Amber Young is a financial advisor at Edward Jones in Olathe, KS, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2010, including her current role since 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Christina Smith is a Series 66 licensed financial advisor with Edward Jones in Olathe, KS, bringing five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Sprint for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Brady Larson is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Instacart as well as engaging in independent insurance agency work. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including 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, with various portfolio management options and tailored strategies across multiple custody platforms.

James Goetz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors since 2025, following previous roles at Topstep LLC and Smartsheet Inc., among others. His experience spans various industries, although he has no prior years specifically registered in advisory roles. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions, focusing mainly on individual investors rather than institutional clients.

Landon Harris is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, G4S Secure Solutions USA, Amazon.com, Inc., and six years of service in the U.S. Army. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Scott Jorgensen is a CFP® certificant and Series 66 registered financial advisor with Edward Jones in Olathe, KS. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types and corporate and charitable organizations. The firm offers various advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Francesco Ross is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 designations and is based in Overland Park, KS. Ross has been with Fidelity Investments since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Travis Vandever is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kristin Meisel is a Series 66-licensed financial advisor with Ameriprise in Lawrence, Kansas, with 12 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Lawrence Restaurant Association and is an officer for Positive Bright Start. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Lana Ibrahimi is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. She has previously worked at Bank of America, J.P. Morgan Securities LLC, and BMO Financial Group. Lana also has an academic background with roles at Wilmington University and the University of Jordan. 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, pension plans, corporations, and charitable organizations.

Phillip Fournier is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed and American Century Investment Services. Fournier is the owner of Cape Cod Consulting LTD and serves on the boards of the Invest In Others Development Committee and the RMHKC Development Committee. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

James Redwine is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He is a retired Army Lieutenant Colonel and has authored a finance book aimed at soldiers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Bradley See is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has a combined tenure at affiliated firms spanning over two decades. Outside of advisory services, he also works as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.

Stephen Deprisco is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fidelity Brokerage Services LLC since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI-driven research tools.

Jackson Rader is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at United Bank & Trust and was involved with Mosquito Squad. He has also been active in university intramural sports during his time at Fort Hays State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Christopher Youngers is a financial advisor with Edward Jones in Olathe, Kansas, holding Series 63 and Series 66 designations and has 20 years of industry experience. He has been with Edward Jones since 2013. Youngers serves as an Advocate for the Knights of Columbus #10407, attending officer meetings and assisting the Grand Knight. 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 investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Jeremiah Wright is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Timothy Merchant is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He previously worked at Securities America Advisors and Mass Mutual Investors Services. Cambridge Investment Research Advisors serves 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, utilizing a variety of discretionary and non-discretionary portfolio management strategies.

Michael Vogt is a CFP® and ChFC® with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Bryan O'Connor is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2012. Outside of his advisory work, he owns Say Cheez Photobooth, a company that rents photobooths for events, and works as an Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.