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 with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at LPL Financial since 2018 and concurrently with Invest Financial Corporation since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research to support diverse investment strategies.

Kevin Ille is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His prior roles include Securities America Advisors and National Planning Corporation. He also operates Ameritime, LLC, an independent investment advisory firm providing financial planning and consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Ross Bauer is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and seven years of industry experience. He has worked at LPL Financial since 2024 and previously at Securities America Advisors and other financial firms. Bauer also provides financial planning and consulting services through Ameritime, LLC, an independent registered investment advisor firm he founded in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

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.

Karren Allen is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2026, she worked at Hornor, Townsend & Kent, LLC and Lincoln Financial Securities Corporation. Outside of her advisory work, she is a self-employed insurance agent focusing on life and health insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with access to various model portfolios, research, and technology-driven management solutions.

Donald Mathews Jr. is a financial advisor with LPL Enterprise in Olathe, Kansas, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked with American Century Investment Services Inc. and its Private Client Group from 2012 to 2021. Outside of his advisory role, he is employed at Bass Pro Shops in Olathe. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management within an integrated platform that combines advisory programs with brokerage and insurance products.

Jamie Botts is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney for his mother. 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.

Hiba Mahgoub is a financial advisor with Charles Schwab holding Series 66 and Series 63 credentials and has three years of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2022. Prior to that, she held positions at Ss&C, Cbiz, Foster Fitness Center, and Northwest Missouri State. 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, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

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.

Cameron Probst is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Park Hill School District. Outside of advising, he coaches a weekly fitness class and serves as president of Gomers LLC, an advertising business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management alongside brokerage, custody, and cash-sweep services within an integrated operational framework.

Allison Grandon is a financial advisor at Edward Jones in Olathe, KS, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked with several organizations including the Head for the Cure Foundation and MidAmerica Nazarene University. 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 network of financial advisors and branch offices.

Charles Reinhard is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, NYLIFE Securities LLC, New York Life Insurance Co, Ivy Distributors, Inc, Waddell & Reed, Inc, Platinum Realty, Better Homes and Gardens, and C&M Restoration. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform combining adviser programs with active financial product sales.

Chad Barrick is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies through a nationwide network of more than 23,000 financial advisors. The firm is notable for its extensive retail advisor footprint and affiliated capabilities beyond advisory services, including trust and securities-based lending options.