Kevin Emmendorfer is a financial advisor with RBC Capital Markets in Leawood, Kansas, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with RBC Capital Markets since 2008 and also serves at City National Bank. Emmendorfer participates on the Catholic Diocese of Kansas City-St. Joseph’s Diocesan Investment Committee and is a member of the Board of Trustees for St. Michael the Archangel Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to client risk profiles and employs a variety of in-house and third-party investment managers alongside capital-markets capabilities.

William Henks is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 credentials and bringing 50 years of industry experience. His prior experience includes 18 years with Lincoln Financial Advisors Corporation before joining Cambridge in 2016. Outside of his advisory work, Henks serves as a board member and officer of the Independence Symphony Orchestra and has authored fiction, non-fiction short stories, poems, essays, and music lyrics. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing tailored strategies across multiple platforms and custody arrangements.

Cole Welhoff is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2023. His prior roles include positions at Northwestern Mutual, American Century Investments, and Metropolitan Environmental Trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kyla Wilcox is a financial advisor at Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses with over a decade of experience in the industry. Her background includes roles at Pfs Investments Inc and Primerica Financial Services, along with work in education and catering. She is also involved with Nolands Catering. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm operates with a large network of advisors and uses model-based investment strategies supported by third-party managers and custodians.

George Sherman III is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2022. Prior to that, he was with Mazuma Credit Union for 20 years and Cuna Brokerage Services, Inc. for 31 years. He serves on the Board of Directors for Missouri Valley Masters Swimming. Ameriprise offers a retirement-income planning service aimed 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, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

Matthew Murphy is a CFP® credentialed financial advisor with 14 years of industry experience. He currently works at Fisher Investments, where he has been since 2021. His prior experience includes roles at Beacon Pointe Advisors and Ivy Funds Distributor Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach led by a five-member Investment Policy Committee, integrating quantitative and qualitative research to construct diversified portfolios.

Leslie Darrington is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 13 years of industry experience. Leslie has worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2013. Outside of the firm, Leslie is involved in the management of investment-related business activities through ownership and partnership roles in private LLCs based in Leawood, Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various areas including retirement, education, and niche services, with tailored recommendations developed using proprietary research and tools.

Andrew Gustafson is a financial advisor at RBC Capital Markets with nine years of industry experience. He previously worked at UBS Financial Services Inc. for seven years and has been involved in community activities including serving on the board of a charitable welfare fund and coaching youth lacrosse. He is currently vice president of the Lacrosse Association of Kansas City, promoting youth and high school lacrosse initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that combine in-house and third-party investment management with various portfolio management and financial planning services.

Richard Homuth is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1986, also working at Bank of America, N.A. since 2011. Outside of his advisory role, he is a General Partner of Canterbury Circle Family, a family estate planning LLC. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Austin Gates is a financial advisor with Morgan Stanley, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and advanced modeling tools.

Kyle Baker is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2016. 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.

Dennis Bacon is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2015. Prior to this, he was with Broker Source from 2016 to 2018. Outside of his advisory role, Bacon is involved in coaching and facilitating mastermind groups, and he operates a business focused on accounting and operational consulting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual, high-net-worth, institutional, and charitable clients. The firm employs a tailored, non-discretionary approach that incorporates risk profiling and analytical modeling to support client decision-making.

Riley Griffin is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and T. Loft. Outside of his advisory work, he owns and operates Griffinator Tree Services and Books By Ri LLC, and is a partner in Tanlines KC, a spray tanning business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and a broad range of investment offerings.

Christopher Beaubien is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018. Prior to that, he was employed at Staley Farms Golf Club for six years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Jason Dalen is a Series 66 licensed advisor with 11 years of industry experience, currently with RBC Capital Markets and City National Bank since 2019. He previously worked at UBS Financial Services from 2015 to 2019. Outside of his advisory role, he serves as chair-elect of the board for the Metropolitan Community College Foundation and is a member of the KU Endowment Advancement Board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored investment strategies implemented through in-house and third-party managers. The firm offers a range of discretionary and non-discretionary portfolio management and financial planning services, supported by its capital markets capabilities and integrated lending options.

Christopher Kulesa is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and 24 years of industry experience. He worked at UBS Financial Services for seven years before joining RBC Capital Markets in 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles and implementing portfolios using a combination of in-house and third-party managers.

Joseph Gilgus is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2002 and 2009, respectively. 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 investment strategies developed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Janssen is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and previously served 24 years in the United States Air Force. Edward Jones is a full-service wealth management firm serving 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 programs and investment solutions through a large nationwide network of financial advisors and branch offices.

John Degen is a financial advisor with Mass Mutual Investors Services in Kansas City, MO, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Mass Mutual Investors Services since 1989 and with MassMutual Life Insurance Co since 1987. Outside of his advisory role, he owns Visioneers, LLC, a consulting business focused on educating business owners about succession and transition opportunities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Brandon Yocum is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Envista Credit Union for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices and offers various advisory programs and investment strategies.