Tracy Kunkel is a CFP® and registered Series 66 advisor with Edward Jones, where she has worked for nine years. Prior to joining Edward Jones, she spent five years at GlynnDevins Advertising Agency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Dylan Hurt is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Charles Schwab, where he has worked since 2023, following six years at American Century Investments and a year at U.S. Bank. Charles Schwab serves a large client base of 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 provides a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Taylor Bell is a CFP® professional with seven years of industry experience and has been with Edward Jones since 2018. Prior to joining Edward Jones, Taylor worked at MD Anderson Cancer Center from 2015 to 2018 and spent time in full-time education during 2017 to 2018. 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 through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a fiduciary standard of care.

Connie Lohr is a financial advisor at Edward Jones in Olathe, KS, with 14 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Steven Adamson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. He is also involved with Compass Financial Resources, LLC and Financial Markets, Inc. outside of his primary advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research supported by various subadvisors and technologies including machine learning.

Joseph Hogan is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and a total of 26 years of industry experience. Prior to joining Charles Schwab in 2025, he spent 26 years at American Century Investments. Joseph is based in Leawood, Kansas. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary and discretionary investment solutions, delivering multi-asset model portfolios supported by centralized custody and operational infrastructure.

Amy Palmer is a CFP®-designated financial advisor with Edward Jones in Olathe, Kansas, and has 11 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Reinhardt Financial Services Inc, Amy Palmer, and Cambridge Investment Research, Inc. Outside of her advisory work, she owns Highland Waters LLC, a real estate management business in Shell Knob, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Kyle Mc Guffey is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services, LLC, Kestra Investment Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He also serves as Director of Planning and Investment Operations at Gardner Wallace Financial Solutions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and offers integrated brokerage, advisory, and managed account solutions.

Stanton Specker is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for several family trusts. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Stephen Dunleavy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021 and previously worked at American Century Investment Services Inc. from 2016 to 2021. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

David Crupper is a Series 66-licensed financial advisor based in Olathe, KS, with 18 years of industry experience. He has worked at Fisher Investments since 2021, following roles at Macquarie Investment Management, Delaware Distributors L.P., Ivy Distributors, Inc., and Waddell & Reed Inc. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management, sub-advisory, and retirement plan services. The firm employs a centralized Investment Policy Committee that uses quantitative and qualitative research to construct globally diversified portfolios, applying tax-aware strategies and risk management techniques.

Lawson Stroble is a financial advisor with Equitable Advisors in Leawood, KS, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and has a background that includes roles outside of finance. He serves on the board of the Children’s Center for Visually Impaired Children in Kansas City. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering a range of financial planning, brokerage, insurance, and asset management services through various third-party programs and sponsors.

Darnell Hendricks is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has held roles at Fidelity Investments LLC, Foothills Credit Union, Capitol Federal Savings Bank, and other organizations. Outside of finance, he was involved with Al's Radiant Detailing and Paint Correction. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with distinctive expertise in commodity pool operations and algorithm-driven investment strategies.

David Felshaw is a financial advisor with Edward Jones in Olathe, Kansas, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he and his wife operate a small business named RYLIND CO, which is managed by his wife. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Kathleen Heitman is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Farmers Insurance for 13 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Kyle Moore is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and 12 years of industry experience. He has worked at Ameriprise since 2022 and previously held advisory roles at Mazuma Credit Union, CUNA Brokerage Services, and Creative Planning. Outside of Ameriprise, he also serves as a financial advisor for Mazuma Credit Union. 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 retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Linda Maclean is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Jose Munoz Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked with several firms, including Transamerica Financial Advisors and Ameriprise Financial, and currently serves as an adjunct professor of finance at Donnelly College. He is also the sole owner of Legacy Planning Group, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing flexible program options to advisors and their clients.

Tyler Lane is a financial advisor with LPL Financial based in Olathe, KS, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Securities America Advisors and other firms, and also provides financial planning and consulting services through Ameritime, LLC, an independent investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios, third-party subadvisors, and research resources.

Isabelle Holtzen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has prior work experience at John Deere and First Option Bank. Outside of finance, she has worked with the Louisburg Aquatic Center and Louisburg High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.