Bryan Flanagan is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. Prior to joining LPL, he worked at Securian Financial Services, Inc. from 2009 to 2012. Outside of his advisory role, Flanagan has involvement with a business entity associated with personal recreational hunting. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both in-house model portfolios and third-party subadvisors, supported by operational tools including machine-learning systems.

Tim Wendt is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at American Express Financial Advisor Inc. from 2002 to 2020 before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored advice.

Maclain Petri is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held roles at Royalty Renewables and StoneX and has been involved with multiple organizations including Big Biscuit LLC and the Jewish Community Center. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Robert Sniezek Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Noah Taylor is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 designations. He has one year of industry experience and previously served in the United States Army and the Wyoming Army National Guard for a combined total of 10 years. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytic tools and offers specialized programs such as divorce planning and employer-sponsored planning.

John Gantzer is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and served in the United States Army Reserve. Outside of his advisory role, he serves on the Board of Directors for the Dyspraxia Awareness Association and is Secretary of the Psychological Operations Veterans Association – Gateway Chapter. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawal planning.

Jeffrey Akright is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Allstate and BOK Financial Securities. Outside of financial advising, he works in logistics as a package handler for United Parcel Service. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing advice focused on retirement income planning using a combination of investment research, third-party data, and algorithmic tools.

William Gist is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes prior roles at Lincoln Financial Advisors, Merrill, BNY Mellon Securities Corporation, and Osaic FA, Inc. He is also licensed to write fixed annuities and life insurance, as well as to provide clients with individual health insurance plans. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis to support various managed account strategies.

Steven Stewart is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 credential and has prior work experience including roles at Bass Pro Shop and Five Iron Golf, where he worked as a golf associate and bartender. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Dirk Lebar is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise and Ameritas Investment Company, LLC, among other firms. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Ronald Adrian is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LexAurum Advisors, LLC and Summit Financial Group Inc. Since 2024, he has also been associated with Werth Wealth Management in a non-investment related support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored planning and consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Ashley Gardonia is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she focuses on enhancing the client experience by supporting advisors through strategic partnerships and continuous improvement initiatives. Prior to this, she served as Market Leader for the Advisor Development Program and Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. Her professional background includes roles at Bank of America as a Relationship Manager and Relationship Banker between 2016 and 2018, as well as experience as a Product Support Assistant at First State Bank of St. Charles, MO from 2010 to 2016. Ashley's career reflects a progression through various positions in financial services, emphasizing advisor support and client relationship management. Outside of her professional endeavors, Ashley has interests in cooking and baking, fitness, and running.

Michael Paulson is a financial advisor with LPL Financial in Leawood, KS. He holds a Series 66 designation and has three years of industry experience. Prior to his role at LPL, he was involved in political campaigns and public service, including work with the Iowa State House of Representatives and several congressional campaigns. 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 portfolio management services, utilizing both proprietary and third-party strategies, and supports a large network of advisors with advanced operational and research tools.

Lance Harshbarger is a CFP® with 28 years of industry experience. He currently works at OSAIC, having joined the firm in 2024 after ten years at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc., as well as thirteen years at Sunset Financial Services, Inc. Harshbarger serves as president of Royal Blue Inc., his personal S-Corp, and is the president of his local homeowners association board. OSAIC Wealth serves a wide range of clients including individual investors, retirement plans, charities, and corporate clients. The firm provides both brokerage and advisory services utilizing a model-based asset allocation approach and offers various investment programs delivered through affiliated broker-dealer and RIA relationships.

Kevin Sanford is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2010, progressing through roles including Financial Consultant, Investment Consultant, Private Client Specialist, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Waddell & Reed from 2009 to 2010. Kevin is a Certified Financial Planner (CFP4) with over 15 years of experience specializing in comprehensive wealth planning. His expertise focuses on tax-efficient investment strategies and legacy planning considerations, leveraging Fidelity's tools and resources to help clients work toward their financial goals. Outside of his professional responsibilities, Kevin's personal interests include baseball, family activities, hiking, music, parenthood, and traveling.

Timothy Helfer is a financial advisor with RBC Capital Markets and holds a Series 63 designation. He has 39 years of industry experience and has previously worked at firms including Lincoln Financial Advisors Corporation, Sanctuary Wealth, Midwest Trust Holding Co., and The Leaders Group Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers customized investment strategies through various advisory programs, combining in-house and third-party managers to align portfolios with clients’ risk profiles.

Bradley Seib is a financial advisor with MassMutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 18 years at MetLife Securities. Seib is a board member and committee chair for the No Stone Unturned Foundation, a therapy center for children with disabilities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis tools to support annual financial planning engagements and offers a range of investment programs and educational seminars.

Patrick Mccarthy is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining RBC Capital Markets in 2023. He serves on the University of Kansas School of Business Dean's Advisory Board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

John McClain is a CFP® professional with 21 years of experience in the financial industry. He is currently with LPL Financial and has held prior roles at OSAIC, Securities America Advisors, and Voya Financial Advisors. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Lenny Lippert is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Wells Fargo Bank, AT&T, Bank of the West, Traders Insurance, and Wells Fargo & Co. Outside of his advisory work, Lippert serves as chairman and president of the Friends of Recovery Association board of directors, where he provides organizational guidance and participates in community relations activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment approaches with a broad range of brokerage and advisory solutions.