Gary Jankowitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Sandy Stewart is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Sandy gained experience within Fidelity Investments as a Planning Consultant from 2024 to 2025, and as a Relationship Manager and Financial Representative during 2023. Sandy's earlier career includes positions as a Private Client Banker from 2020 to 2023 and Relationship Banker from 2018 to 2020, both at JP Morgan Chase. In Sandy's work, partnering with clients to understand their goals and build customized financial plans is a central focus. Providing education and quality service to clients and their families is emphasized as an important aspect of their professional approach. Outside of work, Sandy has personal interests that include cooking and baking, hiking, caring for pets, reading, and running.

Hung Chieh Huang is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and having six years of industry experience. His work history includes roles at Primerica Advisors since 2019, Primerica Financial Services since 2018, People Ready from 2015 to 2018, and Mastercard since 2012. Outside of financial advising, he works as an independent contractor for Amazon Flex. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap fee structure while maintaining oversight of its investment models and manager selection.

Halle Christensen is a financial professional with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cetera and Prosperity Advisors in various capacities since 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and a multi-manager platform.

Travis Barzee is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to assist clients in achieving their personal financial goals. He focuses on empowering clients through financial planning by building positive relationships and understanding their unique needs, situations, and objectives. Barzee has been with Fidelity Investments since 2024, holding positions as Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to joining Fidelity, he was a Financial Advisor at Thrivent from 2024 to 2025. Outside of his professional role, Barzee's interests include family activities, golf, playing instruments, movies, pets, and running.

Thomas Wood Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following 11 years at INVEST Financial Corp. and 19 years with Investor Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with over 22,800 advisors and more than $819 billion in discretionary assets under management.

Darrin Debok is a Series 66 licensed financial advisor with Wells Fargo Advisors in Overland Park, KS, bringing 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he spent five years at Wells Fargo Clearing. Outside of his advisory role, Debok owns and operates several retail businesses, including a retail store and a liquor store, as well as a pizzeria. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Bryan Furey is a financial advisor with Edward Jones in Lees Summit, MO, holding a Series 66 designation. He has over 10 years of industry experience, including a decade at Shamrock Trading Corporation / RTS Financial before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Merry Mingle is a financial advisor at Edward Jones with 17 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory role, she manages Northern Nights, LLC, a commercial property in Michigan that includes plans for both Airbnb rentals and office space. 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 operates under a fiduciary standard and is known for its extensive advisor network and additional affiliated capabilities.

Greg Harvey is a financial advisor with Mass Mutual Investors Services in Overland Park, Kansas, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Mass Mutual and its affiliated firms since 1998. Outside of his advisory role, he is involved in individual and group life and health insurance sales and owns Savage Cabbage, LLC, an entity established for potential property resale activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved tools and provides specialized planning programs, including estate settlement and employer-sponsored plans.

Kyle Niehues is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and four years of industry experience. His work history includes multiple terms at Morgan Stanley Smith Barney LLC and prior roles in retail and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Abigail Hansen is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior experience as a registered nurse providing medical care in a neonatal intensive care unit. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Robert Starr is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained experience within Fidelity in several capacities including Planning Consultant from 2022 to 2026, Relationship Manager in 2022, High Net Worth Associate from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. He focuses on collaborating with clients to develop financial plans that align with their individual definitions of success, emphasizing trust and clear communication throughout the process. Throughout his career at Fidelity, Robert has built expertise in investment consulting and financial planning. His approach centers on understanding clients' priorities and providing ongoing support to help them achieve their financial goals. Outside of his professional work, Robert's interests include football, golf, pets, skiing, soccer, and traveling.

Brent Neihart is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Ameriprise since 2017 and a year at Wells Fargo Clearing. He also serves on the Board of Directors of GN Bankshares. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Stephen Minshull is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Merrill, Morgan Stanley, and Waddell & Reed. Outside of his advisory career, he was involved with the Kansas City Metro Bicycle Club for four years. 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 range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Aaliyah Buckner is a Series 66-licensed financial advisor with Morgan Stanley, based in Leawood, Kansas, and has one year of industry experience beginning in 2024. Prior to joining Morgan Stanley, she worked for John Brown University and Maranatha Academy. Outside of her advisory role, she is employed by Helper's Inc., an elder care organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Duncan Laner is a financial advisor at Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked for Bank of Prairie Village for ten years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Cameron Pumphrey is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial since 2021, having previously worked at Mid-Missouri Group LLC and Waddell & Reed Inc. Outside of his advisory role, he is a general partner of Mid-Missouri Group LLC, a business entity used for tax and investment purposes. 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 institutions. The firm offers a range of financial planning and investment management options including model portfolios, third-party asset management, and institutional platforms.

Michael Johnson is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Creative Planning, Inc. Outside of advising, he works as a delivery driver for DoorDash. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Brian Daniel is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at Wells Fargo Clearing, Stifel, and Robert Baird & Co. Outside of his advisory work, he is a member of B&D Realty LLC, a venture he co-owns with his wife. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that manages roughly $501 billion in assets. The firm serves a diverse client base ranging from individuals and institutional investors to charitable organizations, providing tailored, primarily non-discretionary financial planning and consulting services supported by in-depth analyses and a range of portfolio management styles.