Kristen Haag is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she co-owns two in-home senior care businesses with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Joshua West is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 designations and seven years of industry experience. He has held roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. West is also involved with a health insurance business through West Financial LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services leveraging LPL’s research, model portfolios, and third-party asset managers, with an integrated platform that includes insurance products and collateralized lending programs.

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.

Christian Eckert is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and various other firms, with additional experience at the University of South Alabama. Eckert is based in Leawood, KS. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines a large client base with integrated brokerage, custody, and advisory services, offering both non-discretionary guidance and access to discretionary separately managed accounts.

Ada Sanabria Flores is a financial advisor with Wells Fargo Clearing in Olathe, KS, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Wells Fargo Clearing, she held roles at Wells Fargo Bank, MVP Law Firm, and Waterway Car Wash among others. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Christopher Paul is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a soccer coach for the Union KC Soccer Club and is president of the Summit Station Property Owners Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

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.

Nathan Mize is a Certified Financial Planner (CFP®) and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017, based in Overland Park, KS. 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 including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Nandawin Nwe is a financial advisor at Wells Fargo Clearing with two years of industry experience. Prior to joining Wells Fargo, Nwe worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, Nwe has experience in the restaurant industry, having worked at Mr Cao Japanese Steak House. 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 employs a large network of financial advisors and uses research and analytics to support investment decision-making across brokerage and advisory solutions.

Thomas Hughes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones and Morgan Stanley. Outside of his advisory role, he is also active as a Dasher for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Kaddie Bybee is a financial advisor at Edward Jones with a Series 66 designation and experience starting in 2024. Her prior work includes roles in healthcare and the food service industry. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.

Arthur Davis is a financial advisor with LPL Financial in Olathe, KS, holding Series 63 and Series 65 licenses and with 35 years of industry experience. He has worked at LPL Financial since 2018 and concurrently at Central Trust Bank and INVEST Financial Corp. since 2015. 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 provides a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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.

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.

Carlos Nino Hernandez is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and various other companies in different sectors. 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.

Jeanette Harriman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for UMB Insurance Inc, UMB Financial Services Inc, and UMB Bank from 2004 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Felz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo, he worked in real estate services, the healthcare industry, education, and retail. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to support diversified investment strategies.

Simona Anschutz is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following a year with Wells Fargo Advisors, LLC, and has been associated with Wells Fargo Bank, NA since 2013. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.