prairie Village, KS, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked at Lenexa Baptist Church from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.