Gabriel Nelson is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years, as well as Ameritas Investment Corp and Ameritas Life Insurance Corp. Nelson has also been involved with Tax Favored Benefits and SigniaCo during his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Middleton serves as an assistant high school wrestling coach for Olathe Public Schools. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional clients. The firm emphasizes model-driven investment implementation, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 an advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, he worked at Kindeva Drug Delivery, Thermo Fisher Scientific, Veracyte, and CardioDx. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Willie Dunmore Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Charles Schwab Bank, SSB since 2024 and has been with Charles Schwab and Co., Inc. since 2022, previously spending 16 years at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base of 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 affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Theresa Baker is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with LPL Financial since 2018, following a two-year period at Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Kevin Ille is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at Securities America Advisors, National Planning Corporation, and maintains an independent investment advisory business through Ameritime, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice provided by investment adviser representatives using various investment strategies.

Ross Bauer is a financial advisor at LPL Financial with 7 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Securities America Advisors and the Johnson County Appraisers Office. Bauer also provides financial planning and consulting services through Ameritime, LLC, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Courtney Loehr is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked at Deloitte and the University of Missouri. Courtney maintains a CPA license through the National Association of State Boards of Accountancy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Daniel Asikainen is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 designation and 16 years of industry experience. He 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, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and emphasizes a fiduciary standard in its advisory services.

Michael Middleton is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and affiliated with MassMutual Life Insurance Company since 2012. Outside of advisory work, he is involved as a youth soccer referee and performs as a part-time musician. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annual collaborative planning relationships and event-driven planning services.

Tyson Combs is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, including prior roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. 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, offering a mix of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational resources.

Christopher Carr is a financial advisor at Edward Jones in Olathe, KS, holding the CFP® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and operates under a fiduciary standard.

Donald Mathews Jr. is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Century Investments Private Client Group and American Century Investment Services. Outside of advisory work, he is employed at Bass Pro Shops in Olathe, KS. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Jamie Botts is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a brief tenure at Morgan Stanley Dw Inc. In addition to his advisory role, he serves as power of attorney for his mother. 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 a range of brokerage and advisory solutions supported by research and analytics.

Hiba Mahgoub is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at multiple Charles Schwab entities since 2022, as well as positions at Ss&C, Cbiz, and Northwest Missouri State. Charles Schwab & Co., Inc. serves a broad client base, mainly 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

David Pollard is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Primerica Financial Services since 2006 and PFS Investments Inc. since 2008. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Alyssa Smith is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Parameno Health, Oak Road Wealth Management, and several other companies. Outside of finance, she owns Aly Jean Media, a videography business focusing on editing video content for personal events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.