Robert Goodman is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2023. Prior to that, he was affiliated with Renaissance Financial Corp and Securian Financial Services, and he continues to serve as registered staff at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Patrick Aubry is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to model financial outcomes.

Rita Borchers is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Equitable Advisors. 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 variety of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

Devin Davis is a financial advisor with Merrill and holds a Series 66 designation. He has been with Merrill and Bank of America since 2026, having previously worked in various roles including positions at Bank of America from 2023 to 2026 and several other employers in different industries. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zebulun Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Gap Inc. and held roles at Kansas City Catering, Vector Marketing Corporation, and The University of Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment options.

Jessica Bacon is a Series 66-credentialed financial advisor with Merrill in Leawood, KS, bringing six years of industry experience. She worked at Aflac from 2016 to 2018 before joining Merrill in 2018. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Danielle Yonker is a financial advisor with Edward Jones in Belton, Missouri. She holds the Series 66 designation and has three years of industry experience, including six years at Church & Dwight Inc. Outside of finance, Yonker teaches dance at a studio in Raymore, instructing students from age 3 to adult. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kurt Zlomke is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Schmelzle is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Overland Park, KS. He has been with MML Investors Services, LLC since 2026 and previously worked at MassMutual Life Insurance Company, Wildcat NIL, Kansas State University, Keim TS, and USD 113 Sabetha School District. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, utilizing firm-approved tools to deliver written recommendations tailored to client goals.

Kenneth Carter is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Debra Pedersen is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools.

Sara Stebbins is a financial advisor with Cetera in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. She has worked at Cetera since 2015 and is also involved with Comprehensive Retirement Solutions and Prosperity Advisors LLC. Outside of advisory roles, she serves as treasurer for a middle school PTA, managing budget and financial reporting. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Shawn Varner is a financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2020 and previously spent eleven years at Freightquote. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Warren is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. He has worked with MML Investor Services, LLC and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he is involved in engine tuning for classic cars and trucks. MML Investor Services, LLC operates as a subsidiary of MassMutual and provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes detailed, collaborative planning engagements using firm-approved analytical tools, with implementation options available through separate brokerage or insurance arrangements.

Skylar Wine is a financial advisor at Merrill with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Merrill, Skylar held positions at Act Wealth Management, Northwestern Mutual, and was involved with the Triangle Volleyball Club and UNC Volleyball Camp. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Caples is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Linsco/Private Ledger since 2001. Outside of his advisory role, he serves as a board member for Overland Investment Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a broad range of investment strategies and operational tools.

Jacob Simonton is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. Prior to his financial services career, he was employed at The Lost Cajun and The Keller Pointe. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs including 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 Global Investment Committee resources.

James Ridley is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Charles Schwab since 1999 and also works with Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized custody and trading services.

Jon Ogren is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked for firms including Renaissance Financial Corporation and Securian Financial Services. Outside of advisory work, he owns a web-based fitness business that offers virtual classes, serves as an adjunct lecturer on 401(k) plans, and is a board member of a nonprofit focused on supporting fathers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.

Baker Inman is a financial advisor at Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Thrivent, he worked at Worldwide Express Operations LLC and Crestwood Country Club. Outside of finance, he was involved with Busbot DBA Denim from 2021 to 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations on a broad range of financial topics without discretionary portfolio management.