Joseph Kucera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at UBS Financial Services Inc. from 2013 to 2019. Outside of his advisory role, he owns and manages a recreational property through Kucera Farms LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Devin Davis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Bank of America and has held positions in various sectors including retail and education. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Ridley is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Charles Schwab since 1999 and also works with Charles Schwab Bank since 2007. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized custody and trading services.

Chad Hartman is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services for 20 years and has held operational roles, including Chief Operating Officer at LTA II Manufacturing. Outside of advising, he oversees operating activities for a truck accessory manufacturing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various portfolio management options.

Kimani Rice is a financial advisor at Merrill with a Series 66 designation and five years of experience at the firm. Prior to Merrill, Kimani held positions at Bank of America, US Bank, BMO Harris Bank, and other organizations. Merrill, along 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Propeck is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2014. Outside of his advisory role, Propeck serves as a board member of the University of Missouri’s Trulaske College of Business and chairs the St. Michael the Archangel Endowment Fund. He is also the owner of Transcendent Advisor Networks and serves as Regional Director of Transcendent Financial Partners, overseeing advisors and operations. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning solutions, including access to affiliated and third-party managers, and supervises over $256 billion in assets under management.

Hal Brettmann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Voya Financial Advisors, Princor Financial Services Corporation, and Cetera Wealth Services. He is also president of H & S Financial Group Inc., which focuses on fixed insurance sales, and works as an insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with access to various third-party managers and program structures.

Russell Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes roles at Securities America Advisors and National Planning Corporation. He also provides financial planning and consulting services through Ameritime, LLC, an independent registered investment advisory firm he founded in 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with access to model portfolios, research, and various investment strategies.

Grant Halls is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2010. 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, delivering investment guidance with multi-asset model portfolios and centralized custodial and order-routing services.

Eric Alpers is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Bank of the Prairie and Swiss Re. 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 solutions supported by a large national network of financial advisors and branch offices.

George Raymond is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors since 2019 and has a longer tenure with Primerica Financial Services dating back to 2002. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing third-party asset managers and model-delivery strategies for individual and high-net-worth clients, primarily on a wrap-fee basis.

Bennett Hughes is a financial advisor with Charles Schwab in Leawood, KS, holding Series 65 and Series 63 licenses and having 10 years of industry experience. Prior to joining Charles Schwab in 2025, he worked for seven years at Northwestern Mutual in various capacities and spent two years at Foresters Financial Services. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative-investment process within an integrated operational structure.

Jaylin Williams is a financial advisor at Merrill with Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, Community America Credit Union, US Bank, Sprint/T Mobile, and Best Buy. Merrill, along 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brett Rogers is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community America from 2015 to 2023. 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 services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gabriel Nelson is a Series 66-licensed financial advisor at LPL Financial with nine years of industry experience. He previously worked at Edward Jones for seven years and held roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, Tax Favored Benefits, and SigniaCo. LPL Financial is a registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Valencia Spooner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Trust Sourcing Solutions LLC before joining Wells Fargo in 2018. Outside of her advisory role, she is involved as a cosmetic consultant with Mary Kay and also operates a small apple pie business. 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 combines research from its Investment Institute and third-party sources to guide diversified investment selections and offers a range of brokerage and advisory solutions.

Connor Middleton is a financial advisor with LPL Enterprise based in Overland Park, Kansas. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his financial services work, he serves as an assistant wrestling coach at Olathe Northwest High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Taylor Schmidt is a financial advisor at Edward Jones in Leawood, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, Schmidt worked at TForce and held various roles in the banking and lending sectors. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Michael Ford is a financial advisor at LPL Financial in Olathe, KS, holding a Series 66 designation. He has no prior industry experience but previously worked at Kindeva Drug Delivery, Thermo Fisher Scientific, Veracyte, and CardioDx. 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, financial planning, and brokerage services with access to model portfolios, third-party research, and advanced portfolio management technologies.

Amy Herrington is a financial advisor with Charles Schwab in Leawood, KS, holding a Series 66 credential and five years of industry experience. Her work history includes positions at Charles Schwab Bank, Charles Schwab, and TD Ameritrade entities. Outside of finance, she spent three years with the Pet Resource Center of Kansas City. 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 SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.