Melissa Hamilton is a financial advisor with Charles Schwab in Leawood, Kansas. She holds a Series 66 designation and has one year of industry experience. Prior to joining Charles Schwab, she worked in education and retail roles, including positions at Holy Trinity Early Education Center and McLains Market Lawrence. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. Schwab’s integrated structure supports a large client base with centralized supervision and a range of investment options including multi-asset model portfolios and alternative investments.

Gregory Cornelius is a CFP® professional with over 41 years of experience in the financial services industry. He is associated with LPL Financial and has held roles at Personal Financial Group since 2011 and Linsco Private Ledger since 2002. In addition to his advisory work, Mr. Cornelius operates an investment-related business entity, Gregory Cornelius, MBA, CFP, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Andrew Massieon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Massieon also manages Ameritime, LLC, an independent RIA through which he provides 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 national network of advisors. The firm offers a range of advisory programs, retirement consulting, and brokerage services, incorporating both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Aniruddha Rao is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He previously worked at Pruco Securities, LLC for nine years and has been affiliated with Kansas State University since 2014. Rao also operates Rao Financial Group, a health insurance and Medicare brokerage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and access to a broad range of financial products, including insurance through affiliated entities.

Wallace Caudill is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at Shaw Industries from 2016 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Tonga is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and Bank of the West. Outside of his advisory role, he is involved in photography and music production through Tonga Productions LLC. 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 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.

Jonathan Mounce is a financial advisor with Cetera, holding a Series 65 designation and beginning his advisory career in 2025. He has experience in accounting and tax services through his role at HUXE, LLC dba Strive Accounting & Tax Solutions and serves as comptroller for KidsTLC, a nonprofit providing behavioral health counseling and therapy services for youth and families affected by Autism Spectrum Disorders. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering various portfolio management and financial planning services through a multi-manager platform with a broad network of advisors.

Emily Menefee is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns Menefee Farms, where she artificially inseminates pigs, and she occasionally keeps the scorebook for local high school basketball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets with a large network of financial advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Markus Bigbee is a financial advisor at Thrivent Investment Management in Olathe, KS, with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Pruco Securities, LLC, Prudential Insurance Company of America, and Bass Pro. Outside of his advisory role, Markus is also a performing musician and plays bass. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on topics such as retirement, tax, estate, and business continuation, delivered as either one-time or ongoing engagements.

Christopher Whitehead is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Accenture, and Lodging Hospitality Management. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment programs through its integrated advisory and brokerage platform.

Matthew Gelsheimer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Annette Mcniven is a financial advisor with Morgan Stanley in Olathe, Kansas, holding a Series 66 designation and ten years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she owns a real estate business based in Billings, Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies.

Thomas Wheeler is a CFP® with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

William Kenton is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience with Symphonic Financial Advisors and Kenton Financial Services, Inc. He is also the president of Small Business Solutions, a tax services firm based in Olathe, Kansas. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of investment options including proprietary and third-party model strategies.

Martin Krebs is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward Jones since 1993. 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, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Seannessy Axtell is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she is a minority owner of the Axtell Family Limited Partnership, a real estate entity in Olathe, Kansas. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Norman Pishny is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 66 designation and has been with Cetera Advisors LLC since 2013. He also operates Pishny Four, a venture active since 2002. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Christina Livecchi is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, The Woody Financial Group, and Bard Davol. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Amber Stoll is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera since 2025 and previously held roles at Bank of America, Merrill, Edward Jones, and KeyBank Real Estate Capital. Outside of financial advising, she owned an online clothing business for several years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships.

Leigh Frith is a financial advisor with Wells Fargo Advisors in Overland Park, KS, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes cash‑flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition and special‑needs planning.