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 four years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2021. Prior to that, he held positions at Prime Capital and Milburn Country Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services through a client intake process and providing both advisory and brokerage/insurance channels.

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 in Overland Park, KS, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he was involved with Croucher Title, LLC, and has experience working in education at Ottawa High School and Kansas State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, emphasizing client-specific planning and a range of program options.

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.

Darin Shank is a Senior Financial Advisor at Merrill Lynch Wealth Management and a holder of multiple professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He began his financial advisory career in 2006 and co-founded The ASA Group in 2014, combining his practice with two trusted colleagues to better serve clients. Before entering financial services, Darin spent 15 years in Corporate Finance and Accounting Management and served eight years in the United States Air Force. His expertise covers areas such as retirement planning, family wealth management, tax minimization, liquidity management, college education planning, small business strategies, and investment strategy. Darin believes in providing clients with a clear understanding of their financial trajectory to enable informed decisions and long-term sustainability. Darin holds an Associate's Degree from the Community College of the Air Force, a Bachelor's Degree from the University of Illinois, and a Master's Degree from Keller Graduate School of Management. He is involved in his community through activities with Sacred Heart Catholic Church, the Metropolitan Community Colleges Foundation Board, and the National Eagle Scout Association. Darin and his family are active members of their parish, and he has served in various leadership roles including as District Chairman for the Shawnee Trails District of the Boy Scouts of America.

Jennifer Sigler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Infinity Wealth Partners, Inc, Unilever, and Financial Designs Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of portfolio management approaches and platform options.

Mechelle Frazier is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She joined Fidelity in 2020 and has progressed through positions including Financial Representative and Financial Consultant. Prior to her tenure at Fidelity, Mechelle worked as a Learning and Organizational Advisor at JP Morgan Retirement Plan Services from 2002 to 2005 and as a Mutual Fund Representative at American Century Investments from 1999 to 2002. Mechelle's approach to financial consulting focuses on understanding her clients' priorities and co-creating financial plans that align with their present circumstances and future goals. She provides personalized recommendations, tools, and resources tailored to meet the unique needs of each client. Outside of her professional work, Mechelle's personal interests include attending concerts, participating in family activities, gardening, visiting museums, and parenthood.

James Brown is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63, 65, and 66 licenses and possessing 19 years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2012. Brown is also involved with Ascend Learning Examfx. In addition to his advisory role, he receives compensation for sales and referrals related to mortgage, home security, and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.